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.