Content Packages | SideDrawer

This article is for: SideDrawer Console Users

What is a Content Package?

A Content Package is a template that you create in your SideDrawer Console, and send out to clients' SideDrawers.
Content Packages let you save generic files (welcome letters, general instructions - anything that's relevant to multiple clients) in your Console, to deliver to many clients at a time, or to many clients over time.
You can also save empty labeled Records, to create a Record/folder structure that is consistent across many clients' SideDrawers

Content Packages can also be a more robust template, including not just files and Records, but also Collaborators and Info Requests.
Combining these functions lets you set up reusable templates that deliver multiple elements to SideDrawers during creation, to help simplify your workflow.

Creating a Content Package

In your Console, go to Productivity > Content Packages, then select Create a new Content Package
Content Package general details
1. Enter a Name for your Content Package
  The Content Package name doesn't appear to clients in the front-end app, so the name is an internal description to help you and your team identify the Content Package
2. Choose the Brand
3. Set the SideDrawer Type
  Content Packages deliver files and Records to specific Tiles, so each Content Package is linked to a particular SideDrawer Type (Business, Individual, Unstructured, etc.) and can only be sent to SideDrawers of that Type
4. Select Save & Populate to save and move on to the next steps
  Alternatively, choose Save & Close if you want to save for now and fill in other details later on

Adding Files and Records to a Content Package

The simplest use of Content Packages is for file delivery - remember that these are reusable templates, so they're a great option for sending generic files like welcome letters, instructions, or disclosures.
For anything that needs to be customized on a per-client basis, like specific contracts or financial plans, your best option would be to upload directly to the client's drawer.

Content Package with Files and Records

In order to use a Content Package to deliver generic documents to clients, you'll need to upload the files to your Console, and designate a destination - the Tile that the files will be delivered to, and the Record that they'll be stored in.
This gives you consistency across client drawers - for example, if you send your disclosure letter to a Record called Disclosures in the Legal Documents Tile, you know that every client drawer this Content Package is delivered to will store that file in the same place, under the same name.

To load files into a Content Package:

Choose the destination Tile - this is the Tile that the Record and file(s) will be delivered to in each client's drawer
Enter a Record Name and Record Type (optional) - this is the name and optional label for the Record/folder in which the files will be stored, within the destination Tile
Click the cloud icon on the right to open your file manager and select the file(s) to upload
Click Save Changes to complete
Optional - if you want to set up multiple Records in the same Tile or in different Tiles, select Add Records to Content Package, and follow the steps above to add more Records and upload more files

For example, when the Content Package below is sent to a client's drawer, it will deliver a Record called Welcome Package to the Legal Documents Tile, containing the files Contract, Onboarding Checklist, and Welcome Letter; a Record called Financial Planning to the Personal Finances Tile, containing the files Financial Plan Instructions and Intro to Financial Planning; and a Record called Insurance Guide to the Insurance Policies Tile, containing a file called Insurance Guide:

Content Package with Records Only

Not all Content Packages need to contain files - sometimes it's helpful to set up a consistent folder structure in your client drawers, either for all clients or for a particular subset of accounts.

You can use Content Packages for folder structure as well - it's essentially the same steps as above, except you just designate Tiles and Records, without the files.

Choose the destination Tile - this determines which Tile you'll be creating the Record in
Enter a Record Name and Record Type (optional) - the Name is the main label on Record/Folder, while the Type is an optional extra label that can add more details
If you want to add multiple Records/folders, click Add a Record to the Content Package - you can select the same Tile to add more Records in a particular Tile, or choose different Tiles to create a broader folder structure.
Repeat these steps as needed to create all the Records you need across all the Tiles you're working with.
When you've got all the Records you want, click Save Changes to complete.

For example, this Content Package will populate the Insurance Policies Tile with 4 Records, called Health Insurance, Life Insurance, Car Insurance, and Home Insurance.
These are empty to start - it will be up to the client and other users to upload the insurance policy files, or any claim documents.

Content Package with File uploads and Record Structure

You can add as many elements to the Content Package as you want - multiple Records with files, as well as empty Records for structure, across different Tiles.

Just follow the steps above - for each Record, choose the Tile, Record Name, and Record Type, then upload files if required.
Click Add Record to Content Package to keep adding lines to the Content Package, one for each Record you want to include.
When you have all the elements you need, click Save Changes to complete this step and move on.

