Skip to main content
All Collections
SideDrawer for Administrators

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
Error message when trying to upload a document
Resending Invitations
Helping your Clients change Permission Settings
Creating and Managing SideDrawer Metadata
Can't access a SideDrawer
How can I check if I sponsored someone?
Best Practices for Wealth Management
Adding an admin user
Creating a Content Package
Records & Folders
Sending Info Requests and Content Packages
Custom Tiles and Custom SideDrawer Types
Use Cases for Wealth Management
Completing an editable PDF
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