Explore our documentation to learn how to use SideDrawer and set up your own integrations.

Integrations

Use SideDrawer with a variety of pre-built Integrations, such as: SalesForce, DocuSign, Acrobat Sign, and Addepar.

Sync your files from other cloud storage systems, including Google Drive, OneDrive, Sharepoint, and Dropbox.

API

Use our API reference to navigate our API collections and efficiently integrate SideDrawer into your organization. We have three main API collections:

Cabinets handles the front-end, the SideDrawer "app"
Blocks is used for more efficient file uploads
Tenants handles the SideDrawer "Console" that Tenants have access to

A note on versioning

You may notice that we have v1 and v2 endpoints. These denote different functions of similar endpoints. For example, many v2 GET endpoints have the same general function as v1 GET endpoints, but return the information in a paginated form, whereas the v1 endpoints do not have pagination. Some v1 and v2 endpoints also differ in the file identifiers they use: file names or file tokens.

In cases with such differences between the versions, we have kept both v1 and v2 endpoints to provide you with greater flexibility, so you can decide which version is best for you

We have compiled a list of endpoints for which both v1 and v2 versions exist, so you can easily compare their differences and determine which is best suited to your needs.

Where the v1 endpoint offers no benefit over the v2, we have only displayed v2 versions
Some endpoints have not had a second version and so you will only find a v1

Follow a guide to get started

Setting up an Account

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

Logging In

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.

Adding and Managing Collaborators

Manage permissions for Drawers and/or Folders.

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.

Creating a Team

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

Using Blocks

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

Setting a Reminder

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

Requesting Signatures

Request signatures from others and track signing progress.

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.