Mako automatically saves a draft of your workflow at every step, ensuring your progress is never lost.
Saving a draft
Begin launching a workflow and Mako will save a draft in the background
Once a draft is saved, you can leave the page or close the tab and your progress will be saved
Continuing to work on previous drafts
Navigate to the workflow page
Click on the drafts tab
Select the draft you want to continue
If there is an updated version of the investors’ data available, you will receive a notification to update to the latest version
An update to investor data can occur if the investor has completed a different workflow since you started your draft, or if the investor profile has been changed within Mako either manually or by an integration
Continue to fill in the workflow launch information as normal and launch the workflow when complete
Deleting a draft
Drafts will never auto-delete or expire
To manually delete a draft that you no longer need, click the delete button to the right of the draft
