Working with documents

<p></p><p dir="ltr">Senta has a comprehensive set of document management tools built in. With unlimited storage available, you can upload as many documents as you like. Senta also has document signing built in, allowing you to quickly and easily get your client’s signature without leaving their Senta client portal.</p><p dir="ltr">&nbsp;</p><p dir="ltr">Senta supports most of the file types you will currently use on a daily basis, including images.&nbsp;</p><p dir="ltr">&nbsp;</p><p dir="ltr">Adding documents to Senta is really straightforward, whether you want to upload a document used internally by your practice, or if you have a letter you want to share with your client.</p><p dir="ltr">&nbsp;</p><h2 dir="ltr"><span style="font-size: 16px;"><strong>Add documents anywhere in Senta</strong></span></h2><p dir="ltr">Documents can be dragged and dropped into any page of Senta.&nbsp;</p><p dir="ltr">&nbsp;</p><p dir="ltr">If you add a document to the home page, it will automatically go into the “Uncategorised documents” folder, under the Documents menu.</p><p dir="ltr"><br></p><p dir="ltr"><img src="https://lh6.googleusercontent.com/8IRzDshtzxyEJKlxSzYvfcbhpq12IHHIXPkeJ5zOCH2Hgre08KHaTnwMjmQsXPrv6mTmcB9F9OCokYky38q4oCEQA4PbNa3zB4mWC00JKrjcmYDWG_kYY30QoMQaafY8FNoO6OE" class="fr-dii fr-draggable" style="width: 286px; height: 209px;"></p><p dir="ltr">&nbsp;</p><h2 dir="ltr"><br></h2><h2 dir="ltr"><span style="font-size: 16px;"><strong>Add documents to clients</strong></span></h2><p dir="ltr">If you click and drag a document onto a Client page, you will be given the option to make the document visible to the client, or just to the practice.</p><p dir="ltr"><br></p><p dir="ltr">&nbsp;<img src="https://lh3.googleusercontent.com/Aks3MKqIq_rlaC1caQRQ3eSvuCvxMTBZOueMMUu8ZEpOEgsSlIFf2JcULxX7GU7y2IXDPt1GJJMlvqKLBf6JWuy2bbcF0P0cU1eeXn61hVlCliQU_OvBbSNrRqadvckf2_eUDl0" class="fr-dii fr-draggable" style="width: 424px; height: 124px;"></p><p dir="ltr"><br></p><p dir="ltr">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.</p><p dir="ltr"><img src="https://lh3.googleusercontent.com/yDGhb3R8sYvEW3sQBGgIrOKA2Hg1g1iyVVey8I40tmHnPkevqGnMB9rnYO95oeP7Yn3ILtQ9xKznjFf-jMuSimNJMs_zr7idxMSqhPKftTVPm5tH15uY0Ucl4p0bIAaFImlIkto" class="fr-dii fr-draggable" style="width: 145px; height: 57px;"></p><p dir="ltr">&nbsp;</p><p dir="ltr">If you look in the Documents folder, 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.</p><p dir="ltr"><br></p><p dir="ltr"><img src="https://lh3.googleusercontent.com/W4lYxsmveDV6huRelSnukn67irLF51IpWvgFUMcWlY1ZdRBk7aGLa5ZjCpPty9ous0TKLR2QfELgRu_E5NyzAbqxK9kP54ldAs_OSLialhNX8kNC5Kfb9kDRENYiGWg-7hpQZiw" class="fr-dii fr-draggable" style="width: 624px; height: 197px;"></p><h2 dir="ltr"><br></h2><h2 dir="ltr"><span style="font-size: 16px;"><strong>Add documents to Jobs</strong></span></h2><p><span style="font-size: 16px;"></span>You can also click and drag documents directly onto Jobs. They will then be displayed under the Documents tab within that Job.</p><p><br></p><p></p><img src="https://lh3.googleusercontent.com/5DX7FzByRAeaaGKItTYRLpFiTGL0ojP3s8oEze3jmUF2Wvu_NsPYFkPkfrqPp2JqEBzmYFl3SgA7z-NAZ87WU1b5VQOcyZkSObvCbPs97Jq4CgX--sQ-_z43YsG_8KR2eibBqJw" class="fr-dii fr-draggable" style="width: 563px; height: 215.769px;">