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Uploading Files to SideDrawer
Uploading Files to SideDrawer

Protect and organize your important documents with SideDrawer!

Support avatar
Written by Support
Updated over a month ago

You have a few options for how to upload your files to SideDrawer.
Whichever path you choose, your files will be secured, and organized into Tiles and Records!
Choose Organize Files to arrange your files into Tiles and Records while you upload, or choose Shoebox to drop your files into SideDrawer for now, and organize them later
(Note that Shoebox may not be activated on all accounts)

Organize Files - Drag & Drop

  1. Open your file folders and select your files
    In File Explorer (PC) or Find (Mac), open your folders and select the files you want to upload
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  2. Drag the files to the Upload Files tab in SideDrawer
    Once you have the files selected, drag them toward the Upload Files tab in the upper right of your SideDrawer screen - drop the files anywhere along that top line to copy them to your SideDrawer!

  3. Upload Files Screen
    Once you drop the files, you'll see a pop-up screen, where you will make the next selections to organize your files into the SideDrawer
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  4. Organize or Shoebox?
    If your SideDrawer environment has Shoebox activated, you can choose to quickly upload files to your Shoebox, and organize them later, or select Organize my Upload, to sort the files into Tiles and Records right away
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  5. Multiple Destinations
    If you want to organize your files into more than one destination (Record, or Record + Tile), click on the + icon on the left.
    This will open a new destination line, where you can select a Tile and Record, and drag one or more files
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  6. Choose a Tile

    1. In the Upload Files pop-up, click on the 3 dots icon to select the Tile for the uploaded files
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    2. Name or Choose the Record
      The Record name will automatically copy the name of your first file - to choose a different name, just type the new name in the line
      If you want to upload the files to an existing Record, click on the Record Name line, then choose your Destination Record from the drop-down list
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    3. Confirm that the files are correct -
      Check the names, sizes, and file extensions to make sure you have the right files in the right destinations, then click Confirm to complete the upload
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Organize Files - Manually Select

  1. Click on Upload Files in the top right of the SideDrawer

    This will open your storage folders - Windows Explorer or Find

  2. Navigate to the folder and files you want to upload

  3. Select the file or files to be uploaded, then click Open
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  4. This will open the upload pop-up, where you will select the Destination Tiles and Records, and check the files as in steps 6a - 6c above, then click Confirm to complete the upload:

    Your files are now securely stored in your SideDrawer!

Shoebox

If you want to upload your files into SideDrawer right away, and organize them later, Shoebox is the best option for you!
​Note that Shoebox may not be activated on all accounts


Shoebox will either appear as an option in your left-hand menu, or a Tile in your Records screen, or both.

To use Shoebox, first upload files by clicking or dragging to the Upload Files bar.
Next, click on Upload to my Shoebox:

The files will all be uploaded to the Shoebox Tile, and the Record name will be auto-filled with the name of the first file.
You can just click on Confirm, upload your files, and organize them later when you have more time!
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You can still use the + icon to make multiple Records, and drag files to them, if you want to separate files into different groups, within Shoebox.
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When you're ready, you can move the files to other Records and Tiles, using the guidelines found here


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