The example below combines our first two Content Package types, with the Welcome Package Record in the Legal Documents Tile, 4 Records in the Insurance Policies Tile, and also 2 Records in the Taxes Tile:

Adding Tags to a Content Package

Tags are labels that you can create and customize in your Console, then apply to SideDrawers.
Tags let you add details and context to a drawer, to help your internal team understand the status of the drawer, its region, the client relationship, or any other details that are important for your business.
You can use tags for extra information, and to search and filter drawers when viewing them in Console, and when choosing groups to deliver Content Packages or Info Requests to.

Learn more about Tags

To add Tags to your Content Package:

Use the search bar or select from the list of frequently used tags.
You can add multiple tags to a Content Package, and they will all be applied to the client drawer when the Content Package is delivered.

When you apply a sub-tag, the parent tag will be added automatically - for example, adding the Ontario tag automatically adds the Canada tag at the same time, since Ontario is a sub-tag of Canada.
Once all the necessary tags have been selected, click Confirm.

Adding Collaborators to a Content Package

As part of the Content Package template, you can add Collaborators and give them permission roles that will be applied to all drawers receiving the Content Package.
Use this feature to add your internal users, either as individuals or as part of a Team, to give them access to client drawers.

This feature works especially well in combination with the Teams feature - you can set up your Team, add them to the Content Package template, and ensure that they get added to all relevant drawers.
If someone is added to the Team, or leaves the Team, you can add them or remove them from the Team, and instantly manage their access across all client drawers.

Learn more about Teams

Learn more about Collaborator Permissions

To add a Collaborator to a Content Package:

Select Collaborator Type - Individual or Team
Enter the Email Address (for Individual Collaborators) or Choose the Team (for Team Collaborators)
Select the Permission Role - we recommend Editor permission for internal users, to give them high-level access and permissions.
If you need to add multiple Collaborators or Teams, click on the + icon on the right, and fill out an entry for each individual or team that you want to add.
If you have multiple Collaborators with different permissions who need to be added, you can use the CSV template.
1. Click on Download a Collaborators CSV Template at the lower left
2. Fill out the Collaborator details - enter the name of your Content Package as the SideDrawer name, the Collaborator Type (Individual or Team), the Email Address or Team Name, and the SideDrawer Permission:
  
  This option won't apply in the majority of cases, but it can be useful if you have multiple teams who need a mix of hands-on and read-only permissions on a range of client drawers.

Adding Info Requests to a Content Package

You can build Info Requests into your Content Package template - any Info Requests selected here will be delivered to a client's drawer when this Content Package is sent.

This is especially helpful for new client onboarding, since you can populate the drawer with all the questionnaires and document requests that you need for the new client, and have everything waiting for them when they first log in.

To add Info Requests to your Content Package:

Use the search bar to find the Info Requests you want, then click on the checkbox on the left to add them to the package.
You can add multiple Info Requests this way - the counter at the bottom left will show you how many have been selected.
Optional:
1. Select whether Comments will be turned on or off.
  The Comments toggle will only appear if you have the Comments feature turned on.
  This toggle is set to 'on' by default, and will enable clients and other Collaborators to add comments or questions to items in the Info Request.
  Click the toggle to 'off' to deactivate this option.
  Comments will be activated or deactivated for all Info Requests added to the Content Package.
2. Set the Expiration limit.
  By default, the limit is set to 'Never,' so the Info Requests will never expire.
  If you want to add an expiration, so that the Info Request is removed from view after a certain period, click the drop-down and select the limit you want to apply - 1 day, 30 days, 60 days, etc.
  This limit will apply to all Info Requests you add to the Content Package.
Once you've added all the Info Requests you need, click on Apply Info Requests & Next to complete.

Build or View your Content Package in the Client App

If you want a more direct view of how the Content Package will appear in a client's drawer, you can actually experience and design the package directly in the client-facing app.

This option is especially useful if you're designing the Content Package to be a full template for new users - the view from the client app lets you see exactly how the package will appear when applied to a net new drawer.

To view and edit your Content Package in the client app, in the Add Files/Records screen, click on Manage the contents of this Content Package from the app:

This will open a new tab, displaying your Content Package as a drawer in the client app.

