Navigating the Admin Console

If you are a Professional or Business that has access to the Console where you can create SideDrawers for your clients, these articles will help you.

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21 articles in this collection
Written by Support and Luke Kremer

SideDrawer Tenant and Role Definitions

Written by Luke Kremer
Updated over a week ago

Adding reminders to Record

Written by Support
Updated over a week ago

Ownership considerations when creating SideDrawers

Written by Support
Updated over a week ago

What does sponsoring a client mean?

This short guide will show you.

Written by Support
Updated over a week ago

How to sponsor/assign a license to a client

This guide will show you how to assign a license to a SideDrawer you've created for a client

Written by Support
Updated over a week ago

Helping your clients change permission settings

The owner of the SideDrawer always controls access to their information

Written by Support
Updated over a week ago

How to purchase licenses

Follow this simple guide to purchase licenses to sponsor your clients with

Written by Support
Updated over a week ago

How to remove/revoke a license from a client

With a few quick steps you can revoke a license and reuse it for another client

Written by Support
Updated over a week ago

Understanding and changing Collaboration permission settings

You have complete control over who sees your information and what they can do with it

Written by Support
Updated over a week ago

Error message when trying to upload a document

Written by Support
Updated over a week ago

Console Features

Guide to your Console features

Using the console will improve your efficiency and create a better experience for your clients

Written by Support
Updated over a week ago

Creating and Managing SideDrawer Metadata

Learn how to create, edit and add new Metadata Values to a SideDrawer in your Tenant

Written by Luke Kremer
Updated this week

User Management

Can't access a SideDrawer

If you don't see the SideDrawer in the front-end app that you used to have access to.

Written by Support
Updated over a week ago

How can I check if I sponsored someone?

Written by Support
Updated over a week ago

Info Requests

How to create a PDF from an Info Request

Written by Support
Updated over a week ago

Info Request - Add Text to Multiple / Single Options

Add text to multiple and single options in an info request

Written by Support
Updated over a week ago

Info Request - Adding A Drop Down & Prefill Rows in a Table

Adding a dropdown and prefill rows in a table

Written by Support
Updated over a week ago

Managing info requests

This article explains how to send, edit or delete an info request

Written by Support
Updated over a week ago

Content Packages (formerly Templates)

What's the difference between an Info Request and a Template?

Each has a unique use case

Written by Support
Updated over a week ago

Third Party Integrations

How to Sync your SideDrawer to Dropbox

Simple steps to integrate and synchronize your Dropbox with your SideDrawer Account.

Written by Support
Updated over a week ago

How to Sync your SideDrawer to Google Drive

Simple steps to integrate and synchronize your Google Drive with your SideDrawer Account.

Written by Support
Updated over a week ago