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Basics
Adding Advisor Portal Employees
Admin Portal Overview
Advisor Portal Overview
Logging in to the Advisor Portal for the First Time
Workflows and Responses
In-Person Signing
Adding custom text to documents
Bulk Reassigning Workflows
Reviewing Changes in a Response
Custom Form Uploads
Hiding Disabled and Optional Signatories When Launching a Workflow
Response Statuses
Print and Sign (Wet sign)
Automatic Signatory Reminders
Data Rooms
Claimable Signatories
Creating a PIN
Filterable Responses
Admin Approval
Viewing Live Responses
Advisor Approval
Filling Out Forms
Resending Forms
Bulk Sending Workflows
Resetting a PIN
Sending a Workflow
Investor Management
Removing and Changing Investor Logins
Uploading & Downloading Investor Documents
Adding Investors
Reporting
Automated KYC Refresh Reminders
Audit Trails for Investor Data
Settings
Setting Up the SharePoint Mako Integration
Multi-Factor Authentication
Setting Up and Using the Salesforce and Mako Fintech Integration
Changing Administrator Passwords
Adding and Removing Users
Resetting User Passwords
Help Center
>
Viewing Live Responses

Viewing Live Responses

You can easily view form responses in the Mako platform from one convenient dashboard.

To view live responses:

Select the Responses tab from the left-hand sidebar.

Select the desired response.

Navigate to your desired signatory and click the View icon.

You can now see the signatory's responses and progress.

Note: You can do this for a form of any status (in-flight, completed or rejected). 
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Montréal, QC H3B 2E7

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