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Getting Started with Senta
Glossary of Senta terms
How do I sign in to Senta?
Get to know Senta
Navigating around Senta
Adding Clients to Senta
See all 17 articles
Why aren't my jobs/tasks/forms or form fields showing?
In depth tutorials
Customising Senta for your practice
How do I enable service fields and where can I use them?
How can I switch off notification emails to my client?
Guide to Widgets
Clients and client pages
Importing clients & contacts
Updating existing client records with an import
How is the CSV import file organised?
Setting up clients
Choosing how to add your clients to Senta
Do my clients need to have an account manager?
How do I set up automatic numbering for client references/IDs?
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 clients list
Displaying fees information on Client Lists
See all 12 articles
Using client contact roles
Adding multiple emails to a contact
How do I add images to notes?
New client portal practice user guides
Client portal guide for practice users
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
New client portal end user guides
Client portal guide for client users
How can I sign in to the client portal?
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)
How do I download documents?
Can Senta help transfer all of my documents over from other software?
How do I upload documents from a mobile device?
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
Email and text messaging
Setting up email in Senta
Setting up the email integration
How do I approve Senta to connect to G Suite?
Deauthorising and reauthorising email accounts
Switching between SMTP/IMAP and Gmail
See all 7 articles
Using email in Senta
Email Clients using Senta
Editing notification emails
Creating a task from an email
Attaching documents to emails
Assigning email tasks to Senta
See all 6 articles
Using text messaging
Setting up text messaging in Senta
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?
How do I change my email address in Senta?
Job and task lists
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
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 30 articles
Creating, editing and adding services
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
Recording Time for Clients and Jobs
Job and task time estimates
What are lookups?
Adding note types
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 15 articles
Emoji and reactions
Emoji and reactions
Integrations in Senta
Accessing Senta's API
Setting up integration users
Companies House integration
How does Senta handle deferments from Companies House?
Credas AML check feature
PracticeWeb form integration
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
Syncing clients using the Xero practice-level integration
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
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
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, time and currency format display change
How to set your timezone
See all 9 articles
How does the expression tester work?
Sick pay claims
Job Retention Scheme
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