Frequently asked questions

Yes, with an information block that accepts multiple responses. In the Block settings, turn on Multiple responses and set the Maximum number of responses if needed. Your client then fills in the block once per person, for example for their spouse and their children, and clicks Add a response to move to the next one.

If each person has to upload, answer or sign themselves, add them as a participant of the request instead: they get their own link. See Send a request to a client.

They choose, at every visit. After Sign in, they click By email or By text message; the text message option only appears if their contact has a phone number. The code goes to the address or number on their contact record.

By email, the code has 6 digits. It comes from “Documents Meo” and the email’s subject starts with the code. The code expires after 10 minutes, and Resend sends a new one after a minute. See What your client sees.

No. Your client has no account to create, no password and no app to install: they click the link received by email or text message and confirm their identity with a one-time code at every visit. See how they receive their code. A single page shows them what is done and what is left: they do not need to be comfortable with technology.

Send them the Answer a request page with their first request. If a client prefers to give you their documents another way, upload them on their behalf: in the open request, open the document’s ⋯ menu and click Upload for the client.

First check that they are using the last code they received, within 10 minutes. By email, each new code replaces the previous one, and five wrong codes lock verification for five minutes.

On a phone, the page can close when they go to read their code. They then reopen the link: as long as the code is valid, meo takes them back to the Enter your code screen. The code is entered on that screen, never in a reply to the email.

If the address or number shown is wrong, correct the contact record, then give them their link again with Share. You can also send them the Answer a request page.

Yes, each request with its own link: the portal does not gather all their requests on one page. When a request is completed, its link and a new code open it read-only, with “Completed on” followed by the date and each item as it was received.

Your client sees the names of their files and the date they were received, without being able to open them again, and their answers shown as sent, without their content. They can download the signed documents and the documents you handed over. A cancelled request no longer opens.

Yes. Each person on a request has their own link and only sees what is assigned to them: their items, the files they sent and the documents you hand over to them. They do not see the other people’s items, your folders or your other clients.

Sent files appear by name; your client cannot open them again from the portal. When signatures happen one after the other, they see the name of the person whose turn it is.

Yes, in English and in French. After the code, the portal appears in the person’s communication language: the one on their contact record or, failing that, the space’s default language. Emails and text messages follow the same language. In a new request, choose each person’s language on the Delivery step, in the Communication language card.

Before the code, the portal follows the browser’s language. Your client can switch language at any time with the EN or FR button at the top of the screen; this choice only applies to their visit.

Yes. Their progress is saved as they go, and what they have not submitted is kept for 30 days. They come back with the same link and a new code, then click Resume.

They can also submit what is ready and come back for the rest: their visit ends when they submit, and the same link takes them back to the items that are left. Automatic reminders tell them what is still to provide.

After 30 minutes without activity, meo signs them out for their security; two minutes before, the Your session is about to expire notice offers Extend session. Nothing is lost: they reopen the link and enter a new code.

Not outside the request’s items: your client uploads their files into the items you planned. Each Document item created in meo accepts several files.

To leave them a free spot, add an optional Document item, for example “Other documents”. Once the request is finished, you can also ask them for other documents. See Follow up after a request ends.

Give them their link again. Open the request and click Share: each person has their own link. Click Copy link next to the right person and send it to them, or click Remind to send them a reminder that contains the link, through the request’s channels.

There is no password to reset: a new code is sent at every sign-in. The link can be copied while the request is open.