SideDrawer Inc.

The console has features that will improve efficiency and create a better experience for clients.

Guide to Console Features

How to create SideDrawers for your clients

Creating a SideDrawer

Customize SideDrawer for your clients' needs

Console UX Settings

Add your contact information within the SideDrawer platform

Adding or editing a vCard

Blast Delivery is a process to allow an upload and delivery of multiple documents to multiple SideDrawers, within their respective Tiles.

Sending a Blast Delivery

Use the SideDrawer platform to deliver documents in bulk from one SideDrawer to many SideDrawers

SideDrawer Batch Delivery

SideDrawer Tenant and Role Definitions

Ownership considerations when creating SideDrawers

Change the font, logo and colour of your SideDrawer

Managing your Branding

Console Users have the ability to see registered users and resend User Invitation Emails for pending invitations.

Resending Invitations

Helping your Clients change Permission Settings

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

Creating and Managing SideDrawer Metadata

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

Can't access a SideDrawer

See how to use SideDrawer to help streamline your business.

Best Practices for Wealth Management

How to add an admin user giving them access to the Console

Adding an admin user

Managing Records and Folders in SideDrawer

Records & Folders

Add your own customized Tiles to an existing SD Type, or create a custom SideDrawer Type for your clients

Custom Tiles and Custom SideDrawer Types

See how others are using SideDrawer to streamline their business.

Use Cases for Wealth Management

What is a Business and Individual SideDrawer

Understanding SideDrawer Types

Managing the two workspaces you'll use for SideDrawer

Navigating between Front End and Console

How to create teams for a simpler collaboration process.

Creating team collaboration

All the steps a Professional needs to get clients and processes started in SideDrawer

Everything you need to know about getting started with SideDrawer

Getting your clients onboard is as easy as 1,2,3

Introducing SideDrawer to your clients

If you part ways with a client, what happens to their SideDrawer?

Client  & User Offboarding

Notification settings in your SideDrawer Console

Custom Messages

We've thought of everything to get your valuable clients onboard and engaged with SideDrawer

SideDrawer "Welcome package" for clients

Unstructured SideDrawer Type - flexible organization

Unstructured SideDrawer

Managing Licenses for Per-SideDrawer Subscription accounts

SideDrawer Subscriptions and Licenses

Learn more about SideDrawer's desktop app!

FAQ: SideDrawer Desktop Application

Creating, Editing, and Sending Content Packages in SideDrawer

Content Packages

Support

Managing your SideDrawer Console and features

SideDrawer for Administrators

Connect SideDrawer to other digital platforms

SideDrawer Integrations

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

How to Sync your SideDrawer to Dropbox

How to link SideDrawer to your Google Drive account

Google Drive Integration

OneDrive Integration

How to set up and use DocuSign within SideDrawer

Connecting your DocuSign account

How Zapier can be used to connect applications together

Zapier Integration

Inputs you'll need for your Zapier connection

Zapier Configuration

Third Party Integrations

Info Request 1: Overview

Build your Info Request, with content blocks, demographic questions, and document uploads!

Info Request 2: Building an Info Request

Send your Info Request to clients' SideDrawers!

Info Request 3: Send your Info Request

Track client completion of Info Requests, and edit/update existing Info Requests!

Info Request 4: Track & Edit

Add text to multiple and single options in an info request

Info Request - Add Text to Multiple / Single Options

Adding a dropdown and prefill rows in a table

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

Leverage our pre-made SideDrawer Info Request templates

Info Request templates

Build out surveys within an Info Request.

Building a survey table within an Info Request

Building a table within an Info Request

Adding Videos to Info Requests

Info Requests

Solutions

Developers

Company

Resources

Find answers and get help from Intercom Support and Community Experts

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