Sample Library
Using the Sample Cart
The sample cart is how you build an order in SampleHQ. As you browse the…
Adding and Managing Collateral
Owners and managers can add collateral items to the workspace. Collateral is managed separately from…
Understanding Collateral
Collateral in SampleHQ refers to non-sample items that you include with shipments: brochures, datasheets, marketing…
Pairing Sample Kits with Letter Templates
You can link a sample kit to a letter template so that every order using…
Creating and Using Sample Kits
Sample kits are pre-configured bundles of samples with default quantities. They let your team quickly…
Managing Custom Field Definitions
Custom field definitions control which metadata fields appear on every sample in your library. Only…
Using Custom Fields on Samples
Custom fields let you add structured metadata to your samples beyond the standard title, description,…
Managing Sample Categories
Categories help you organize your sample library so your team can find what they need…
Editing a Sample
You can update any sample in your library at any time. Changes are saved immediately…
Adding a New Sample
Owners and managers can add new samples to the library. Each sample needs at minimum…
Viewing All Samples
The All Samples page is where you browse your company’s sample library. Every sample your…