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Console UX Settings

Customize SideDrawer for your clients' needs

Written by Support

You can customize the UX settings for your SideDrawer environment, to tailor the platform to your clients' needs.

In your Console, go to Settings->Affiliates, select the affiliate you're working with, and click on the 3 dots to the right of the listing:
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UX Settings are split into 3 menus:

  1. Manage Client UX - customize which elements appear in the client portal

  2. Manage Security - select options for invitations & logins

  3. Manage Features - choose which features are enabled in your environment

When adjusting UX settings, remember to click Confirm at the bottom of the screen, and refresh your browser in the front end, to see the updated settings
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Manage Client UX

This menu controls the elements that you and your clients will interact with when logging into SideDrawer through the client portal

Affiliate custom subdomain: shows your unique URL for your SideDrawer environment.
You and your clients can still log in using my.sidedrawer.com, but logging in through the custom subdomain will give your clients a login with your branding and preferences.


Note that you can't edit the subdomain here - it was set up when you created your SideDrawer account.

User On-boarding Options

These settings control elements of clients' account creation and registration

  1. Enable Advanced Agreements Treatment
    ​Turned On - lets you set up customized multi-step registration, including custom terms and conditions.
    This option is only available for higher-level subscriptions, and requires IT steps to build the registrations.
    ​Turned Off - clients will be guided through the standard SideDrawer registration flow, with Terms of Service and Privacy Statement (recommended).
    ​

  2. Disable Auto-Assigning Admin as Editor
    ​Turned On - the admin creating the SideDrawer will not be automatically added to the SideDrawer as an Editor (recommended)
    ​Turned Off - the admin creating the SideDrawer will be automatically added to the SideDrawer as an Editor
    ​

  3. Bypass Drawer Creation
    ​Turned On - Clients will not be prompted to create an additional free SideDrawer when registering (recommended)
    ​Turned Off - Clients will be prompted to create an additional free SideDrawer when registering
    ​

  4. Force Drawer Creation
    ​Turned On - Clients will be required to have at least one SideDrawer assigned in order to register their account
    ​Turned Off - Clients can register their account even if they do not have an assigned SideDrawer (recommended)

Account Management

This section controls the menu tabs in your clients' My Account menu that let them subscribe to their own personal SideDrawer account

  1. Display 'Manage Subscriptions'
    ​Turned On - clients' My Account menu will show the Manage Subscriptions tab, letting them subscribe to a personal SideDrawer account
    ​Turned Off - Manage Subscriptions will be hidden on clients' menus
    ​

  2. Display 'Payment Details'
    ​Turned On - clients' My Account menu will show the Payment Details tab, letting them add a credit card to upgrade to Premium Personal SideDrawer account
    ​Turned Off - Payment Details will be hidden on clients' menus

Help & Support Settings

This section controls the help channels that your clients can access in SideDrawer.

  1. Display 'About SideDrawer'
    ​Turned On - shows the About SideDrawer item in the Help menu, letting clients learn about the SideDrawer company and platform
    ​Turned Off - removes the About SideDrawer item from the Help menu
    ​

    2. Display 'Help Center'
    ​Turned On - displays the Help Center link in the Help menu, letting clients search SideDrawer's library of help articles and view intro videos
    ​Turned Off - removes the Help Center link from the Help menu
    ​

    3. Display 'Chat Bubble'
    ​Turned On - displays the chat bubble at the bottom right of the screen, letting clients contact the SideDrawer Support team directly for assistance (recommended)
    ​Turned Off - removes the chat bubble. Use this option if you prefer that clients contact you directly for support.
    ​

Interface Customization

These settings let you hide or display function elements (buttons, menu links) in the client-facing view of SideDrawer.
Note that these controls affect clients, internal users, and third-party users identically.

