Secure documents let you send confidential files such as lab results, reports, or invoices in encrypted form to participants or third parties — even if the recipient has no MeetOne account.

Prerequisites

The Secure documents feature must be enabled for your account.

Create a new document

  1. Open Secure Documents in the sidebar and click New document.
  2. Give it a title (e.g. "Lab results May 2026") and an optional description. This description is shown to the recipient when they open the document.
  3. Enter the recipient name and recipient email, and choose the delivery channel (email or, if enabled for your account, SMS; SMS requires a mobile number).
  4. Drag your files into the field or select them — up to 10 files, 25 MB each, as PDF, image (PNG/JPG/WEBP), or Word document.
  5. Choose the access mode:
    • Can only be retrieved once: the document is destroyed as soon as the recipient opens it for the first time.
    • Disabled: the document stays available until the date you set under Expires at (default: 14 days).
  6. Click Send securely.

The recipient gets a link, and after opening it, a 6-digit verification code by email to open the document. They don't need a MeetOne account of their own.

Manage a sent document

Open a document from the Secure Documents list to see its details, delivery status, and retrieval counter. Under More actions you'll find:

  • Resend link: invalidates the previous link and sends the recipient a new link with a new code — useful if the original message didn't arrive, or a single-use document was accidentally consumed.
  • Revoke link: blocks access immediately and deletes the file.
  • Audit trail: a complete log of every event — creation, delivery, link opened, code attempts, viewing, and downloads.
  • Delete: permanently removes the document, including its audit data.

A revoked or expired link cannot be reactivated. Use Resend link instead to give the recipient new access.

When to use secure documents instead of a chat attachment

Use secure documents when the recipient has no MeetOne account (for example a third party such as a family member or another organization), when access needs to be time-limited or revocable at any time, or when you need a complete audit trail. For ongoing exchange with a participant you already message, use chat instead.

Common problems

  • The recipient didn't get an email. Ask them to check their spam folder, or send a new link using Resend link.
  • The verification code is rejected. After several failed attempts, the code is locked. Send a new link in that case.
  • A file isn't accepted. Check the format (PDF, PNG, JPG, WEBP, Word) and size (max 25 MB per file).

Still have questions? Contact us at support@meetone.io.