Customization & configuration
Tailor Unifize to match how your teams work.
Last updated
Tailor Unifize to match how your teams work.
Last updated
This section equips Admins and Process Owners with the tools to configure workflows, customize the interface, and extend Unifize with integrations and analytics. Whether you’re building processes from scratch or fine-tuning field layouts, this is where configuration lives.
Design how tasks flow and how records behave.
Control how data is collected and displayed.
Get more out of your data.
Connect Unifize to external platforms.
Unifize adapts to your processes—not the other way around. Use this section to build a workspace that’s efficient, compliant, and aligned with your unique workflows.
Creating a Chart from Reports
Visualize trends and performance using real-time chart widgets.
Set up workflows, participants, privacy, and status transitions.
Track changes across record versions for traceability.
Add structured sign-offs to ensure controlled decision-making.
Trigger alerts for pending actions and deadlines.
Choose how checklists appear—single pane, split, or wide views.
Rename field labels and UI text to match your team’s terminology.
Enable seamless collaboration on Word, Excel, and other Microsoft files.