SideDrawer Inc.

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

Initiating and configuring DocuSign envelopes and obtaining signatures

Using DocuSign within SideDrawer

Email notifications provide information on changes to your SideDrawer

Understanding Email Notifications

Create or edit a Reminder in your SideDrawer or Record

Reminders

Collaboration and access settings for SideDrawer

Collaborators & Permissions

Combine multiple SideDrawers into a Vault

Vaults

Files

Simple File Request, Share Files, and more shortcut functions

SideDrawer Shortcuts Menu

SideDrawer Timeline, Timeline Notifications, and other Notification emails

Timeline & Notifications

Settings and options in your SideDrawer's Quick Access

SideDrawer Quick Access Menu

Your options and tools for getting help with SideDrawer

SideDrawer Support

Use this feature to create message threads on a client's Info Request

Comments

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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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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