SideDrawer Inc.

This article is for: SideDrawer Console users

If you want to upload your files into SideDrawer right away, and organize them later, Shoebox is the best option for you!

In order to activate Shoebox for your clients' SideDrawers, first turn it on in your Console's UX Settings.

In Console, go to Settings &gt; Affiliates &gt; Manage Client UX, and look for the section on Tiles, Files, &amp; Record Management

Enable Shoebox for all Drawers Activates the Shoebox function, enabling users to load files into the Shoebox, and organize them later on

1. Display Shoebox on the Records Screen Shoebox will appear as a Tile on the Records Screen 
 
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2. Move Shoebox to End Shoebox will appear as the last Tile, instead of as the first Tile 
 
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3. Display Shoebox shortcut Shoebox will appear as a menu item in the left-hand menu: 
 
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4. Invert Shoebox Tile Colour Makes Shoebox visually distinct, by reversing the colour scheme from the other Tiles

To use Shoebox, first upload files by clicking or dragging to the Upload Files bar. Next, click on Upload to my Shoebox:

You can also select Shoebox from the left-hand menu or the Tiles screen, and click on Drag &amp; Drop files here to select files to upload: ​

The files will all be uploaded to the Shoebox Tile, and the Record name will be auto-filled with the name of the first file. You can just click on Confirm, upload your files, and organize them later when you have more time! ​ You can still use the + icon to make multiple Records, and drag files to them, if you want to separate files into different groups, within Shoebox.

When you're ready to organize your files, you can use the Move or Copy functions to place them into other Tiles and Records

1. Navigate to the files you want to move
2. Click on the File icon on the right to Manage Multiple Files
3. Select Move from the Action Menu
 1. Click Select All to move all files, or select individual files from the list
4. To move files to a different SideDrawer, use the drop-down in the SideDrawer line to select the destination SideDrawer
5. Select the destination Tile for the files - the Select Tile drop-down will show all Tiles in the SideDrawer
6. Select a destination Record for the files - click on the Record Name line to see all Records in your selected Tile
 1. You can also create a new destination Record by typing the name in the Record Name line
 
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7. Click Confirm to complete the move

For more information on Moving &amp; Copying Files

Shoebox lets you upload files quickly to your SideDrawer, to be organized later on

Setting up Shoebox

Uploading Files to Shoebox

Moving Files out of Shoebox