Everything you need to know about getting started with SideDrawer | SideDrawer

For a high-level overview and meanings of SideDrawer terms refer to SideDrawer Basics and Terminology.

Before you get started

1. Decide on your client roll-out; obtain the most up-to-date client email addresses

2. Prepare any documents you want to share

3. Prepare any information you need to gather

The important steps to kick off the use of SideDrawer (Modules 1-3)

1. Send Intro email and About us one-pagers to your clients

2. Create SideDrawers for your clients

3. Send an existing intake form or create info request(s)

4. Create content packages

5. Send your info requests and content packages

Now optimize your business processes through the use of SideDrawer tools and workflows (Modules 4,5)

6. If you have admin staff that will use SideDrawer, invite the admin user(s)

7. Search for your clients’ SideDrawers and details of the SideDrawers

8. Deliver Info Requests and Content Packages in bulk

9. Create more than one SideDrawer at a time

10. Create admin users and teams

Total Length: ~55 min

Module 1 - Creating and understanding a SideDrawer (16.5 min)

Title	Description	Duration (mins)
Understanding SideDrawer Types	What is a Business and Individual SideDrawer	1.5 min
Structure of a SideDrawer	Understanding the basic components of a SideDrawer	3 min
Navigating between front end and console	Explaining the difference between both screens and navigating between them	2 min
Creating my own SideDrawer	How to create a SD, this is one you will own yourself to see the process unfold	1.5 min
Create your clients SideDrawer but own it first	How to create a client SideDrawer, send workflow items through the creation, own the SideDrawer first to make sure it looks right, then transfer it to your client	4.5 min
Creating a Record	How to create a Record and all of its features	4 min

Module 2 – Introduction to building Workflows (14.5 min)

Title	Description	Duration (mins)
How to request a digital an e-Signature	How to request an e-signature from your client and receive a digital seal	2 mins
Starting an info request	How to get started with an info request; naming, selecting the brand, selecting the type	2 min
Building out an Info Request	How to get started building an info request with questions and file requests.	6 min
Creating a Content Package	How to create a Content Package	2.5 min
Sending Content Packages and Info requests	How to send info requests and Content packages – many Info Requests or Content Packages to one SideDrawer or one Info Request or Content Package to many SideDrawers.	2 min

Module 3 – How your clients complete work in their SideDrawer (9.5 min)

Title	Description	Duration (mins)
Completing an Info request	How your client will complete an Info request and how the process looks	3.5 min
Managing Collaborators	How you and your clients manage collaboration access	2.5 min
Monitoring Timeline	How to monitor and check the timeline	1.5 min
Completing editable PDFs	How an editable PDF is completed	2 min

Module 4 – Managing and adding other admin users (7 min)

Title	Description	Duration (min)
Adding an Admin User	How to add an admin user giving them access to the Console	3 min
Creating team collaboration	How to build teams to create a simpler collaboration process and manage your user effectively	4 min

Module 5 – Manage clients & their SideDrawer (7 min)

Title	Description	Duration (min)
Navigating Clients in Console	How to a manage clients in Console – what functions are available	4 min
Creating Multiple SideDrawers at once	How to use templates and create multiple at once	3 min