This article is for: SideDrawer Console users
What is SideDrawer?
SideDrawer is a collaborative digital vault, designed to support Security, Organization, and Collaboration.
Security: Data encryption, password/MFA access,
Organization: Consistent layout and structure makes files easy to locate
Collaboration: Share access with clients and third parties while retaining data ownership and control
SideDrawer Rollout
1. Discovery Call - 30 Minutes
1. Discovery Call - 30 Minutes
This is your intro call with our Support Team
Call between your leadership and our Support team
Product tour/refresher
Tell us about your business, and how you want to use SideDrawer – this will help us configure our environment and prepare your training
2. Training - 60 Minutes
2. Training - 60 Minutes
Hands-on session with your full team (if possible
Walk through core SideDrawer functions – Drawer creation and client onboarding, Info Requests and Content Packages, Notifications
Discuss customization and roadmap to client onboarding
These materials will help you prepare for the training call, or you can use them as refreshers after the training:
3. Resource Building
3. Resource Building
Now that you know the basics, it’s time to get your SideDrawer environment ready for clients!
During this phase, you will take the lead in setting up the materials you need for your clients, with support from our team as needed
Build Info Requests – client questionnaires & document request forms
Create Content Packages – set up reusable generic document packages and folder structure
Look & Feel – set up logos and brand colours
Customization – build custom Tiles or SideDrawer Types (depends on subscription package)
Add your Admin Users & Teams (if applicable)
Let us help! Our Support team is available to assist in setting up your environment – get hold of us by chat or email, or book a meeting!
4. Client Communication (pre-onboarding)
4. Client Communication (pre-onboarding)
Once your environment and resources are set up, you’re ready to start inviting clients – almost!
Adoption of a new platform is much stronger if you communicate with your clients before inviting them to SideDrawer
Build trust & set expectations – letting your clients know that the invitation is coming reassures them that it’s legitimate, and lets them know what to expect
Tell them why – give clients a quick explanation of why you’re partnering with SideDrawer, and what’s in it for them
Use our resources! Check the link below for client introduction videos, and see your shared SideDrawer for an email template
5. Client Onboarding
5. Client Onboarding
Create client SideDrawers and start inviting your clients, advisors, and third-party users!
Build your SideDrawers, deliver Info Requests and Content Packages
Invite clients during SideDrawer creation, or later on
Manage invitations & follow-up
Guide clients through account creation & login
6. Refinement
6. Refinement
Once you’ve onboarded your first set of clients, you’ll probably get some feedback, from your internal team and from your clients.
We recommend building in some time to analyze and make adjustments, to fine-tune your workflows and improve the experience
SideDrawer Support & UserFlow
Our Support team is here to assist you through all steps of this process!
We are very hands-on in the early stages, through your initial training.
As you set up your environment, we’re available as resources to assist and advise.
Once you’re onboarding clients, we’re available to you and to your clients, to smooth out the onboarding process and help get everyone successfully registered and logged in.
You can contact us using the chat icon at the bottom right of your SideDrawer screen,– this option is great for quick questions or urgent assistance
For longer questions, email us at [email protected], or book a meeting with us to arrange a screenshare and walk-through