You can store template documents in Senta and then generate personalised versions of them to send to your clients, adding all the relevant information from the client's record, such as their company name and address. 


This can be really useful when it comes to sending out things like letters of engagement.


Create your DOCX file


First you'll need to create your document externally to Senta. If you want the document to automatically populate with client information, you'll need to put placeholders into the document.


Here are some commonly used placeholders:


Client name

{client.title}

    

Primary contact information

{client.contact1.firstname} {client.contact1.lastname}


Secondary/other contact information

{client.contact2.firstname} {client.contact3.lastname}


You can choose which contact is referred to by changing the number in "contact1" e.g. for the 2nd contact for a client, using "contact2".


Address

{client.address1} {client.address2} {client.district} {client.town} {client.postcode}


Address where each field is on a new line

{client.address1 | newline}{client.address2 | newline}{client.district | newline}{client.town | newline}{client.postcode | newline} 


Please note that if you have added in extra address fields or if you are based outside of the UK, then the field references for address information may be different. You can always check by going to Settings > Forms > Edit client > Address tab, where you can find the field references for the address fields.


You can find a full guide to formatting your placeholders here.


Ensure you save your document in 'docx' format, as this is the only type of document compatible with Senta's letter generator.


Upload your document to Senta


Upload your template document to your practice documents. Go to Documents > Practice documents > Upload to do this.



Generate a letter


Once the document is saved, navigate to the client you want to generate the document for. Click on More actions > Generate letter



Tick to select your template document from your practice documents and click OK.



Senta will automatically create the document and add it to the client's Documents tab.




From here you can download a copy, or set the visibility for your client to view the document from the portal.


Please note that currently Senta does not currently support previews of DOCX files.