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.