SideDrawer Inc.

See how to use SideDrawer to help streamline your business.

Best Practices for Wealth Management

High level overview and meanings of SideDrawer.

SideDrawer Terminology and Basics

Creating Records, Record features & functions

Creating a Record

How to create a SIdeDrawer before giving it to your client

Create your clients SideDrawer but own it first

How to use templates and create multiple SideDrawers at once

Creating multiple SideDrawers at once

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

Adding an admin user

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

Creating a Content Package

See how others are using SideDrawer to streamline their business.

Use Cases for Wealth Management

Add your own customized Tiles to an existing SD Type, or create a custom SideDrawer Type for your clients

Custom Tiles and Custom SideDrawer Types

You can complete editable PDFs directly in the SideDrawer platform.

Completing an editable PDF

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

Sending Info Requests and Content Packages

Creating a SideDrawer

Managing the two workspaces you'll use for SideDrawer

Navigating between Front End and Console

Manage what notifications are sent when activity is happening within a SideDrawer.

Custom Messages - Notifications

What is a Business and Individual SideDrawer

Understanding SideDrawer Types

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

Creating an Info Request

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

Monitoring the timeline

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

Starting an Info request

How to create teams for a simpler collaboration process.

Creating team collaboration

How you and your clients manage collaboration access

Managing collaborators

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

Everything you need to know about getting started with SideDrawer

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

Introducing SideDrawer to your clients

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

SideDrawer "Welcome package" for clients

Completing an Info Request

Setting options for File Uploads in Info Requests

New Info Request Feature: Unique Record

Custom Messages

Support

Getting Started for Professionals

Solutions

Developers

Company

Resources

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

Tickets portal.

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