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Getting Started for Professionals
By Support1 author25 articles
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
Sending Info Requests and Content Packages
Completing an editable PDF
Fall'23 Creating a New SideDrawer Type and Adding Tiles
Use Cases for Wealth Management
Navigating between front end and console
Understanding SideDrawer Types
Creating an Info Request
Monitoring the timeline
Custom Messages - Notifications
Starting an Info request
Managing collaborators
Creating team collaboration
Permission Access
Everything you need to know about getting started with SideDrawer
Introducing SideDrawer to your clients
SideDrawer "Welcome package" for clients
Completing an Info Request