How to upload/add a document?

SalesHandy allows you to add documents with your emails for attachment, tracking and analytical purpose.
Follow the steps below to add or upload a document to your SalesHandy account:
  • Login to your SalesHandy account from the web-app.
  • Navigate to the Document section.

  • Click on Upload button on the top right corner.

  • Choose the document you want to upload by clicking on Choose Document.

You can also add your documents directly from the Email Compose Box, Email Campaigns and Gmail Compose box.
Follow the process below to add your documents directly:

SalesHandy Email Compose Box:

  1. Login to your SalesHandy web-app and Click on Emails.
  2. Hit Compose Mail present at the top right corner of the screen.
  3. Click on the Insert Document section present in the compose box.
  4. You will get an Add Item pop-up. Click on the Upload Files option. 
  5. Click at the center of the pop-up to choose a file or drag a selected file to the screen.
  6. Choose the method of how you want to insert the file. (As a tracking link or downloadable attachments)
  7. Click on Add More Files to insert another file.
  8. Click Insert to add the file to your Email.

SalesHandy Email Campaign Box:

  1. Login to your SalesHandy web-app and Click on Email Campaign.
  2. Hit New Campaign present at the top right corner of the screen.
  3. Click on the Insert Document section present in the Email Compose Box.
  4. You will get an Add Item pop-up. Click on the Upload Files option. 
  5. Click at the center of the pop-up to choose a file or drag a selected file to the screen.
  6. Choose the method of how you want to insert the file. (As a tracking link or downloadable attachments)
  7. Click on Add More Files to insert another file.
  8. Click Insert to add the file to your Email.

Gmail Compose Box:

    1. Login to your Gmail account connected with SalesHandy.
    2. Click on the Compose button.
    3. Click on the Insert Document section present in the Email Compose Box.
    4. You will get an Add Item pop-up. Click on the Upload Files option. 
    5. Click at the center of the pop-up to choose a file or drag a selected file to the screen.
    6. Choose the method of how you want to insert the file. (As a tracking link or downloadable attachments)
    7. Click on Add More Files to insert another file.
    8. Click Insert to add the file to your Email.

Voila! You just uploaded your document.

Note: You can upload any .pdf, .ppt, .pptx, .doc, and .docx file under 50 MB.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us