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
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.