SideDrawer Manual

Go here for a step-by-step guide to using SideDrawer

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14 articles in this collection
Written by SideDrawer Support

Creating your own SideDrawer account

This short guide will show you how to create your own SideDrawer quickly and easily
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Written by SideDrawer Support
Updated over a week ago

Updating my payment method

Be sure to update your credit card information to ensure your clients can keep access to their accounts you sponsored
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Written by SideDrawer Support
Updated over a week ago

Understanding your new SideDrawer

We've mapped out SideDrawer for you!
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Written by SideDrawer Support
Updated over a week ago

Creating a SideDrawer for someone else

Sharing is caring with SideDrawer
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Written by SideDrawer Support
Updated over a week ago

Creating a record

Creating a record is the heart of SideDrawer
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Written by SideDrawer Support
Updated over a week ago

Uploading documents to a record

It's really easy to attach documents to a record
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Written by SideDrawer Support
Updated over a week ago

Setting up your email inbox

Every SideDrawer user gets their own inbox where documents can be sent to be uploaded directly to records
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Written by SideDrawer Support
Updated over a week ago

Understanding email notifications

Email notifications match up perfectly with Timeline entries
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Written by SideDrawer Support
Updated over a week ago

Using your inbox

It's so easy to upload documents from your inbox to a record
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Written by SideDrawer Support
Updated over a week ago

Adding or removing a collaborator to your SideDrawer

This detailed guide will show you how easy it is to add or remove collaborators
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Written by SideDrawer Support
Updated over a week ago

Changing a collaborators permission access

Don't forget that you control who has access to your private information and what they can do with it.
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Written by SideDrawer Support
Updated over a week ago

Managing permissions using the Collaborator feature

This short guide will explain how to manage the permissions through our new Collaborator feature
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Written by SideDrawer Support
Updated over a week ago

Managing relationship settings using the Collaborator feature

A quick guide to change your relationships using our new Collaborator feature
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Written by SideDrawer Support
Updated over a week ago

Changing your SideDrawer name

It's possible to change your SideDrawer name by following these steps
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Written by SideDrawer Support
Updated over a week ago