Our latest release introduces a range of enhancements across the Client Portal, Console, and Platform — from streamlined file collection workflows and advanced filtering capabilities to new Smart Form functionality for enterprise teams.
Here’s a closer look at what’s now available.
Collecting documents is now faster and more intuitive for clients.
Users can now drag files directly onto a Tile within the Client Portal. Once dropped, a guided modal prompts them to either select an existing Record or create a new one, helping keep uploaded information organized from the start.
This enhancement reduces friction during upload workflows while maintaining the structured organization firms rely on for compliance and operational efficiency.
To ensure users always have access to the latest platform improvements and security updates, SideDrawer now notifies users when a new platform version has been deployed.
Users can choose to refresh immediately or continue working and refresh during their next login session — minimizing disruption while ensuring a seamless upgrade experience.
Console users can now initiate Information Requests and Content Package workflows directly from an enhanced Send menu experience, helping teams move faster while reducing unnecessary navigation steps.
This streamlined workflow improves operational consistency and simplifies content delivery across client engagements.
Collaboration is now easier for internal teams and external stakeholders alike.
Learn more with SideDrawer Help.
Managing large volumes of requests and SideDrawers becomes significantly easier with the introduction of Advanced Filters.
Teams can now filter using multiple criteria simultaneously, including:
Filters can be combined using AND-based logic, making it easier to quickly surface exactly the records, requests, or client workspaces needed.
Multi-criteria filtering panel on Manage Requests and SideDrawer tables. Filters by tags (Category → Tag → Subtag), status, external keys, days open, and date ranges. AND-based, combinable.
Learn more with SideDrawer Help.
To support better organization and automation, SideDrawer now includes enhanced hierarchical Tag Management.
Organizations can create and manage structured taxonomies using:
These hierarchies can then be applied to SideDrawers and leveraged when delivering Content Packages or Information Requests, helping teams standardize workflows while improving discoverability and consistency.
Learn more with SideDrawer Help.
Our latest ETL enhancements provide greater flexibility and reliability for enterprise integrations.
Updates include support for:
recordSubtypeOtherName supportThese improvements help organizations maintain cleaner integrations while supporting more sophisticated delivery and ingestion workflows.
Learn more with SideDrawer Help.
Security remains foundational to every SideDrawer release.
Invitation emails now use hashed, time-limited, and usage-limited links instead of plain invitation codes. This enhancement reduces exposure risk while improving overall invitation security and access control.
It’s another step forward in helping organizations confidently share sensitive information with clients and collaborators.
Enterprise organizations now gain access to powerful new Smart Form capabilities designed to modernize structured data collection.
Console users can now create configurable digital forms using a guided creation experience that includes:
Forms follow a controlled lifecycle model: Draft → Published → Archived
Only published forms can be sent to clients, helping organizations maintain governance and consistency across data collection workflows.
Smart Form Requests now support automated lifecycle controls designed to reduce operational overhead and improve governance.
Capabilities include:
Expired or inactive forms become read-only and are hidden from the client experience until re-opened by an administrator.
This helps teams better manage long-running workflows while maintaining tighter control over sensitive client submissions.
Enterprise teams can now manage Smart Form Requests using a dedicated dual-list interface for Active and Archived requests.
Both views support:
The Active view includes in-progress and recently completed requests within a configurable retention window, while the Archived view provides access to historical records outside that window.
This structure makes it easier for operational teams to focus on current work while maintaining long-term visibility into historical activity.
These enhancements reflect SideDrawer’s continued investment in helping organizations deliver secure, scalable, and client-friendly digital experiences.
From improving everyday usability to strengthening enterprise governance and security controls, each release is designed to help firms reduce friction, improve collaboration, and operate with greater confidence.
To learn more about these features or explore how SideDrawer can support your organization’s workflows, contact our team or speak with your SideDrawer representative.