Creating a Consent Resolution

To create a new consent:

• Click the on the + sign at the bottom right of the screen. 

Note: Consents must be linked to a product (bond, stock, or fund). They also require a title and text. 

• Clicking Next will bring up the following table:

• Select who should receive the consent and click Send. 
  

Recipients will be alerted via email and will be able to sign the consent electronically. Once all parties have signed, Mako generates and stores a downloadable pdf copy of the consent with all the signatures on it. The consent file can be accessed via the Consent tab on the side bar.