Video Tutorials

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

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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
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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
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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
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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
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Written by Support
Updated over a week ago

How to purchase premium licenses

Sponsoring your clients begins with purchasing licenses
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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
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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
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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
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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
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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
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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
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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
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Written by Support
Updated over a week ago