  1. Hide 'Summary' Screen
    ​Turned On - Bypasses the Summary screen. When logging into SideDrawer, clients will land on the Records page, providing a simplified, consistent experience
    ​Turned Off - When logging into SideDrawer, clients will land on the Summary screen, showing recent activity in the drawer, for a customized, dynamic experience
    ​

  2. Hide Timeline section
    ​Turned On - removes the Timeline item from the action menu, so clients will not be able to access the drawer's Timeline
    ​Turned Off - displays the Timeline item in the action menu (recommended)
    ​

  3. Hide 'Records' Section
    ​Turned On - removes the Records item from the left-hand menu.
    When logging into SideDrawer, clients will not be able to access Tiles and Records directly
    ​Turned Off - Records item remains visible in the left-hand menu (recommended)
    ​

  4. Hide 'Info Requests' Section
    ​Turned On - removes the Info Requests item from the left-hand menu, until an Info Request is delivered to the SideDrawer, at which point the menu item will appear.
    ​Turned Off - Info Requests tab is displayed in the left-hand menu.
    ​

  5. Hide 'Show complete Info Requests' toggle
    ​Turned On - hides the toggle that enables clients to view completed Info Requests in the Info Requests menu
    ​Turned Off - displays the toggle so clients can see completed Info Requests if they choose (recommended)
    ​

  6. Hide files within Requests
    ​Turned On - hides files that are uploaded into an Info Requests - files can still be viewed in their destination Tile/Record.
    ​Turned Off - displays uploaded files within the Info Request, as well as in the destination Tile/Record.
    ​

  7. Hide Drawer action menu
    ​Turned On - hides the SideDrawer action menu, including the Manage SideDrawer page
    ​Turned Off - displays the SideDrawer action menu next to the SideDrawer name
    ​

  8. Hide Smart Form and Info Request action menu
    ​Turned On - hides the action menu for Smart Forms and Info Requests
    ​Turned Off - displays the action menu on each Smart Form and Info Request
    ​

  9. Hide 'Reminders' Section
    Turned On - hides the Reminders tab in the left-hand menu
    Reminders can still be created at the Record level
    Turned Off - displays the Reminders tab in the left-hand menu
    ​

  10. Hide 'Collaborators' Section
    ​Turned On - removes the Collaborators item from the left-hand menu
    Users will not be able to view or edit the Collaborators page
    ​Turned Off - displays the Collaborators tab in the left-hand menu
    ​

  11. Hide Main Header Upload Button
    ​Turned On - removes the 'Drop files here or Click to Upload' button from the upper right of the SideDrawer screen.
    Users can still upload files at the Record level, or using Info Requests.
    ​Turned Off - displays the 'Drop files here or Click to Upload' button
    ​

  12. Display Team Member Details
    ​Turned On - in the Collaborators menu, enables a user to click on a Team listing to display all members of that Team
    ​Turned Off - the Collaborators menu will show the Team name, but won't display individual members

Dual List for Request Management

Controls the display of your sent Info Requests in the Accounts->Manage Info Requests menu
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  1. Enable Dual List for Requests
    ​Turned On - separates your sent Info Requests into 2 columns: Active and Archived.
    ​Active requests are any that are currently in progress, while Archived includes completed, expired, or inactive requests.
    ​


    ​Turned Off - all sent Info Requests will be listed in one combined menu
    ​


    ​

  2. Active Request Retention Window (Days)
    Enter a number here to indicate how many days a sent Info Request will remain in Active status before automatically being marked as inactive.
    If the toggle above is turned on, inactive requests will display in the Archived column.

Tiles, Files and Record Management

These settings control the display and management of files and folders

  1. Hide Empty Tiles
    ​Turned On - only Tiles with Records in them will display on client SideDrawers.
    If no Records are created, all Tiles will display at first.
    Empty Tiles are still present, and available for users to save files in, but will not appear until a Record is created.
    ​Turned Off - all Tiles display, whether they have Records or not
    ​

  2. Display Tiles for Affiliates Only
    ​Turned On - only the custom Tiles for the affiliate will display on the Records page. Standard Tiles for that template will be hidden.
    ​Turned Off - all Tiles will display on the Records screen
    ​

  3. Simplify Records View
    ​Turned On - clicking into a Record will show only the list of files (and folders if sub-folders is activated)
    ​Turned Off - Records will show files as well as additional options like Collaborators, Notifications, and General Info
    ​

