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
  • Troubleshooting & Support Guide
  • Platform Help
    • Definitions
      • Process
      • Record
      • Conversation
      • Report
      • Chart
      • Checklist
      • Org
    • Navigating the Platform
      • Profile
      • My Inbox
      • Manage
      • Homescreen
      • Contacts
      • Direct Messages
      • Dashboard
    • Data & Process 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
  • Product Help
    • Unifize Document Management System (DMS)
      • Document Control
      • Change Control
      • Training Management
      • Onboarding Guide for DMS
      • Troubleshooting & Support Guide for DMS
  • Configure & Admin
    • 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
  • 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
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  1. Getting Started

Quickstart Demo

See how Unifize helps teams move faster and stay aligned.

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Last updated 1 day ago