Creating Records allows you 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:

  • Reference to physical location of items

  • Descriptions of content

  • Links to other Records for quick reference

  • And more

For full details on the functions of Records, refer to the following:

Title

Description

Record Search

Search for a record using the search function to quickly find the content you are looking for.

Creating a Record

How to create a Record and all the features of a Record.

Adding Reminders to Records

Asking for content or information from a User

or sending a reminder to a user to complete an action in the future.

How to upload a document to a Record

how you get your important documents organized into SideDrawer records.

Adding collaborators to your records

Manage your security permissions for your SideDrawer and individual records, all in one place.

How to add a collaborator to a Record using the mobile app

Invite someone to collaborate on a record using the mobile app.

Bulk record upload

Upload multiple documents to a SideDrawer.

Bulk record download

Download all of your client's records with one click.

Templates to pre-populate SideDrawers with Records and Documents

Create standardized records & documents.

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