First steps for new users

Get started with Unifize in minutes.

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.