Simply login here to get access to your account on the web or click the Log In button on the top right of the SideDrawer website,

You can also download our mobile app available for Android and iOS.

Anything you want! Think of your SideDrawer as your virtual filing cabinet’s drawer. Once you go in you’ll see the tiles (categories) for items such as vehicle information, your home, investments, your will, identity documents and legal documents to name a few.

You will also find sections for everyday things such as service accounts (streaming services, cable, internet, etc), hobbies, wish lists, collectibles and much more!

For more information about content, please refer to our Terms of Service.
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You might find it difficult to upload important documents and files because you don't know where, what tile/category, they belong to. But we've made organizing your SideDrawer information super easy.

You're not restricted to the record types suggested when you open a tile and create a new record. As a matter of fact, you can create any record type anywhere, in any tile.

However, we have created a list of record suggestions for you depending on what type of SideDrawer you're in, Individual or Business, and the tile you've chosen.

The following SideDrawer tiles and record suggestions are available when you create an Individual SideDrawer.

Record Type:

Birth Certificate

Cemetery or Burial Plot

Citizenship Certificate

Death Certificate

Divorce Certificate

Marriage Certificate

Power of Attorney

Will

Record Type:

Auto Insurance

Business Liability Insurance

Content Insurance

Critical Illness Insurance

Dental Care Insurance

Disability Insurance

Employment Benefits

Error & Omissions Insurance

Health Care Insurance

Home Insurance

Home and Auto Insurance

Insurance Summary

Landlord Insurance

Medical Insurance

Tenant Insurance

Travel Insurance

Record Type:

Citizenship Card

Driver's License

Green Card

Health Card

Passport

Permanent Resident Card

Social Insurance Number

Social Security Number

Record Type:

Car Loan

Cashflow Summary

Chequing Account

CRA Correspondence

Credit Card

Financial Plan

GIC Account

Home Equity Line of Credit (HELOC)

IRS Correspondence

Personal Line of Credit

Mortgage

Net Worth Summary

Philanthropy

Store Credit Card (Private label)

Pre-Paid Card

Retirement Income Plan

Savings Account

Secured Loan

Student Loan

Tax Receipts & Slips

Tax Return & Assessment

Record Type:

Retirement Account (401k)

Bitcoin

Bond Certificate

Cash Investment Account

Crypto Currency

Diamonds

Educational Funds (other)

Ethereum

Gold

Investment Summary

Investment Tax Package

Managed Investment Account

Pension Statement

Private Investment

Educational Fund (RESP)

Retirement Account (Other)

Robo Advisor

Retirement Account (RRSP)

Segregated Funds

Share Certificate

Silver

Investment Account (TSFA)

Trading Account

Record Type:

Condominium

Cottage

Investment Property

Land

Parking

Pre-Construction

Primary Home

Recreational Property

Rental Property

Secondary Home

Storage Locker

Record Type:

Antiques

Art

Books

Cameras

Fine China

Clocks & Watches

Coins

Comic Books

Film Memorabilia

Jewellery

Knives & Guns

License Plates

Magazines

Maps

Music Memorabilia

Music & Movies

Other Memorabilia

Pins

Post Cards & Photos

Prints & Posters

Shoes

Souvenirs

Sports Memorabilia

Stamps

Telephones

Toys, Dolls & Figurines

Trading Cards

Typewriters

Wine & Champagne

Record Type:

Bucket List

Financial Goals

Funeral Wishes

Grown Up Toys

New Year Resolutions

Personal Goals

Santa Letter

Travel Destinations

The following SideDrawer tiles and record suggestions are available when you create a Business SideDrawer as shown below.

Record Type:

Acquisitions, Mergers or Consolidations

Board Meeting Minutes

Business Licenses or Permits

By-Law & Amendments

Charter Documents

Committees & Members

Committees' Meeting Minutes

Directors

Incorporations & Amendments

Management Flow Charts

Officers

Organization Charts

Shareholders Communications

Shareholders' Meeting Minutes

Shareholders

Record Type:

Capitalization Table

Compliance Certificate & Report

Correspondence with Lenders

Correspondence with Other Debt Security Holders

Credit Agreement

Debt or Financing Agreement

Debt Agreement Compliance

Financing Contract & Commitment

Government Grant

Indenture

Independent Public Accountants Report

Issuance Agreement

Letter of Counsel

Lien & Title Search

Loan Agreement

Loan & Guarantee of 3rd Party Obligations

Purchase Agreement

Record of Default

Sale Agreement

Sale & Leaseback Transaction

Share Certificates

Shareholders Agreement

Shareholders Agreement Amendment

Stock Pledge Agreement

Record Type:

Arbitration

Auditor Communication

Consumer Compliant

Correspondence with Insurance Carrier

Litigation

Mediation

Settlement Agreement

Record Type:

Certification

Government Compliance Statement

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Your Will is a legal document that determines how your estate is to be distributed and SideDrawer will ensure your family and trusted advisors will have access to all the information on your belongings and your final wishes.

It’s best practice to update your will periodically with your legal advisor and then upload it to your SideDrawer to replace your old Will or keep it for record keeping purposes.

Great question! With a premium account you can create a SideDrawer for your dad and make him the owner and, with his permission, still get access through your own SideDrawer account.

Keep in mind that, as the owner, your dad will have the ability to remove your permissions to his SideDrawer.

You can choose to pay for your dad’s SideDrawer or simply ask him to pay for it himself. Now you can fully manage his documents!

There could be a couple reasons why.

First, ensure you've purchased a premium SideDrawer account. Only a premium account allows users to collaborate with others.

Your collaborator must have their own SideDrawer account as well. It can be a free account, but they'll only be allowed to view your records and they won't be able to share their records or edit yours.

Also check that your collaborator has been given permission to access your documents by opening the record and scrolling to "Collaborators & Permissions".

For more information about changing permission settings, please read the article on "Understanding and changing permission settings" here.

If you have no collaborators it's very easy to add them. Simply click "Add your first collaborator" or the + sign to add an additional collaborator to that record.

Then fill out the required information and click "Add new collaborator".

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When you create a new SideDrawer you’ll be given the option to create an Individual or Business type of SideDrawer.

The difference between the two is the types of tiles (categories) are different for each and our guided organization feature will have the corresponding records and additional information fields that come from the type of SideDrawer.

For comparison, these are the tiles available for a Business SideDrawer.

And these are the tiles for an Individual SideDrawer.

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SideDrawer offers a premium customized solution for clients who want the features and benefits of SideDrawer but personalized with their company branding.

As you can see in the example below, Chandra has 2 separate SideDrawers, 1 named "Chandra" and the other "ChandraSDI". The "Chandra" SideDrawer has our branding:

-the SideDrawer company logo

-our brand colour

-our font

-our tile icons

But the "ChandraSDI" SideDrawer has been sponsored by IG Wealth Management and they have tailored the experience to match their branding:

-the IG Wealth Management logo

-their brand colour

-their font

-their tile icons

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You have the ability to download files as you need them. Learn how to download a specific file by clicking here.

To download all your files, all at once, follow these steps:

1. Navigate to the Front end, to the Summary Page.

2. Click on the box with the three dots (…) next to the name of the SideDrawer.

3. From the drop down menu, select the Download button.

4. Once you have selected the Download option to download all files, you will receive the

message below to CANCEL the download if you choose to.

You should receive the following message:

(include Updated Screenshot #5)

Note: For SideDrawers with limited files, the processing time is quick and may not allow for a cancellation.

Once the files have been downloaded you will receive the following message.

(include Updated Screenshot #6)

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Manage notifications through your account settings

You can turn off and on all timeline notifications by completing the following steps.