UNDERSTANDING SideDrawer
Overview and meanings of SideDrawer terms | This will take 1 minute. | |
Understanding the basic components of a SideDrawer | This will take 3 minutes. |
LOGGING into SideDrawer
Using the invitation in your email. | When a Professional Service Provider invites you to SideDrawer, you'll receive an email with an invitation. Click the button in the email to log into SideDrawer. |
Use the email address to which the invitation was sent. | When registering/logging into SideDrawer it is important to use the same email address as to the one your Professional Service Provider sent the invitation, |
Sign in the same way each time as the way you register. | You have the option to enter your email or log in with social media. Always choose the same method as the one used for your first log in. |
Bookmark the URL | After logging into SideDrawer through your invitation link, be sure to bookmark the URL. |
WHAT will your Professional Service Provider need from you?
Copy of documents | Depending upon the service and engagement with your Professional Service Provider, you may be requested to provide copies of statements, policies, tax forms, etc. |
Completion of forms | Your Professional Service Provider may require you to complete consent forms, onboarding forms, personal information forms. |
HOW will your Professional Service Provider request files or info?
Simple File Request | Learn how to upload a document when you receive a Simple File Request. | This will take 1 minute. |
Info Request | Here you will see how to locate the Info Request and how to complete the request. | This will take 3.5 minutes. |
File Upload | Here is how to create your own record and upload a file. | This will take 4 minutes. |
TRACKING your PSP's requests
Notifications | You will receive an email notification from <Your PSP’s name> via SideDrawer Messenger [email protected]. |
Signing into the bookmarked URL | As soon as you log into SideDrawer, the Summary page will indicate if you have information to complete or the recent activity in you SideDrawer. |
TRACKING your PSP's actions
Notifications | Your PSP’s name via SideDrawer Messenger [email protected] |
Timelines | SideDrawer provides a history of all actions that have taken place within a SideDrawer. To access the timeline select the Timeline tab from the Home Screen. |
MUTING Timeline notifications
You can manage email notifications by turning them off and on. | Stop all timeline notifications. You will still receive invitations. | This will take 1 minute. |
SHARING your documents with others (adding Collaborators)
Decide what kind of access others will need to your documents. | View the permissions matrix here | This will take 4 minutes. |
Adding or removing others to your SideDrawer or your files. | Managing collaborators | This will take 2 minutes. |
DOWNLOADING your documents
Download all the files in your SideDrawer all at once | By selecting the download icon in the summary screen, you can download all your files. See how. | This will take 1 minute. |