Guides

Get started with your SideDrawer account

Setting up an Account

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

Logging In

Log in and navigate to your home page.

Getting your access tokens

Set up your Drawers

Creating a Drawer

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

Creating a Folder

Create a Folder within a specific Drawer and Hanger.

Moving and Copying Files

Use the API to move or copy files within Folders.

Downloading a File

Download a file uploaded to SideDrawer.

Basic Tenant Pathway

For Tenants. Create a Tenant Account and learn to create a Subscription, assign licenses, manage branding, and more.

Linking Folders

Link Folders to connect related information.

Share and collaborate

Creating a Team

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

Adding and Managing Collaborators

Manage permissions for Drawers and/or Folders.

Requesting Signatures

Request signatures from others and track signing progress.

Manage your workflows

Using Blocks

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

Setting Reminders

Create a Reminder linked to a SideDrawer entity (like a Drawer or Folder), and customize when and how you get reminded.

Subscriptions and Drawers

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

Plans and Info Requests

Learn about Info Requests, Plans, Plan Requests, and Smart Forms.

Integrating SideDrawer Applications

Integrate SideDrawer Applications in your own app using iFrames.