Client Management

Resources for Professional Service Providers

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11 articles in this collection
Written by SideDrawer Support

Introducing SideDrawer to your clients

Getting your clients onboard is as easy as 1,2,3
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Written by SideDrawer Support
Updated over a week ago

SideDrawer "Welcome package" for clients

We've thought of everything to get your valuable clients onboard and engaged with SideDrawer
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Written by SideDrawer Support
Updated over a week ago

How to create an Info Request

We've created the best way possible to get the information you need from your clients
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Written by SideDrawer Support
Updated over a week ago

SideDrawer Security made simple

Read this quick guide to learn how we protect your private information
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Written by SideDrawer Support
Updated over a week ago

What does sponsoring a client mean?

This short guide will show you.
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Written by SideDrawer Support
Updated over a week ago

How to purchase licenses

Follow this simple guide to purchase licenses to sponsor your clients with
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Written by SideDrawer Support
Updated over a week ago

How to sponsor/assign a license to a client

This guide will show you how to assign a license to a SideDrawer you've created for a client
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Written by SideDrawer Support
Updated over a week ago

How to remove/revoke a license from a client

With a few quick steps you can revoke a license and reuse it for another client
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Written by SideDrawer Support
Updated over a week ago

How to transfer ownership of SideDrawers

Create their SideDrawer, fill it with their documents, then transfer ownership to your client!
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Written by SideDrawer Support
Updated over a week ago

Helping your clients change permission settings

The owner of the SideDrawer always controls access to their information
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Written by SideDrawer Support
Updated over a week ago

How do I manage an info request?

This article explains how to send, edit or delete an info request
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Written by SideDrawer Support
Updated over a week ago