Storage entities
SideDrawer provides a number of entities for organizing your documents and information – from the largest entity, the Filing Cabinet, down to your individual files.
Content Structure & Hierarchy
| Entity | Description |
|---|---|
| Filing Cabinet | A Filing Cabinet contains a User's Drawers. |
| Drawer | A Drawer (sidedrawer) exists within a Filing Cabinet and contains Hangers. |
| Hanger | A Hanger (recordType) exists within a Drawer and contains Folders. |
| Folder | A Folder (record) exists within a Hanger and may contain files. |
| File(s) | A file exists within a Folder. |
Consider a financial institution ABC with different lines of business: Banking, Investing, and Insurance. John Smith is a client of this institution and buys insurance and does his banking and investing with them.
ABC will create a few different Vaults for John, for each of their lines of business, or Tenants. John's Filing Cabinet will contain his ABC Banking Vault, his ABC Investing Vault, and his ABC Insurance Vault.
The ABC Banking Vault may contain a few different Drawers. For example, there may be a Drawer to which John's financial advisor has access, and another Drawer containing information John would like to keep private, such as personal identification documents.
Within a Drawer, there can be several Hangers or "Tiles" further organizing the information. Maybe in his shared Drawer, John has a Hanger for financial statements and another for tax documents.
Within his Hanger "Financial Statements", John can create Folders or "Records" for his various accounts held with ABC Banking, so he can organize the statements accordingly. Now John can have all of his statements for one account stored in the corresponding Folder, and statements for another account stored in a separate Folder.
User organization
Back to ABC. Within the institution, there are a few different Tenants: ABC Banking, ABC Investing, and ABC Insurance.
Each Tenant may have different Affiliate or Brand codes. For example, the Tenant ABC Banking may have an Affiliate code for Drawers that are shared between Customers (such as John Smith) and their advisors.
As an enterprise, ABC can choose to create a Filing Cabinet that they own as a "client record" for John, containing all of his relevant documents and information. Only they (and any Collaborators they add) will be able to see the Filing Cabinet. Or, ABC can choose to create a Filing Cabinet for John through their Subscription, but for which John will be the Owner. So he can see and use his Filing Cabinet and Drawers, etc. In this case, John is a sponsored User and ABC is the sponsor.
Let's assume John is sponsored by ABC and has a Filing Cabinet that he owns.
John is a Customer with regard to ABC Banking, and once he has set up his SideDrawer account, he is also a User.
He can give others varying degrees of access to his personal Drawer. If John wants his children to have access to some important will information, he can add them as Collaborators to the whole Drawer or the section of the Drawer he chooses, like a Folder "Will Documents".
In order to add his kids as Collaborators, John has a few options:
- He can invite each of his children individually. They do not yet have SideDrawer accounts and so an invitation code is sent to their email accounts, inviting them to join SideDrawer and to access the Will Documents in some way. They are "Invitee" Collaborators.
- He can add each of his children individually, given that they already have SideDrawer accounts. They are "Account"-type Collaborators.
- He can create a "Team" with his children as members, and then give this team access to the Folder "Will Documents".