Mako gives wealth managers an enhanced ability to filter through documents and responses on our platform.
To filter responses:
Filter Options:
Workflow: This is the type of workflow that is sent (e.g., individual, entity, joint).
Created At: this is the date the workflow was created/sent at.
Status: this is the status of the workflow (In Progress, Requires Advisor Approval, Requires Approval, Approved).
Current Signatory Role: this is the role of the person who is currently signing/viewing the form in the workflow (Client, Advisor, Trading Authority etc.).
Current Signatory Email: this is the email of the person who is currently signing/viewing the form in the workflow.
Receiver Role Name: This filter matches any signatory of a response with that Role Name in the workflow (Client, Advisor, Trading Authority etc.).
Receiver Email: This filter matches any signatory of a response with that email in the workflow.
Fund: this is the fund that was selected when the workflow was sent.
Investor: this is the investor that was selected when the workflow was sent.
User Email: this is the email of the advisor that sent the workflow.