Console Menus - Accounts - SideDrawers

Info Requests ask users to answer questions, provide demographic information, or upload specific documents.

Use this function to send one or more Info Requests to a client's Drawer.

This function is useful when you need to set up a Drawer for a new client, or when an Info Request was missed during Drawer creation.

If you need to deliver Info Requests to multiple clients or Drawers, you should go to the Productivity > Info Requests menu instead, to select the Info Request and send to multiple recipients at once

Use the Search bar to locate the Info Request(s) you want to send, and click to select them

Remember that you can't send the same Info Request to a Drawer twice, to prevent duplication - any Info Requests that were already sent to the Drawer will appear on this list, grayed out, and will show as part of the Selected total at the bottom left.

Once you've selected your Info Request(s), click Confirm at the lower right to send them.
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Content Packages deliver folders and/or files to a client's Drawer - use them to populate the Drawer with generic files (welcome letters, general contracts, instruction sheets), or to add a folder structure within the Drawer's Tiles.

Use this function to send one or more Content Packages to a client's Drawer.

This function is useful when you need to set up a Drawer for a new client, or when a Content Package was missed during Drawer creation.

If you need to deliver Info Requests to multiple clients or Drawers, you should go to the Productivity > Content Packages menu instead, to select the Content Package and send to multiple recipients at once

Use the Search bar to locate the Content Package(s) you want to send, and click to select them.

Unlike Info Requests, the same Content Package *can* be delivered to a Drawer multiple times, so you may need to check the Drawer in the front end to make sure you don't duplicate files or folders.

Once you've selected the Content Packages you need, click Confirm to send them.

Bulk Upload lets you create folders and upload files directly in the client's Drawer.

Use this feature if you're creating Drawers for existing clients, and need to transfer files from your local storage to the client's Drawer.

Like the Upload Files flow in the front-end app, Bulk Upload brings up an upload pop-up, where you can select files and set out where in the Drawer they'll be delivered

Use the cloud/upload icon in the top bar to select multiple files and create a separate Record/destination for each file

Use the middle bar to select Tile and Record destinations, setting out category and folder names, then use the cloud icon at the right to open your folders and select files to upload

To upload different sets of files to different destinations (Tile + Record), click on Add a Record to this SideDrawer to open more destinations

When you have your files and destinations selected, click on Confirm to upload the files

These action items all open the front-end app, to take you directly into one part of the selected SideDrawer

View SideDrawer Records: Opens the selected drawer and takes you to the Records page

Manage SideDrawer Settings: Opens the selected drawer and takes you to the Manage SideDrawer menu

​Manage SideDrawer Collaborators: Opens the selected drawer and takes you to the Collaborators menu
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If your environment is set up with multiple brands or affiliates, you can change a drawer from one brand setting to another

This is useful if you have an affiliate created for an advisor who then leaves, and you need to transition their drawers to a different advisor, or to the main environment branding

If you need to add metadata fields after SideDrawer creation, or if you need to update existing metadata values for the drawer, you can do that here

Metadata values are used for certain kinds of integrations, for example if you want to link a SideDrawer to an account in Salesforce

Enter the Field Name (e.g. Account ID), then the Field Value (the client's account ID)

If you need to add multiple metadata fields, click on Add new Metadata to add as many rows as you need

When you have entered all the necessary fields and values, click on Submit to complete
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If you need to access a client's drawer, and you haven't been added as a Collaborator (either individually or through a Team), use this function to add yourself from the Console, so that you can access the drawer in the front end.

You'll be added to the drawer as an Editor at the SideDrawer level.

If you only need temporary access, you can delete yourself from the drawer when you're finished, using the Collaborators menu.

You'll be asked to Confirm - note that other Collaborators (including clients) will be informed that you were added to the SideDrawer
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Use this function to transfer ownership of a SideDrawer to someone else.
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The new owner can be an already-registered user, like an admin or a client, or can be someone outside your system - they'll get an invitation email and will need to register before they can access the drawer.

The most common use for this function is to switch ownership between admins on your team, if there's a personnel change or a change in email address.

In the pop-up, enter the email address for the new owner, and either type or select a relationship - you can also fill in their name (optional).

When the details are entered, select Transfer Ownership to complete the transfer.
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The drawer stays within your environment, linked to your account, so this is not a good option if you're offboarding a client - in that situation, contact [email protected], and we can help transition the offboarded drawer to the client's own account.