Getting started
Last updated
Last updated
Start your journey with Unifize. This section walks you through everything you need to begin using Unifize—from creating your account to exploring key features and taking your first actions on the platform.
Create your login, access your workspace, and get oriented with the basics.
Learn how to move around Unifize and understand where everything lives.
Take your first real actions in Unifize. Create, connect, and communicate.
Control your profile, email preferences, inbox layout, and home screen—so you see what matters most, and only when it matters.
Profile Settings
Manage your name, profile picture, password, and email notification preferences.
Homescreen Customization
Control what you see when you log in—pin key records and personalize your layout.
Inbox Customization
Filter and organize records in My Inbox to stay focused on what matters.
Join Unifize through your email invite and set up your credentials.
Access your Unifize account from any device using secure login.
Quickstart Demo
See how Unifize helps teams move faster and stay aligned.
The heart of collaboration—where data, checklists, and conversations come together.
Communicate in real time within the context of every process.
Structure and complete steps required for each record.
Start a new process by initiating a record from your inbox.
Add structured data to drive your process forward.
Connect records across processes to maintain traceability.
Send chat threads as emails directly from a record.
Auto-create records when someone emails your Unifize address.
Use Unifize in the language you’re most comfortable with.
Manage emails directly within your records, in context.