You can use document folders to organise your client documents within Senta. Folders can be created for individual clients, or for all clients in your practice. You can also have folders show on the client portal.


TABLE OF CONTENTS

Add document folders for all clients


Go to Settings > Practice details > Folders




To add folders for all clients, click Add



Enter a name for the folder, then click OK.



The click Save.



This folder will now show for all clients, under the Documents tab on each client page.


Adding subfolders


To add subfolders to any folders, tick to select the folder then click Add.



Enter a name for the subfolder and click OK.



The new subfolder will display under the parent folder.



You can continue to add subfolders to any folders, and the whole structure will be clearly displayed.



Filtering practice-level folders


Any practice-level folders can be filtered by clicking the filter button on the far right. Filters ensure that folders only show for certain clients who fulfil specific criteria.



Click on Add filter.



Choose a filter.



Click OK when you are done.



The filter symbol will now show as green for any folders which are filtered.


Add document folders for individual clients


Open a client page and go to the Documents tab.



You will be able to see any of the practice-wide folders you have added, which display for all clients.




To add a new folder for just this client, click More actions > Add folder.



Enter a folder name, then click OK.



This folder will be added to the client's folders.


Within each folder, you can create subfolders in the same way.


Drag and drop folder structures from your computer


You can drag and drop whole folder structures directly from your operating system onto the client Documents tab.



To do this, just select the folder from your file browser window and drag it onto the client page.



Select the visibility for the documents you are uploading.



The whole folder structure will be imported onto the client page.



The folder structure will be displayed above the documents list.



Moving documents


To move documents into a folder, click on the document, then drag it onto the folder you want it to move to.


 

Each folder will display how many documents it contains.



You can also move documents by ticking to select, then clicking More actions. From this menu you can choose from a number of options, including request a signature, hide from clients, delete a folder or document, or move to a folder/job.


Add document folders to practice documents


Click on Documents > Practice documents.



Click on More actions > Add folder.



Enter a folder name, then click OK.



This folder will now display in your practice documents.