All Collections
Getting Started for Professionals
Creating a Record
Creating a Content Package
Adding an admin user
Creating multiple SideDrawers at once
Create your clients SideDrawer but own it first
SideDrawer Terminology and Basics
Best Practices for Wealth Management
Creating a SideDrawer
Structure of a SideDrawer
Completing an editable PDF
Creating a New SideDrawer Type and Adding Tiles
Use Cases for Wealth Management
Navigating between front end and console
Understanding SideDrawer Types
Monitoring the timeline
Custom Messages - Notifications
Creating team collaboration
Everything you need to know about getting started with SideDrawer
Introducing SideDrawer to your clients
SideDrawer "Welcome package" for clients