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Getting Started for Professionals

Best Practices for Wealth Management
Create your clients SideDrawer but own it first
Creating a Content Package
Creating a Record
Adding an admin user
Creating multiple SideDrawers at once
SideDrawer Terminology and Basics
Creating a New SideDrawer Type and Adding Tiles
Creating a SideDrawer
eSignatures within SideDrawer
Completing an editable PDF
Sending Info Requests and Content Packages
Structure of a SideDrawer
Use Cases for Wealth Management
Completing an Info Request
Custom Messages - Notifications
Navigating between front end and console
Monitoring the timeline
Understanding SideDrawer Types
Building out an Info Request
Managing collaborators
Creating team collaboration
Starting an Info request
Permission Access
Everything you need to know about getting started with SideDrawer
Introducing SideDrawer to your clients
SideDrawer "Welcome package" for clients
Introduction to Info Requests