Guides

1. All
2. Account
3. Drawers
4. Folders
5. Files
6. Plan/Info Requests

Basic Functionalities

1. Setting Up an Account

   Create and configure your SideDrawer Account, then follow the typical workflow for logging in.

   See the steps

2. Logging In

   Log in and navigate to "home", getting the fundamental information about your Account and Drawers.

   See the steps

3. Creating a Drawer

   For Tenants. Create a Drawer your clients can use, with your branding and chosen subscription.

   See the steps

4. Creating a Folder

   Create a Folder within a certain Drawer and Hanger.

   See the steps

5. Adding and Managing Collaborators

   Manage permissions for Drawers and/or Folders.

   See the steps

6. Moving & Copying Files

   Use the API to move or copy files within Folders.

   See the steps

7. Downloading a File

   Download a file uploaded to SideDrawer.

   See the steps

8. Basic Tenant Pathway

   Follow the steps from the creation of a Tenant Account all the way to the creation of a file. You'll create a subscription, assign licenses, manage branding, and more.

   See the guide

9. Linking Folders

   Link Folders by setting them as "related".

   See the steps

10. Creating a Team

    For Tenants. Create a team, add members, and manage a team's access to entities.

    See the steps

More Complex Functionalities

1. Using Blocks

   Understand what Blocks are, how they work, and how to use them easily to efficiently upload files.

   See the guide

2. Setting a Reminder

   Create a Reminder linked to a SideDrawer entity and customize when and how you get reminded.

   See the steps

3. Requesting Signatures

   Request signatures from others and track signing progress.

   See the steps

Concepts

1. Subscriptions and Drawers

   Learn more about the different types of subscriptions and how to use each to create Drawers.

   See the guide

2. Plans and Info Requests

   Understand Info Requests, Plans, Plan Requests, and Smart Forms.

   See the guide