  4. Hide the 'Create a Record' button
    ​Turned On - Removes the button to create a Record within a Tile. Records can still be created in the Upload Files flow
    ​Turned Off - displays the Create a Record button in each Tile
    ​

  5. Hide the 'Rename Record' button
    ​Turned On - Removes the pencil icon to the right of the Record name. Records can still be renamed from the Action menu
    ​Turned Off - Displays the pencil icon, letting clients rename a Record
    ​

  6. Hide the 'Edit' Record button
    ​Turned On - removes the Edit button for Records, showing additional options such as Record Collaborators, Reminders, and General Info
    ​Turned Off - shows the Edit button in the upper right (recommended - displaying the Edit button is needed for cloud integrations like SharePoint, OneDrive, and Google Drive)
    ​

  7. Hide the 'Quick Access' menu item for Records
    ​Turned On - removes the 3 dots icon showing the Records action menu
    ​Turned Off - displays the 3 dots icon, letting clients access the Records action menu
    ​

  8. Hide the file upload button inside a Record
    ​Turned On - removes the 'Drag & Drop files here' button inside a Record
    ​Turned Off - displays the 'Drag & Drop files' button so clients can upload files to the Record
    ​​

  9. Hide 'Manage multiple files' button
    ​Turned On - removes the button in the upper right of a Record that lets users select multiple files to move, copy, or delete.
    Users can still select multiple files by clicking the file icons.
    ​Turned Off - displays the Manage multiple files button in the upper right
    ​

  10. Hide the 'Download File' button
    ​Turned On - removes the download icon to the right of each file name.
    Clients can still download files using the action menu or the download button in the file viewer (if these are activated).
    ​Turned Off - shows an arrow icon to the right of each file name, letting clients easily download the file.
    ​​

  11. Hide 'Manage this File' menu item for Files
    ​Turned On - removes the 3 dots icon to the right of file entries, hiding the file action menu
    ​Turned Off - displays the 3 dots icon to the right of file entries, letting clients access the action menu
    ​

  12. Hide File Viewer Toolbar
    ​Turned On - hides the toolbar in the file view, removing options for editing, annotating, and signing files
    ​Turned Off - displays the toolbar in the file view, letting clients annotate and edit files
    ​

  13. Hide Action Buttons in File Viewer Footer
    ​Turned On - Removes the footer options within a file, showing the download and save options
    ​Turned Off - shows the options to download or save a file in the file footer
    ​

  14. Allow the creation of Sub-Records
    ​Turned On - enables the creation of folders and sub-folders within each Record
    ​Turned Off - deactivates sub-Records/sub-folders, so all Records sit at the same layer within a Tile
    ​

    Learn More about Sub-Records

  15. Enable Shoebox for All Drawers
    ​Turned On - adds a special Shoebox Tile for each SideDrawer, enabling fast but less organized document upload
    ​Turned Off - removes the Shoebox Tile from all drawers
    ​

    1. Display Shoebox on the Records Screen - shows the Shoebox as a Tile, on the Records/Tiles landing page.
      You can combine this with option c, giving clients 2 paths to access Shoebox
      ​

    2. Move Shoebox to End - moves the Shoebox Tile from the first position to the last, at the lower right
      Only applicable if option a is selected above
      ​

    3. Display Shoebox shortcut - adds a 'Shoebox' tab to the left-hand menu.
      Can be combined with option a, giving clients 2 paths to access Shoebox
      ​

    4. Invert Shoebox Tile Colour - inverts the primary and accent colours on the Shoebox Tile, to make it visually distinct
      Only applicable if option a is selected above, so that Shoebox appears as a Tile
      ​

Manage Security

This menu lets you configure options for client invitations and registration, including expiry settings and social logins.

