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