From the minute you log in, your SideDrawer contains all the information you need to manage your SideDrawer and your clients.


Starting from the right, by expanding the top right hand arrow, you’ll find all the SideDrawers that you have access to. The icons to the right of those SideDrawers shows the permission type granted to you.


In the middle you’ll see the SideDrawer summary. By selecting Records from the left hand menu you will find Tiles. The tiles represent the different folders that will help you organize your information and documents and they’re tailored for personal or business SideDrawers.


On the left below the SideDrawer icon and name you’ll see other menu options and at the bottom, is the account management settings.

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