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Getting Started with Senta
Get to know Senta
Navigating around Senta
Adding Clients to Senta
Adding Services and Starting Jobs
Working with Documents
See all 11 articles
How can I start a Job for a client?
How tasks are reassigned by Senta
How do I create a task that is non-client specific?
Allow Senta support access to your account
Setting up Clients
Choosing how to add your clients to Senta
Do my clients need to have an account manager?
Using client lists
Exporting data from the Client List
Bulk Update Fields in the Client List
Viewing all contacts for each Client in the Clients List
Using client contact roles
Using the client portal
How contacts with multiple companies use the client portal
Activating a client to use the client portal
What happens when my client uploads a document?
Job and Task Lists
Using the task list (Filtering, ordering and saving a custom view)
Where are my Tasks?
Using the Jobs Summary
Flagging and starring Jobs and Tasks
Adding custom filter fields to the Jobs List
See all 7 articles
Recording Time for Clients and Jobs
Creating document folders and subfolders
Setting document visibility
Email and text messaging
Setting up email in Senta
Setting up email integration
Email settings (SMTP/IMAP)
Deauthorising and reauthorising email accounts
Using email in Senta
Editing notification emails
Setting up text messaging
Setting up text messaging in Senta
Using Autochase for emails
Setting up Auto chase on an email task
Deactivate / Reactivate a user
Assigning work to specialists in your practice
Changing your Practice Name and Welcome Messages
Adding your practice's logo to Senta
Setting a custom email footer
Integrations within Senta
Importing clients & contacts
Creating a form
Adding a Checklist to a Form
The 'edit client' form
How can I use field references on forms?
How do I use dropdowns on forms?
See all 7 articles
Changing or adding to Jobs
Creating a new Job
Adding tasks to Jobs
What are placeholders / merge fields?
Setting Deadlines Based on Other Tasks' Completion Dates
See all 13 articles
Adding note types
Creating new Services
What is the difference between Services and Automatic Services?
Other Work features
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