Navigating your SideDrawer
These are the basics to become familiar with SideDrawer.
19 articles
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
Collaborator Permissions
Understand the level of access based on the collaborator type
Written by Support. Updated over a week ago
Print a document
How to print a document
Written by Support. Updated over a week ago
Getting Started - Client view
As a client here is everything you need to know about using SideDrawer
Written by Support. Updated over a week ago
Introduction to Records

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 a 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
Adding collaborators to your records
Manage your security permissions for your SideDrawer and individual records, all in one place!
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
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 provide information on changes to your SideDrawer
Written by Support. Updated over a week ago
Changing a SideDrawer name
It's possible to change a SideDrawer name by following these steps
Written by Support. Updated over a week ago