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Creating a SideDrawer
Creating a SideDrawer

How to create SideDrawers for your clients

Support avatar
Written by Support
Updated over a week ago

This article is for: SideDrawer Console users

Creating SideDrawers for your clients is the most fundamental part of using SideDrawer.
This article will guide you through the steps and choices in the SideDrawer creation flow.

Creating single SideDrawers

Creating one SideDrawer at a time is the most straightforward path, and a great way to learn this flow
The Console workflow will guide you through end-to-end steps to create the SideDrawer, add Collaborators, and deliver Content Packages and Info Requests, letting you build the SideDrawer, invite your team and clients, and populate content all in one quick and easy flow!

  1. In your Console, select Accounts > SideDrawers, and click on Create a New SideDrawer
    ​

  2. Create the SideDrawer

    1. Set the SideDrawer Type:
      Choose Individual (for a single client, couple, or household) or Business (for a business or corporation)
      If you have customized SideDrawer types, you can select them here instead

      Click here for more details on SideDrawer Types
      Click here for more details on Custom SideDrawers

    2. Name the SideDrawer:
      Give the SideDrawer a Name - client's name, household name, business name
      It's helpful to have consistent naming conventions across your business, to make it easier to locate and identify SideDrawers later on

    3. Owner's Email Address:
      We recommend using your email address (click on the icon to the right of this line to autofill your email), or a generic admin email if you have one
      It's best to make an admin the owner of the SideDrawer, and invite the client as a Collaborator in the next step

    4. Select Create SideDrawer to complete this step
      ​

  3. Continue
    The SideDrawer has now been created, and will appear in your Console and Front-End App
    A notification will be sent to the owner's email address to confirm (you can turn this notification off in Custom Messages)
    Select Continue to Collaborators to move on to the next step
    ​

  4. Add Collaborators
    It's helpful to add Collaborators within this workflow - if you want to populate the SideDrawer first, and invite Collaborators later from the front-end, select Skip & Go to Content Packages instead
    ​

    1. Select the SideDrawer
      If you're creating a single SideDrawer, there will only be one option here

    2. Choose Collaborator Type
      Select Individual Collaborator to add clients or third party users, or choose Team Collaborator to add admin or advisor Teams that you've set up in your Console
      ​

      For more details on Teams, click here

    3. Enter the Email Address
      Type or copy the email address for the Collaborator - this is the email that their invitation will be sent to

    4. SideDrawer Permission
      This is the permission role that this Collaborator will have
      For clients, we recommend setting their permission to Contributor
      ​

      For full details on Collaborator Permissions, click here

    5. To add multiple Collaborators, click on Add more Collaborator(s) to create additional rows
      This is useful if you have several clients for one SideDrawer (couple or household, third-party users) or if you want to add your Team in addition to the client(s)

    6. Click Add Collaborators & Next to send the invitations and move ahead to Content Packages
      ​


      ​

  5. Continue
    At this point, email invitations will be sent to all Collaborators
    Select Next to Content Package(s) to move to the next step
    ​

  6. Deliver Content Packages
    Choose Content Packages to deliver files or pre-selected Records to the new SideDrawer

    1. Select any Content Packages from your Console to send to the SideDrawer
      You can scroll through the list, or use the Search/Filter line to find Content Packages

    2. Click Deliver Content Package(s) & Next to continue
      ​

      For more detail on creating Content Packages, click here

  7. Continue
    The next screen confirms that the Content Packages have been delivered to the new SideDrawer
    Select Next to Info Request(s) to continue
    ​

  8. Send Info Requests
    Choose Info Requests to send to the new SideDrawer, for demographic questions and/or document collection

    1. Select any Info Requests from your Console to send to the SideDrawer
      You can scroll through the list, or use the Search/Filter line to find Info Requests

    2. Click Send Info Request(s) to deliver to the SideDrawer
      ​

  9. Finalize
    You're done!
    The SideDrawer is created & named, Collaborators have been added, Content Packages and Info Requests delivered!
    Click Close & Finish to complete the flow
    ​

  10. Once you navigate back to the Front-End App, Refresh the page.
    You will now see the new SideDrawer in the drop-down of available SideDrawers.
    Any delivered Content Packages will appear as Records and files, Info Requests will be visible in the left-hand menu, and you can click the Collaborators tab to view all invited Collaborators
    ​

Creating Multiple SideDrawers

You can create SideDrawers for several clients at once, either by adding more SideDrawers manually in the workflow or by downloading a CSV template to create large batches at once

Creating Multiple SideDrawers Manually

  1. As in the flow above, in your Console, go to Accounts > SideDrawers, and select Create SideDrawers

  2. Create the SideDrawers

    1. In the Create a new SideDrawer screen, choose your SideDrawer Type (Individual or Business)

    2. Click on Another SideDrawer to add as many rows as you need
      Every row will be one SideDrawer that is created
      ​
      In each row:
      ​

    3. Select a SideDrawer Name

    4. Enter the Owner's Email Address
      (click on the icon to autofill your email, or choose another admin email - don't enter the client's email here, we'll add them in the Collaborators step)

