# SideDrawer | Help Center

> Get your questions answered!

## English

### Intro to SideDrawer

- [Getting Started - Client view](http://help.sidedrawer.com/en/articles/6840476-getting-started-client-view.md): As a client here is everything you need to know to start using SideDrawer
- [SideDrawer Terminology and Basics](http://help.sidedrawer.com/en/articles/6082289-sidedrawer-terminology-and-basics.md): High level overview and meanings of SideDrawer.
- [Starting a SideDrawer Account](http://help.sidedrawer.com/en/articles/4872626-starting-a-sidedrawer-account.md): Accepting an invitation to SideDrawer, creating a new account, and registration
- [Logging into SideDrawer](http://help.sidedrawer.com/en/articles/8617884-logging-into-sidedrawer.md): Login and Login Troubleshooting: Password Reset, MFA Reset, Email Change
- [Structure of a SideDrawer](http://help.sidedrawer.com/en/articles/8868616-structure-of-a-sidedrawer.md): Understanding the basic components of a SideDrawer
- [FAQ: About SideDrawer](http://help.sidedrawer.com/en/articles/9902587-faq-about-sidedrawer.md): What it is, and how to get started
- [FAQ: For Professional Service Providers](http://help.sidedrawer.com/en/articles/9926229-faq-for-professional-service-providers.md): Integrate SideDrawer into your business!
- [Understanding your new SideDrawer](http://help.sidedrawer.com/en/articles/4773221-understanding-your-new-sidedrawer.md): We've mapped out SideDrawer for you!
- [What happens if I decide to delete my account?](http://help.sidedrawer.com/en/articles/4775613-what-happens-if-i-decide-to-delete-my-account.md): We'll be sad to see you go
- [Can other people edit my documents?](http://help.sidedrawer.com/en/articles/4775616-can-other-people-edit-my-documents.md): Only if you want them to!
- [Does SideDrawer have access to my photos and documents that I store in the app?](http://help.sidedrawer.com/en/articles/4775620-does-sidedrawer-have-access-to-my-photos-and-documents-that-i-store-in-the-app.md): No, we can't see your files!
- [Uploading Files to SideDrawer](http://help.sidedrawer.com/en/articles/9833370-uploading-files-to-sidedrawer.md): Protect and organize your important documents with SideDrawer!
- [How to sign up for a free SideDrawer account on our mobile app](http://help.sidedrawer.com/en/articles/4775387-how-to-sign-up-for-a-free-sidedrawer-account-on-our-mobile-app.md): Easy, simple steps to sign up for a free SideDrawer account on your mobile device
- [How to secure your SideDrawer account on our mobile app](http://help.sidedrawer.com/en/articles/4775392-how-to-secure-your-sidedrawer-account-on-our-mobile-app.md): Set your security permissions on the SideDrawer mobile app using this step-by-step guide
- [How to upload a document to your SideDrawer on our mobile app](http://help.sidedrawer.com/en/articles/4775587-how-to-upload-a-document-to-your-sidedrawer-on-our-mobile-app.md): This video will explain everything you need to do to get documents into your SideDrawer using our mobile app
- [How to refer a friend on our mobile app](http://help.sidedrawer.com/en/articles/4775390-how-to-refer-a-friend-on-our-mobile-app.md): If you love your SideDrawer experience, use this video to refer a friend
- [SideDrawer Security Documentation](http://help.sidedrawer.com/en/articles/4775643-sidedrawer-security-documentation.md): This document will give you peace of mind by detailing all the security measures SideDrawer has in place
- [SideDrawer Security made simple](http://help.sidedrawer.com/en/articles/5021315-sidedrawer-security-made-simple.md): Read this quick guide to learn how we protect your private information

