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Getting Started - Client view

As a client here is everything you need to know to start using SideDrawer

Support avatar
Written by Support
Updated over 3 weeks ago

What Is SideDrawer?

SideDrawer is a collaborative digital vault.
It’s a tool designed to help you keep your important documents and information safe, organized, and accessible to you and your loved ones and trusted professionals.

Getting Started with SideDrawer

  1. Your Professional Service Provider will set up a SideDrawer for you, and send you an invitation

  2. Click on the button in the invitation to go to the SideDrawer platform and set up your account

  3. Your email address will auto-populate from the invitation

  4. Create a password, and set up Multi-Factor Authentication (MFA) to ensure that your account is protected

  5. Read the Terms of Service and Privacy Policy, then provide confirmation to create your account

  6. You’ll receive a Welcome Email confirming your sign-up, and you’ll be navigated to your new SideDrawer

  7. Start uploading and organizing your files!

Tips

  • SideDrawer uses your email address as your primary user ID, so it's important that you enter the same email address that your professional used, since their invitation is linked to that email!

  • If you use a social login (Apple ID, Google ID, etc.), remember that you'll need to use the same one every time you log into SideDrawer

  • When entering your phone number for MFA, make sure to enter only the digits - no spaces or symbols!

  • To set up MFA, you need a mobile phone - either to receive codes by text/SMS, or to use an Authenticator app (Google Authenticator, Microsoft Authenticator, etc.)

Uploading Files to SideDrawer

Your professional may ask you to upload files to SideDrawer, and will use SideDrawer to securely share files relevant to their service

4 options for uploading files to your SideDrawer:

  1. Info Request – your professional sends an Info Request to your SideDrawer, which lets you drop files right into the question blocks, or fill out demographic questions

  2. Upload tool – drop files into your SideDrawer, and use our sorting tool to send them to the right Tile and label each Record/folder

  3. Camera – log into SideDrawer through the web app on your phone or tablet, and use the device camera to scan documents and upload them right to your SideDrawer

  4. Records – click into a Tile, create a Record or folder, and drag & drop files to upload to that location

Notifications

You’ll get notifications when your professional uploads files, sends a new Info Request, or makes other changes in your SideDrawer

When you upload files or make other changes, your professional will get a notification

The files stay securely in the SideDrawer environment – only the notifications are sent out by email

You and your professional are updated on all important activities, and no personal data is exposed

Collaboration

Each SideDrawer can have multiple Collaborators, with different levels of access

Your SideDrawer may include just yourself and your professional (for example, in a financial advisor relationship), or it can include yourself, your spouse, an administrator, an advisor, and your lawyer (for example, in an estates management relationship)

SideDrawer Support

For most questions, your best option is to reach out to your professional first!

If you’re having trouble logging in, or accessing your SideDrawer, our team is happy to help!

You can contact us using the chat icon at the bottom right of your SideDrawer screen, or email us at [email protected]

You can also use the chat icon to search through our help articles, and learn more about how to get the most out of your SideDrawer account!

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