SalesHandy Help Center
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How to upload/add a document?
Navigate to Document section. On the top right corner click on “Upload Document” A pop-up will prompt where you can choose and upload your document from your computer. Note: You can upload pdf, ppt, pptx, doc,and docx file formats only.
How to create a document set link?
Document set link is used to send multiple documents in one link. It is easy to create document set link by just following few steps: Navigate to Document set section Click on New document set 3. Enter Document link name as you would like. Then click on “ADD” to add documents. 4. Then set your document set preference from the options. 5. Clic
Is it possible to edit the document set link?
Yes, it is possible to edit the document set link. Find the particular document set which you need to edit. Click on Action (" ...") Hit the Edit button to edit the document set. A pop up will prompt up where you can edit your document set as per your need. i.e Add or remove documents and can change the options like capture visitor information and allow do
What files can I upload?
Allowed File Types PDF Powerpoint (PPT, PPTX) Word (DOC, DOCX) Excel (XLs, XLSX) Pages What if I need to upload a different file format? No problem, just convert it into a PDF first, and upload the PDF. In fact, we recommend converting all files into PDF for best results. Allowed File Size and Page Limit You can upload files up to 50MB in size.
To remove shared document follow the below steps
Go To Document section Navigate to “Actions” and click on the “…” and choose share. A popup will prompt up and there you need to enable "Everyone in organization", then set your preferences and click on "Share" button. That will share your document with your team. Team Icon will be showed up with shared document. !(https://storage.crisp.chat/users/helpdesk/website/b06fc27e73a59800/50c147f6-70f5-4120-902e-e55294_1xh13ix.gi
How to add expiry date in document set?
In order to remove the access of Document set from recipient after certain amount of time. Follow below steps. To add Expiry date in new document set. Go to SalesHandy > Document set > New > Set Expiration date. 2. To add Expiry date in existing document set. Go to SalesHandy > Document set > Actions Options > Select Edit. Refer below screenshot. !(https://storage.crisp.chat/users/helpde
How to create a folder for documents?
To create a folder for Documents: 1. Go to “Document” section and on the top left you can see “Folders” 2. Click on the folder icon there and enter the name of the new folder. 3. Folder will be created and you can open the folder and upload the documents in that particular folder.