SideDrawer Inc.

Adding reminders to Record

SideDrawer Tenant and Role Definitions

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

SideDrawer Batch Delivery

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

Add your contact information within the SideDrawer platform

Adding or editing a vCard

Ownership considerations when creating SideDrawers

Change the font, logo and colour of your SideDrawer

Manage your Branding

What does sponsoring a client mean?

This guide will show you how to assign a license to a SideDrawer you've created for a client

How to sponsor/assign a license to a client

The owner of the SideDrawer always controls access to their information

Helping your clients change permission settings

Follow this simple guide to purchase licenses to sponsor your clients with

How to purchase licenses

With a few quick steps you can revoke a license and reuse it for another client

How to remove/revoke a license from a client

Error message when trying to upload a document

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

Resending invitations

Configure your UX to create the best experience for your clients

Updating UX Experience

Support

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. 

Navigating the Admin Console 

Using the console will improve your efficiency and create a better experience for your clients

Guide to your Console features

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

Creating and Managing SideDrawer Metadata

Console Features

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

Can't access a SideDrawer

How can I check if I sponsored someone?

User Management

How to create a PDF from an Info Request

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

Info Requests

What's the difference between an Info Request and a Template?

Content Packages (formerly Templates)

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

How to Sync your SideDrawer to Dropbox

How to set up and use DocuSign within SideDrawer

Connecting your DocuSign account

Third Party Integrations

Solutions

Developers

Company

Resources

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company

Tickets portal

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