FAQ: SideDrawer Desktop Application

What is the core purpose of the SideDrawer Desktop Application?

SideDrawer is a secure digital vault and collaboration platform.
Our Desktop Application extends this experience by mirroring the files stored in SideDrawer to a local directory for users who have completed setup with the SideDrawer support team, enabling offline access and familiar file management.

What primary problem does SideDrawer Desktop solve for its users?

SideDrawer Desktop consolidates sensitive documents into one secure environment, and automates workflows to eliminate manual errors and security risks common with disjointed storage methods.

With the Desktop Application, you gain the convenience of local file access for files managed directly within SideDrawer, while ensuring that externally synced cloud files (from services like Dropbox or Google Drive that are streamed via SideDrawer) are not redundantly stored on the local device.

How does SideDrawer Desktop improve the overall workflow or client experience?

Centralized Management & Local Mirroring:
Files stored in SideDrawer are automatically mirrored to a local directory on your computer—similar to Google Drive for desktop.
This provides fast local access and offline functionality.
Selective Sync:
Only files residing in SideDrawer’s secure vault are mirrored locally;
files from external cloud storage services are streamed on demand to the web app only, which avoids duplicate local storage and ensures efficient use of local disk space.
Integrated Workflows:
Automated processes (such as document collection, review, approval and DocuSign signatures) are coupled with real-time updates, reducing administrative overhead and enhancing decision-making speed with bulk processes like file management able to be completed from within the local computer directory.

Who is the target user?

Target Audience:
Financial advisors, wealth managers, estate planners, bankers, and other financial professionals—as well as individuals and families requiring secure document management.
Roles & Technical Abilities:
- Financial Professionals: Benefit from secure, compliant, and efficient document workflows.
- IT Administrators: Value the advanced integration, local mirroring, and customization options.
- Novice Users: Enjoy a straightforward, icon-driven interface for everyday file access and collaboration.
Common Use Cases: Secure client onboarding, regulatory compliance, estate planning documentation, and streamlined file sharing with offline access for essential documents.

What are the main features and functionalities?

Secure Document Storage & Sharing:
Centralizes sensitive files with encryption and role-based access from the web experience applied to the desktop sync.
Local Mirroring via Desktop Application:
Files stored directly within SideDrawer are mirrored locally for fast and offline access.
Selective Sync:
Only SideDrawer-managed files are mirrored locally; external cloud-hosted files remain streamed.

Who can get SideDrawer Desktop?