You can customize the UX settings for your SideDrawer environment, to tailor the platform to your clients' needs.
In the SideDrawer Console, select Settings > Affiliates
Choose the Affiliate to customize, and click on the 3 dots at the right, then select Manage Client UX
The UX menu contains a variety of settings - keep in mind that these affect all SideDrawers for that affiliate, which may be all the SideDrawers in your environment.
Manage Identity Providers (Single Sign On)
Manage Identity Providers (Single Sign On)
These controls activate options for your clients to log into SideDrawer
To enable Social Login options, toggle the main control on
If the main control is off, users can log into SideDrawer with email + password only
Use the checkboxes to select which social IDs your clients can use to log in:
Google/Gmail, Apple ID, Salesforce, Salesforce (Sandbox), Salesforce Communities, Facebook
User On-boarding Options
User On-boarding Options
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
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
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
Account Management
Display 'Manage Subscriptions'
Enables the Manage Subscriptions item in the client's My Account menu, allowing the client to purchase SideDrawer retail subscriptionsDisplay '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
Help & Support Settings
Help & Support Settings
1. Display 'About SideDrawer'
This item appears in the Help menu at the top right of the SideDrawer screen, and links to the 'About SideDrawer' section of our website
2. Display 'Help Center'
This item also appears in the Help menu at the top right of the screen, and includes introductory videos to help clients use SideDrawer
3. Display 'Chat Bubble'
This item appears at the bottom right of the screen, and lets clients chat directly with the SideDrawer Support Team, and search our help articles database
Interface Customization
Interface Customization
Hide 'Summary' Screen
Disables Summary screen. When logging into SideDrawer, clients will land on the Records page, providing a simplified, consistent experience
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
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
Hide 'Reminders' Section
Removes the Reminders item from the left-hand menu
Hide 'Collaborators' Section
Removes the Collaborators item from the left-hand menu
Users will not be able to view or edit the Collaborators page
Hide Main Header Upload Button
Removes the 'Drop files here or Click to Upload' button from the upper right of the SideDrawer screen
Display Team Member Details
In the Collaborators menu, enables a user to click on a Team listing to display all members of that Team
Tiles, Files, and Record Management
Tiles, Files, and Record Management
Hide Empty Tiles
Only Tiles with Records in them are visible in the Records page
Display Tiles for Affiliate Only
Only custom Tiles for that Affiliate are displayed in the Records page
Simplify Records View
Records will only show a file list - no additional fields such as Collaborators, Notifications, or General Info
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
Hide the 'Rename Record' button
Removes the pencil icon next to the Record name
Hide the 'Edit' Record button
Removes the Edit button next at the top right of the Record screen
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
Hide the file upload button inside a Record
Removes the 'Upload or Drag & Drop files here' button to add files inside a Record
Hide 'Manage multiple files' Button
Removes the Manage multiple files button from the Record View and Record Form screen
Hide the 'Download File' button
Removes the download icon located at the right of the filename
Hide 'Manage This File' menu item for Files
Removes the menu option at the right of the file names
Hide File Viewer Toolbar
Removes the toolbar within the file viewer - users will not be able to sign or annotate documents in SideDrawer
Hide Action Buttons in File Viewer Footer
Removes the Download and Save New Version options at the bottom of the file viewer
Enable Shoebox for all Drawers
Activates the Shoebox function, enabling users to load files into the Shoebox, and organize them later on
Display Shoebox on the Records Screen
Shoebox will appear as a Tile on the Records Screen
Move Shoebox to End
Shoebox will appear as the last Tile, instead of as the first Tile
Display Shoebox shortcut
Shoebox will appear as a menu item in the left-hand menu
Invert Shoebox Tile Colour
Makes Shoebox visually distinct, by reversing the colour scheme from the other Tiles
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]