Customization & configuration
Tailor Unifize to match how your teams work.
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.
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.
Checklist & Layout Settings
Control how data is collected and displayed.
Choose how checklists appear—single pane, split, or wide views.
Rename field labels and UI text to match your team’s terminology.
Reporting & Validation
Get more out of your data.
Creating a Chart from Reports
Visualize trends and performance using real-time chart widgets.
Integrations
Connect Unifize to external platforms.
Enable seamless collaboration on Word, Excel, and other Microsoft files.
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.
Last updated