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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
What does sponsoring a client mean?
How to sponsor/assign a license to a client
How to purchase licenses
How to remove/revoke a license from a client
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
Creating a Record
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
Managing collaborators
Everything you need to know about getting started with SideDrawer
Introducing SideDrawer to your clients
Client Offboarding
Custom Messages
SideDrawer "Welcome package" for clients
Info Request 1: Overview
Info Request 2: Building an Info Request
Info Request 3: Send your Info Request
Info Request 4: Track & Edit
Info Request - Add Text to Multiple / Single Options
Info Request - Adding A Drop Down & Prefill Rows in a Table
Info Request templates
Building a survey table within an Info Request
Building a table within an Info Request
Adding Videos to Info Requests