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.
26 articles
Written by Support
SideDrawer Tenant and Role Definitions
Written by Support. Updated over a week ago
SideDrawer Batch Delivery
Use the SideDrawer platform to deliver documents in bulk from one SideDrawer to many SideDrawersWritten by Support. 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 clientWritten by Support. Updated over a week ago
Helping your clients change permission settings
The owner of the SideDrawer always controls access to their informationWritten by Support. Updated over a week ago
How to purchase licenses
Follow this simple guide to purchase licenses to sponsor your clients withWritten 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 clientWritten by Support. Updated over a week ago
Error message when trying to upload a document
Written by Support. Updated over a week ago
Resend invitations to Users via Console
Professional Users have the ability to resend User Invitation Emails if required via ConsoleWritten by Support. Updated over a week ago
Updating Branding
Leverage SideDrawer's Branding Functionality to create your own Look and FeelWritten by Support. Updated over a week ago
Updating UX Experience
Configure your UX to create the best experience for your UsersWritten by Support. Updated over a week ago
Set up your vCard
Create a vCard for End Users to quickly get your contact DetailsWritten by Support. Updated over a week ago