Direct Messages
Direct Messages in Unifize offer a private, one-on-one communication channel between users on the org. Unlike conversations within records, direct messages are not connected to any process, checklist, or workflow. They're ideal for quick clarifications, private updates, or side conversations that don’t require full team visibility or traceability.
Direct messages are accessible from multiple locations within Unifize and support attachments and external email delivery for added flexibility.
How to Use
Accessing the Direct Messages Panel
To access your Direct Messages panel:
Go to the left-hand Nav Bar.
Click on the message icon at the bottom to open the Direct Messages view.
This panel shows your list of ongoing private conversations.
Starting a New Direct Message
You can start a Direct Message in several ways:
From the Direct Messages panel
Click + New
Search for a teammate by name or scroll through the user list
Select the user and start typing your message
From the Global Search Bar
Enter the name of the user
Click on the profile and select Message to open a direct conversation
From My Inbox > New > Others > Direct Message
Go to My Inbox
Click + New > Others
Select Direct Message
Sending Messages and Files
Type your message and hit Enter to send.
Click the attachment icon to upload and send files (e.g., images, PDFs, documents).
Click Send as Email if you want your message to also be delivered to the user’s email inbox.
Files shared in DMs are only visible to you and the recipient and are not linked to any record.
Best Practices
Keep it focused: Use DMs for quick or informal updates not tied to a record.
Move decisions into records: If a conclusion is reached, document it within a relevant record for visibility and traceability.
Use "Send as Email" selectively: Ideal for critical updates when you need to notify someone outside their current Unifize session.
Avoid using DMs for regulated actions: Always use records and checklist assignments when audit history is required.
The Direct Messages feature in Unifize gives you a flexible way to privately message any teammate on the platform. With support for file sharing and optional email delivery, it’s a powerful complement to record-based collaboration—perfect for quick conversations that don’t need to be tied to a workflow.
When the topic is process-related or requires traceability, always bring the conversation back into a record.
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