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Basics
Adding Advisor Firms
Admin Portal Overview
Advisor Portal Overview
Logging in to the Advisor Portal for the First Time
Workflows and Responses
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
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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
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Multi-Factor Authentication
Setting Up and Using the Salesforce and Mako Fintech Integration
Setting Up a Mako Client Subdomain
Changing Administrator Passwords
Adding and Removing Users
Resetting User Passwords
Help Center
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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). 
Mako Financial Technologies
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Montréal, QC H3B 2E7

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