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

SideDrawer Account Settings

Instructions & Tips for getting the most out of your SideDrawer account!

FAQ: Using SideDrawer

Moving and Copying Files and Records

Client experience of Info Requests - how to view them and complete them in the SideDrawer app

Info Request 5: Front-End View

Printing a document

Initiating and configuring DocuSign envelopes and obtaining signatures

Using DocuSign within SideDrawer

Email notifications provide information on changes to your SideDrawer

Understanding Email Notifications

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

Changing a SideDrawer name

Create or edit a Reminder in your SideDrawer or Record

Reminders

Collaboration and access settings for SideDrawer

Collaborators & Permissions

Managing collaboration and access settings for your SideDrawers and Records

Combine multiple SideDrawers into a Vault

Vaults

Files

Simple File Request, Share Files, and more shortcut functions

SideDrawer Shortcuts Menu

Support

Everything you need to set up and use your SideDrawer account!

Using SideDrawer

Solutions

Developers

Company

Resources

Find answers and get help from Intercom Support and Community Experts

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