# Unifize Knowledge Base ## Unifize Knowledge Base - [Welcome to Unifize!](https://docs.unifize.com/quickstart/welcome-to-unifize.md): Unify your team, processes, and data—all in one place. - [Getting started](https://docs.unifize.com/getting-started.md) - [Setting up your Unifize account](https://docs.unifize.com/getting-started/setting-up-your-unifize-account.md): Get started with Unifize in just a few steps. - [Signing up with invite link](https://docs.unifize.com/getting-started/setting-up-your-unifize-account/signing-up-with-invite-link.md) - [Logging in with email](https://docs.unifize.com/getting-started/setting-up-your-unifize-account/logging-in-with-email.md) - [Quickstart demo](https://docs.unifize.com/getting-started/quickstart-demo.md): See how Unifize helps teams move faster and stay aligned. - [Key features & navigation](https://docs.unifize.com/getting-started/key-features-and-navigation.md): Master the core building blocks of Unifize. - [Records](https://docs.unifize.com/getting-started/key-features-and-navigation/records.md) - [Conversations](https://docs.unifize.com/getting-started/key-features-and-navigation/conversations.md) - [Checklists](https://docs.unifize.com/getting-started/key-features-and-navigation/checklists.md) - [First steps for new users](https://docs.unifize.com/getting-started/first-steps-for-new-users.md): Get started with Unifize in minutes. - [Creating a new record](https://docs.unifize.com/getting-started/first-steps-for-new-users/creating-a-new-record.md) - [Creating records from inbound email](https://docs.unifize.com/getting-started/first-steps-for-new-users/creating-records-from-inbound-email.md) - [Filling checklist metadata](https://docs.unifize.com/getting-started/first-steps-for-new-users/filling-checklist-metadata.md) - [Linking related records](https://docs.unifize.com/getting-started/first-steps-for-new-users/linking-related-records.md) - [Sharing conversations as email](https://docs.unifize.com/getting-started/first-steps-for-new-users/sharing-conversations-as-email.md) - [Sending and receiving emails in Unifize](https://docs.unifize.com/getting-started/first-steps-for-new-users/sending-and-receiving-emails-in-unifize.md) - [Inviting people](https://docs.unifize.com/getting-started/first-steps-for-new-users/inviting-people.md) - [Changing your preferred language](https://docs.unifize.com/getting-started/first-steps-for-new-users/changing-your-preferred-language.md) - [Filtering records in My Inbox](https://docs.unifize.com/getting-started/first-steps-for-new-users/filtering-records-in-my-inbox.md) - [Generating PDF reports](https://docs.unifize.com/getting-started/first-steps-for-new-users/generating-pdf-reports.md) - [Creating custom reports](https://docs.unifize.com/getting-started/first-steps-for-new-users/creating-custom-reports.md) - [Creating custom dashboards](https://docs.unifize.com/getting-started/first-steps-for-new-users/creating-custom-dashboards.md) - [Using Unifize AI](https://docs.unifize.com/getting-started/using-unifize-ai.md) - [Troubleshooting & support guide](https://docs.unifize.com/troubleshooting-and-support-guide.md) - [Navigation](https://docs.unifize.com/user-guide/navigation.md) - [Definitions](https://docs.unifize.com/user-guide/definitions.md): Understand the building blocks of Unifize. - [Process](https://docs.unifize.com/user-guide/definitions/process.md) - [Record](https://docs.unifize.com/user-guide/definitions/record.md) - [Conversation](https://docs.unifize.com/user-guide/definitions/conversation.md) - [Report](https://docs.unifize.com/user-guide/definitions/report.md) - [Chart](https://docs.unifize.com/user-guide/definitions/chart.md) - [Checklist](https://docs.unifize.com/user-guide/definitions/checklist.md) - [Org](https://docs.unifize.com/user-guide/definitions/org.md) - [Navigating the platform](https://docs.unifize.com/user-guide/navigating-the-platform.md): Your guide to getting around Unifize with confidence. - [Profile](https://docs.unifize.com/user-guide/navigating-the-platform/profile.md) - [My