This article is for: SideDrawer Console users
If you offboard a client, you can choose what happens to their SideDrawer.
As the owner of the environment, you have control over the SideDrawer and its contents.
When you part ways with a client, you have 3 options for their SideDrawer:
Transfer the SideDrawer to the client
Delete the SideDrawer
Retain the SideDrawer
1. Transfer the SideDrawer to the client
If you're on a per-license subscription, you can remove the license from the SideDrawer
The SideDrawer will then convert to a personal SideDrawer owned by the client, and will no longer count toward your total licenses
If you're on a per-user subscription, you can present the client with the option to take over the SideDrawer
If the client wants to take up that option, contact us at [email protected], and we will get the SideDrawer converted to a personal SideDrawer
The SideDrawer will be removed from your environment, and the client will take it over with a free SideDrawer subscription (or a Premium subscription if they want the more advanced features)
Once that conversion is complete, you will no longer have access to the SideDrawer, and it will no longer count toward the maximum SideDrawers for your environment.
Before initiating that process, make sure to remove any files that belong to you and should not transfer to the client!
2. Delete the SideDrawer
You can simply delete the SideDrawer and all its contents.
Once deleted, the SideDrawer will no longer count toward the maximum SideDrawers for your environment.
This can be a good option if there are proprietary materials in the SideDrawer that should not be transferred to an offboarded client.
To delete a SideDrawer, click on the 3 dots to the right of the SideDrawer name, and select Manage SideDrawer from the Actions menu:
Then, select Delete SideDrawer from the Manage menu, then confirm:
Make sure to download any files you need before deleting the SideDrawer!
3. Retain the SideDrawer
You can simply keep the SideDrawer as part of your environment, but remove the offboarded client from the Collaborators list.
Retention can be a good option if there are files that you need to maintain for compliance purposes.
To remove the offboarded client, select Collaborators from the left-hand menu in the SideDrawer, click on the 3 dots to the right of the client's listing, then select Delete all permissions for this Collaborator from the Actions menu:
You can also edit the SideDrawer name, to indicate that the client is no longer active
Deceased Clients
Deceased Clients
In the case of a deceased client, there are 2 elements to the process:
Legal/admin - confirming that the client is deceased, determining a next-of-kin, power of attorney, executor, etc.
System - deciding what to do with the client's SideDrawer, and following the steps in the platform
The legal/admin steps would be based on your internal process, in conjunction with whatever laws and industry regulations are relevant
On the system side, the options are broadly the same as the offboarding choices above.
If you are concluding your business' relationship with the client and their files, you can transfer ownership of the SideDrawer to the next-of-kin/executor/power of attorney.
For a per-SideDrawer subscription, simply remove the license from the SideDrawer - you may need to engage our Support team, or put us in touch with the next-of-kin/executor, so we can help them switch the ownership of the SideDrawer
For a per-user subscription, please engage our Support team at [email protected], and we will transfer the SideDrawer from your environment to the SideDrawer-branded environment
If the loss of the client means you no longer need to maintain the SideDrawer, you can delete it from your environment, using the controls in the Accounts > SideDrawers menu in your Console
If you retain the SideDrawer, you can use the Collaborators menu to remove the deceased client from the Collaborators list, and add the next-of-kin, executor, or POA so that they have access to the required files.
You may also wish to change the name of the SideDrawer, for example, from "Client Name" to "Estate of Client Name"