Sentir System Administrator
Welcome to Sentir! Whether you're configuring Sentir for the first time or transitioning your firm from Naya, we've compiled everything you need to set up and manage Sentir for your firm into one helpful area.
Organization Management
- The Practifi Success Portal
- Submitting a Support Ticket for Sentir
- Keeping Track of Your Firm's Requests
- Granting Sentir Access to Practifi Support
- Making Changes to Your Practifi Subscription
- Updating an Organization's Logo in Sentir
User Management
Configuring Intelligent Features
- AI Basics and Best Practices
- Understanding Intelligence Features Settings in Sentir
- Configuring Sentir Agents
- Configuring Dispatches in Sentir
- Configuring the Noticeboard in Sentir
- Configuring Chat in Sentir
Entity Management
- Configuring Entity Management Settings in Sentir
- Configuring Key Entity Flows in Sentir
- Understanding and Using Entity Name Formatting in Sentir
- Managing Mailing Label Settings in Sentir
- Creating and Managing Service Types in Sentir
- Understanding Deliverables in Sentir
Configuring Work
- Managing Work Settings in Sentir
- Understanding Processes in Sentir
- Understanding Sentir Process Creation Methods
- Manually Creating Processes in Sentir
- Deep Cloning Processes in Sentir
- Creating and Using Task Templates in Sentir
System Management
- Understanding Analytics in Sentir
- Understanding & Creating Reports in Sentir
- Understanding & Creating Dashboards in Sentir
- Configuring Active Forms in Sentir
- Active Form Best Practices in Sentir
- Configuring Active Form Picklists in Sentir
Integration Setup
Add-On Features
PractifiU
- Understanding the Redesigned Learner Experience in PractifiU
- Accessing PractifiU
- Creating New Users in PractifiU
- Resetting User Passwords in PractifiU
- Assigning Courses to PractifiU Users
- Disabling PractifiU Accounts