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Navigating your SideDrawer
Navigating your SideDrawer
These are the basics to become familiar with SideDrawer.
21 articles in this collection
Written by
Support
Everything a new SideDrawer user needs to know
This handy guide has every step you need to get onboard SideDrawer and collaborating with your advisor
Written by
Support
Updated over a week ago
Download a document
How to download a document
Written by
Support
Updated over a week ago
Print a document
How to print a document
Written by
Support
Updated over a week ago
Receiving a Simple File Request
Written by
Support
Updated over a week ago
Understanding your new SideDrawer
We've mapped out SideDrawer for you!
Written by
Support
Updated over a week ago
Record Search
Search for a record using the search function to quickly find the content you are looking for
Written by
Support
Updated over a week ago
Simple File Request
Written by
Support
Updated over a week ago
Ownership of a SideDrawer
View / add owners to a sidedrawer
Written by
Support
Updated over a week ago
Creating your own SideDrawer account
This short guide will show you how to create your own SideDrawer quickly and easily
Written by
Support
Updated over a week ago
Creating a SideDrawer for someone else
Sharing is caring with SideDrawer
Written by
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
Written by
Support
Updated over a week ago
Managing Permissions using the Collaborator feature
Manage your security permissions for your SideDrawer and individual records, all in one place!
Written by
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.
Written by
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
Written by
Support
Updated over a week ago
How to complete filling in an Info Request
Received an Info Request? This handy guide will show you how to complete it.
Written by
Support
Updated over a week ago
How to upload forms and fillable PDFs
Now you can edit files and documents and share with collaborators right within SideDrawer
Written by
Support
Updated over a week ago
Uploading documents to a record
It's really easy to attach documents to a record
Written by
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
Written by
Support
Updated over a week ago
How to request an eSignature with a digital seal
Written by
Support
Updated over a week ago
Understanding email notifications
Email notifications match up perfectly with Timeline entries
Written by
Support
Updated over a week ago
Changing your SideDrawer name
It's possible to change your SideDrawer name by following these steps
Written by
Support
Updated over a week ago