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Knowledge base
General
Getting Started with Senta
22
Glossary of Senta terms
How do I sign in to Senta?
Get to know Senta
Navigating around Senta
Adding Clients to Senta
See all 22 articles
Troubleshooting Senta
3
Why aren't my jobs/tasks/forms or form fields showing?
Why isn't my function working?
Troubleshooting client portal issues for practice users
In depth tutorials
Customising Senta for your practice
2
How do I enable service fields and where can I use them?
How to set up flexible date offsets
Home Screen
Notifications
1
How can I switch off notification emails to my client?
Widgets
1
Guide to Widgets
Clients and client pages
Importing clients
3
Importing clients & contacts
Updating existing client records with an import
How is the CSV import file organised?
Setting up clients
6
Choosing how to add your clients to Senta
Do my clients need to have an account manager?
How do I copy an existing Contact to a new Client?
Navigating the Work tab on the client page
Contacts tab
See all 6 articles
Client lists
12
Using client lists
Exporting data from the Client List
How do I bulk update fields in the client list?
Viewing all contacts for each client in the client list
Displaying fees information on Client Lists
See all 12 articles
Contacts
3
Primary contacts
Using client contact roles
Adding multiple emails to a contact
Notes
1
How do I add images to notes?
Client Documents
1
Working with client documents
Client portal
Client portal practice user guides
10
Client portal guide for practice users
Client-contact linking
How contacts with multiple companies use the client portal
Activating a contact to use the client portal
What happens when my client uploads a document?
See all 10 articles
Client portal end user guides
2
Client portal guide for client users
How can I sign in to the client portal?
Old client portal practice user guides
0
Old client portal end user guides
0
Documents
Uploading/downloading documents
2
How do I download documents?
How do I upload documents from a mobile device?
Document folders
1
Creating document folders and subfolders
Document visibility
2
Setting document visibility
How do I upload documents to the client portal for multiple clients at once?
Generating documents
1
Using the letter generator
Email and text messaging
Setting up email in Senta
10
Setting up the email integration
Email settings (SMTP/IMAP)
How do I connect a personal Gmail account to Senta?
How do I approve Senta to connect to G Suite?
Gmail Application Privacy Policy
See all 10 articles
Using email in Senta
8
Email clients using Senta
Editing notification emails
Creating a task from an email
Attaching documents to emails
Assigning email tasks to Senta
See all 8 articles
Using text messaging
4
Setting up text messaging in Senta
Adding a text message task to a job
Sending one-off text messages
Saving a copy of text messages
Using Autochase for emails
1
Setting up Auto chase on an email task
Troubleshooting email
3
How to fix ' Unable to find sender user "system" ' error message
How do I troubleshoot email problems?
How do I change my email address in Senta?
Workflow
Job and task lists
18
Where are my Tasks?
Using the task list (filtering, ordering and saving a custom view)
Task and job statuses
How can flags and stars be used for jobs, tasks and clients?
Adding custom filter fields and columns to the Jobs List
See all 18 articles
Creating, editing and kicking off jobs
33
Changing or adding to jobs
How do I create a new job?
What different task types are available in Senta?
How do I add and remove tasks from jobs?
Task dependencies - should you use them?
See all 33 articles
Creating, editing and adding services
7
Creating new Services
How do I set up a job that repeats as part of a service?
What is the difference between Services and Automatic Services?
Adding services in bulk
Adding fees fields on the services/payment tab
See all 7 articles
Time recording
2
Recording Time for Clients and Jobs
Job and task time estimates
Lookups
Lookups
2
What are lookups?
Adding note types
Forms
Forms
17
Creating a form and adding fields
Adding new fields to forms
What different field types are available in Senta?
How can I use field references on forms?
The 'client details' form
See all 17 articles
Styling
Emoji and reactions
1
Emoji and reactions
Integrations in Senta
AML
1
AML ID check feature
API
2
Accessing Senta's API
Setting up integration users
Companies House
2
Companies House integration
How does Senta handle deferments from Companies House?
FreeAgent
1
FreeAgent integration
GoCardless
1
GoCardless integration
GoProposal
2
GoProposal integration
Flow of data from GoProposal to Senta
Melu Integration
1
Melu Integration
PracticeWeb
1
PracticeWeb form integration
Quickbooks
1
QuickBooks integration
The Pensions Regulator
1
The Pensions Regulator integration
Dext Precision with Xavier
1
Dext: Precision with Xavier integration
Xero
5
Switching on the Xero integration
Connecting clients in Senta to organisations in Xero
Flow of data from Xero to Senta
Syncing clients using the Xero practice-level integration
Xero Auth Upgrade
Zapier
11
Using Zapier and Senta together
Connecting Senta to Zapier
How do I create a client in Senta as a Zapier action?
How to update a client in Senta as a Zapier action
How to create a note in Senta as a Zapier action
See all 11 articles
General guide to integrations
0
Senta Advisory
1
Senta Advisory
CircleLoop
1
CircleLoop Integration
Invoco
1
Invoco Integration
Taxfiler
0
Settings
Users
8
Restricted users
How do I deactivate / reactivate a user?
Assigning work to specialists in your practice
User types and permissions
Resetting the password for users and clients
See all 8 articles
Practice Details
3
Changing your Practice Name and Welcome Messages
Adding your practice's logo to Senta
Setting a custom email footer
General Settings
9
Locking fields
IP restrict option
Admin only widget restriction
Date, time and currency format display change
How to set your timezone
See all 9 articles
Expression tester
1
How does the expression tester work?
Billing
Billing
3
Refund policy
Account termination
May 2024 Price Rise Information
Resources
COVID-19 Resources
4
Deferred payments
Sick pay claims
Job Retention Scheme
CBILS/CLBILS
Importable workflows
1
Managing prospects with Senta