Using Mako’s Print and Sign feature, signatories can opt to print PDFs of the required documents, sign the required fields and re-upload the signed documents to continue the workflow.
Printing the required documents
In the document review screen, open the “More Actions” menu in the top right corner
Select “Print, sign and upload” from the drop-down menu
In the pop-up window, select “Click to Download Forms” to begin the download process. This will download the available PDFs directly to your browser.
Uploading signed documents
From the print and sign window, select “Next: Upload Documents” when you are ready to return the signed documents
You can then drag and drop all the required files directly into this screen or select “choose files” to open your file explorer
After all the documents have been added, select “Submit Documents” to finalize your documents
Admin Settings
Wet-sign Document Visibility
By default, after a signatory submits wet-signed documents, subsequent signatories will not see copies of the wet-signed documents included in the document package in the review screen.
To include copies of wet-signed documents in the review modal for subsequent signatories:
Navigate to “Workflow settings” on the left-hand side of the Mako app
Identify which workflow(s) you want to change this setting for and navigate to the “Wet-sign settings” section for the desired workflow. Select the drop-down to choose which signatories you want to review wet-signed documents as part of their document package
Click “save” at the top of the settings section to apply your changes
After applying changes, if a signatory chooses to wet-sign their documents, the selected subsequent signatories will be able to review the wet-signed documents in this view:
Note: Copies of wet-signed documents are always visible in the documents section of the response