From here, you can see how the Content Package would appear in a client's drawer, by checking the Records and files, Collaborators, and Info Requests built into the package, by navigating through the drawer's Tiles and menu tabs.

Add Records and Files in the Client App

To add Records and files to your Content Package in the client app, upload the files as you would to a client drawer, using the Upload Files tool.

Here, we have added a Record called Welcome Package in the Legal Documents Tile, and uploaded the files for a Contract, a Document to be signed, and a Welcome Letter:

Once uploaded, the Record and files appear in the Legal Documents Tile, in the Record view:

Add Collaborators in the Client App

Adding Collaborators to a Content Package through the client app works just like adding Collaborators to a drawer.

Select the Collaborators tab from the left-hand menu, and click on Add Collaborator.
Enter the email address of the individual you want to add.
1. If you want to add a Team, click on the person icon on the left, toggle to Team Collaborator, and select the Team name from the drop-down.
Select the permission role for this Collaborator.
Click Confirm.
To add more Collaborators, click on Add Collaborator again, and follow steps 2-4 until all Collaborators have been added.

Sending a Content Package

You can deliver Content Packages to SideDrawers during SideDrawer creation, or at a later date.

As with Info Requests, there are a few paths you can take, but the basics are always the same:
You'll always need to select the Content Package to send, and choose the SideDrawers you want to send it to.

I want to...

Send one already-built Content Package to one or more existing SideDrawers
1. Send Content Package from the Content Packages Menu
Send one or more already-built Content Packages to a new SideDrawer I'm creating
2. Send Content Package during SideDrawer Creation
Send a Content Package I just built to one or more SideDrawers right away
3. Send Content Package during Content Package Creation
Send one or more already-built Content Packages to an existing SideDrawer
4. Send Content Package from the SideDrawers Menu

1. Send Content Package from the Content Packages Menu

To send an already-built Content Package to one or more existing SideDrawers, you can select that Content Package from your Console.

In your Console, go to Productivity > Content Packages
Select your Content Package from the list, or use the Filter tool to search for the Content Package you want.
Click on the 3 dots to the right of the Content Package name to open the Actions menu, and select Deliver Content Package to SideDrawer(s)
This will bring up a list of all SideDrawers of the Type that matches the Content Package (Individual, Business, etc.)
Select one or more SideDrawers from the list, or use the Search SideDrawers tool to find the ones you need.

As you select drawers, you'll see them appear in your Selected list and disappear from the Available list:
1. To remove a Selected drawer, click the trash can icon to its left, and it will return to the Available list.
2. To remove all the drawers you've selected, click Clear selection, and they will all switch back to the Available Drawers list.
3. To select all the available drawers at once, click Select All.
4. You can also filter your search using the Filter tool.
  1. Click the Filter icon at the top right
  2. Click on Select a Filter, and choose your filter from the drop-down:
    
    Drawer Name Contains lets you filter by drawer name or portion of drawer name
    (useful when you include descriptions as part of your drawer name, like 'George Smith - Insurance')
    Metadata Key lets you filter by categories of metadata, for example, to select all the drawers with a linked Salesforce ID, or all the drawers with an account ID for statement delivery
    Metadata Value filters by the contents in the metadata field, for example, to select all drawers connected to a particular Salesforce ID, or a statement account number
    Filter by Tag lets you choose any tags you set up with the Tags tool and applied to client drawers
  3. Use the + icon on the right to combine filters for a more targeted search.
    As you add filters, the filter icon at the upper right will indicate how many filters are currently active:
  4. Once you've selected all the drawers you need, click Confirm to deliver your Content Package.

2. Send Content Package during SideDrawer Creation

At Step 4 in the SideDrawer creation flow, you can choose Content Packages to be delivered to the new SideDrawer as it's being created.

When your client registers their account and logs into their new SideDrawer, they will see the files and Records from the Content Package already in place.

To send a Content Package during SideDrawer creation:

Click the checkbox next to one or more Content Packages that you want to send, then click Deliver Content Package(s) & Next

You can use the search/filter bar to find Content Packages by name

Remember that Content Packages are tied to the SideDrawer Type, so if you create an Individual SideDrawer, you will only see the Content Packages listed as (Individual)

3. Send Content Package during Content Package Creation

When you create a Content Package, you can deliver it right away to one or more SideDrawers, or save it in your Console to be delivered later.

