Name: SideDrawer
Author: SideDrawer

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Software Configuration Management

WebOps

Development

Higher Education

Education

Business Intelligence (BI)

Collaboration

File Sharing

Streaming Analytics

Visual Collaboration

VoIP

Enterprise

Accounting

Payment Orchestration

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Employee Engagement

HR Management

Payroll

Recruitment Agency

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Bug Bounty

C/C++ Integrated Development Environments

Cloud Storage

Data Recovery Service

Database Management

Enterprise Architecture Management

Fraud Detection

Hadoop-Related

High Availability Cluster

Identity Governance and Administration

Integration Platform as a Service (iPaaS)

IoT Security

MLOps

Network Performance Monitoring

Network Virtualization

Non-Relational Databases

Process Mining

Session Border Controllers

Threat Hunting

Web Access Management

Web Portal

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Consumer Ratings & Reviews

Content Management

Customer Reference Management

Demand Generation

Email Marketing

Email Testing

Local Listing Management

Marketing Automation

Personalization Engines

Retail Media Advertising

SMS Marketing

Social Media Management

Survey & Forms Building

Video

Web Analytics

Marketing

Project Management

Prototyping

Professional Services

Conversation Intelligence

Customer Relationship Management (CRM)

Multichannel Retail

Sales

Insurance Underwriting and Rating

Library Management

Medical Billing

Military and Defense

Moving Software

OSS/BSS (Operations Support/Business Support)

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

Tungsten Power PDF

Tungsten Automation (formerly Kofax)

Tungsten Capture

Adobe Acrobat

Adobe

M‑Files

IT Glue

Kaseya

Wondershare PDFelement

Wondershare Technology

Coda

PDFfiller

airSlate, Inc

Square 9 Softworks

Smallpdf

Foxit PDF SDK

Foxit Software

### Document Security
Users generally appreciate SideDrawer's robust document security features. Reviewers consistently highlight the platform's ability to securely store sensitive documents, ensuring data safety and security. The categorization of files and ease of access on various devices further enhance the user experience. While some users mention the convenience of sharing files securely with clients, others emphasize the platform's simplicity and efficiency in managing documents. The availability of a mobile application for easy access to stored data also adds to the overall positive user sentiment regarding SideDrawer's document security capabilities.

### Data Storage Solutions
Users consistently praise SideDrawer's efficient data storage solutions. The platform's ability to categorize and securely store various types of documents has garnered positive feedback. Users appreciate the ease of finding specific files quickly and the platform's robust security measures. The vast storage capacity and intuitive organization of documents into named categories have been highlighted as key strengths. Additionally, users value the time-saving features such as auto-suggestions for storing data and the accessibility of documents from anywhere.

### Secure Data Transmission
Users seem to unanimously praise SideDrawer's robust privacy features and secure data handling capabilities. The platform's emphasis on safeguarding sensitive information and providing customizable privacy options has garnered positive feedback from reviewers. Users appreciate the secure data transmission functionality, highlighting its reliability in protecting their personal and confidential data. SideDrawer's commitment to ensuring user privacy and data security has been a key factor in its positive reception among individuals and organizations alike.

### Record Management Systems
Users appreciate SideDrawer's record management systems for its ability to categorize documents efficiently, making it easy to locate specific files promptly. The platform's intuitive organization and customizable workspaces enable users to streamline their document management processes effectively. Additionally, the feature of creating personal tasks and collaborating on essential files enhances the overall user experience, contributing to the platform's reputation as a reliable record management solution.

### Document Organization and Categorization
Users appreciate SideDrawer's intuitive approach to document organization and categorization, with many highlighting the platform's pre-defined categories that simplify the storage process. The ability to easily categorize documents under headings such as Legal, Finance, Real Estate, and Health has been particularly well-received, allowing for quick and efficient retrieval of specific files. The consensus among users is that SideDrawer's document organization and categorization functionalities contribute significantly to streamlining document management processes and enhancing overall organization.

### Legal and Compliance Documentation
Users consistently praise SideDrawer's robust categorization and organization features for legal documents and insurance policies. The platform's ability to automatically categorize documents into specific headings such as legal documents, policies, finance, real estate, and health has garnered positive feedback. Reviewers appreciate the ease of access to specific documents under these categorized headings, highlighting the efficiency and convenience it brings to managing legal and compliance documentation. The structured approach to storing and retrieving legal documents within SideDrawer has been a key factor in users' positive experiences with the platform.

SideDrawer, developed by SideDrawer Inc., is a web and mobile-based platform that aims to provide professionals, businesses, and individual users with a simple and secure document management solution. According to the vendor, the platform is designed to protect sensitive information exchange, improve productivity, and enhance collaboration. SideDrawer caters to a wide range of business sizes, including solopreneurs, small businesses, mid-sized enterprises, large corporations, and even families. The platform is utilized by various professions and industries, such as wealth, estate, and financial professionals, financial services businesses, fintechs, insurance, legal, real estate, and mortgage sectors.

## Key Features

**Secure Document Exchange**: SideDrawer offers a secure document exchange platform that allows professionals, businesses, and individuals to securely share and collaborate on sensitive documents. According to the vendor, users can protect sensitive information exchange without using risky email links, reducing potential liability associated with email-based communication.

**Efficient Document Organization**: SideDrawer provides guided organization features that aim to help users quickly find files and reduce administrative time. Users can categorize documents into intuitive document categories, improving productivity and ensuring easy access to important files, as claimed by the vendor.

**Collaboration and Teamwork**: SideDrawer allows users to easily collaborate with team members, clients, and service providers on any document type. According to the vendor, the platform ensures secure and efficient collaboration, enhancing teamwork and communication.

