Getting Started for Professionals

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25 articles in this collection
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Create your clients SideDrawer but own it first

How to create a SIdeDrawer before giving it to your client
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Updated over a week ago

Creating a Content Package

Content packages are files or information that you send to your clients.
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Updated over a week ago

Creating a Record

How to create a Record and all the features of a Record
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Updated over a week ago

Adding an admin user

How to add an admin user giving them access to the Console
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Updated over a week ago

Creating multiple SideDrawers at once

How to use templates and create multiple SideDrawers at once
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Updated over a week ago

SideDrawer Terminology and Basics

High level overview and meanings of SideDrawer.
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Updated over a week ago

Creating a New SideDrawer Type and Adding Tiles

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Updated over a week ago

Creating a SideDrawer

How to create your own SideDrawer.
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Updated over a week ago

Completing an editable PDF

You can complete editable PDFs directly in the SideDrawer platform.
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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.
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Updated over a week ago

Structure of a SideDrawer

Understanding the basic components of a SideDrawer
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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.
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Updated over a week ago

Notifications

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Updated over a week ago

Forward invitation in a team

What is Forward Invitation used for and how is it managed.
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Updated over a week ago

Navigating between front end and console

Explaining the difference between both screens a professional needs to navigate
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Updated over a week ago

Monitoring the timeline

The timeline provides details of all changes that happen in every SideDrawer.
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Updated over a week ago

Understanding SideDrawer Types

What is a Business and Individual SideDrawer
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Updated over a week ago

Building out an Info Request

How to get started building an info request with questions and file requests.
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Updated over a week ago

Managing collaborators

How you and your clients manage collaboration access
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Updated over a week ago

Creating team collaboration

How to create teams for a simpler collaboration process.
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Updated over a week ago

Starting an Info request

How to get started with an info request; naming, selecting the brand, selecting the type.
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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
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Updated over a week ago

Introducing SideDrawer to your clients

Getting your clients onboard is as easy as 1,2,3
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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
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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
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Written by Support
Updated over a week ago