After you save your new Content Package, select Deliver Content Package to send it to SideDrawers
From the list of SideDrawers, choose the ones you want to deliver the Content Package to.
You can use the search bar or the filter tool to locate specific drawers or groups of drawers for the delivery, or Select All to choose all drawers in the menu.
Once you have selected the drawers you want to deliver to, click Submit to send your Content Package.

Remember that Content Packages are tied to the SideDrawer Type, so the list of available SideDrawers will only show drawers matching the type you selected for the Content Package.
For example, if the Content Package is built for the Individual SideDrawer Type, only Individual drawers will be available to deliver to.

4. Send Content Packages from the SideDrawer Menu

This option lets you select a SideDrawer, and send one or more Content Packages to it at the same time

In your Console, go to Accounts > SideDrawers
Select the SideDrawer you want, click on the 3 dots at the right, and select Deliver a Content Package from the Actions menu
Choose the Content Packages that you want to deliver.
Use the Search/Filter tool to find specific Content Packages.
The counter below will show how many Content Packages you have selected.
When you're ready, click Confirm to send the selected Content Packages to the SideDrawer.

Content Package Notifications

Unlike Info Requests, Content Packages don't generate unique notifications or notification emails to the client.

Since the Content Package adds files, Records, and other elements to the SideDrawer, that action will appear in the Timeline, as if you uploaded files or created Records directly in the SideDrawer.

If Info Requests are included in the Content Package, a notification will go out for each Info Request.
(Note that notifications are only sent once a client has registered and created their account. So if you deliver the Content Package during SideDrawer creation, before the client is invited, they'll only get the one email invitation, no additional messages).

The client will receive a Timeline notification after 2 hours, that will include the files and Records from the Content Package, as well as any other activity that took place in the SideDrawer during that period.

Editing a Content Package

Once you've created a Content Package, you can come back and edit it at any time, by selecting it in your Console.

You can also copy the Content Package, delete it, or change it to a different brand.

Edit a Content Package

In your Console, go to Productivity > Content Packages
Click on the 3 dots to the right of the Content Package you want to edit, and select Edit Package Name & Contents from the menu
To change the name of your Content Package, type the new name, then select Save & Close (if you're only editing the name), or Save & Populate (if you want to edit the files or Records)
In the Files & Records screen, you can
1. Drag & Drop new files to upload them to separate Records in the Content Package
2. Change the destination Tile for Records already in the Content Package
3. Click the x next to files to delete them from the Content Package
4. Change the Record Type and/or Record Name for existing Records in the Content Package
5. Click the Cloud icon to add files to a Record
6. Click the Trash Can icon to delete a Record from your Content Package
7. Select Add a Record to the Content Package to create a new Record
  
  When your edits are complete, click Go to Deliver Content Package to send it right away, or Save Changes to save your edits and send later

Copy a Content Package

You can make a copy of a Content Package, in order to tweak some details and create a variant.
For example, if you have two groups of clients, who each need the same Records, with slightly different files, you can build one Content Package, copy it, and edit the details to create the second one

In your Console, select Productivity > Content Packages
Click on the 3 dots to the right of the Content Package you want to copy, and select Copy this Content Package from the menu
Enter a name for the new Content Package
In the menu below, you can change your choice of which Content Package to copy, in case you selected the wrong one
Click Save & Close to create the copy, or Save & Populate to start editing it now
To edit, follow the steps as in Edit a Content Package, above, then save your copy

Delete a Content Package

If you created a Content Package in error, or if you don't need it any more, you can delete it

In your Console, go to Productivity > Content Packages
Click on the 3 dots to the right of the Content Package, and select Delete Content Package from the menu
Make sure you have the right Content Package, then click Delete

Change Content Package Brand

If you have multiple brands in your tenant/environment, you can change the brand of a Content Package, so it can be accessed for that brand's SideDrawers

You can combine this function with the Copy function, to clone an existing Content Package, and then change its brand, so that the same Content Package can be used for multiple brands

In your Console, go to Productivity > Content Packages
Click on the 3 dots to the right of the Content Package, and select Change brand of this Content Package from the menu
Choose the new brand from the drop-down menu, then click Confirm