Governed, Auditable Information Exchange — Beyond the Shared Drive

ARMA InfoCon 2026 · Savannah, GA · October 25–28

SideDrawer is a digital vault platform built for regulated organizations — role-based access, full audit trails, and automated retention rules for the client, advisor, and outside-counsel exchanges that sit beyond the reach of your internal records and content management systems.

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SideDrawer is a digital vault platform, not a records-management system of record. It gives regulated organizations role-based access, full audit trails, and configurable retention rules for the information exchanged with clients, advisors, and outside parties — then routes that activity into the ECM and RIM systems you already run, rather than replacing them.

Where SideDrawer Fits an Information Governance Program

These are the platform capabilities that map most directly onto information governance requirements — already shipped, not roadmap.

Role-Based Access Control

Configurable roles and permissions govern exactly who can view, edit, or share each document — no default owner-level access to fall back on.

Full Audit Trail

Every upload, download, form submission, e-signature, and access event is logged, producing a complete chain of custody for information leaving the firewall.

Retention & Lifecycle Rules

Vaults apply configurable retention and disposition rules across the full document lifecycle — create, active, archive, close.

ECM / RIM Integration

Native integration patterns with systems like IBM FileNet and OpenText route vault activity into the records systems you already operate.

Dedicated Tenant Isolation

Each enterprise's data is architecturally isolated — no co-mingling across clients or business lines.

SOC 2 Type II + SOC 1

Certifications maintained and available for your procurement and security review process.

Built for Regulated Exchange

The governed layer between your organization and everyone outside it

Most information governance policy is written for what happens inside the firewall. SideDrawer applies the same access, audit, and retention discipline to what happens outside it — the documents and data moving to clients, advisors, and outside counsel over email and shared links today.

Role-based access on every vault — no default owner-level sharing
Full audit trail: uploads, downloads, e-signature, access events
Configurable retention & disposition rules through the document lifecycle
Native routing into existing ECM/RIM systems (IBM FileNet, OpenText)
Architecturally isolated tenants — no cross-client data co-mingling
SOC 2 Type II + SOC 1 certified
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Meet Us at InfoCon

Three ways to see the platform while you're in Savannah.

  1. See it on the floor

    Stop by our booth for a live walkthrough of vault access controls, audit trails, and retention rules.

  2. Book a 20-minute conversation

    Bring a real client, advisor, or outside-counsel exchange scenario and see how it maps to a governed vault.

  3. Take the overview with you

    Grab the platform overview to bring back and share with your team.

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Frequently Asked Questions

No. SideDrawer doesn't replace your records-management platform or retention-scheduling system. It's the governed exchange layer for information moving between your organization and clients, advisors, or outside counsel — the point where a lot of information governance policy breaks down today because it happens over email and shared links instead of inside a controlled system.
Every vault applies role-based access control, a full audit trail on uploads, downloads, form submissions, e-signatures, and access events, and configurable retention and disposition rules across the document lifecycle — create, active, archive, close. That gives the exchanges happening outside your firewall the same lifecycle discipline your internal records already have.
Yes. SideDrawer supports native integration patterns with systems like IBM FileNet and OpenText, so vault activity routes into the records and content systems you already operate rather than living in a separate silo.
SideDrawer's platform is deployed primarily across financial services today — wealth management, banking, insurance, and capital markets. If your organization sits outside that world and is evaluating governed exchange for client- or counsel-facing information, we'd like to hear about your use case.
Find us on the exhibit floor at ARMA InfoCon 2026, October 25–28 in Savannah, GA, or book a time in advance below to guarantee a slot with the team.

See SideDrawer at ARMA InfoCon 2026.

Book a time in advance, or find us on the floor in Savannah, October 25–28.

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