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Content Packages

Creating, Editing, and Sending Content Packages in SideDrawer

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Written by Support
Updated over 2 weeks ago

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

  1. In your Console, go to Productivity > Content Packages, then select Create a new Content Package
    ​

  2. 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

  3. Add Files and Records

    1. To Create a Record and upload Files:

      1. Choose the Tile - this is the Tile that your Record will be delivered to in the clients' SideDrawers

      2. Enter a Record Name and Record Type (optional) - the name of the Record or folder for these files

      3. Click the cloud icon at the right to open your file manager and select the files to upload

      4. Click Save Changes to complete
        ​

        For example, when the Content Package below is sent to a client's SideDrawer, it will deliver a Record called Welcome Package, with the Record Type Client Onboarding, to the Legal Documents Tile, and will populate the Record with 3 files: Contract, Onboarding Checklist, and Welcome Letter
        ​

    2. To create Records only:
      You may not want to deliver files to clients' SideDrawers - you can also use Content Packages to create a consistent folder structure across all your clients' SideDrawers, by adding Records to one or more Tiles

      1. Choose the Tile - this determines what Tile your Record will be created in

      2. Enter a Record Name and Record Type (optional) - the name of the Record or folder for these files

      3. Click Add a Record to the Content Package to open a new row, in order to add multiple Records

      4. 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
        ​

    3. To combine 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

      1. Just follow the steps above - for each Record, choose the Tile, Record Name, and Record Type, then upload files if required

      2. Click Add Record to Content Package to keep adding lines to the Content Package, one for each Record you want to include
        ​
        The example below combines our first two Content Packages, 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:
        ​

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

  1. In your Console, go to Productivity > Content Packages
    ​

  2. Select your Content Package from the list, or use the Filter tool to search for the Content Package you want
    ​

  3. 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)
    ​

  4. 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
    ​

  5. Click on Submit to deliver the Content Package to the selected SideDrawers
    ​

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, using option 1 or option 4

  1. After you save your new Content Package, select Deliver Content Package to send it to SideDrawers
    ​

  2. Skip the next step, for adding Collaborators
    ​

  3. Skip the next step, for adding Info Requests
    ​

  4. From the list of SideDrawers, choose the ones you want to deliver the Content Package to
    You can use the Search/Filter bar to find specific SideDrawers

    The counter below will show how many SideDrawers you have selected
    Click Submit to send the Content Package to your selected SideDrawers
    ​
    ​


    ​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)
    ​


​

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

  1. In your Console, go to Accounts > SideDrawers
    ​

  2. Select the SideDrawer you want, click on the 3 dots at the right, and select Deliver a Content Package from the Actions menu
    ​

  3. Choose the Content Packages that you want to deliver
    Use the Search/Filter bar 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 and Records to the SideDrawer, that action will appear in the Timeline, as if you uploaded files or created Records directly in the SideDrawer.

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

  1. In your Console, go to Productivity > Content Packages
    ​

  2. 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
    ​

  3. 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)
    ​

  4. 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

  1. In your Console, select Productivity > Content Packages

  2. 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
    ​

  3. 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
    ​

  4. Click Save & Close to create the copy, or Save & Populate to start editing it now
    ​

  5. 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

  1. In your Console, go to Productivity > Content Packages

  2. Click on the 3 dots to the right of the Content Package, and select Delete Content Package from the menu
    ​

  3. 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

  1. In your Console, go to Productivity > Content Packages
    ​

  2. Click on the 3 dots to the right of the Content Package, and select Change brand of this Content Package from the menu
    ​

  3. Choose the new brand from the drop-down menu, then click Confirm
    ​

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