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SideDrawer Quick Access Menu

Settings and options in your SideDrawer's Quick Access

Support avatar
Written by Support
Updated over a week ago

This article is for: all SideDrawer users

Depending on your permission access (Owner, Editor, Contributor, Viewer, etc.), you may not see all of these options on every SideDrawer

Click on the 3 dots icon to the right of the SideDrawer name to open the Quick Access Menu
From here, you can edit the SideDrawer name, quickly download all files, or open the Manage SideDrawer menu to adjust settings

Rename SideDrawer

This option lets you change the name of the SideDrawer - all settings and permissions will be retained
Type the new name, then click Confirm to make the change

Share SideDrawer

This is a quick-access version of the Collaborators menu
Clicking on Share SideDrawer opens a pop-up where you can quickly invite a new Collaborator at the SideDrawer level
Enter their email address and click Confirm to quickly invite a new Collaborator with Editor access
To change the permission access, click on the notepad icon, and choose a different permission role from the drop-down
Optional: click on the arrow icon to add a Full Name and/or Relationship for the new Collaborator

Below, you will also see all current Collaborators on the SideDrawer - clicking on any of these will navigate you to the Collaborators menu, where you can edit existing Collaborators' access if desired

Manage SideDrawer Menu

Takes you to the Manage SideDrawer screen, where you can view and edit the settings for your SideDrawer

SideDrawer Owners

Shows you the name and email address of the Owner(s) for this SideDrawer
A listed owner can also choose to share ownership, by selecting Add Co-Owner, filling out the email address and name (optional), then clicking Submit


If the added co-owner is not already a SideDrawer user, they will get a notification message, and will be prompted to register and set up an account in order to access the SideDrawer

Transfer SideDrawer Ownership

As the owner of a SideDrawer, you can choose to transfer ownership to someone else, by selecting Transfer SideDrawer Ownership, entering the new owner's email address, plus name and relationship (optional), and clicking the Transfer SideDrawer Ownership bar to finalize the transfer


We recommend using this option for personal SideDrawers - for example, to switch your personal SideDrawer to a different family member, or to a different email address - or for different administrators within a team

To change a branded professional SideDrawer to a client's ownership as part of offboarding, you'll need to engage our team


Delete SideDrawer

As the owner, you have the option to delete your SideDrawer.
This option usually comes up when users have created an extra SideDrawer in error, or for users of personal SideDrawers who want to remove their account.

If this is a branded SideDrawer, created as part of a professional environment, you may not be able to delete it from the front end.
To delete, go to Accounts > SideDrawers in your Console, and select the delete option there

Activate Timeline Notifications

This control lets you mute or unmute the Timeline notifications for this SideDrawer.
If Timeline notifications are muted, users on this SideDrawer will not get email notifications about file uploads, changes to Records, or new Collaborators.
Non-Timeline notifications, such as Info Request emails, Reminders, and invitations, are not affected by this control

Note that this control turns off Timeline notifications for the SideDrawer, meaning that it will affect all users on this SideDrawer (Owner and Collaborators).
Users will still get notifications from other SideDrawers, unless they've also muted notifications at the account level.


Timeline

Click here to access the SideDrawer's Timeline, the record of all user actions within the SideDrawer.

Each entry in the Timeline shows:
User - the person/account who performed the action
Action - what they did (added, deleted, updated, created, etc.)
Object - File, Record, Collaborator, etc.
Location - Tile and/or Record involved
SideDrawer - Name of the SideDrawer where the action took place
Date - Month/Day/Year when the action took place

Download

Click here to quickly download all files in the SideDrawer in a single zip file.

This option is useful if you want to take a 'snapshot' of the state of all files at a certain date, or if you need to quickly copy all files in preparation deleting or transferring the SideDrawer

Copy Link to this SideDrawer

Quickly copies a link to the SideDrawer's location, which you can paste into an email or other communication.

Remember that even with the link, someone can only access the SideDrawer if they've been invited as a Collaborator, and have registered and set up their account.
The link can be useful to provide someone with multiple SideDrawers, like an advisor, to help them navigate to the correct SideDrawer.

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