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

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

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

Initiating and configuring DocuSign envelopes and obtaining signatures

Email notifications provide information on changes to your SideDrawer

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

Create or edit a Reminder in your SideDrawer or Record

Managing collaboration and access settings for your SideDrawers and Records

Combine multiple SideDrawers into a Vault

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

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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