Unifize Lite

Unifize Lite is a simplified, browser-based version of Unifize designed for external collaborators who do not have a Unifize account. It allows users—such as suppliers, auditors, or external stakeholders—to access and respond to a specific record without needing to sign up or log into the full platform.

This enables fast, secure, and structured collaboration outside your organization, while keeping everything traceable within Unifize.

How to Use

When Do Users Get Access?

Unifize Lite is triggered when:

• A user is added to a record using their email address.

• They are assigned checklist items or added for approval actions.

• They receive an email invitation with a direct link to a record.

Accessing a Record via Unifize Lite

1. The external user receives an email with a direct link to the record.

2. Clicking the link opens the record in Unifize Lite using their browser.

3. The user is placed in the record thread, similar to how internal users see it in My Inbox.

4. Without needing an account, they can:

   • View the full record thread

   • Post responses in the thread

   • Update checklist items (if assigned)

   • View and download attached files (e.g. signed PDFs)

What They Can Access

• Only the specific record they were invited to—nothing else in the Org

• Record metadata like title, status, due date, and participants

• Relevant checklist sections

• Any uploaded or generated documents

Best Practices

• Use Unifize Lite for external reviews, approvals, or incident responses.

• Clearly assign responsibilities using checklist actions (e.g. approvals or verifications).

• Provide context in the first message so external users know what action is needed.

• If access is no longer required, remove the user from the record to revoke visibility.

• Ensure only trusted users receive the Lite record link.

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Unifize Lite empowers external collaborators to contribute directly to records—without needing to log in or have a full Unifize account. With secure access to a single record, they can stay informed, complete tasks, and keep communication centralized through My Inbox-style threads. It’s fast, controlled collaboration—extended beyond your organization.