SideDrawer Inc.

This handy guide has every step you need to get onboard SideDrawer and collaborating with your advisor

Everything a new SideDrawer user needs to know

Understand the level of access based on the collaborator type

As a client here is everything you need to know about using SideDrawer

Search for a record using the search function to quickly find the content you are looking for

This short guide will show you how to create your own SideDrawer quickly and easily

Initiating and configuring DocuSign envelopes and obtaining signatures

Manage your security permissions for your SideDrawer and individual records, all in one place!

Received an Info Request? This handy guide will show you how to complete it.

Now you can edit files and documents and share with collaborators right within SideDrawer

Be sure to update your credit card information to ensure your clients can keep access to their accounts you sponsored

Email notifications provide information on changes to your SideDrawer

It's possible to change a SideDrawer name by following these steps

These are the basics to become familiar with SideDrawer.

Find answers and get help from Intercom Support and Community Experts

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