Invitation Security Settings

  1. Invitation Link Expiry Time:
    ​


    Enter an expiry time in days to control how long the link in your invitation emails will remain active.
    The default is 365 days.
    ​

  2. Invitation Link Usage Limit:

    Select whether the links in your invitation emails are single-use or reusable.
    ​

  3. Registration Grace Period:
    For clients who start to create an account but don't finish registration, you can set a time limit after which the incomplete registration will automatically delete
    ​

    1. Toggle - turn on to set a grace period for incomplete registrations, after which they will be automatically removed.

    2. Grace Period - enter a number to determine the length of the grace period

    3. Time Increment - choose whether the grace period is determined in minutes, hours, or days
      ​

  4. Default Registration Method
    ​

    1. Email & Password - invite clients with an email address, and let them create their own password at registration.
      This is the default invitation/registration method for SideDrawer.
      ​

    2. Temporary Password - invite a client with email and create a temporary password for them. When registering, the user will set a new password for themselves.
      Currently this option is only available for enterprise subscriptions.
      ​

  5. Editable Registration Fields
    Controls whether clients can overwrite or edit pre-filled data in the registration process.
    These options are currently available for enterprise subscriptions only.
    ​

    1. Lock prefilled registration fields - prevents users from overwriting pre-filled data such as name, business name, and country.

    2. Always lock registration fields - prevents users from entering any data in the registration fields (name, country, business name), whether they are pre-filled or not.
      Overrides option a above, as this option prevents users from entering data regardless of whether the field is pre-filled.

    3. Include Business Name in registration - adds a Business Name field to the registration screen.
      If this option is active, you can filter clients by Business Name in the Accounts->Clients & Users menu
      ​

  6. Manage Additional Identity Providers
    ​

    This section lets you decide whether you want to let your clients log in with credentials besides their SideDrawer email/username and password, and to manage which credentials you want to enable.
    ​
    Credentials enabled in this section will appear in the registration options for your clients.
    Once clients set up a social login at registration, they will be able to select it on the login page:

Manage Features

This menu lets you choose which features in the SideDrawer platform you want to activate for your environment, and to configure the features you activate.

Tag Management

Activate, deactivate, and configure the Tags feature for your environment
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Learn more about Tags

  1. Enable Tagging
    ​Turned On - Tags are available in your Console, and you'll see the Tag Management tab in your Console's Productivity menu:
    ​

    Turned Off - Tags will be deactivated in your environment, and the Tag Management tab will not appear
    ​

  2. Smart Form Requests - lets you add and manage Tags for your Smart Form templates
    (note that Smart Forms are currently available only for enterprise subscriptions)
    ​

  3. Drawers - lets you add and manage Tags to your SideDrawers, either through the Tag Management tool or in the Accounts->SideDrawers menu

Request Stages

Activates the Stages tool, letting you create lifecycle status labels and apply them to your Info Requests.
When turned on, you will see the Stages tab in your Productivity menu:
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Note that the Stages feature is currently only available for enterprise subscriptions.

Comments Management

Controls the Comments feature, and where Comments can be applied in your environment

  1. Enable Comments
    ​Turned On - Comments feature is activated, and you can use the toggles below to determine where Comments can be applied
    ​Turned Off - Comments feature is deactivated for your environment
    ​

  2. Enable internal notes for Smart Form Requests: lets you apply notes in Console to delivered Smart Forms, through the Accounts->Manage Info Requests menu.
    Internal notes are only viewable in Console, so they will only be visible to your internal/admin users, not to clients.
    Note that Smart Forms are currently only available with an Enterprise subscription.
    ​

  3. Enable internal notes for Info Requests: lets you apply notes in Console to delivered Info Requests, through the Accounts->Manage Info Requests menu.
    Internal notes are only viewable in Console, so they will only be visible to your internal/admin users, not to clients.
    Note that internal notes are currently only available with an enterprise subscription.
    ​

  4. Enable item comments for Info Requests: adds Comment fields to all items in sent Info Requests.
    Clients can use Comments to ask clarifying questions, and your team or advisors can add Comments to reply to clients, or to post reminders on pending items.
    ​

  5. Enable item comments for Smart Form Requests: adds Comment fields to all items in sent Smart Forms.
    Clients can use Comments to ask clarifying questions, and your team or advisors can add Comments to reply to clients, or to post reminders on pending items.
    Note that Smart Forms are currently only available with an Enterprise subscription.

If you would like more information about these settings, and how they will affect your workflows and client experience, please don't hesitate to contact our Support team, at [email protected]

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