You might find it difficult to upload important documents and files because you don't know where, what tile/category, they belong to. But we've made organizing your SideDrawer information super easy.

You're not restricted to the record types suggested when you open a tile and create a new record. As a matter of fact, you can create any record type anywhere, in any tile.

However, we have created a list of record suggestions for you depending on what type of SideDrawer you're in, Individual or Business, and the tile you've chosen.

The following SideDrawer tiles and record suggestions are available when you create an Individual SideDrawer.

Record Type:

Birth Certificate

Cemetery or Burial Plot

Citizenship Certificate

Death Certificate

Divorce Certificate

Marriage Certificate

Power of Attorney

Will

Record Type:

Auto Insurance

Business Liability Insurance

Content Insurance

Critical Illness Insurance

Dental Care Insurance

Disability Insurance

Employment Benefits

Error & Omissions Insurance

Health Care Insurance

Home Insurance

Home and Auto Insurance

Insurance Summary

Landlord Insurance

Medical Insurance

Tenant Insurance

Travel Insurance

Record Type:

Citizenship Card

Driver's License

Green Card

Health Card

Passport

Permanent Resident Card

Social Insurance Number

Social Security Number

Record Type:

Car Loan

Cashflow Summary

Chequing Account

CRA Correspondence

Credit Card

Financial Plan

GIC Account

Home Equity Line of Credit (HELOC)

IRS Correspondence

Personal Line of Credit

Mortgage

Net Worth Summary

Philanthropy

Store Credit Card (Private label)

Pre-Paid Card

Retirement Income Plan

Savings Account

Secured Loan

Student Loan

Tax Receipts & Slips

Tax Return & Assessment

Record Type:

Retirement Account (401k)

Bitcoin

Bond Certificate

Cash Investment Account

Crypto Currency

Diamonds

Educational Funds (other)

Ethereum

Gold

Investment Summary

Investment Tax Package

Managed Investment Account

Pension Statement

Private Investment

Educational Fund (RESP)

Retirement Account (Other)

Robo Advisor

Retirement Account (RRSP)

Segregated Funds

Share Certificate

Silver

Investment Account (TSFA)

Trading Account

Record Type:

Condominium

Cottage

Investment Property

Land

Parking

Pre-Construction

Primary Home

Recreational Property

Rental Property

Secondary Home

Storage Locker

Record Type:

Antiques

Art

Books

Cameras

Fine China

Clocks & Watches

Coins

Comic Books

Film Memorabilia

Jewellery

Knives & Guns

License Plates

Magazines

Maps

Music Memorabilia

Music & Movies

Other Memorabilia

Pins

Post Cards & Photos

Prints & Posters

Shoes

Souvenirs

Sports Memorabilia

Stamps

Telephones

Toys, Dolls & Figurines

Trading Cards

Typewriters

Wine & Champagne

Record Type:

Bucket List

Financial Goals

Funeral Wishes

Grown Up Toys

New Year Resolutions

Personal Goals

Santa Letter

Travel Destinations

The following SideDrawer tiles and record suggestions are available when you create a Business SideDrawer as shown below.

Record Type:

Acquisitions, Mergers or Consolidations

Board Meeting Minutes

Business Licenses or Permits

By-Law & Amendments

Charter Documents

Committees & Members

Committees' Meeting Minutes

Directors

Incorporations & Amendments

Management Flow Charts

Officers

Organization Charts

Shareholders Communications

Shareholders' Meeting Minutes

Shareholders

Record Type:

Capitalization Table

Compliance Certificate & Report

Correspondence with Lenders

Correspondence with Other Debt Security Holders

Credit Agreement

Debt or Financing Agreement

Debt Agreement Compliance

Financing Contract & Commitment

Government Grant

Indenture

Independent Public Accountants Report

Issuance Agreement

Letter of Counsel

Lien & Title Search

Loan Agreement

Loan & Guarantee of 3rd Party Obligations

Purchase Agreement

Record of Default

Sale Agreement

Sale & Leaseback Transaction

Share Certificates

Shareholders Agreement

Shareholders Agreement Amendment

Stock Pledge Agreement

Record Type:

Arbitration

Auditor Communication

Consumer Compliant

Correspondence with Insurance Carrier

Litigation

Mediation

Settlement Agreement

Record Type:

Certification

Government Compliance Statement