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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26 articles in this collection
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SideDrawer Tenant and Role Definitions

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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
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Written by Support
Updated over a week ago

Adding reminders to Record

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Updated over a week ago

Ownership considerations when creating SideDrawers

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Updated over a week ago

What does sponsoring a client mean?

This short guide will show you.
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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
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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
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Written by Support
Updated over a week ago

How to purchase licenses

Follow this simple guide to purchase licenses to sponsor your clients with
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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
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Written by Support
Updated over a week ago

Error message when trying to upload a document

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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
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Updated over a week ago

Updating Branding

Leverage SideDrawer's Branding Functionality to create your own Look and Feel
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Updated over a week ago

Updating UX Experience

Configure your UX to create the best experience for your Users
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Written by Support
Updated over a week ago

Set up your vCard

Create a vCard for End Users to quickly get your contact Details
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Written by Support
Updated over a week ago