Working with documents

Watch a video tutorial on working with documents here.

With unlimited storage available, you can upload as many documents as you like to Senta. You can then share with clients and organise documents into a folder structure. . Most file types are supported, including PDFs, Word documents and Excel sheets. Document signing is available via the Client portal, allowing your clients to give their signature on a PDF document.

Clients can also share their incoming documents with your practice by uploading directly to their client portal.

There is a 150mb limit for any single file uploaded to Senta. There are no storage limitations for total volume of files.

Add documents to Senta

Documents can be dragged and dropped onto any page of the Senta platform. Alternatively, in specific document areas (Practice documents, Uncategorised documents or Documents tab on the client record or live job) there is a button to Upload.

If you draga document to the home page, it will automatically be stored in the Uncategorised documents folder, under the Documents menu. From here, you can choose whether to move the document(s) to a client record or to Practice documents.

Practice documents

The Practice documents area can be found under the Documents menu. This is an area to store general resources for your Senta users. Letter templates should be stored here for use with the Letter generator.

Organise your Practice documents area by adding folders.

Add documents to clients

If youdrag a document onto a client record, you will be given the option to make the document visible to specific contacts of the client, or just to the practice.

Further information on client documents can be found in our Working with client documents guide.

Add documents to Jobs

You can also drag files directly onto live jobs. They will then be displayed under the Documents tab within that job.