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SideDrawer for Administrators

Managing your SideDrawer Console and features

Guide to Console Features
Creating a SideDrawer
Console UX Settings
Adding or editing a vCard
Sending a Blast Delivery
SideDrawer Batch Delivery
SideDrawer Tenant and Role Definitions
Ownership considerations when creating SideDrawers
Managing your Branding
Resending Invitations
Helping your Clients change Permission Settings
Creating and Managing SideDrawer Metadata
Can't access a SideDrawer
Best Practices for Wealth Management
Adding an admin user
Records & Folders
Custom Tiles and Custom SideDrawer Types
Use Cases for Wealth Management
Monitoring the timeline
Understanding SideDrawer Types
Navigating between Front End and Console
Creating team collaboration
Everything you need to know about getting started with SideDrawer
Introducing SideDrawer to your clients
Client Offboarding
Custom Messages
SideDrawer "Welcome package" for clients
Unstructured SideDrawer
SideDrawer Subscriptions and Licenses
FAQ: SideDrawer Desktop Application
Content Packages