Document Management Integrations: Keep Your Documents Organized Automatically
Getting documents signed and approved is only part of the process. Making sure they're properly stored, organized, and accessible to your team is just as important.
Manually downloading, renaming, and uploading documents into your firm's storage systems takes time and creates unnecessary administrative work.
Mako's Document Management Integrations automate this process by sending completed documents directly to your firm's SharePoint environment or SFTP service, keeping everything organized and accessible within the systems your team already uses.
Once all signatures are collected and a workflow is fully approved, Mako automatically transfers the finalized documents to your firm's SharePoint environment or SFTP service.
This eliminates the need to manually download and upload documents, ensuring completed files are stored in the right place without additional work from your team.
Keep documents organized your way
Every firm has its own document management structure. Mako allows documents to follow your existing naming conventions and be automatically routed to the appropriate folders based on your business rules.
Whether that's a central folder, household-specific directories, or another location within your existing structure, documents are organized consistently from the moment they're received.
Mako can also apply standardized document naming conventions in both English and French.
Make documents accessible across your systems
Once documents are transferred, firms can make them available through their existing document management systems, including client portals, data rooms, and document vaults.
This helps ensure advisors, operations teams, and clients can access important documents through the systems they're already familiar with.
Reduce manual work and improve consistency
By automating document transfers, naming, and organization, Mako helps eliminate repetitive administrative tasks and reduce the risk of misplaced or incorrectly filed documents.
This keeps your document storage consistent, organized, and aligned with your firm's existing processes.
A More Connected Document Management Experience
From collecting signatures to storing completed documents, Mako helps keep the entire process connected.
Instead of spending time downloading, renaming, and sorting files, your team can rely on automated workflows to ensure documents are delivered to the right place.
The result is less manual work, easier access to important information, and a more efficient experience for advisors, operations teams, and clients.
How to Get Started
Getting started is simple.
Contact Mako's Customer Success team to set up Document Management Integrations for your organization. Our team will work with you to connect your SharePoint environment or SFTP service and configure document naming and folder structures to match your firm's existing processes.
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