Navigating your SideDrawer

These are the basics to become familiar with SideDrawer.

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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
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Written by Support
Updated over a week ago

Download a document

How to download a document
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Written by Support
Updated over a week ago

Print a document

How to print a document
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Written by Support
Updated over a week ago

Receiving a Simple File Request

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Written by Support
Updated over a week ago

Understanding your new SideDrawer

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

Simple File Request

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Written by Support
Updated over a week ago

Ownership of a SideDrawer

View / add owners to a sidedrawer
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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
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Written by Support
Updated over a week ago

Creating a SideDrawer for someone else

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

How to request an eSignature with a digital seal

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Written by Support
Updated over a week ago

Understanding email notifications

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