SideDrawer + Microsoft SharePoint: Better Together

SharePoint is where your team already manages internal content. SideDrawer adds the external, client-facing layer SharePoint isn't built for — structured requests, e-signature, and a compliance-grade audit trail — with two-way sync back to your existing ECM.

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SideDrawer doesn't replace Microsoft SharePoint — it integrates with it. SharePoint syncs files between Microsoft applications and is primarily an internal collaboration tool. SideDrawer adds structured, client-facing document requests, e-signature orchestration, and a compliance-grade audit trail on every client interaction, while using SharePoint as a storage layer through two-way ECM integration.

What SideDrawer Adds on Top of SharePoint

SharePoint is a strong internal ECM and intranet platform. These are the client-facing capabilities firms add by pairing it with SideDrawer.

A branded, client-facing portal

Clients access a white-labeled vault under your own brand and domain, with structured audit trails and compliance-specific governance that general-purpose file storage tools don't provide.

Structured, client-facing document requests

A checklist the client receives and responds to through a secure portal — without requiring SharePoint access themselves.

E-signature orchestration built into the workflow

Signature requests are embedded in the document-request flow, with completed agreements routed back to SharePoint automatically.

A compliance-grade audit trail on client interactions

Who opened what, when, with timestamps on every event — a record built for regulatory review, not just a document library's version history.

Two-way ECM integration

SideDrawer reads from and writes back to SharePoint, so it can serve as your storage layer while SideDrawer handles the external, client-facing exchange.

Shared identity infrastructure

OIDC and SAML federation with Azure Entra, Okta, and Active Directory groups — so authentication runs through the identity provider your SharePoint environment already uses.

How SideDrawer and SharePoint Fit Together

Each platform does what it's built for — here's how the pieces divide.

CapabilitySideDrawerSharePoint
Internal content management & intranetSyncs with, doesn't replaceNative strength — part of Microsoft 365
Branded, client-facing portalNative — white-labeled per client relationshipNot the focus of SharePoint's design
Structured document requests & completion trackingNative — form/information request builderNot the focus of SharePoint's design
E-signature orchestrationEmbedded in the document-request workflowNot native
Compliance-grade audit trail on client interactionsNative, tenant/vault/drawer/record/file-levelDocument version history & sharing logs, not relationship-level audit
Document storage / ECM system of recordTwo-way ECM integration (reads/writes back)Can remain the system of record via sync
Identity / SSOOIDC/SAML federation, incl. Azure EntraAzure Entra native

The two platforms are complementary — SideDrawer is designed to sit alongside your existing SharePoint/ECM environment, not replace it.

Built to Integrate, Not Replace

Two-way ECM integration, shared identity, and a client-facing layer on top

SideDrawer's SharePoint integration reads from and writes back to your existing environment, so SharePoint can remain your system of record while SideDrawer adds the structured client-facing exchange, e-signature, and audit trail your team needs for regulated relationships.

Two-way ECM integration — reads from and writes back to SharePoint
Dedicated storage option within your own Azure Blob or SharePoint/OneDrive tenant
OIDC/SAML SSO, including Azure Entra — no separate login infrastructure
White-labeled client vault under your own brand & domain
Form/information request builder with e-signature embedded in the flow
Compliance-grade audit trail at the tenant, vault, drawer, record, or file level
“We have organizational consistency with clients and their other professionals. The Collaborators know to go to SideDrawer to find our shared clients’ documents, saving considerable time when working together.” — John Baynham, Retirement Income Group
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Part of a Broader Integration Ecosystem

SharePoint is one of several storage and ECM systems SideDrawer connects with, so you can keep your existing systems of record.

OneDrive

Two-way sync, including dedicated tenant storage
SideDrawer reads from and writes back to OneDrive, and supports dedicated storage within your own SharePoint/OneDrive tenant on Enterprise SaaS+.

IBM FileNet & OpenText ECM

Legacy ECM connectivity for regulated enterprises
Native connectors support copy-and-purge, folder sync, and manifest-based delivery patterns into and out of legacy enterprise content management systems.

Salesforce

CRM-embedded vault access
A native Lightning Web Component surfaces vault activity directly inside the CRM client record, alongside SideDrawer's broader API surface.

Google Drive, Dropbox & Box

Additional storage-layer sync options
The same two-way integration patterns — copy-and-purge, folder sync, manifest-based delivery, API-direct — extend to these platforms for firms running a mixed storage environment.

Connecting SideDrawer to Your Existing SharePoint Environment

Adding SideDrawer alongside SharePoint doesn't mean disrupting how your team already works.

  1. Book a demo

    Walk through the platform with your own SharePoint/ECM setup as context.

  2. Choose your integration pattern

    Copy-and-purge, folder sync, manifest-based delivery, or direct API — pick what fits your existing SharePoint workflow.

  3. Connect identity

    Federate SSO through Azure Entra so advisors and clients authenticate through infrastructure you already run.

  4. Launch the client-facing layer

    Clients get a branded vault for requests, e-signature, and document exchange, while SharePoint continues to do what it does internally.

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Frequently Asked Questions

No. SharePoint and Google Drive are internal collaboration tools. SideDrawer is designed for external, regulated client relationships — with white-label branding, client-facing portals, structured audit trails, and compliance-specific governance that general-purpose file storage tools don't provide.
SharePoint syncs files between Microsoft applications and is primarily an internal collaboration tool. SideDrawer adds three things SharePoint doesn't support: (1) structured client-facing document requests — a checklist the client receives and responds to through a secure portal, without requiring SharePoint access; (2) e-signature orchestration embedded in the workflow, with completed agreements routed back automatically; (3) compliance-grade audit trail on every document interaction — who opened what, when, with timestamps on every event. The two are complementary. SideDrawer can use SharePoint as a storage layer while providing the client-facing request, exchange, and audit capabilities that SharePoint isn't designed to handle.
SideDrawer supports two-way ECM integration with SharePoint: it reads from and writes back to SharePoint using copy-and-purge, folder sync, or manifest-based delivery patterns, alongside direct API access — so SharePoint can remain your system of record while SideDrawer handles the external, client-facing side of the relationship.
Yes. SideDrawer's Enterprise SaaS+ tier supports dedicated storage within your own cloud tenant, including Azure Blob or SharePoint/OneDrive, with the platform managed by SideDrawer and your documents and PII never leaving your tenant.
Yes. SideDrawer supports OIDC and SAML federation with any enterprise identity provider, including Azure Entra, alongside Okta and Active Directory groups — so client and advisor authentication can run through the same identity infrastructure your SharePoint environment already uses.
SharePoint is built for internal collaboration across your own team, and increasingly for structured intranet content. It isn't designed for the external side of a regulated client relationship — a branded portal the client trusts, a structured way to request and track information from them, and an audit trail built for compliance review. SideDrawer is purpose-built for that external relationship, while SharePoint continues to do what it already does well internally.

See how SideDrawer pairs with your existing SharePoint environment.

Book a 30-minute demo and bring your current ECM setup as context.

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