Invite Email
You'll receive an email from your professional, with their branding, informing you that you've been invited to Collaborate on a SideDrawer
The email will include the professional's logo, the name of the user who invited you, and the name of the SideDrawer you've been invited to.
Clicking on the button will open the SideDrawer login screen in your browser.
​

Login Screen
Your email address should automatically populate in the first line.
If it doesn't, eEnter the email address that you were invited with (the email that the invitation was sent to)
SideDrawer uses your email address as your primary user ID, so it's important that you enter the same email address that your professional used, since their invitation is liked to that email!
Your professional may be set up to enable social logins as well, such as Apple ID or Google ID
Note that if you choose a social login, you'll use that every time you log into SideDrawer!
​

Create Password
Choose a password for your SideDrawer account, then re-enter it to confirm
Passwords must be at least 8 characters long, and must include at least 3 of:

Multi-Factor Authentication (MFA)

Enter Code
When you complete the MFA step above, you will receive a 6-digit code, either by text or in the Authenticator app
Enter the code to complete your registration
​

Create Account
Enter your first and last name - these will appear in your communications with SideDrawer
Select your country of residence
Choose your language preference
Agree to Terms of Service and Privacy Policy
Select Create Account to confirm & complete
​

Welcome Email
You'll receive a confirmation email welcoming you to SideDrawer, with links to our Help Centre and the SideDrawer Tour
​

​

SideDrawer
Once you complete Registration, you'll be navigated to your SideDrawer
If your professional has uploaded files or delivered Info Requests, you'll see them here.
Your professional will have access to this SideDrawer, and will use it to share documents with you, and to request documents from you.

From sidedrawer.com, select Sign Up
​

​

Select I want to use SideDrawer for me and my family
​

These are the steps to create your own individual, personal SideDrawer account.
If you want to create a business account instead, follow the steps in this article: [LINK]
​

Enter your email address - this will be your username for your personal SideDrawer account, so it's best to choose an email that you remember and that you check regularly.
You can also select a social login, such as Apple ID or Google ID - you will then use that account each time you log into SideDrawer
​

Create Password
Choose a password, then enter it again to confirm.
Passwords must be at least 8 characters long, and must contain at least 3 of:

Multi-Factor Authentication (MFA)

Enter Code
Enter the 6-digit code sent to you by text message or Authenticator app
​

Create Account
Enter your first and last name - these will appear in your account activities and communications with SideDrawer
Select your Place of Residence
Choose your Language preference

Agree to the Terms of Service and Privacy Policy
Select Create Account to confirm & complete
​

SideDrawer Setup
Choose a name for your SideDrawer
Select SideDrawer Type - Individual or Business
SideDrawer Type determines the set of Tiles (high-level categories) in your SideDrawer - Individual is geared towards the needs of an individual or household, while Business is set up for a company or corporation
Click Create SideDrawer to complete
​

You can also choose I prefer to skip this for now - at this point, you've got a SideDrawer account, and can log into the platform, but you haven't yet created your own SideDrawer to store your files.
​

Your SideDrawer has been created!
You can start uploading and organizing your files!
​

​

Welcome Email
You'll receive a welcome email confirming your registration, with links to our Help Centre and to a SideDrawer Tour