How to share/unshare a document?

With SalesHandy, we can share our essential documents with our team members as it helps in the improvement of productivity and ease of access to the documents. So let us start sharing our documents by following the steps provided below:

  1. Login to your Saleshandy account and click on Document section.
  2. Navigate to Actions, click on Options (three dots) >> Share.
  3. Click Everyone in Organization or select the teams, you want to share.
  4. Change the preferences and click on Share.

Voila! You have shared your document.




We can also unshare our Documents if we want. So let us follow the steps below to unshare a document:

  1. Login to your Saleshandy account and click on Document section.
  2. Navigate to Actions, click on Options (three dots) >> Remove Share.
  3. Confirm your Remove Share.

Team icon will disappear from the document. You have successfully unshared the document.

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