Inbox](https://docs.unifize.com/user-guide/navigating-the-platform/my-inbox.md) - [Manage](https://docs.unifize.com/user-guide/navigating-the-platform/manage.md) - [Homescreen](https://docs.unifize.com/user-guide/navigating-the-platform/homescreen.md) - [Contacts](https://docs.unifize.com/user-guide/navigating-the-platform/contacts.md) - [Direct Messages](https://docs.unifize.com/user-guide/navigating-the-platform/direct-messages.md) - [Dashboard](https://docs.unifize.com/user-guide/navigating-the-platform/dashboard.md) - [Data & process management](https://docs.unifize.com/user-guide/data-and-process-management.md): Control your workflows with clarity and precision. - [File Management](https://docs.unifize.com/user-guide/data-and-process-management/file-management.md) - [Checklists & Forms](https://docs.unifize.com/user-guide/data-and-process-management/checklists-and-forms.md) - [Rich text in checklist](https://docs.unifize.com/user-guide/data-and-process-management/rich-text-in-checklist.md) - [Working with records](https://docs.unifize.com/user-guide/data-and-process-management/working-with-records.md): Everything you need to take action on a record. - [Due dates & priorities of a record](https://docs.unifize.com/user-guide/data-and-process-management/working-with-records/due-dates-and-priorities-of-a-record.md) - [User & role management](https://docs.unifize.com/user-guide/user-and-role-management.md): Control who can access what—and how. - [Understanding roles & access](https://docs.unifize.com/user-guide/user-and-role-management/understanding-roles-and-access.md) - [Managing permissions](https://docs.unifize.com/user-guide/user-and-role-management/managing-permissions.md) - [Deactivating users](https://docs.unifize.com/user-guide/user-and-role-management/deactivating-users.md) - [Team & organization](https://docs.unifize.com/user-guide/user-and-role-management/team-and-organization.md) - [Mobile & web accessibility](https://docs.unifize.com/user-guide/mobile-and-web-accessibility.md): Stay connected to your workflows—anytime, anywhere. - [Unifize Lite](https://docs.unifize.com/user-guide/mobile-and-web-accessibility/unifize-lite.md) - [Mobile app](https://docs.unifize.com/user-guide/mobile-and-web-accessibility/mobile-app.md) - [Web app vs Unifize Lite](https://docs.unifize.com/user-guide/mobile-and-web-accessibility/web-app-vs-unifize-lite.md) - [PWA](https://docs.unifize.com/user-guide/mobile-and-web-accessibility/pwa.md) - [Security, compliance & infrastructure](https://docs.unifize.com/user-guide/security-compliance-and-infrastructure.md) - [Personalizations](https://docs.unifize.com/user-guide/personalizations.md): Tune Unifize to match how you work. - [Set your profile picture](https://docs.unifize.com/user-guide/personalizations/set-your-profile-picture.md) - [Reset your Passwords](https://docs.unifize.com/user-guide/personalizations/reset-your-passwords.md) - [Customizing Homescreen](https://docs.unifize.com/user-guide/personalizations/customizing-homescreen.md) - [Set your email notification preferences](https://docs.unifize.com/user-guide/personalizations/set-your-email-notification-preferences.md) - [Profile](https://docs.unifize.com/user-guide/profile.md) - [Org Settings](https://docs.unifize.com/user-guide/profile/org-settings.md) - [Home Screen](https://docs.unifize.com/user-guide/profile/org-settings/home-screen.md) - [Org Details](https://docs.unifize.com/user-guide/profile/org-settings/org-details.md) - [Role Management](https://docs.unifize.com/user-guide/profile/org-settings/role-management.md) - [Home Screen](https://docs.unifize.com/user-guide/profile/org-settings/home-screen-1.md) - [Org details](https://docs.unifize.com/user-guide/profile/org-settings/org-details-1.md) - [Role management](https://docs.unifize.com/user-guide/profile/org-settings/role-management-1.md) - [SSO](https://docs.unifize.com/user-guide/profile/org-settings/sso.md) - [Logging in with SSO](https://docs.unifize.com/user-guide/profile/org-settings/sso/logging-in-with-sso.md) - [SSO using SAML](https://docs.unifize.com/user-guide/profile/org-settings/sso/sso-using-saml.md) - [Language