The "Starting out with Senta" series provides a structured path for new users:
: Users can drag and drag documents directly onto client pages or specific jobs for automatic filing .
For users looking to master the platform, a comprehensive guide to navigating dashboards and managing data is available through their dedicated support video series . Essential Senta Video Tutorials Senta A94CB82FFB92B164392E947B2B5F60BD Video Da...
: Episodes 3 and 4 detail how to customize job templates and set up jobs within specific services .
: The dashboard allows for filtering items by urgency (e.g., Outstanding), item type (e.g., Documents), or specific folders . The "Starting out with Senta" series provides a
: Episodes 7 and 8 provide guidance on setting up and sending automatic or ad-hoc emails and texts . Managing the Video Dashboard & Portal
: Episode 5 focuses on Forms and Lookups, which are essential for structured data collection . : The dashboard allows for filtering items by urgency (e
Episode 7 - Setting up Emails and Texts. * Episode 8 - Sending automatic and ad-hoc communications. support.senta.co Senta Practice Manager