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. Getting Started with Records
  • 2. Communicating in Context
  • 3. Customizing Your Workspace
  • 4. Working with Reports & Dashboards
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  1. Getting started

First steps for new users

Get started with Unifize in minutes.

Last updated 29 days ago

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.

2. Communicating in Context

Keep conversations tied to the work—so nothing gets lost in email threads.

3. Customizing Your Workspace

Tailor Unifize to how you work best.

4. Working with Reports & Dashboards

Use data to track performance and improve processes.

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.

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