**Secure Mobile and Web Applications**: SideDrawer offers a seamless and user-friendly experience across web, mobile, and desktop applications. Users can access and manage their documents securely from anywhere using the SideDrawer mobile app. The mobile app includes features such as document scanning, enabling users to easily digitize paper documents, according to the vendor.

**Info Requests and Form Collection**: SideDrawer provides customizable Info Requests that allow users to collect data and documents from external users. Users can create standardized templates and requests, saving time and streamlining the collection process, as claimed by the vendor. The platform enables faster client responses, eliminates sensitive information over email traffic, and provides a secure and efficient way to collect information.

**Integration with Existing Storage Solutions**: SideDrawer seamlessly integrates with traditional cloud storage providers such as Google Drive, Dropbox, OneDrive, and Sharepoint. Users can maintain their existing file structure and storage while using SideDrawer as a secure client-facing platform. The integration aims to ensure efficiency and eliminate the need for multiple storage solutions, according to the vendor.

**Native Salesforce Integration**: SideDrawer offers a native Salesforce Lightning Web Component (LWC) for seamless integration within the Salesforce environment. Users can leverage SideDrawer within Salesforce to consolidate all files and documentation in one centralized location. The integration enhances productivity and efficiency by bringing document management capabilities directly into the Salesforce CRM, as claimed by the vendor.

**API-First Platform and Integrations**: SideDrawer is built on an API-first platform, allowing for flexible integrations with other applications and systems. The platform offers over 450 endpoints and webhooks, enabling integration with front, middle, and back-office applications. Users can leverage SideDrawer's API capabilities to streamline processes, workflows, and data exchange, according to the vendor.

**Multi-Brand Capability**: SideDrawer supports multiple brands, allowing users to customize the branding for different clients or business units. Users can maintain consistent branding across the platform, providing a personalized experience for clients. The multi-brand capability aims to enhance client engagement and strengthen brand identity, as claimed by the vendor.

**Digital Vault built for Enterprises**: SideDrawer provides a digital vault specifically designed for enterprises, offering a secure and flexible platform for document management. The platform is 100% API-first, allowing for ultimate flexibility in integrating with existing systems and workflows. Enterprises can leverage SideDrawer's dedicated PaaS implementation, dedicated cloud tenant, and exceptional security measures to ensure the protection of sensitive data. SideDrawer also offers a Salesforce Managed Package and Lightning Web Component (LWC) integration, enhancing the power of Salesforce across multiple organizations and providing maximum flexibility, according to the vendor.

Out-of-the-box capabilities: Reviewers have appreciated the helpfulness of SideDrawer's out-of-the-box capabilities, with multiple users stating that it makes it easy to pick a document type, attach documents, and securely store them in the online portal.

Easy setup and categorization: Several users have mentioned that setting up SideDrawer is a breeze and have specifically highlighted the various default categorizations of document types. This feature simplifies the process of adding documents and collaborating with clients.

Multi-platform support: The availability of SideDrawer's mobile app has been highly valued by users, allowing them to access their notes and documents anytime, anywhere. This convenience factor has been seen as a major advantage by multiple reviewers.

High Prices: Some users have felt that the prices for SideDrawer are too high, particularly considering the negative impact of COVID-19 on businesses. They believe that the cost of the software should be more affordable to accommodate their current financial constraints.

Crashes: Several reviewers have experienced frustration due to frequent crashes of the application without any apparent reason. These unexpected crashes disrupt their workflow and hinder their productivity, leading them to express dissatisfaction with this issue.

Difficulty accessing technical information: Users have mentioned difficulties in accessing technical information related to SideDrawer. They hope to find a solution or improvement in this area as it hampers their ability to troubleshoot issues or understand certain aspects of the software's functionality.

Users have found SideDrawer to be a valuable tool for managing their online documentation. They appreciate the cost-effectiveness of the software, as it provides an all-in-one document workspace that allows them to securely store and access their documents from anywhere. The ability to share documents with clients and sort private files has been highly appreciated by users, as it helps streamline communication and collaboration.

One of the standout features of SideDrawer is its emphasis on security. Users have praised the platform for providing maximum security for their confidential documents. Features like E-Signature and role-based access control ensure that sensitive information remains protected. Additionally, the platform offers two-step authentication verification and single finger touch security features, further enhancing its security measures.

The software's ease of use and convenience also make it a popular choice among users. They find it easy to maintain and transfer ownership of drawers, making team collaboration seamless. Users have found SideDrawer useful for categorizing and organizing their official documents and reports in a customized workspace. The software supports various file formats, such as PDF, images, and Excel docs, making it versatile for different types of documents.

Overall, SideDrawer has proven to be a reliable solution for daily document management tasks. Users have commended its efficiency in summarizing and managing various tasks efficiently. While the software already offers a range of useful features, there is potential for further exploration and implementation of additional features in the future to make it even more versatile for users' needs.

Power PDF Advanced

Power PDF Standard

Power PDF for Mac

Power PDF Business

Tungsten Capture (formerly Kofax Capture) is a suite of multichannel document capture applications.

Kofax Capture

SideDrawer

Document management systems (DMS) encompass a set of capabilities for storing, sharing, and converting documents and files in a way that reduces dependence upon, or eliminates entirely, hardware and paper document generation and storage. Central to document management is imaging, file type conversion, versioning, and metadata management with document editing and access controls. Document management type features might also be contained in an enterprise content management (ECM) system or a digital asset management (DAM) system.

Document Management

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Home

Document Management Systems

SideDrawer

Overview

What is SideDrawer?