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SideDrawer Extension in Cloven

Overview

The SideDrawer integration allows you to create and manage secure client document folders directly from within Cloven. Once connected, you can create a SideDrawer workspace for a client, invite collaborators, and access their SideDrawer folder without leaving the CRM.

This integration helps streamline document collection and collaboration by linking SideDrawer folders directly to your client records.

Prerequisites

Before using the SideDrawer integration, ensure that:

  • The SideDrawer extension has been installed in your Cloven account.
  • You have an active SideDrawer account.
  • You have the necessary permissions to access Marketplace applications within Cloven.

Set up the SideDrawer integration

1. Log in to Cloven, copy the SideDrawer integration link, and paste it into the same browser window where Cloven is open. 
When prompted, review and accept the Terms of Service, then click Allow Access to complete the connection.

2. Click on 'Install for all users' as shown below


3. Once the extension has been installed, this page will pop up


Once you’ve completed this step, your part of the setup is finished. Next, please email support@bluroot.ca with your Cloven CRM and SideDrawer login credentials, shared through a secure platform.

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After the team receives these details, they will complete the remaining setup on their end, and you will be able to send SideDrawer requests from Cloven.

What can the SideDrawer Integration do?

  • The SideDrawer integration allows you to connect your Cloven contacts with SideDrawer workspaces directly from within the CRM.

    With the integration, you can:

    • Create a SideDrawer workspace for a client directly from their contact record.
    • Automatically send an email notification to the client when their SideDrawer workspace is created.
    • Add collaborators to an existing SideDrawer workspace.
    • Access the client's SideDrawer folder directly from Cloven through a linked URL stored on the contact record.
    • Maintain a direct connection between client records and their SideDrawer workspaces, making it easier to manage document-sharing workflows.

    Current Limitations

    The following actions are currently visible within the integration but are still under development and are not functional at this time:

    • Send Info Request
    • Action Complete

Warning
Please note the 'SideDrawer Action' field might not always be at the bottom of the contact record. Please use ctrl+F to find that field on the contact record.
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If you have any questions, please feel free to reach out to us at support@bluroot.ca