and Translations](https://docs.unifize.com/user-guide/profile/org-settings/language-and-translations.md) - [My Inbox](https://docs.unifize.com/user-guide/my-inbox.md) - [Chatroom header](https://docs.unifize.com/user-guide/my-inbox/chatroom-header.md) - [Status](https://docs.unifize.com/user-guide/my-inbox/chatroom-header/status.md) - [Status Conditions](https://docs.unifize.com/user-guide/my-inbox/chatroom-header/status/status-conditions.md) - [Checklist](https://docs.unifize.com/user-guide/my-inbox/checklist.md) - [Approval](https://docs.unifize.com/user-guide/my-inbox/checklist/approval.md) - [Child Conversation](https://docs.unifize.com/user-guide/my-inbox/checklist/child-conversation.md) - [Date](https://docs.unifize.com/user-guide/my-inbox/checklist/date.md) - [File Upload](https://docs.unifize.com/user-guide/my-inbox/checklist/file-upload.md) - [SharePoint](https://docs.unifize.com/user-guide/my-inbox/checklist/file-upload/sharepoint.md) - [Form](https://docs.unifize.com/user-guide/my-inbox/checklist/form.md) - [Linked Record](https://docs.unifize.com/user-guide/my-inbox/checklist/linked-record.md) - [Linked table](https://docs.unifize.com/user-guide/my-inbox/checklist/linked-record/linked-table.md) - [Number](https://docs.unifize.com/user-guide/my-inbox/checklist/number.md) - [Parent Conversation](https://docs.unifize.com/user-guide/my-inbox/checklist/parent-conversation.md) - [PDF](https://docs.unifize.com/user-guide/my-inbox/checklist/pdf.md) - [Picklist](https://docs.unifize.com/user-guide/my-inbox/checklist/picklist.md) - [Picklist field in Checklist](https://docs.unifize.com/user-guide/my-inbox/checklist/picklist/picklist-field-in-checklist.md) - [Revision](https://docs.unifize.com/user-guide/my-inbox/checklist/revision.md) - [Rich Text](https://docs.unifize.com/user-guide/my-inbox/checklist/rich-text.md) - [Section](https://docs.unifize.com/user-guide/my-inbox/checklist/section.md) - [Subsection](https://docs.unifize.com/user-guide/my-inbox/checklist/subsection.md) - [User](https://docs.unifize.com/user-guide/my-inbox/checklist/user.md) - [Text](https://docs.unifize.com/user-guide/my-inbox/checklist/text.md) - [AI Checklist](https://docs.unifize.com/user-guide/my-inbox/checklist/ai-checklist.md) - [Upload fields from CSV](https://docs.unifize.com/user-guide/my-inbox/checklist/upload-fields-from-csv.md) - [Upload fields from JSON](https://docs.unifize.com/user-guide/my-inbox/checklist/upload-fields-from-json.md) - [Conversation Notification](https://docs.unifize.com/user-guide/my-inbox/conversation-notification.md) - [Reminders](https://docs.unifize.com/user-guide/my-inbox/conversation-notification/reminders.md) - [Manage View](https://docs.unifize.com/user-guide/manage-view.md) - [Process Filters](https://docs.unifize.com/user-guide/manage-view/process-filters.md) - [Pegasus](https://docs.unifize.com/user-guide/pegasus.md) - [Custom LLM Configuration](https://docs.unifize.com/user-guide/custom-llm-configuration.md) - [Direct Messages](https://docs.unifize.com/direct-messages.md) - [Dashboard](https://docs.unifize.com/dashboard.md) - [Contacts](https://docs.unifize.com/contacts.md) - [Manage View](https://docs.unifize.com/manage-view.md) - [Document Management System (DMS)](https://docs.unifize.com/product-help/document-management-system-dms.md): Product - [User Licenses & Permissions](https://docs.unifize.com/product-help/document-management-system-dms/user-licenses-and-permissions.md) - [Document Management](https://docs.unifize.com/product-help/document-management-system-dms/document-management.md): Module - [How It Works](https://docs.unifize.com/product-help/document-management-system-dms/document-management/how-it-works.md) - [How to create a document record](https://docs.unifize.com/product-help/document-management-system-dms/document-management/how-it-works/how-to-create-a-document-record.md): Need to issue a new SOP or work instruction? Start by creating a document record in Unifize. This forms the foundation for controlling your document’s