    5. When the details are filled for each row, click Create SideDrawers to continue
      ​

  3. Continue
    The SideDrawers have now been created, and will appear in your Console and Front-End App
    A notification will be sent to the owner's email address to confirm (you can turn this notification off in Custom Messages)
    Select Continue to Collaborators to move on to the next step
    ​

  4. Add Collaborators
    Adding Collaborators works just like in the Single SideDrawer Creation flow, except that you can add Collaborators to several different SideDrawers at once

    1. Use the drop-down to select a SideDrawer to add a Collaborator to

    2. Select Individual or Team Collaborator

    3. Add the Collaborator's email to invite them to that SideDrawer

    4. Set the Permission Role for each Collaborator - we recommend Contributor level for most clients
      ​
      In the example below, we've added one Collaborator with Contributor permission to each of the 3 SideDrawers being created, and added a second Collaborator to the 3rd SideDrawer


      ​

  5. Continue
    At this point, email invitations will be sent to all Collaborators
    Select Next to Content Package(s) to move to the next step
    ​

  6. Add Content Packages
    Any Content Packages selected will be sent to ALL SideDrawers being created in this flow
    ​

  7. Continue
    The next screen confirms that the Content Packages have been delivered to the new SideDrawers
    Select Next to Info Request(s) to continue
    ​

  8. Add Info Requests
    Any Info Requests selected will be delivered to ALL SideDrawers being created in this flow
    ​

  9. Finalize
    You're done!
    The SideDrawers have created & named, Collaborators have been added, Content Packages and Info Requests delivered!
    Click Close & Finish to complete the flow
    ​

    1. Now that you've completed this flow, all created SideDrawers will be visible in the Front-End App
      Refresh your browser, then click on the SideDrawer list drop-down to see all available SideDrawers

Creating Multiple SideDrawers with CSV

Our CSV option lets you create large numbers of SideDrawers as a batch job

  1. As in the flow above, in your Console, go to Accounts > SideDrawers, and select Create SideDrawers
    ​

  2. Download the CSV Template
    Select your SideDrawer Type as above, then, instead of filling in fields, click on Download a SideDrawer CSV Template
    ​

  3. Populate the CSV Template
    Open the CSV Template in your spreadsheet program, and fill in the fields for SideDrawer Name, Owner's Email Address (your email or another admin email), client First Name and Last Name
    ​

    If you have a client list already in a spreadsheet, you can merge the forms or copy & paste columns
    ​
    You can leave the Metadata fields blank - these are used for Batch Delivery, but are not needed for regular client SideDrawers
    ​

    For more information on SideDrawer Metadata, click here!

  4. Once the CSV form is populated, upload it back into the Create a SideDrawer screen.
    The system will read the data from the fields and populate it in the flow.
    Click on Create SideDrawers to complete this step and move on.
    ​

  5. Continue
    The SideDrawers have now been created, and will appear in your Console and Front-End App
    A notification will be sent to the owner's email address to confirm (you can turn this notification off in Custom Messages)
    Select Continue to Collaborators to move on to the next step
    ​

  6. Add Collaborators using CSV Template
    In the Add Collaborators step, you can add Collaborators to all the SideDrawer being created by downloading the Collaborators CSV Template
    Click on Download a Collaborators CSV Template
    ​

  7. Populate the CSV Template
    Open the CSV Template in your spreadsheets app, and fill in the columns to add clients and internal users to each SideDrawer
    ​


    In the CSV, you will fill out:

    1. SideDrawer Name - the SideDrawer that the client or user is being added to
      Please note that this SideDrawer must be part of the list of SideDrawers you just created or you will get an error
      ​

    2. Collaborator Type

      • "individual" - for a single email address

      • 'team' - for a Team that's already created in your Console

      • The spelling must match or you will get an error
        ​

    3. Email or Team Name
      For clients and other individual users, this is the email address that will receive the invitation
      For Teams, enter the name of the Team as it appears in your Console

    4. SideDrawer Permission
      This is the permission role that this user or Team will have for this SideDrawer

  8. Upload the completed CSV
    Once you've entered all the details into the CSV, drag & drop it back into the Collaborators
    The system will read the data from the fields and populate it in the flow.
    Click on Add Collaborator(s) & Next to complete this step and move on.
    ​

  9. Continue
    At this point, email invitations will be sent to all Collaborators
    Select Next to Content Package(s) to move to the next step
    ​

  10. Add Content Packages
    Any Content Packages selected will be sent to ALL SideDrawers being created in this flow
    ​

  11. Continue
    The next screen confirms that the Content Packages have been delivered to the new SideDrawers
    Select Next to Info Request(s) to continue
    ​

  12. Add Info Requests
    Any Info Requests selected will be delivered to ALL SideDrawers being created in this flow

  13. Finalize
    You're done!
    The SideDrawers have been created & named, Collaborators have been added, Content Packages and Info Requests delivered!
    Click Close & Finish to complete the flow
    ​

    1. Now that you've completed this flow, all created SideDrawers will be visible in the Front-End App
      Refresh your browser, then click on the SideDrawer list drop-down to see all available SideDrawers


    ​

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