Welcome to Unifize!

Unify your team, processes, and data—all in one place.

Unifize helps ISO- and FDA-compliant companies manage risk and compliance, drive operational efficiency, and accelerate innovation by bringing quality, operations, and product development teams into a single source of truth that’s easy to implement and adapt as business needs change.

By integrating the entire process lifecycle, unifying teams and their conversations, documents, data, and workflows into one collaborative platform, Unifize enables unprecedented visibility, traceability, accountability, and adaptability, ultimately leading to greater process efficiency. This guide walks you through your first steps on the platform—from signing in to starting your first record, collaborating with your team, and customizing your workspace.

Why Unifize?

Single source of truth: Keep conversations, documents, and actions in one place.
Collaboration built-in: Workflows happen where discussions happen—reducing silos.
Context-aware AI: Surfaces relevant insights, suggestions, and actions based on your workflow and record history.
Compliance without complexity: Audit trails, approvals, and real-time tracking are baked in.
Flexible, no-code setup: Easily adapt the platform to your unique processes.

1. Start here

Get oriented with the basics. Access your Unifize workspace, understand the core layout, and get a quick overview of what’s possible.

How to access Unifize

Joining an existing org

Join your team’s Unifize workspace using your email.

Accessing on devices / platforms

Use Unifize on web, mobile, tablet, or Lite.

How Unifize works

Quickstart demo

See how Unifize helps teams move faster and stay aligned.

Features at a glance

Homescreen

Your personalized view of tasks, records, and updates.

My Inbox

Track all your assigned records and conversations in one place.

Record

The central workspace for actions, checklists, and collaboration.

Direct messages

Have 1:1 or group chats outside of records.

Dashboards, charts & reports

Visualize and analyze your data instantly.

Contacts

Access and manage team members, suppliers, and stakeholders.

Manage view

See all your processes and records in one powerful grid.

2. Collaborating on Unifize

Get up and running with Unifize. Learn how to access your workspace, explore key features, collaborate with your team, and customize your experience—step by step.

Starting new records

Kick off any process with a new record.

Adding people to records

Loop in teammates to collaborate on a record.

Due dates & priorities of a record

Set urgency and timelines to drive action.

Using the checklist to enter data

Complete structured steps directly inside the record.

Sending and receiving emails

Send emails from within records and track replies.