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FAQ: For Professional Service Providers
FAQ: For Professional Service Providers

Integrate SideDrawer into your business!

Support avatar
Written by Support
Updated over 2 months ago

How can I customize SideDrawer for my business?

SideDrawer offers a partner branded solution that will give you your own SideDrawer portal with your name, your logo and branding, your specific fonts, colours and 3 tiles for you to customize to your liking.

Other options to tailor SideDrawer include:

  • Messaging and email notifications

  • Customized payment plans

  • 3rd party cloud drive storage integration

  • Footer messaging

  • Custom URL

  • Custom login page and subdomains

Email us at [email protected] for more information on customizing the SideDrawer experience for your business.

Can I add a link to SideDrawer on my website?

Of course! All of our clients who purchased a customized, partner branded SideDrawer portal can link directly to it from their website.

If you haven’t chosen that solution but still want to add a link to SideDrawer, you can still do so.
Please contact our Support Team and we’ll be glad to answer any questions on how to set that up.

If a client leaves my practice, what happens to their SideDrawer content?

If a client leaves your practice, you can offboard their SideDrawer as well.
Contact us at [email protected], and we'll help move the client's SideDrawer from your environment (tenant) to their own personal account.
The SideDrawer will no longer count toward your maximum drawers or licenses, and the client still gets to keep all their important documents in a secure location.

If the client doesn’t want to continue using their SideDrawer, they can remove their documents and we’ll delete it.

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