This page discusses everything you see after initially logging into Versentia. The page displayed in front of you is the Home Page, from here you can navigate the entire site. On this page you will find:

• Logging In
• Versentia Home Page
• Global Search
• Sticky Notes
• To-Do List
• Window Features
• Column Options

As a new user you will receive an email from notifications@versentia.com containing temporary password. Use the temporary password sent to you, and the email it was sent to for your initial login.

To log into Versentia type in https://portal.versentia.com on a supported browser (Chrome, Explorer, Firefox).

1. To initially login enter your email (whichever email the temporary password was sent to)
2. Enter your temporary password from notifications@versentia.com
3. Click on Login.
4. You will be prompted to change your password, enter your old one and then your new one.
5. You will receive a confirmation email that your password has been changed.
6. Login again with your new password.
7. If you did not receive and email check your Spam folder.

You will see this page when you initially log in.

Located in the bottom left corner of your screen this is the Versentia Home Button. From here you can navigate the majority of the site, every item located here is discussed in detail in the User Manual. It also has universal features such as a location search bar, switch user, lock web-top, dashboard, and log out.

1. To switch the user click on Switch User, then fill out the requested login information that pops up.
2. Click Login.
3. Warning: if you do not save work before switching users it will be deleted.

1. To lock your web-top click on Lock Web-top, this will prohibit anything on the screen from being clicked or accessed.
2. To unlock your web-top, click on Lock Web-top, enter your password and it will be unlocked.

1. Click Logout to log out of your Versentia portal. Any input information that was not saved will be lost.

The Global Search will look at every file in Versentia and pull up a list of options that relate or match your search terms. To keep the Global Search open click the Push-pin icon to the top right. You can search Versentia by:

• Location Number
• Invoice Number
• Client Number
• Advanced Search

Use the Advanced Search when you do not have specific information. For example plugging in an address will pull up a result list, even a partial address. Versentia will find clients and locations that match your search terms:

This feature allows you to leave notes for others using the system to see. The feature is located in the upper right corner of the Home Screen. How to navigate the feature is outlined below.

1. To reload any sticky notes (refresh) click on the Reload icon to the bottom left of the feature.

1. To view any previously sent notes click on the View Sent icon.
2. You will get a help window that lists previously posted/sent notes.
3. To view who the sticky was sent to or any content click on the plus by the sticky to expand the information.

1. To remove a sticky select one and click on the Remove icon.

1. To post a note click on the Post Sticky icon.
2. You will be taken to the following pop-up:

3. You can then add users whom you wish to see your note.
4. Do this by clicking on the Select Users button to the top right of the window.
5. Choose from the list of users and click Use User in the bottom right corner.
6. If you want to remove a recipient, select their name from under the Recipients list and click Remove Users. You can multi select users using your shift key.

To view multiple sticky notes use the left and right arrows to navigate.

Located under the Sticky Notes feature, you can post reminders to yourself here.

1. To add an item click on the Add To Do icon in the bottom left corner of the feature
2. Enter the Complete By date in the top.
3. Enter your message.
4. Click Add Item. It will appear in your To-Do List.

Once you have finished an item click on the green check next to it and it will disappear from the list.

To view your older posts or completed items click on Show All to the bottom left, this will bring up any you checked off as done. To un-checked them click on the red x by them.

You will find these at the top of most windows in the program (from left to right):

• Upward Arrow: This will collapse the window to just the upper bar area
• Refresh: This will refresh the list or information in any window. You will lose search terms or information if it has not been saved.
• Minimize: This will minimize the window within Versentia.
• Maximize: This will make the window fit your screen.
• Exit: This will close the window.

Next to every column in a window is a small arrow to the right signaling a drop down menu, seen below. These options offer ways to organize the columns in a window, and will be applied to all columns in the window when selected.

• Sort Ascending: this will sort the columns alphabetically, from A to Z.
• Sort Descending: This will sort the columns alphabetically from Z to A.
• Columns: this feature allows you to decided what columns are visible, any column with a check next to it will appear in the window, any unchecked column will become invisible.