lifecycle, approvals, and training traceability. - [How to import a document into Unifize](https://docs.unifize.com/product-help/document-management-system-dms/document-management/how-it-works/how-to-import-a-document-into-unifize.md) - [How to link an existing SharePoint document](https://docs.unifize.com/product-help/document-management-system-dms/document-management/how-it-works/how-to-link-an-existing-sharepoint-document.md) - [How to manage document versions](https://docs.unifize.com/product-help/document-management-system-dms/document-management/how-it-works/how-to-manage-document-versions.md) - [How to classify documents using tags and types](https://docs.unifize.com/product-help/document-management-system-dms/document-management/how-it-works/how-to-classify-documents-using-tags-and-types.md) - [Inclusions](https://docs.unifize.com/product-help/document-management-system-dms/document-management/inclusions.md) - [Exclusions](https://docs.unifize.com/product-help/document-management-system-dms/document-management/exclusions.md) - [Key Metrics](https://docs.unifize.com/product-help/document-management-system-dms/document-management/key-metrics.md) - [User Groups](https://docs.unifize.com/product-help/document-management-system-dms/document-management/user-groups.md) - [Change Control](https://docs.unifize.com/product-help/document-management-system-dms/change-control.md): Module - [How It Works](https://docs.unifize.com/product-help/document-management-system-dms/change-control/how-it-works.md) - [Inclusions](https://docs.unifize.com/product-help/document-management-system-dms/change-control/inclusions.md) - [Exclusions](https://docs.unifize.com/product-help/document-management-system-dms/change-control/exclusions.md) - [Key Metrics](https://docs.unifize.com/product-help/document-management-system-dms/change-control/key-metrics.md) - [User Groups](https://docs.unifize.com/product-help/document-management-system-dms/change-control/user-groups.md) - [Training Management](https://docs.unifize.com/product-help/document-management-system-dms/training-management.md): Module - [How It Works](https://docs.unifize.com/product-help/document-management-system-dms/training-management/how-it-works.md) - [Inclusions](https://docs.unifize.com/product-help/document-management-system-dms/training-management/inclusions.md) - [Exclusions](https://docs.unifize.com/product-help/document-management-system-dms/training-management/exclusions.md) - [Key Metrics](https://docs.unifize.com/product-help/document-management-system-dms/training-management/key-metrics.md) - [User Groups](https://docs.unifize.com/product-help/document-management-system-dms/training-management/user-groups.md) - [Onboarding Guide](https://docs.unifize.com/product-help/document-management-system-dms/onboarding-guide.md) - [Troubleshooting Guide](https://docs.unifize.com/product-help/document-management-system-dms/troubleshooting-guide.md) - [Compliance & Audit Readiness](https://docs.unifize.com/product-help/document-management-system-dms/compliance-and-audit-readiness.md) - [Validation Guide](https://docs.unifize.com/product-help/document-management-system-dms/validation-guide.md) - [Advanced AI Features](https://docs.unifize.com/product-help/document-management-system-dms/advanced-ai-features.md) - [FAQs](https://docs.unifize.com/product-help/document-management-system-dms/faqs.md) - [Customization & configuration](https://docs.unifize.com/admin-guide/customization-and-configuration.md): Tailor Unifize to match how your teams work. - [Configuring processes](https://docs.unifize.com/admin-guide/customization-and-configuration/configuring-processes.md) - [Configuring revision fields](https://docs.unifize.com/admin-guide/customization-and-configuration/configuring-revision-fields.md) - [Configuring approval workflows](https://docs.unifize.com/admin-guide/customization-and-configuration/configuring-approval-workflows.md) - [Configuring reminders on processes](https://docs.unifize.com/admin-guide/customization-and-configuration/configuring-reminders-on-processes.md) - [Checklist