SideDrawer Inc.

Info Request 1: Overview

Build your Info Request, with content blocks, demographic questions, and document uploads!

Info Request 2: Building an Info Request

Send your Info Request to clients' SideDrawers!

Info Request 3: Send your Info Request

Track client completion of Info Requests, and edit/update existing Info Requests!

Info Request 4: Track & Edit

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

Build out surveys within an Info Request.

Building a survey table within an Info Request

Building a table within an Info Request

Adding Videos to Info Requests

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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