Notifications, deadlines and reminders
meo notifies each person on a request by email or by SMS, in their language, then reminds them while they still have a required item to provide or a document to sign. The due date appears in every email. On the due date, the collection stays open or closes, as you choose.
On your side, the people who follow a request receive an email when your client submits, signs or finishes. Each user chooses their emails in Settings.
Each document received also has its own retention deadline. meo tells you about it every Monday and, if your space allows it, moves expired documents to the trash, where they stay for 30 days.
Guides
Section titled “Guides”- Choose who is notified and in which language
- Understand the sequence of emails and reminders
- Follow a request created by a colleague
- Retention and automatic deletion of expired documents
Looking for a short answer? See the frequently asked questions.