What is SideDrawer?
SideDrawer is a life planning and organization tool designed to help you protect and organize your important documents and information in a virtual filing cabinet.
SideDrawer functions:
Protect: keep your files and personal information secure
Organize: arrange your files so they're easy to find when you need them
Collaborate: share your files with professionals or loved ones
You can have access to (either owning or collaborating) many different SideDrawers.
These can be used to manage and protect your own documents or materials, as well to share documents and information with others.
SideDrawer Structure:
Level 1: A SideDrawer
The SideDrawer is the highest level of organizational category.
It is the unit everything is organized in.
Usually assigned to a Person, Family or Business to organize content.
You could have a SideDrawer for yourself, one for your household, and one for your business, or streamline all your files into a single SideDrawer.
Level 2: A Tile
Each SideDrawer offers a set of Tiles that you can use to organize materials.
These Tiles are high-level categories (ex. Identity documents or Legal Documents) to help YOU navigate and find the right place for content.
Level 3: A Record
Within a Tile, Users create Records to start uploading documents or materials.
Records hold the most detail of what is being stored (ex. In the Identity Document Tile Users may create a Record called Driver’s License to store the image and expiry date of their Driver’s License).
Records also hold additional information including:
o Reference to physical location of items
o Descriptions of content
o Links to other Records for quick reference
o Collaboration - you can invite collaborators at the Record level, if they need access to only specific files, not to your whole SideDrawer
LEVEL 4: A File
These are the actual documents in your SideDrawer: T4s and tax returns, insurance policies, investment statements, images of important ID - any
SideDrawer Types
Each SideDrawer has a specific “Type” that dictates the organizational structure of the SideDrawer.
The type determines the Tiles that will be available for you to access when navigating through the SideDrawer.
SideDrawer offers two default types: Individual is geared to the needs of a person or household (Personal Finances, Insurance Policies, Identity Documents), while Business is set up for a company (Corporate Documents, Sales & Marketing, Personnel)
Collaborators
Collaborators are Users who have access to a SideDrawer.
collaboration can be extended to the entire SideDrawer, or to individual Records in a SideDrawer (helping you customize collaboration to suit different requirements).
User Roles include:
Owner: Can add or delete Records and Files, Invite or remove Collaborators, delete the SideDrawer itself, or transfer ownership to someone else
o Editor: The User can add or delete Records and Files, Invite or remove Collaborators, view and download Files
o Viewer: The User can see Records and read Files, but cannot add or delete, and can't invite new Collaborators
o No Detail: The User can see a Record Exists but cannot access it
SideDrawer Features:
Timeline
SideDrawer keeps a historical log of all activity within each SideDrawer.
This ensures you can monitor changes within the SideDrawer.
Content Packages
Deliver Records to a SideDrawer that could also include documents or files.
This can be a great productivity tool that should be integrated into your business.
Info Requests
Build and distribute questionnaires to clients to collect information and files that can be used repeatedly.
These questionnaires are the quickest way to collect the documents you need.
USERS CAN COMPLETE INFO REQUESTS in the Web app or Mobile app.
Mobile or Web
All functions of a SideDrawer can be done on our Web app or Mobile app, making it suited to any users' needs.