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
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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
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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)

Display 'Manage Subscriptions'
Enables the Manage Subscriptions item in the client's My Account menu, allowing the client to purchase SideDrawer retail subscriptions

Display 'Payment Details'
Enables the Payment Details item in the client's My Account menu, allowing them to link a credit card to their SideDrawer account

Hide 'Summary' Screen
Disables Summary screen. When logging into SideDrawer, clients will land on the Records page, providing a simplified, consistent experience
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Hide 'Records' Section
Removes the Records item from the left-hand menu.
When logging into SideDrawer, clients will not be able to access Tiles and Records directly
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Hide 'Info Requests' Section
Removes the Info Requests item from the left-hand menu.
The item will reappear when an Info Request is delivered to the SideDrawer
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Hide 'Reminders' Section
Removes the Reminders item from the left-hand menu
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Hide 'Collaborators' Section
Removes the Collaborators item from the left-hand menu
Users will not be able to view or edit the Collaborators page
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Hide Main Header Upload Button
Removes the 'Drop files here or Click to Upload' button from the upper right of the SideDrawer screen
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Display Team Member Details
In the Collaborators menu, enables a user to click on a Team listing to display all members of that Team

Hide Empty Tiles
Only Tiles with Records in them are visible in the Records page
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Display Tiles for Affiliate Only
Only custom Tiles for that Affiliate are displayed in the Records page
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Simplify Records View
Records will only show a file list - no additional fields such as Collaborators, Notifications, or General Info
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Hide the 'Create a Record' button
Removes the button to create a Record within a Tile - you can still create Records in the Upload Files flow
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Hide the 'Rename Record' button
Removes the pencil icon next to the Record name
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Hide the 'Edit' Record button
Removes the Edit button next at the top right of the Record screen
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Hide the 'Quick Access' menu item for Records
Removes the right-hand menu for Records - this simplifies the interface, but takes away some management options
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Hide the file upload button inside a Record
Removes the 'Upload or Drag & Drop files here' button to add files inside a Record
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Hide 'Manage multiple files' Button
Removes the Manage multiple files button from the Record View and Record Form screen
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Hide the 'Download File' button
Removes the download icon located at the right of the filename
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Hide 'Manage This File' menu item for Files
Removes the menu option at the right of the file names
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Hide File Viewer Toolbar
Removes the toolbar within the file viewer - users will not be able to sign or annotate documents in SideDrawer
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Hide Action Buttons in File Viewer Footer
Removes the Download and Save New Version options at the bottom of the file viewer
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Enable Shoebox for all Drawers
Activates the Shoebox function, enabling users to load files into the Shoebox, and organize them later on
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