Requests
A request gathers in a single link what you expect from a client. It can combine five kinds of items:
- a document your client uploads;
- an information block, questions they answer;
- a statement, a text they accept;
- a signature document;
- a handout, a file you give them to download.
Each person on the request, or participant, gets their own link and only sees what is assigned to them. meo notifies them by email or text message, then reminds them according to your settings. What you receive is filed in the client’s folder.
You create each item for the request, or you pick it from your catalogue. A request template fills in the title, instructions and contents of a new request.
Guides
Section titled “Guides”- Send a request to a client
- Have your client accept terms without signing
- View a request’s history
- Ask your client for a credit card
- Test a request by sending it to yourself
- Ask for a correction
- Follow up after a request ends
- Track your requests in progress
To give files to your client, see Deliver documents to your client, in the Documents section.
Looking for a short answer? See the frequently asked questions.