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 in this collection
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 SideDrawers

Written 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 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

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 Console

Written by Support
Updated over a week ago

Updating Branding

Leverage SideDrawer's Branding Functionality to create your own Look and Feel

Written by Support
Updated over a week ago

Updating UX Experience

Configure your UX to create the best experience for your Users

Written by Support
Updated over a week ago

Set up your vCard

Create a vCard for End Users to quickly get your contact Details

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 Support
Updated over a week ago

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

Info Request templates

Leverage our pre-made SideDrawer Info Request templates

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