In this video tutorial, Laurence from the Senta support team shows you the document management features available in Senta.


Text version of this tutorial


Senta has a comprehensive set of document management tools built in. With unlimited storage available, you can upload as many documents as you like. You can then share with clients and search all available documents on your Senta Workspace. 

 

Senta also has document signing built in, allowing your clients to quickly and easily give their signature without leaving their Senta client portal.

 

Senta supports most of the file types you will currently use on a daily basis, including PDFs, Word documents and Excel sheets.

 

As well as uploading your own documents for clients to see, clients can also share their incoming documents with your practice by uploading directly to their own client portal.


Add documents anywhere in Senta

Documents can be dragged and dropped into any page of Senta. 

 

If you add a document to the home page, it will automatically go into the “Uncategorised documents” folder, under the Documents menu.


 


Add documents to clients

If you click and drag a document onto a Client page, you will be given the option to make the document visible to specific contacts of the client, or just to the practice. To learn more about document visibility, take a look at our guide here.

 


Once you have added a document to a client, a number will appear next to the Documents tab to let you know there is a new document.


 

If you look under the Documents tab, you will see the name of the document, along with other details about the file type and when it was created. You can also add documents to Clients by clicking on the Upload button in the Documents tab.



For more information about creating document folders for clients, take a look at our guide here.


Add documents to Jobs

You can also click and drag documents directly onto Jobs. They will then be displayed under the Documents tab within that Job.




Now that you know how to add documents to Senta, why not try learning more about client lists?