Unifize Knowledge Base
  • Quickstart
    • Welcome to Unifize!
  • Getting started
    • Setting up your Unifize account
      • Signing up with invite link
      • Logging in with email
    • Quickstart demo
    • Key features & navigation
      • Records
      • Conversations
      • Checklists
    • First steps for new users
      • Creating a new record
      • Creating records from inbound email
      • Filling checklist metadata
      • Linking related records
      • Sharing conversations as email
      • Sending and receiving emails in Unifize
      • Inviting people
      • Changing your preferred language
      • Filtering records in My Inbox
      • Generating PDF reports
      • Creating custom reports
      • Creating custom dashboards
    • Using Unifize AI
  • Troubleshooting & support guide
  • User Guide
    • Definitions
      • Process
      • Record
      • Conversation
      • Report
      • Chart
      • Checklist
      • Org
    • Navigating the platform
      • Profile
      • My Inbox
      • Manage
      • Homescreen
      • Contacts
      • Direct Messages
      • Dashboard
    • Data & process management
      • File Management
      • Checklists & Forms
      • Rich text in checklist
      • Working with records
        • Due dates & priorities of a record
    • User & role management
      • Understanding roles & access
      • Managing permissions
      • Deactivating users
      • Team & organization
    • Mobile & web accessibility
      • Unifize Lite
      • Mobile app
      • Web app vs Unifize Lite
    • Security, compliance & infrastructure
    • Personalizations
      • Set your profile picture
      • Reset your Passwords
      • Customizing Homescreen
      • Set your email notification preferences
    • File upload
      • SharePoint
        • Configuring SharePoint on Unifize
        • Using SharePoint on Unifize
    • SSO
      • Logging in with SSO
      • SSO using SAML
    • Process Builder
      • Checklist
        • Picklist
          • Picklist field in Checklist
  • Product Help
    • Unifize Document Management System (DMS)
      • Document Control
      • Change Control
      • Training Management
      • Onboarding guide for DMS
      • Troubleshooting & support guide for DMS
  • Admin Guide
    • Multi-language translation support
      • Enabling and configuring language support
      • Managing user language preferences at scale
      • Using the translation editor to customize UI
    • Customization & configuration
      • Configuring processes
      • Configuring revision fields
      • Configuring approval workflows
      • Configuring reminders on processes
      • Checklist layout settings
      • Custom language settings
      • Creating a chart from reports
      • Configuring Microsoft Office 365
        • Permissions required for SharePoint
  • Developer Documentation
    • Introduction
      • Concepts & terminologies
    • Authentication
      • App management
      • App tokens
    • Usage
      • Fair usage policy
      • Testing environment
      • Quickstart
    • API Reference
      • Applications
      • Processes
      • Records
      • Field values
  • RELEASE NOTES
    • February 2025
    • March 2025
    • April 2025
      • Rich Text Fields in Checklist
      • Filling Checklist Metadata with AI
      • 'My Conversations' is now 'My Inbox'
      • Feature Enhancements
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On this page
  • 1. Setting Up Your Unifize Account
  • 2. Key Features & Navigation
  • 3. First Steps for New Users
  • 4. Personalization
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Getting started

Last updated 29 days ago

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.

1. Setting Up Your Unifize Account

Create your login, access your workspace, and get oriented with the basics.


2. Key Features & Navigation

Learn how to move around Unifize and understand where everything lives.


3. First Steps for New Users

Take your first real actions in Unifize. Create, connect, and communicate.


4. Personalization

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.

Signing up with the invite link
Logging in with email
Records
Conversations
Checklists
Creating a new record
Filling checklist metadata
Linking related records
Sharing conversations as email
Creating records from inbound email
Changing your preferred language
Sending and Receiving Emails in Unifize