Sending and receiving emails in Unifize
Share updates with people outside Unifize and have their replies captured directly within your conversations.
✨ What this does
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.
✅ When to use it
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
🔄 How it works
To send an email:
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.
To receive replies:
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
⚠️ Things to keep in mind
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
🧠 Pro tips
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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