# Welcome to Unifize!

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.\
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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

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

<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><a href="../getting-started/setting-up-your-unifize-account/signing-up-with-invite-link">Joining an existing org</a></td><td>Join your team’s Unifize workspace using your email.</td></tr><tr><td><a href="../user-guide/mobile-and-web-accessibility">Accessing on devices / platforms</a></td><td>Use Unifize on web, mobile, tablet, or Lite.</td></tr></tbody></table>

### How Unifize works

<table data-card-size="large" data-view="cards" data-full-width="false"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><a href="../getting-started/quickstart-demo">Quickstart demo</a></td><td>See how Unifize helps teams move faster and stay aligned.</td></tr></tbody></table>

### Features at a glance

<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><a href="../user-guide/navigating-the-platform/homescreen">Homescreen</a></td><td>Your personalized view of tasks, records, and updates.</td></tr><tr><td><a href="../user-guide/navigating-the-platform/my-inbox">My Inbox</a></td><td>Track all your assigned records and conversations in one place.</td></tr><tr><td><a href="../getting-started/key-features-and-navigation/records">Record</a></td><td>The central workspace for actions, checklists, and collaboration.</td></tr><tr><td><a href="../user-guide/navigating-the-platform/direct-messages">Direct messages</a></td><td>Have 1:1 or group chats outside of records.</td></tr><tr><td><a href="../user-guide/navigating-the-platform/dashboard">Dashboards, charts &#x26; reports</a></td><td>Visualize and analyze your data instantly.</td></tr><tr><td><a href="../user-guide/navigating-the-platform/contacts">Contacts</a></td><td>Access and manage team members, suppliers, and stakeholders.</td></tr><tr><td>Manage view</td><td>See all your processes and records in one powerful grid.</td></tr></tbody></table>

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## 2. Collaborating on Unifize

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**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.
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<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><a href="../getting-started/first-steps-for-new-users/creating-a-new-record">Starting new records</a></td><td>Kick off any process with a new record.</td></tr><tr><td><a href="../getting-started/first-steps-for-new-users/inviting-people">Adding people to records</a></td><td>Loop in teammates to collaborate on a record.</td></tr><tr><td><a href="../user-guide/data-and-process-management/working-with-records/due-dates-and-priorities-of-a-record">Due dates &#x26; priorities of a record</a></td><td>Set urgency and timelines to drive action.</td></tr><tr><td><a href="../getting-started/first-steps-for-new-users/filling-checklist-metadata">Using the checklist to enter data</a></td><td>Complete structured steps directly inside the record.</td></tr><tr><td><a href="../getting-started/first-steps-for-new-users/sending-and-receiving-emails-in-unifize">Sending and receiving emails</a></td><td>Send emails from within records and track replies.</td></tr></tbody></table>

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## 3. Customizing Unifize

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**Make Unifize work your way.**\
Personalize your profile, notifications, and interface to fit how you work best.
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<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><a href="../user-guide/personalizations/customizing-homescreen">Understanding your Homescreen</a></td><td>Control what you see when you log in.</td></tr><tr><td><a href="../user-guide/navigating-the-platform/profile">Updating your profile</a></td><td>Edit your name, picture, and personal info.</td></tr><tr><td><a href="../getting-started/first-steps-for-new-users/changing-your-preferred-language">Changing your preferred language</a></td><td>Switch Unifize to the language you’re most comfortable with.</td></tr><tr><td><a href="../user-guide/personalizations/set-your-email-notification-preferences">Adjusting notification frequency</a></td><td>Decide when and how often you get updates.</td></tr></tbody></table>

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## 4. Next steps

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**Go from setup to scale.**\
Learn how to configure processes, analyze data, and manage users as your team grows.
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<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><a href="../admin-guide/customization-and-configuration/configuring-processes">Configuring Unifize processes</a></td><td>Set up structured workflows tailored to your team.</td></tr><tr><td><a href="../user-guide/data-and-process-management">Analyzing your data</a></td><td>Track performance and trends with dashboards and reports.</td></tr><tr><td><a href="../user-guide/user-and-role-management">Users, roles, groups &#x26; permissions</a></td><td>Control who sees what and who can do what.</td></tr></tbody></table>

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## [Developer Portal](https://docs.unifize.com/developer)

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## Latest releases & updates

<table data-view="cards"><thead><tr><th></th></tr></thead><tbody><tr><td><a href="../release-notes/february-2025">February 2025</a></td></tr><tr><td><a href="../release-notes/march-2025">March 2025</a></td></tr><tr><td><a href="../release-notes/april-2025">April 2025</a></td></tr></tbody></table>