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: ~60 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 (8.5 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

Forward invitation in a Team

Explaining what Forward Invitation is used for and how to manage it

1.5 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

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