Documents

The Documents page works like the folders on your computer: you create your folders, upload your files and move them as you like.

meo files your clients’ documents for you. The Clients folder holds one folder per contact, created with the contact and named after them. When a client answers a request, their documents arrive in a folder named after the request, inside their folder.

To give documents, meo offers two ways:

• a handout, a file your client downloads in their portal;
• a share, access to a folder for a limited time, for example for your client’s accountant, whom meo calls a collaborator.

What you delete stays in the Trash for 30 days.

• Deliver documents to your client
• Share documents with a third party
• Organise your documents with your own folders
• Find received documents
• Move your existing folders into meo
• View a folder shared with you, for the person who receives a share

Looking for a short answer? See the frequently asked questions.