Navigating your SideDrawer

These are the basics to become familiar with SideDrawer.

Support avatar
18 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
Support avatar
Written by Support
Updated over a week ago

Understanding your new SideDrawer

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

Creating a SideDrawer for someone else

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

Creating a record

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

Uploading documents to a record

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

How to request an eSignature with a digital seal

Support avatar
Written by 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
Support avatar
Written by Support
Updated over a week ago

Understanding email notifications

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

Using your inbox

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

Changing your SideDrawer name

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