There are three scenarios in which Info Requests and/or Content Packages need to be delivered to Client SideDrawers:

1. When creating a SideDrawer

2. Delivering Multiple Info Requests / Content Packages to a single SideDrawer

3. Delivering a Single Info Request / Content Package to multiple SideDrawers

Sending Content Packages and Info Requests when creating a SideDrawer

During the flow of creating a SideDrawer, you will have the ability to deliver content packages and info request as part of the creation flow. Click here to see this flow in more detail.

Delivering multiple Info Requests / Content Packages to a single SideDrawer

  1. In Console, Navigate to Accounts > SideDrawers.

  2. Select the Action Button (three dots) next to the SideDrawer you are looking to deliver material to.

If you are looking to send Info Requests, select “send Info request” from the action menu and select all the Info requests you are looking to deliver.

If you are looking to send Content Packages, select “deliver Content Packages” from the action menu and select all the Content Packages you are looking to deliver

Deliver a single Information Request / Content Package to multiple SideDrawers

Info Request:

o Navigate to Productivity -> Info requests

o Select the Action Menu (three dots) on the Info request you are looking to deliver.

o Select Send info Request and select to all required SideDrawers you would like to deliver the Info request too

Content Packages:

o Navigate to Productivity -> Content Packages

o Select the Action Menu (three dots) on the Content Package you are looking to deliver.

o Select Deliver Content Package and select all required SideDrawers.

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