All Collections
Getting Started for Professionals
Best Practices for Wealth Management
SideDrawer Terminology and Basics
Create your clients SideDrawer but own it first
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 team collaboration
Managing collaborators
Info Requests 2: Building an Info Request
Everything you need to know about getting started with SideDrawer
Introducing SideDrawer to your clients
SideDrawer "Welcome package" for clients
Custom Messages
Client Offboarding