Follow a request created by a colleague

A request’s notices go to the people who follow it. When you create a request, you follow it automatically. To also receive the notices of a request a colleague created, follow it: nothing changes for your colleague or for the client.

To follow a request, you need to be able to edit the space’s requests, with the Editor, Administrator or Owner role.

1. Click Requests in the left menu, then the request.

2. At the top of the request, next to Share, open the ⋯ menu (Options), then click Follow. meo shows “You are now following this request”.

   

3. To stop receiving its notices, open the ⋯ menu again and click Unfollow.

To follow several requests at once, tick them in the Requests list. A bar appears above the list with four actions, each followed by the number of requests: Mark completed, Remind, Follow and Cancel requests. Click Follow, then confirm. The same choice is in each row’s menu.

You receive the same emails as the person who created the request:

What happens	Email subject	Setting in Notifications
The client submits documents or answers	“New submission”	Documents received
Someone signs a document	“Document signed -” followed by the document name	Signatures received
Everything required is received	“Request completed”	Requests completed
The collection closes on the due date before everything is received	“Due date reached - nothing submitted” or “Collection closed at the due date”	Collections closed at the due date

Each person chooses their emails in Settings, Account section, Notifications page. In the Requests list, a blue dot marks New unseen contact activity on the requests you follow, and the New documents tab groups them.

• Each person follows a request for themselves: you cannot subscribe a colleague.
• Follow is no longer offered on a completed request.
• A follow-up, created with Follow up, is a new request: at first, only the person who created it follows it.
• meo does not show the list of people who follow a request.

The request sends you its notices as it does to the person who created it, until you click Unfollow.

• Who receives notifications when your client uploads documents?
• Can you receive a copy of the requests sent to your clients?

• Choose who is notified and in which language
• Understand the sequence of emails and reminders