Navigating your SideDrawer

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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Updated over a week ago

Understanding your new SideDrawer

We've mapped out SideDrawer for you!

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Creating your own SideDrawer account

This short guide will show you how to create your own SideDrawer quickly and easily

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Creating a SideDrawer for someone else

Sharing is caring with SideDrawer

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Creating a record

Creating a record is the heart of SideDrawer

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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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Managing Permissions using the Collaborator feature

Manage your security permissions for your SideDrawer and individual records, all in one place!

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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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Managing relationship settings using the Collaborator feature

A quick guide to change your relationships using our new Collaborator feature

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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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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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Uploading documents to a record

It's really easy to attach documents to a record

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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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How to request an eSignature with a digital seal

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Setting up your email inbox

Every SideDrawer user gets their own inbox where documents can be sent to be uploaded directly to records

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Understanding email notifications

Email notifications match up perfectly with Timeline entries

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Using your inbox

It's so easy to upload documents from your inbox to a record

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Changing your SideDrawer name

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

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Updated over a week ago