How to add expiration date in document set?

Adding an expiration date in your document set makes our document accessible for a specified time duration. This makes our document more secure than any regular document. 

So, Let's check how to add an expiration date in 

  • a New Document Set.
  • an Existing Document Set.

1. Steps to add an expiration date in a new Document set:

  • Login to your SalesHandy account >> Documents.
  • Click on Document Set >> New Document set.
  • Add a new document and set an expiration date.

2. Steps to add an expiration date to an existing document set:

  • Login to your SalesHandy account >> Documents.
  • Click on Document Set.
  • Click on the Action options besides the desired document.
  • Select edit and add an expiration date.

Refer to the gif below for better understanding.

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