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SideDrawer for Administrators
Managing your SideDrawer Console and features
Adding or editing a vCard
Sending a Blast Delivery
SideDrawer Batch Delivery
SideDrawer Tenant and Role Definitions
Adding reminders to Record
Ownership considerations when creating SideDrawers
Managing your Branding
What does sponsoring a client mean?
How to sponsor/assign a license to a client
Helping your clients change permission settings
How to purchase licenses
How to remove/revoke a license from a client
Error message when trying to upload a document
Resending Invitations
Console UX Settings
Best Practices for Wealth Management
Adding an admin user
Create your clients SideDrawer but own it first
SideDrawer Terminology and Basics
Creating a Content Package
Creating a Record
Custom Tiles and Custom SideDrawer Types
Sending Info Requests and Content Packages
Creating a SideDrawer
Use Cases for Wealth Management
Completing an editable PDF
Custom Messages - Notifications
Monitoring the timeline
Understanding SideDrawer Types
Navigating between Front End and Console
Creating team collaboration
Managing collaborators
Everything you need to know about getting started with SideDrawer
Introducing SideDrawer to your clients
SideDrawer "Welcome package" for clients
Custom Messages
Client Offboarding