Sending and receiving emails in Unifize
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Share updates with people outside Unifize and have their replies captured directly within your conversations.
Lets you send a message from a Unifize conversation to any email address and receive the response directly inside the same thread—without requiring the recipient to log into Unifize.
You want to involve someone who’s not on Unifize (e.g., supplier, consultant)
You need an external approval or update tied to a record
You want full traceability of external communications inside your workflows
Open any conversation
Click + Add participant
Type the recipient’s email address
Press Enter and assign a role (usually Viewer)
Type your message and click Send
📤 The recipient gets a regular email with your message and a link to respond.
The external user replies to the email
Their response is added directly to the Unifize conversation
Everyone in the thread sees the reply, just like any internal message
You can only send emails to one recipient at a time
Email replies are not private—they appear in the group thread
External participants can’t log into Unifize unless invited
You can remove email participants from the thread at any time
Keep your messages focused—external users see the whole conversation
Use this for one-off updates, document reviews, or supplier clarifications
Great for auditors or stakeholders who just need visibility on a few records
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