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.

22 articles in this collection
Written by Support

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

Introducing SideDrawer to your clients

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

Written by Support
Updated over a week ago

SideDrawer "Welcome package" for clients

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

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

Understanding and changing Collaboration permission settings

You have complete control over who sees your information and what they can do with it

Written by Support
Updated over a week ago

Error message when trying to upload a document

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

Everything a Professional Service Provider needs to know

This handy quide has every step you need to get onboard SideDrawer, purchase licenses, sponsor clients and upload documents to records

Written by Support
Updated over a week ago

User Management

Can't access a SideDrawer anymore

If you don't see the SideDrawer that you used to have access to in the past.

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

I can't figure out Info Requests

There's 3 steps for Info Requests

Written by Support
Updated over a week ago

How to create an Info Request

We've created the best way possible to get the information you need from your clients

Written by Support
Updated over a week ago

How to create a PDF from an Info Request

Written by Support
Updated over a week ago

How do I know if my client is completing their Info Request I sent?

Following up on your Info Requests is super easy

Written by Support
Updated over a week ago

How do I manage an info request?

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