You ask an outside consultant to review a quote. She needs the proposed price and scope of work; your cost calculations and preparation notes stay with the team. Meo folder sharing lets you give her the selected documents, read-only and for a defined period.
Prepare a folder for the review
The share opens the selected folder. Prepare a “Review” subfolder containing only the documents intended for the consultant:
| In the shared folder | Stays internal |
|---|---|
| Quote to review | Cost and margin calculations |
| Scope of work | Preparation notes |
Choose the consultant as the recipient of the share. She receives her link and enters a one-time code to open it, with no account to create.
Choose read-only access for viewing
Read-only access lets her view files without modifying them. She can also download them.
Match access to the review period
Set an expiry date covering the review period, up to a maximum of 90 days. The link and its end date appear on Meo’s Shares page. If the review finishes earlier, revoke that share to close access through the link.
A downloaded copy remains with the recipient after expiry or revocation. Before sending, choose documents you are comfortable with her keeping and an access period that fits the work.