Documentation

Everything you need, in one workspace

SideBIP brings every list, record, dashboard and team into a single, fast workspace. This page is a quick overview of what the platform does for you - the complete, step-by-step guide lives inside the app, so help is always one click away.

The full guide is built into SideBIP. Once you log in, open Documentation from the sidebar for detailed, step-by-step instructions - always up to date with your account. Not a customer yet? Start a free 30-day trialBook a demo.

What you can do with SideBIP

From day one, your workspace ships ready to explore. Here is what your team gets:

Browse any listCustomers, projects, products, orders, tickets - search, sort, group and total, even across very large datasets.
Edit with smart formsEvery record opens a form built for it, with the right input for each field, inline help and validation.
Charts & dashboardsTurn your data into clear bar, line and pie charts, and build a personal dashboard on your home page.
Files & imagesDrag and drop documents and photos straight onto a record, with instant previews and secure storage.
Alerts that matterSee what needs your attention today - overdue items, failed checks and reminders - right on your dashboard.
Work your wayPinned tabs, quick search, light & dark mode, and your own language and font size - remembered per device.

Built for everyone on your team

SideBIP adapts to the person using it. Everyday users get a clean, focused workspace, while administrators get the tools to shape the platform around how your business actually works.

Everyday users
Find, view and update your data, run reports, upload files and stay on top of alerts - no technical knowledge required.
Administrators
Add new lists and forms, design custom buttons and workflows, schedule reports, manage users and permissions, and connect SideBIP to your other systems. Step-by-step admin guides appear automatically in the in-app documentation when you switch on Admin Mode.

Open the full documentation

Ready for the details? The complete guide - for both everyday use and administration - is waiting inside your workspace:

  1. Log in to SideBIP and open your workspace.
  2. In the left sidebar, click Documentation.
  3. Browse the step-by-step chapters. Administrators can switch on Admin Mode in Organization Profile to reveal the configuration and integration guides.
Need help with your rollout? The Team plan includes email support and guided onboarding. Compare plans.
Need help with your rollout? We're onboarding teams one at a time, with guided setup and email support throughout. Book a demo.