### Using SideDrawer

- [SideDrawer Account Settings](http://help.sidedrawer.com/en/articles/10552397-sidedrawer-account-settings.md): Manage your SideDrawer account
- [FAQ: Using SideDrawer](http://help.sidedrawer.com/en/articles/10212292-faq-using-sidedrawer.md): Instructions & Tips for getting the most out of your SideDrawer account!
- [Moving and Copying Files and Records](http://help.sidedrawer.com/en/articles/9998201-moving-and-copying-files-and-records.md): Get your files where they need to go!
- [Info Request 5: Front-End View](http://help.sidedrawer.com/en/articles/9508097-info-request-5-front-end-view.md): Client experience of Info Requests - how to view them and complete them in the SideDrawer app
- [Using DocuSign within SideDrawer](http://help.sidedrawer.com/en/articles/7252157-using-docusign-within-sidedrawer.md): Initiating and configuring DocuSign envelopes and obtaining signatures
- [Understanding Email Notifications](http://help.sidedrawer.com/en/articles/4873497-understanding-email-notifications.md): Email notifications provide information on changes to your SideDrawer
- [Reminders](http://help.sidedrawer.com/en/articles/6341867-reminders.md): Create or edit a Reminder in your SideDrawer or Record
- [Collaborators & Permissions](http://help.sidedrawer.com/en/articles/4867518-collaborators-permissions.md): Collaboration and access settings for SideDrawer
- [Vaults](http://help.sidedrawer.com/en/articles/11071137-vaults.md): Combine multiple SideDrawers into a Vault
- [Files](http://help.sidedrawer.com/en/articles/11123266-files.md): Working with Files in your SideDrawer
- [SideDrawer Shortcuts Menu](http://help.sidedrawer.com/en/articles/11172820-sidedrawer-shortcuts-menu.md): Simple File Request, Share Files, and more shortcut functions
- [Timeline & Notifications](http://help.sidedrawer.com/en/articles/11230649-timeline-notifications.md): SideDrawer Timeline, Timeline Notifications, and other Notification emails
- [SideDrawer Quick Access Menu](http://help.sidedrawer.com/en/articles/11656586-sidedrawer-quick-access-menu.md): Settings and options in your SideDrawer's Quick Access
- [SideDrawer Support](http://help.sidedrawer.com/en/articles/12821718-sidedrawer-support.md): Your options and tools for getting help with SideDrawer
- [Comments](http://help.sidedrawer.com/en/articles/11993634-comments.md): Use this feature to create message threads on a client's Info Request

