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Sending a Workflow

With Mako, you can easily send forms to clients to be completed and signed electronically.

How to send a workflow to clients:

Select the Workflows tab in the left-hand sidebar.

Click on the row of a possible workflow, and click on the Start Workflow icon.

Fill in the Setup Signatories form with the signatory's information, email and a message.

Note: You can also create a PIN when sending a workflow. To learn how to create a PIN, visit this article.

Once all the information is filled out, hit the SUBMIT button to send the workflow.

An email will be sent to the signatory with a link to the workflow for review and signature. To learn more about how to fill a form, visit the Filling out Forms article.

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