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
    • Profile
      • Org Settings
        • SSO
    • My Inbox
      • Process Builder
        • Checklist
          • File Upload
          • Linked Field
          • Picklist
      • Checklist
        • Attach File
          • SharePoint
  • 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
    • Profile
      • Org Settings
        • SSO
          • Logging in with SSO
          • SSO using SAML
  • Manage
    • Processes
      • Checklist
        • File Upload
          • SharePoint
            • Configuring SharePoint on Unifize
        • Linked Field
        • Picklist
  • 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
    • May 2025
      • SharePoint
      • Unifize Lite
      • SSO
      • Feature Enhancements
Powered by GitBook
On this page
Export as PDF
  1. Getting started
  2. First steps for new users

Filling checklist metadata

PreviousCreating records from inbound emailNextLinking related records

Last updated 18 days ago

Simple steps to fill the checklist metadata

Using AI to make your life easier