### SideDrawer for Administrators

- [Guide to Console Features](http://help.sidedrawer.com/en/articles/5148642-guide-to-console-features.md): The Console is the back office of your SideDrawer environment, with high-level management of your accounts, settings, and resources
- [Creating a SideDrawer](http://help.sidedrawer.com/en/articles/6056307-creating-a-sidedrawer.md): How to create SideDrawers for your clients
- [Console UX Settings](http://help.sidedrawer.com/en/articles/9926207-console-ux-settings.md): Customize SideDrawer for your clients' needs
- [Adding or editing a vCard](http://help.sidedrawer.com/en/articles/7860148-adding-or-editing-a-vcard.md): Add your contact information within the SideDrawer platform
- [Sending a Blast Delivery](http://help.sidedrawer.com/en/articles/7282135-sending-a-blast-delivery.md): Blast Delivery is a process to allow an upload and delivery of multiple documents to multiple SideDrawers, within their respective Tiles.
- [SideDrawer Batch Delivery](http://help.sidedrawer.com/en/articles/6345128-sidedrawer-batch-delivery.md): Use SideDrawer for bulk delivery of individualized files, such as statements
- [SideDrawer Tenant and Role Definitions](http://help.sidedrawer.com/en/articles/6314115-sidedrawer-tenant-and-role-definitions.md)
- [Ownership considerations when creating SideDrawers](http://help.sidedrawer.com/en/articles/5769866-ownership-considerations-when-creating-sidedrawers.md)
- [Managing your Branding](http://help.sidedrawer.com/en/articles/5159834-managing-your-branding.md): Set the font, logo and colour of your SideDrawer environment
- [Resending Invitations](http://help.sidedrawer.com/en/articles/6368040-resending-invitations.md): Console Users have the ability to see registered users and resend User Invitation Emails for pending invitations.
- [Helping your Clients change Permission Settings](http://help.sidedrawer.com/en/articles/8704696-helping-your-clients-change-permission-settings.md)
- [SideDrawer Metadata](http://help.sidedrawer.com/en/articles/6342184-sidedrawer-metadata.md): Learn how to create, edit and add Metadata Keys and Values to a SideDrawer in your Tenant
- [Can't access a SideDrawer](http://help.sidedrawer.com/en/articles/5769863-can-t-access-a-sidedrawer.md): If you don't see the SideDrawer in the front-end app that you used to have access to.
- [Best Practices for Wealth Management](http://help.sidedrawer.com/en/articles/7336450-best-practices-for-wealth-management.md): See how to use SideDrawer to help streamline your business.
- [Console Menus - Accounts - Admin Users](http://help.sidedrawer.com/en/articles/6060851-console-menus-accounts-admin-users.md): Adding and managing Admin Users in Console
- [Records & Folders](http://help.sidedrawer.com/en/articles/6056480-records-folders.md): Managing Records and Folders in SideDrawer
- [Custom Tiles and Custom SideDrawer Types](http://help.sidedrawer.com/en/articles/6105653-custom-tiles-and-custom-sidedrawer-types.md): Add your own customized Tiles to an existing SD Type, or create a custom SideDrawer Type for your clients
- [Use Cases for Wealth Management](http://help.sidedrawer.com/en/articles/7336441-use-cases-for-wealth-management.md): See how others are using SideDrawer to streamline their business.
- [Understanding SideDrawer Types](http://help.sidedrawer.com/en/articles/6056405-understanding-sidedrawer-types.md): What is a Business and Individual SideDrawer
- [Navigating between Front End and Console](http://help.sidedrawer.com/en/articles/6056283-navigating-between-front-end-and-console.md): Managing the two workspaces you'll use for SideDrawer
- [Everything you need to know about getting started with SideDrawer](http://help.sidedrawer.com/en/articles/6057031-everything-you-need-to-know-about-getting-started-with-sidedrawer.md): All the steps a Professional needs to get clients and processes started in SideDrawer
- [Introducing SideDrawer to your clients](http://help.sidedrawer.com/en/articles/4775634-introducing-sidedrawer-to-your-clients.md): Getting your clients onboard is as easy as 1,2,3
- [Client & User Offboarding](http://help.sidedrawer.com/en/articles/10035250-client-user-offboarding.md): If you part ways with a client, what happens to their SideDrawer?
- [Custom Messages - Email Notifications](http://help.sidedrawer.com/en/articles/9650308-custom-messages-email-notifications.md): Notification settings in your SideDrawer Console
- [SideDrawer "Welcome package" for clients](http://help.sidedrawer.com/en/articles/4775636-sidedrawer-welcome-package-for-clients.md): We've thought of everything to get your valuable clients onboard and engaged with SideDrawer
