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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 12 articles
In depth tutorials
Customising Senta for your practice
Bringing your processes into Senta - creating jobs and services from scratch
How do I set up a recurring service?
How do date offsets, key dates and job dates work together?
Guide to Widgets
Importing clients & contacts
Updating existing client records with an import
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
Displaying fees information on Client Lists
See all 11 articles
Using client contact roles
Adding multiple emails to a contact
New client portal practice user guides
Client portal guide for practice users
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?
See all 8 articles
New client portal end user guides
Client portal guide for client users
Old client portal practice user guides
Using the client portal (old client portal)
Old client portal end user guides
Using the client portal (old portal)
Electronic document signing in the client portal (old portal)
Creating document folders and subfolders
Setting document visibility
How do I upload documents to the client portal for multiple clients at once?
Using the letter generator
How do I download documents?
Can Senta help transfer all of my documents over from other software?
Email and text messaging
Setting up email in Senta
Setting up email integration
Email settings (SMTP/IMAP)
Deauthorising and reauthorising email accounts
Allowing/disallowing others from seeing your emails in Senta
See all 6 articles
Using email in Senta
Editing notification emails
Creating a task from an email
Attaching documents to emails
Assigning email tasks to Senta
Using text messaging
Setting up text messaging
Adding a text message task to a job
Sending an ad hoc text
Using Autochase for emails
Setting up Auto chase on an email task
How to fix ' Unable to find sender user "system" ' error message
How do I troubleshoot email problems?
Job and task lists
Where are my Tasks?
Using the task list (filtering, ordering and saving a custom view)
Flagging and starring Jobs and Tasks
Adding custom filter fields and columns to the Jobs List
See all 13 articles
Making and editing jobs
Changing or adding to jobs
How do I create a new job?
What different types of task are available in Senta?
How do I add and remove tasks from jobs?
Task dependencies - should you use them?
See all 24 articles
Making and editing services
Creating new Services
What is the difference between Services and Automatic Services?
Adding fees fields on the services/payment tab
Clients with both weekly and monthly payroll
Adding services in bulk
Recording Time for Clients and Jobs
Job and task time estimates
What are lookups?
Adding note types
Creating a form and adding fields
Adding a Checklist to a Form
The 'client details' form
How can I use field references on forms?
How do I use dropdowns on forms?
See all 11 articles
Integrations in Senta
Accessing Senta's API
Companies House integration
Credas AML check feature
The Pensions Regulator
The Pensions Regulator integration
Switching on the Xero integration
Connecting clients in Senta to organisations in Xero
Flow of data from Xero to Senta
Using Zapier with Senta
General guide to integrations
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 7 articles
Changing your Practice Name and Welcome Messages
Adding your practice's logo to Senta
Setting a custom email footer
IP restrict option
Admin only widget restriction
Date format display change
How to set your timezone
See all 6 articles
How does the expression tester work?
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