SideDrawer’s Feature Update for July 2025

Everything below is brand-new in production. Items already covered in the March 2025 update are deliberately omitted.

General Availability For All Clients

Unstructured Drawers Usability Improvements 

SideDrawer’s new Unstructured Drawer type graduates from beta to GA, delivering a classic folder-and-sub-folder experience while preserving SideDrawer’s security and audit trail.

• Available to every tenant, no feature-flag needed – “Unstructured” now appears as a standard option in Console → Create SideDrawer, so advisors can switch from the prescribed tile layout to a folders-and-sub-folders model whenever a client requires extra flexibility. 

• Workflow-ready deliveries – Info Requests and Content Packages automatically drop uploaded files into the top layer of the Main tile, preserving existing back-office processes while giving clients the folder view they prefer. 

• Admin toggle for nested folders – a new switch in Settings → Affiliates → Manage Client UX lets operations or IT decide whether end-users can create deeper sub-folders (Sub-Records) inside the Main tile.

Console Productivity Boosts

• Full-table server-side sorting on every Manage Info Requests column – sub-second loads even for 50 k+ rows.

• Plan-Name sort & filter – ops teams can group requests by investment strategy or model.

Under-The-Hood System Improvements

• Stabilized endpoint stability – PUT /mostAgree no longer throws the occasional 409 Conflict; concurrent requests are now processed idempotently, so integrations won’t need special retry logic.

• Mapped external-IDs – attach an immutable key from your CRM or portfolio system to any drawer, making downstream reconciliations (“which vault is CRM #123?”) effortless.

Available To Enterprise Clients Only

Smart Form Enhancements

Smart Forms now have greater integrations into other features throughout the Digital Vault system.

Compliance Improvements with Consent & Agreement Tracking

We have invested in developing the permissions around user consent, tracking and auditability of which specific agreements an individual user has agreed to as they use their Digital Vault.

• Version-stamped consents – every click captures brandCode, agreement version and an ISO-timestamp. Perfect for SOC 2 or regulatory audits.

• New “available-agreements” response – returns only the contracts relevant to the logged-in user’s brand and locale, reducing noise for investors.

• Generate-&-store PDF toggle – POSTing a new agreement can auto-produce a tamper-proof PDF and attach it to the client’s drawer.

• List endpoint (/agreements?consent=true) – retrieve signed artefacts instantly for e-discovery or client service requests.

Webhook Events for Real-time Workflows

Developers and IT teams can use the SideDrawer API Service to benefit from these new webhook events. 

Quality & Reliability Highlights

• Fixed HTML entities leaking in comment bodies.

• Corrected cross-region plan-request visibility (users now see only their region’s plans).

• User search for invitation status now extends to businessName.

• Affiliate-level registration policies enforce SSO-only sign-up for staff, SMS + email for clients, etc., without custom code.

Feedback Welcome

We build these updates from client input and feedback. Tell us what’s working at support@sidedrawerinc.com, and what’s next on your wish-list, so the future sprints can focus on your highest-value wins.

Learn more about SideDrawer in our Help Center.