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Getting Started for Professionals
Getting Started for Professionals
24 articles in this collection
Written by
Support
Create your clients SideDrawer but own it first
How to create a SIdeDrawer before giving it to your client
Written by
Support
Updated over a week ago
Creating a Content Package
Content packages are files or information that you send to your clients.
Written by
Support
Updated over a week ago
Creating a Record
How to create a Record and all the features of a Record
Written by
Support
Updated over a week ago
Adding an admin user
How to add an admin user giving them access to the Console
Written by
Support
Updated over a week ago
Creating multiple SideDrawers at once
How to use templates and create multiple SideDrawers at once
Written by
Support
Updated over a week ago
SideDrawer Terminology and Basics
High level overview and meanings of SideDrawer.
Written by
Support
Updated over a week ago
Creating a New SideDrawer Type and Adding Tiles
Written by
Support
Updated over a week ago
Creating a SideDrawer
How to create your own SideDrawer.
Written by
Support
Updated over a week ago
Completing an editable PDF
You can complete editable PDFs directly in the SideDrawer platform.
Written by
Support
Updated over a week ago
Sending Info Requests and Content Packages
How to send Info Requests and Content Packages, many to one SideDrawer or one to many SideDrawers.
Written by
Support
Updated over a week ago
Structure of a SideDrawer
Understanding the basic components of a SideDrawer
Written by
Support
Updated over a week ago
Completing an Info Request
Here you will see how to locate the info request and how to complete the request.
Written by
Support
Updated over a week ago
Notifications
Written by
Support
Updated over a week ago
Navigating between front end and console
Explaining the difference between both screens a professional needs to navigate
Written by
Support
Updated over a week ago
Monitoring the timeline
The timeline provides details of all changes that happen in every SideDrawer.
Written by
Support
Updated over a week ago
Understanding SideDrawer Types
What is a Business and Individual SideDrawer
Written by
Support
Updated over a week ago
Building out an Info Request
How to get started building an info request with questions and file requests.
Written by
Support
Updated over a week ago
Managing collaborators
How you and your clients manage collaboration access
Written by
Support
Updated over a week ago
Creating team collaboration
How to create teams for a simpler collaboration process.
Written by
Support
Updated over a week ago
Starting an Info request
How to get started with an info request; naming, selecting the brand, selecting the type.
Written by
Support
Updated over a week ago
Everything you need to know about getting started with SideDrawer
All the steps a Professional needs to get clients and processes started in SideDrawer
Written by
Support
Updated over a week ago
Introducing SideDrawer to your clients
Getting your clients onboard is as easy as 1,2,3
Written by
Support
Updated over a week ago
SideDrawer "Welcome package" for clients
We've thought of everything to get your valuable clients onboard and engaged with SideDrawer
Written by
Support
Updated over a week ago
Introduction to Info Requests
Create a plan for your client and request all the files you need to get the job done
Written by
Support
Updated over a week ago