# First steps for new users This section walks you through the essential actions every new user should know—starting a record, collaborating with your team, personalizing your workspace, and making sense of your data. Whether you’re hands-on in a workflow or reviewing progress, these guides will help you move confidently from day one. ## 1. Getting Started with Records Start by creating records—the foundation of how work gets done in Unifize.


Creating a new record
Creating records from inbound email
Filling checklist metadata
Linking related records

## 2. Communicating in Context Keep conversations tied to the work—so nothing gets lost in email threads.


Sharing conversations as email
Sending and receiving emails in Unifize
Inviting people

## 3. Customizing Your Workspace Tailor Unifize to how you work best.


Changing your preferred language
Filtering records in My Inbox

## 4. Working with Reports & Dashboards Use data to track performance and improve processes.


Generating PDF Reports
Creating Custom Reports
Creating Custom Dashboards

This section is your Unifize starter kit. From taking your first action to building insightful reports, it’s all here to help you contribute quickly and confidently. --- # Agent Instructions: 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: ``` GET https://docs.unifize.com/getting-started/first-steps-for-new-users.md?ask= ``` The question should be specific, self-contained, and written in natural language. 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.