Video Tutorials

These short videos will show you everything you need to know to use SideDrawer

19 articles in this collection
Written by Support

Web App

How to create a SideDrawer account

The first step to getting started with SideDrawer is to create your account

Written by Support
Updated over a week ago

How to set up your multi-factor authentication

Setting up your MFA is an important step in keeping your information safe

Written by Support
Updated over a week ago

Understanding your SideDrawer

This short video will explain all the sections of your SideDrawer to help you stay productive and efficient

Written by Support
Updated over a week ago

How to set up your SideDrawer

Set up your SideDrawer quickly and easily after watching this short video

Written by Support
Updated over a week ago

How to purchase premium licenses

Sponsoring your clients begins with purchasing licenses

Written by Support
Updated over a week ago

How to sponsor or assign a license to a client

This quick video will help you get your clients onboard SideDrawer and collaborating

Written by Support
Updated over a week ago

How to create a record

Creating records is how you'll organize and store your important documents

Written by Support
Updated over a week ago

How to upload a document to a record

This video will explain how you get your important documents organized into SideDrawer records

Written by Support
Updated over a week ago

How to invite a collaborator and share a record

There are two ways to collaborate in SideDrawer. This video explains one way - sharing a record

Written by Support
Updated over a week ago

How to invite a collaborator and share a SideDrawer

There are two ways to collaborate in SideDrawer. This video explains one way - sharing your full SideDrawer

Written by Support
Updated over a week ago

How to setup your inbox and upload attachments to a record

Every SideDrawer user gets their own inbox where documents can be sent to be uploaded directly to records

Written by Support
Updated over a week ago

How to help your client manage their permission settings

Sometimes your client wants to restrict you from accessing private document you don't need to see

Written by Support
Updated over a week ago

Mobile App

How to sign up for a free SideDrawer account on our mobile app

Easy, simple steps to sign up for a free SideDrawer account on your mobile device

Written by Support
Updated over a week ago

How to secure your SideDrawer account on our mobile app

Set your security permissions on the SideDrawer mobile app using this step-by-step guide

Written by Support
Updated over a week ago

How to setup your SideDrawer email inbox on our mobile app

Have important documents emailed directly into your SideDrawer inbox

Written by Support
Updated over a week ago

How to use your SideDrawer email on our mobile app

Get documents and files out of your SideDrawer inbox and into a record with this simple video for our mobile app

Written by Support
Updated over a week ago

How to upload a document to your SideDrawer on our mobile app

This video will explain everything you need to do to get documents into your SideDrawer using our mobile app

Written by Support
Updated over a week ago

How to add a collaborator to a record on our mobile app

With a few clicks on our mobile app you can invite someone to collaborate on a record

Written by Support
Updated over a week ago

How to refer a friend on our mobile app

If you love your SideDrawer experience, use this video to refer a friend

Written by Support
Updated over a week ago