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SideDrawer Integration

ApproveThis manages your SideDrawer Integration approvals.

April 17, 2025

Integration Category: Files

When Approval Management Meets Secure Document Collaboration

Let's cut through the corporate jargon: most approval processes suck. They're slow, they're opaque, and they create more work than they solve. Now imagine your team could actually enjoy approving contracts, purchase orders, or client deliverables. That's what happens when you combine ApproveThis' razor-sharp approval automation with SideDrawer's military-grade document collaboration.

We're not talking about another "integration" that requires an IT degree to set up. This is about creating a self-running system where:

  • Documents get approved before anyone has time to chase people
  • Every decision leaves a crystal-clear audit trail
  • External clients can submit files without getting access to your entire system

Why This Combo Works for Teams That Actually Get Shit Done

SideDrawer keeps your files organized like a Swiss librarian. ApproveThis makes decisions happen faster than your morning coffee kicks in. Together? They handle the grunt work so your team can focus on work that matters.

The Nerd Stuff Made Simple

ApproveThis brings to the table:

  • Custom approval chains that actually match how your company works
  • Automatic escalations when people drag their feet
  • Email approvals that even your least tech-savvy VP can handle

SideDrawer counters with:

  • Secure client portals that don't look like they're from 1998
  • Granular control over who sees what (down to individual files)
  • Automatic reminders that politely nag people into action

Real-World Uses That Don't Feel Like Corporate BS

1. Client Deliverables That Don't Fall Through the Cracks

Marketing agencies: When a designer uploads campaign assets to SideDrawer, ApproveThis automatically:

  • Pings the account lead for final sign-off
  • Routes to legal if usage rights need vetting
  • Releases files to the client portal only after full approval

No more "I thought you checked that!" Monday morning fire drills.

2. Procurement That Doesn't Require Mind Reading

Manufacturing companies: When engineering specs get uploaded:

  • Auto-calculate material costs using ApproveThis' calculated fields
  • Route to purchasing if over $10k, skip straight to VP if over $50k
  • Store approved specs in SideDrawer with version control

3. Compliance Paper Trails That Auditers Actually Like

Healthcare providers: Patient intake forms in SideDrawer trigger:

  • Compliance officer approval for sensitive data
  • Auto-archiving with exact approval timestamps
  • Reminders for annual policy reviews

The Setup That Takes Less Time Than Your Last Zoom Check-In

  1. Connect the Apps: Zapier handles the heavy lifting - no coding required
  2. Pick Your Triggers: "File uploaded" in SideDrawer or "Request approved" in ApproveThis
  3. Set Conditions: Add dollar thresholds, department rules, or client tiers
  4. Test Drive: Approve a test file and watch the magic happen

Pro Tip: Use ApproveThis' vacation delegation so approvals don't get stuck when Karen from accounting is on safari.

Why Your Finance Team Will Stop Yelling at You

Those purchase orders that used to take 3 weeks? Now they get:

  • Auto-routed based on amount and department budgets
  • Real-time tracking so everyone knows whose court the ball's in
  • Automatic reminders that escalate after 24 hours

Bonus: Approvers don't need SideDrawer licenses. Yes, that means your external vendors can approve quotes without you paying for extra seats.

Legal Teams Actually Smiling? It's Possible

Contract reviews become less painful when:

  • NDAs get auto-flagged for legal review based on keywords
  • Approved contracts get watermarked and locked in SideDrawer
  • Expiring agreements trigger renewal reminders 60 days out

The Part Where We Tell You What to Do Next

If you're still manually forwarding PDFs and chasing down signatures, you're essentially using carrier pigeons in a Zoom world. Here's your escape plan:

Still reading? That's 4 minutes you could've saved by setting this up. Don't make us send a reminder.

FAQ for the Skeptics

"We already use [Other Tool] for approvals."
Cool. Does it automatically escalate requests when approvers ghost you? Can clients submit files without seeing your entire system? Didn't think so.

"Our process is too complex."
We handle multi-stage approvals with conditional branching. Translation: If X happens, go to team A; if Y happens, skip to VP. You're not special (we mean that lovingly).

"What about security?"
SideDrawer's encryption makes Swiss banks jealous. ApproveThis keeps audit trails that would make your compliance officer cry happy tears.

🥳

Integrate with SideDrawer Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for SideDrawer

Suggested workflows (and their Zapier components) for SideDrawer

Create approval requests for new file uploads

When a file is uploaded via SideDrawer, this integration creates an approval request in ApproveThis for review. It streamlines the process of verifying file submissions and ensures timely decision-making. *Note: Customize approval settings in ApproveThis if needed.*

Zapier Components

SideDrawer Logo

Trigger

Simple File Request Complete

Triggers when a simple file request is uploaded.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create sideDrawer records for new approval requests

When a new approval request is initiated in ApproveThis, this automation creates a corresponding record in SideDrawer. It helps maintain up-to-date documentation of approvals and related actions. *Note: Set up required fields in SideDrawer for proper record creation.*

Zapier Components

Trigger

New Request

Triggers when a new approval request workflow is initiated.

SideDrawer Logo

Action

Create a Record

Create a Record within a specific SideDrawer

Create approval requests for completed info requests

This integration monitors completed info requests in SideDrawer and triggers an approval request in ApproveThis for further validation. It ensures that info requests undergo proper review before moving forward. *Note: Adjust the approval thresholds in ApproveThis as necessary.*

Zapier Components

SideDrawer Logo

Trigger

Info Request Plan Complete

Triggers when an Info Request Plan is complete.

Action

Create Request

Creates a new request, probably with input from previous steps.

Create reminders for completed approval workflows

After an approval workflow is completed in ApproveThis, this automation creates a reminder in SideDrawer to follow up on the outcome. It ensures that decisions are tracked and further actions are scheduled. *Note: Configure reminder schedules in SideDrawer as needed.*

Zapier Components

Trigger

A Request Is Approved/Denied

Triggers when a request is approved or denied.

SideDrawer Logo

Action

Create a Reminder

Creates a reminder for a Drawer, Folder or Plan Request.