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Introduction to SideDrawer as a Client New to SideDrawer
Introduction to SideDrawer as a Client New to SideDrawer

This article provides instructions for first-time users of SideDrawer in the Client Discovery

Marilyn Harron avatar
Written by Marilyn Harron
Updated over a year ago

Contents

  1. Navigating to SideDrawer from your Dashboard

  2. Using SideDrawer as a client

Navigating to SideDrawer from your Dashboard

To access SideDrawer through the Client Discovery Portal, begin by signing into your Client Discovery Portal.

There are two (2) ways you can access SideDrawer through your Client Discovery Portal:

  1. Select the Documents tab to access the full SideDrawer view.

  2. Scroll to the bottom of your Dashboard to view the SideDrawer widget. You can then select Show more to access the full SideDrawer view above.

Using SideDrawer as a client

  1. To upload a new document, select New Record

  2. Complete the required information on the Create New Record pop-up
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  3. Once you create your record, your document will be stored in the appropriate document category
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  4. After you create your record you will be required to upload your documents. To do this simply click the appropriate document category, then select the upload button
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  5. Continue to complete your upload by naming your file, indicating the file type, and choosing a file to include
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