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.