SideDrawer Inc.

See how to use SideDrawer to help streamline your business.

Best Practices for Wealth Management

How to create a SIdeDrawer before giving it to your client

Create your clients SideDrawer but own it first

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

Creating a Content Package

How to create a Record and all the features of a Record

Creating a Record

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

Adding an admin user

How to use templates and create multiple SideDrawers at once

Creating multiple SideDrawers at once

High level overview and meanings of SideDrawer.

SideDrawer Terminology and Basics

Creating a New SideDrawer Type and Adding Tiles

Creating a SideDrawer

eSignatures within SideDrawer

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

Understanding the basic components of a SideDrawer

Structure of a SideDrawer

See how others are using SideDrawer to streamline their business.

Use Cases for Wealth Management

Here you will see how to locate the info request and how to complete the request.

Completing an Info Request

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

Custom Messages - Notifications

Explaining the difference between both screens a professional needs to navigate

Navigating between front end and console

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

Monitoring the timeline

What is a Business and Individual SideDrawer

Understanding SideDrawer Types

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

Building out an Info Request

How you and your clients manage collaboration access

Managing collaborators

How to create teams for a simpler collaboration process.

Creating team collaboration

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

Starting an Info request

This is guide summarizes the various roles and what actions their permission settings allow. Enterprise clients have additional roles.

Permission Access

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

Create a plan for your client and request all the files you need to get the job done