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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
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Using client contact roles
Adding multiple emails to a contact
New client portal practice user guides
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?
Turning on the new client portal beta test
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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
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