A key date is a date set to display in the summary of a job, such as a filing or payment deadline. TABLE OF CONTENTS Adding key dates to a job 1. Job...

TABLE OF CONTENTS Client information placeholders Contact information placeholders Placeholders for Job information Other useful placeholders Y...

You can use placeholders throughout Senta to automatically fill in personalised details when sending emails, notifications and text messages. So instead...

TABLE OF CONTENTS Using functions AND BETWEEN CHOOSE CONCAT CONTAINS DATEFORMAT DATEDIF DATEOFFSET DAY DEFAULT EARLIEST EMBEDDED PLACEHOLDER...

One of the most powerful features in Senta is customisable workflows.  If you've ever changed your workflows, then you'll know that Senta offers to ...

Your Job won't start at the moment because Senta needs more information.   For Senta to start Jobs that repeat -- annual accounts production, or mon...

It can be useful to set a custom status for a job, for example so you can look at your jobs list and see whether the job is waiting on an external service o...

Electronic signatures in Senta are designed to adhere to the EU eIDAS regulations (Regulation (EU) 910/2014 on electronic identification and trust services ...

You may want to set important tasks, such as filing or payment deadlines, to show on the calendar on the Senta dashboard. All you have to do is find ...

Yes/no tasks can be used to collect data during a job, which can then be used later in the job to decide when other tasks kick off, or whether tasks should ...