How to create a document set link?

Document set link is used to send multiple documents in one link. It is easy to create a document set link by just following a few steps:

  • Log into your SalesHandy account in the web-app
  • Navigate to 'Documents' tab.

  • Click on the 'Document set' option.

  • . Click on New document set.

  • Enter Document link name as you would like it to appear in your emails. 
  • Click on ADD to add documents. 
  • Set your document set preference from the options. 
  • Click on Create set” 

That will create the document set link.

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