SideDrawer allows templated folder structures called SideDrawer Types to simplify organization.

SideDrawer Types contain Tiles which are organizational categories.

This format allows for expedited setup, consistent organization, promoting familiarity and repeated usage across all those interacting with secure information.

This efficient collection method results in 3-5x faster data collection, improving the client experience and streamlining your day-to-day.

SideDrawer offers a number of document delivery capabilities, many-to-many; one-to-many; and many-to-one. 

Through Content Packages, Blast Deliveries, Bulk Deliveries - we have a variety of options to mass distribute documents streamlining your daily workflows.

Create Teams for grouped access

With increasing data privacy and governance, users also need to ensure their data is adequately protected. 

With 100% activity tracking, transparent actions display, back-office and middle-office optional access, maintain confidence over your firm's activity.

For Enterprise customers, offer your professional partner groups, like entire accounting firms, the ability to manage their own team's access to your clients' vaults. 

Use any of our custom integrations, or integrate with 6,000+ apps through Zapier to help you work seamlessly, reducing admin work and focusing on things that matter. 

Integrate with existing storage platforms

Connect your existing storage platform so SideDrawer becomes the collaboration, workflow, access control and privacy layer.

For Enterprises, SideDrawer can connect to ECMs (Enterprise Content Management) systems or on-premise storage. 

Infrastructure agnostic architecture

SideDrawer's architecture integrates with complex identity management, client access matrices, and segmented storage, with a  turn-key approach implementation.

100% API built for exceptional flexibility 

SideDrawer can be embedded as a product enhancement, a white-label integration, or a complete Platform-as-a-Service offering for larger enterprises.

Multiple branding opportunities

SideDrawer's turn-key implementation allows for logos, colors, fonts, profiles, social contact links, email headers and email notification content to be 100% customized, by the firm, or by individual environments within a firm.