> For the complete documentation index, see [llms.txt](https://docs.unifize.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.unifize.com/admin-guide/customization-and-configuration.md).

# Customization & configuration

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.

## Process Configuration

Design how tasks flow and how records behave.

<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><a href="/pages/YKTLpBX6J7B6R67O6yrU">Configuring Processes</a></td><td>Set up workflows, participants, privacy, and status transitions.</td></tr><tr><td><a href="/pages/joeerWyZwQz2EHfsBJ23">Configuring Revision Fields</a></td><td>Track changes across record versions for traceability.</td></tr><tr><td><a href="/pages/k4Imoi57EZTfYLP6g9ta">Configuring Approval Workflows</a></td><td>Add structured sign-offs to ensure controlled decision-making.</td></tr><tr><td><a href="/pages/R1uYLI9dkukNjtiRb7n9">Configuring Reminders on Processes</a></td><td>Trigger alerts for pending actions and deadlines.</td></tr></tbody></table>

## Checklist & Layout Settings

Control how data is collected and displayed.

<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><a href="/pages/iA1s8PjTpieU0eL8GwhK">Checklist Layout Settings</a></td><td>Choose how checklists appear—single pane, split, or wide views.</td></tr><tr><td><a href="/pages/bEL4GQd3XtLg0Kdek6dB">Custom Language Settings</a></td><td>Rename field labels and UI text to match your team’s terminology.</td></tr></tbody></table>

## Reporting & Validation

Get more out of your data.

<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td>Creating a Chart from Reports</td><td>Visualize trends and performance using real-time chart widgets.</td></tr></tbody></table>

## Integrations

Connect Unifize to external platforms.

<table data-view="cards"><thead><tr><th></th><th></th></tr></thead><tbody><tr><td><a href="/pages/2moOCjxiNxvs5FCPYeI0">Configuring Microsoft Office 365</a></td><td>Enable seamless collaboration on Word, Excel, and other Microsoft files.</td></tr></tbody></table>

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.


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://docs.unifize.com/admin-guide/customization-and-configuration.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.