layout settings](https://docs.unifize.com/admin-guide/customization-and-configuration/checklist-layout-settings.md) - [Custom language settings](https://docs.unifize.com/admin-guide/customization-and-configuration/custom-language-settings.md) - [Creating a chart from reports](https://docs.unifize.com/admin-guide/customization-and-configuration/creating-a-chart-from-reports.md) - [Configuring Microsoft Office 365](https://docs.unifize.com/admin-guide/customization-and-configuration/configuring-microsoft-office-365.md) - [Permissions required for SharePoint](https://docs.unifize.com/admin-guide/customization-and-configuration/configuring-microsoft-office-365/permissions-required-for-sharepoint.md) - [Configuring Custom LLM Settings](https://docs.unifize.com/admin-guide/customization-and-configuration/configuring-custom-llm-settings.md) - [Data migration](https://docs.unifize.com/admin-guide/data-migration.md) - [Profile](https://docs.unifize.com/admin-guide/profile.md) - [Org Settings](https://docs.unifize.com/admin-guide/profile/org-settings.md) - [Home Screen](https://docs.unifize.com/admin-guide/profile/org-settings/home-screen.md) - [Org Details](https://docs.unifize.com/admin-guide/profile/org-settings/org-details.md) - [Role Management](https://docs.unifize.com/admin-guide/profile/org-settings/role-management.md) - [Apps](https://docs.unifize.com/admin-guide/profile/org-settings/apps.md) - [SSO](https://docs.unifize.com/admin-guide/profile/org-settings/sso.md) - [Logging in with SSO](https://docs.unifize.com/admin-guide/profile/org-settings/sso/logging-in-with-sso.md) - [SSO using SAML](https://docs.unifize.com/admin-guide/profile/org-settings/sso/sso-using-saml.md) - [Translations](https://docs.unifize.com/admin-guide/profile/org-settings/translations.md) - [Multi-language translation support](https://docs.unifize.com/admin-guide/profile/org-settings/translations/multi-language-translation-support.md): Localize Unifize for your global teams. - [Enabling and configuring language support](https://docs.unifize.com/admin-guide/profile/org-settings/translations/multi-language-translation-support/enabling-and-configuring-language-support.md) - [Managing user language preferences at scale](https://docs.unifize.com/admin-guide/profile/org-settings/translations/multi-language-translation-support/managing-user-language-preferences-at-scale.md) - [Using the translation editor to customize UI](https://docs.unifize.com/admin-guide/profile/org-settings/translations/multi-language-translation-support/using-the-translation-editor-to-customize-ui.md) - [My Inbox](https://docs.unifize.com/admin-guide/my-inbox.md) - [Conversation Notification](https://docs.unifize.com/admin-guide/my-inbox/conversation-notification.md) - [Record header](https://docs.unifize.com/admin-guide/my-inbox/record-header.md) - [Status](https://docs.unifize.com/admin-guide/my-inbox/record-header/status.md) - [Status Conditions](https://docs.unifize.com/admin-guide/my-inbox/record-header/status/status-conditions.md) - [Manage ](https://docs.unifize.com/manage.md) - [Processes](https://docs.unifize.com/manage/processes.md) - [Checklist](https://docs.unifize.com/manage/processes/checklist.md) - [AI checklist](https://docs.unifize.com/manage/processes/checklist/ai-checklist.md) - [Approval](https://docs.unifize.com/manage/processes/checklist/approval.md) - [Child Conversation](https://docs.unifize.com/manage/processes/checklist/child-conversation.md) - [Date](https://docs.unifize.com/manage/processes/checklist/date.md) - [File Upload](https://docs.unifize.com/manage/processes/checklist/file-upload.md) - [Computer](https://docs.unifize.com/manage/processes/checklist/file-upload/computer.md) - [Unifize file store](https://docs.unifize.com/manage/processes/checklist/file-upload/unifize-file-store.md) - [SharePoint](https://docs.unifize.com/manage/processes/checklist/file-upload/sharepoint.md) - [Configuring SharePoint on Unifize](https://docs.unifize.com/manage/processes/checklist/file-upload/sharepoint/configuring-sharepoint-on-unifize.md) - [Using SharePoint on