How to create a document set link?

A document set link is used to send multiple documents in one link. Follow the below steps to create a document link in the SalesHandy web-app.

  • Log into your SalesHandy account in the web-app.
  • Navigate to the 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 the ADD button to add documents. 
  • Set your document set preference from the Options
  • Click on Create Set. 

Voila! You just created a Document Set link.

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