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.
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.
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