Unifize](https://docs.unifize.com/manage/processes/checklist/file-upload/sharepoint/using-sharepoint-on-unifize.md) - [Linked Record](https://docs.unifize.com/manage/processes/checklist/linked-record.md) - [Number](https://docs.unifize.com/manage/processes/checklist/number.md) - [Parent Conversation](https://docs.unifize.com/manage/processes/checklist/parent-conversation.md) - [PDF](https://docs.unifize.com/manage/processes/checklist/pdf.md) - [Picklist](https://docs.unifize.com/manage/processes/checklist/picklist.md) - [Revision](https://docs.unifize.com/manage/processes/checklist/revision.md) - [Rich Text](https://docs.unifize.com/manage/processes/checklist/rich-text.md) - [Section](https://docs.unifize.com/manage/processes/checklist/section.md) - [Subsection](https://docs.unifize.com/manage/processes/checklist/subsection.md) - [Text](https://docs.unifize.com/manage/processes/checklist/text.md) - [User](https://docs.unifize.com/manage/processes/checklist/user.md) - [Upload Fields From CSV](https://docs.unifize.com/manage/processes/checklist/upload-fields-from-csv.md) - [Upload Fields From JSON](https://docs.unifize.com/manage/processes/checklist/upload-fields-from-json.md) - [Universal Checklist settings](https://docs.unifize.com/manage/processes/checklist/universal-checklist-settings.md) - [Form](https://docs.unifize.com/manage/processes/checklist/form.md) - [Reminders](https://docs.unifize.com/manage/processes/reminders.md) - [Pegasus](https://docs.unifize.com/pegasus.md) - [Unifize AI](https://docs.unifize.com/unifize-ai.md) - [Feature Validation](https://docs.unifize.com/platform-validation/feature-validation.md) - [Feature Validation](https://docs.unifize.com/platform-validation/feature-validation-1.md) - [Release Validation](https://docs.unifize.com/platform-validation/release-validation.md) - [Release Validation](https://docs.unifize.com/platform-validation/release-validation-1.md) - [Introduction](https://docs.unifize.com/developer/introduction.md) - [Concepts & terminologies](https://docs.unifize.com/developer/introduction/concepts-and-terminologies.md): Your guide to understanding various terminologies of Unifize such as records, processes and checklist fields. - [Authentication](https://docs.unifize.com/developer/authentication.md): Securely connect to the Unifize API. - [App management](https://docs.unifize.com/developer/authentication/app-management.md): Learn about apps and bot users. - [App tokens](https://docs.unifize.com/developer/authentication/app-tokens.md): Learn about how app tokens work. - [Usage](https://docs.unifize.com/developer/usage.md) - [Fair usage policy](https://docs.unifize.com/developer/usage/fair-usage-policy.md) - [Testing environment](https://docs.unifize.com/developer/usage/testing-environment.md) - [Quickstart](https://docs.unifize.com/developer/usage/quickstart.md): Make your first API call! - [API Reference](https://docs.unifize.com/developer/api-reference.md): Your complete guide to Unifize’s public API. - [Applications](https://docs.unifize.com/developer/api-reference/applications.md) - [Processes](https://docs.unifize.com/developer/api-reference/processes.md) - [Records](https://docs.unifize.com/developer/api-reference/records.md) - [Field values](https://docs.unifize.com/developer/api-reference/field-values.md) - [February 2025](https://docs.unifize.com/release-notes/february-2025.md) - [March 2025](https://docs.unifize.com/release-notes/march-2025.md) - [April 2025](https://docs.unifize.com/release-notes/april-2025.md): Unifize AI, Richer Checklists, Smarter Workflows, and more - [Rich Text Fields in Checklist](https://docs.unifize.com/release-notes/april-2025/rich-text-fields-in-checklist.md) - [Filling Checklist Metadata with AI](https://docs.unifize.com/release-notes/april-2025/filling-checklist-metadata-with-ai.md) - ['My Conversations' is now 'My Inbox'](https://docs.unifize.com/release-notes/april-2025/my-conversations-is-now-my-inbox.md) - [Feature Enhancements](https://docs.unifize.com/release-notes/april-2025/feature-enhancements.md) - [May 