Investipal
Document Management
Integration
SideDrawer logo

SideDrawer

Built by Side Drawer

SideDrawer is a document management and organization solution that helps team members create personal tasks, track users' activities and collaborate on files from within a centralized platform.

SideDrawer dashboard

What SideDrawer Offers

Discover the powerful features that make SideDrawer an essential tool for your workflow.

Secure document storage and organization

Team collaboration and file sharing

Personal task management

Activity tracking and monitoring

Centralized platform access

Why Use SideDrawer with Investipal?

Experience the combined power of SideDrawer and Investipal's AI-driven platform.

1

Keep all client documents organized and secure

2

Improve team collaboration on client files

3

Track document access and changes

4

Streamline document workflow processes

Quick Setup Process

Get SideDrawer connected with Investipal in just a few simple steps.

1. Contact Our Team

Schedule a demo to discuss your SideDrawer integration needs.

2. Configure Settings

Our team will help you configure the optimal settings for your workflow.

3. Start Using

Begin leveraging the combined power of both platforms immediately.

See Investipal in Action

Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.

Schedule a Demo