All Collections
Getting Started for Professionals
Best Practices for Wealth Management
SideDrawer Terminology and Basics
Create your clients SideDrawer but own it first
Creating multiple SideDrawers at once
Adding an admin user
Creating a Content Package
Creating a Record
Use Cases for Wealth Management
Custom Tiles and Custom SideDrawer Types
Sending Info Requests and Content Packages
Completing an editable PDF
Creating a SideDrawer
Custom Messages - Notifications
Navigating between Front End and Console
Monitoring the timeline
Understanding SideDrawer Types
Creating an Info Request
Creating team collaboration
Managing collaborators
Starting an Info request
Everything you need to know about getting started with SideDrawer
Introducing SideDrawer to your clients
SideDrawer "Welcome package" for clients
Completing an Info Request
New Info Request Feature: Unique Record
Custom Messages
Client Offboarding