Download documents

Only practice manager and admin users can bulk download documents.

Download single documents

  1. Locate the document you want to download, from a client record, or the practice documents or uncategorised documents folders.

  2. Select the document to display a preview, then select Download.

If the document cannot be previewed in Senta, for example a spreadsheet, a message asks if you want to download the document instead.

Download documents in bulk

By default, only Practice Managers can bulk download documents. To enable other users to use this feature, go to Settings > General settings > Security and Allow "Download as zip" to non-Practice Managers.

  1. On the Client record, locate the documents you would like to download, then select the documents or folders you want to download. Hold down Shift to select multiple documents at once.

  2. Go to More actions > Download as zip.

  3. Select Confirm to download the documents in a zip file. You will be notified when the document is ready to download.