2025](https://docs.unifize.com/release-notes/may-2025.md) - [SharePoint](https://docs.unifize.com/release-notes/may-2025/sharepoint.md) - [Unifize Lite](https://docs.unifize.com/release-notes/may-2025/unifize-lite.md) - [SSO](https://docs.unifize.com/release-notes/may-2025/sso.md) - [Checklist enhancements](https://docs.unifize.com/release-notes/may-2025/checklist-enhancements.md) - [June 2025](https://docs.unifize.com/release-notes/june-2025.md) - [Configurable AI Checklist Prompts](https://docs.unifize.com/release-notes/june-2025/configurable-ai-checklist-prompts.md) - [Filling Checklist metadata with AI](https://docs.unifize.com/release-notes/june-2025/filling-checklist-metadata-with-ai.md) - [July 2025](https://docs.unifize.com/release-notes/july-2025.md) - [Instant updates on embedded fields](https://docs.unifize.com/release-notes/july-2025/instant-updates-on-embedded-fields.md) - [August 2025](https://docs.unifize.com/release-notes/august-2025.md) - [Simpler Chatroom notifications](https://docs.unifize.com/release-notes/august-2025/simpler-chatroom-notifications.md) - [October 2025](https://docs.unifize.com/release-notes/october-2025.md) - [Status Conditions](https://docs.unifize.com/release-notes/october-2025/status-conditions.md) - [SharePoint Updates](https://docs.unifize.com/release-notes/october-2025/sharepoint-updates.md) - [AI v3.2](https://docs.unifize.com/release-notes/october-2025/ai-v3.2.md) - [AI v3.1](https://docs.unifize.com/release-notes/october-2025/ai-v3.1.md) - [PWA](https://docs.unifize.com/release-notes/october-2025/pwa.md) - [November 2025](https://docs.unifize.com/release-notes/november-2025.md) - [AI v3.1](https://docs.unifize.com/release-notes/november-2025/ai-v3.1.md) - [PWA](https://docs.unifize.com/release-notes/november-2025/pwa.md) - [Dynamic Linked Record](https://docs.unifize.com/release-notes/november-2025/dynamic-linked-record.md) - [Linked Record Sorting](https://docs.unifize.com/release-notes/november-2025/linked-record-sorting.md) - [Conversation Notification updates](https://docs.unifize.com/release-notes/november-2025/conversation-notification-updates.md) - [Update Production API server](https://docs.unifize.com/release-notes/november-2025/update-production-api-server.md) - [Me Filter on Embedded Field](https://docs.unifize.com/release-notes/november-2025/me-filter-on-embedded-field.md) - [December 2025](https://docs.unifize.com/release-notes/december-2025.md) - [AI Checklist conditions](https://docs.unifize.com/release-notes/december-2025/ai-checklist-conditions.md) - [Pegasus v1](https://docs.unifize.com/release-notes/december-2025/pegasus-v1.md) - [OTP password flow for Approvals](https://docs.unifize.com/release-notes/december-2025/otp-password-flow-for-approvals.md) - [Hide Linked Record Title](https://docs.unifize.com/release-notes/december-2025/hide-linked-record-title.md) - [Reminder in 0 days](https://docs.unifize.com/release-notes/december-2025/reminder-in-0-days.md) - [Searching in second language](https://docs.unifize.com/release-notes/december-2025/searching-in-second-language.md) - [January 2026](https://docs.unifize.com/release-notes/january-2026.md) - [User Invite Permission](https://docs.unifize.com/release-notes/january-2026/user-invite-permission.md) - [Square bracket on approval notification](https://docs.unifize.com/release-notes/january-2026/square-bracket-on-approval-notification.md) - [February 2026](https://docs.unifize.com/release-notes/february-2026.md) - [Custom LLM Configuration](https://docs.unifize.com/release-notes/february-2026/custom-llm-configuration.md) - [SharePoint Updates](https://docs.unifize.com/release-notes/february-2026/sharepoint-updates.md): SharePoint – File Selection Enhancement - [March 2026](https://docs.unifize.com/release-notes/march-2026.md) - [SSO Configuration](https://docs.unifize.com/release-notes/march-2026/sso-configuration.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on a page URL with the `ask` query parameter: ``` GET https://docs.unifize.com/quickstart/welcome-to-unifize.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.