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Navigating your SideDrawer

Navigating your SideDrawer

These are the basics to become familiar with SideDrawer.

19 articles
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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

Collaborator Permissions

Understand the level of access based on the collaborator type
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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

Getting Started - Client view

As a client here is everything you need to know about using SideDrawer
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Written by Support. Updated over a week ago

Introduction to Records

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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 a 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

Adding collaborators to your records

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

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

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 provide information on changes to your SideDrawer
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Written by Support. Updated over a week ago

Changing a SideDrawer name

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