A typical client onboarding in Canada involves ongoing identity verification forms, some of which include anti-money laundering checks, basic customer information, financial circumstances questionnaires, proof of identity and more. On top of this, there are typically subsequent account opening and regulatory forms like the W-8BEN. Mako makes form filling really easy, especially at scale.
In order for various signatories in a Workflow to complete a form, they have to have an email account.
The signatory will receive an email with a link to the form, as seen in the screenshot below, which they should click.
Note: This email template is customizable. If you want to customize your emails, please contact your account manager for more information.
Clicking the link will launch the form in a new tab and can now be completed by the signatory.
Note: Please make sure that all the fields are properly filled out. If the fields are missed or not filled out correctly, an error sign will pop up and the signatory will have to complete the missed fields.
Once the form is filled out, the signatory can select REVIEW FORMS in the bottom right-hand corner.
Review the form and select APPROVE, or BACK to make additional changes to the form.