Getting Started for Professionals

Create your clients SideDrawer but own it first

How to create a SIdeDrawer before giving it to your client

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Creating a Content Package

Content packages are files or information that you send to your clients.

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Creating a Record

How to create a Record and all the features of a Record

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Adding an admin user

How to add an admin user giving them access to the Console

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Creating multiple SideDrawers at once

How to use templates and create multiple SideDrawers at once

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SideDrawer Terminology and Basics

High level overview and meanings of SideDrawer.

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Creating a New SideDrawer Type and Adding Tiles

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Creating my own SideDrawer

How to create your own SideDrawer.

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Completing an editable PDF

You can complete editable PDFs directly in the SideDrawer platform.

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Sending Info Requests and Content Packages

How to send Info Requests and Content Packages, many to one SideDrawer or one to many SideDrawers.

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Structure of a SideDrawer

Understanding the basic components of a SideDrawer

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Completing an Info Request

Here you will see how to locate the info request and how to complete the request.

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Notifications

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Forward invitation in a team

What is Forward Invitation used for and how is it managed.

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Navigating between front end and console

Explaining the difference between both screens a professional needs to navigate

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Monitoring the timeline

The timeline provides details of all changes that happen in every SideDrawer.

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Understanding SideDrawer Types

What is a Business and Individual SideDrawer

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Building out an Info Request

How to get started building an info request with questions and file requests.

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Managing collaborators

How you and your clients manage collaboration access

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Creating team collaboration

How to create teams for a simpler collaboration process.

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Starting an Info request

How to get started with an info request; naming, selecting the brand, selecting the type.

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Everything you need to know about getting started with SideDrawer

All the steps a Professional needs to get clients and processes started in SideDrawer

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Introducing SideDrawer to your clients

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

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SideDrawer "Welcome package" for clients

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

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Introduction to Info Requests

Create a plan for your client and request all the files you need to get the job done

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