- [Unstructured SideDrawer](http://help.sidedrawer.com/en/articles/10827067-unstructured-sidedrawer.md): Unstructured SideDrawer Type - flexible organization
- [SideDrawer Subscriptions and Licenses](http://help.sidedrawer.com/en/articles/10743909-sidedrawer-subscriptions-and-licenses.md): Managing Licenses for Per-SideDrawer Subscription accounts
- [FAQ: SideDrawer Desktop Application](http://help.sidedrawer.com/en/articles/11031603-faq-sidedrawer-desktop-application.md): Learn more about SideDrawer's desktop app!
- [Content Packages](http://help.sidedrawer.com/en/articles/11089519-content-packages.md): Creating, Editing, and Sending Content Packages in SideDrawer
- [Console Menu - Accounts - Clients & Users](http://help.sidedrawer.com/en/articles/12534097-console-menu-accounts-clients-users.md): Manage users and invitations with the Clients & Users menu in Console
- [Console Menus - Accounts - SideDrawers](http://help.sidedrawer.com/en/articles/12534142-console-menus-accounts-sidedrawers.md): Create and manage Drawers using the Accounts - SideDrawers menu in Console
- [Console Menus - Accounts - Teams](http://help.sidedrawer.com/en/articles/4886974-console-menus-accounts-teams.md): Create and manage Teams in your Console
- [Getting Started - Professionals](http://help.sidedrawer.com/en/articles/12812893-getting-started-professionals.md): As a business owner, set up your SideDrawer environment
- [Tags](http://help.sidedrawer.com/en/articles/12292913-tags.md): Categorize your SideDrawer for easy searching and sorting
- [SideDrawer Integrations](http://help.sidedrawer.com/en/articles/10579896-sidedrawer-integrations.md): Connect SideDrawer to other digital platforms
- [How to Sync your SideDrawer to Dropbox](http://help.sidedrawer.com/en/articles/4978077-how-to-sync-your-sidedrawer-to-dropbox.md): Simple steps to integrate and synchronize your Dropbox with your SideDrawer Account.
- [Google Drive Integration](http://help.sidedrawer.com/en/articles/4886641-google-drive-integration.md): How to link SideDrawer to your Google Drive account
- [OneDrive Integration](http://help.sidedrawer.com/en/articles/4886640-onedrive-integration.md): Sync your OneDrive to SideDrawer
- [Connecting your DocuSign account](http://help.sidedrawer.com/en/articles/7188205-connecting-your-docusign-account.md): How to set up and use DocuSign within SideDrawer
- [Zapier Integration](http://help.sidedrawer.com/en/articles/10361712-zapier-integration.md): How Zapier can be used to connect applications together
- [Zapier Configuration](http://help.sidedrawer.com/en/articles/10575133-zapier-configuration.md): Inputs you'll need for your Zapier connection
- [SideDrawer Salesforce Integration](http://help.sidedrawer.com/en/articles/12001602-sidedrawer-salesforce-integration.md): Link your SideDrawer environment to your Salesforce account
- [SharePoint Integration](http://help.sidedrawer.com/en/articles/4886647-sharepoint-integration.md): Link your SharePoint to SideDrawer
- [Info Request 1: Overview](http://help.sidedrawer.com/en/articles/9483122-info-request-1-overview.md): Info Request basics!
- [Info Request 2: Building an Info Request](http://help.sidedrawer.com/en/articles/6057398-info-request-2-building-an-info-request.md): Build your Info Request, with content blocks, demographic questions, and document uploads!
- [Info Request 3: Send your Info Request](http://help.sidedrawer.com/en/articles/9503663-info-request-3-send-your-info-request.md): Send your Info Request to clients' SideDrawers!
- [Info Request 4: Track & Edit](http://help.sidedrawer.com/en/articles/9508863-info-request-4-track-edit.md): Track client completion of Info Requests, and edit/update existing Info Requests!
- [Info Request - Add Text to Multiple / Single Options](http://help.sidedrawer.com/en/articles/6188425-info-request-add-text-to-multiple-single-options.md): Add text to multiple and single options in an info request
- [Info Request - Adding A Drop Down & Prefill Rows in a Table](http://help.sidedrawer.com/en/articles/6187050-info-request-adding-a-drop-down-prefill-rows-in-a-table.md): Adding a dropdown and prefill rows in a table
- [Info Request templates](http://help.sidedrawer.com/en/articles/6480405-info-request-templates.md): Leverage our pre-made SideDrawer Info Request templates
- [Building a survey table within an Info Request](http://help.sidedrawer.com/en/articles/8672692-building-a-survey-table-within-an-info-request.md): Build out surveys within an Info Request.
- [Building a table within an Info Request](http://help.sidedrawer.com/en/articles/8672734-building-a-table-within-an-info-request.md): Add tables in your Info Requests.
- [Adding Videos to Info Requests](http://help.sidedrawer.com/en/articles/9328123-adding-videos-to-info-requests.md)