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
    • Using Unifize AI
  • Troubleshooting & support guide
  • User Guide
    • Definitions
      • Process
      • Record
      • Conversation
      • Report
      • Chart
      • Checklist
      • Org
    • Navigating the platform
      • Profile
      • My Inbox
      • Manage
      • Homescreen
      • Contacts
      • Direct Messages
      • Dashboard
    • Data & process management
      • File 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
    • Profile
      • Org Settings
        • SSO
    • My Inbox
      • Process Builder
        • Checklist
          • File Upload
          • Linked Field
          • Picklist
      • Checklist
        • Attach File
          • SharePoint
  • Product Help
    • Unifize Document Management System (DMS)
      • Document Control
      • Change Control
      • Training Management
      • Onboarding guide for DMS
      • Troubleshooting & support guide for DMS
  • Admin Guide
    • 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
        • Permissions required for SharePoint
    • Profile
      • Org Settings
        • SSO
          • Logging in with SSO
          • SSO using SAML
  • Manage
    • Processes
      • Checklist
        • File Upload
          • SharePoint
            • Configuring SharePoint on Unifize
        • Linked Field
        • Picklist
  • 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
      • Rich Text Fields in Checklist
      • Filling Checklist Metadata with AI
      • 'My Conversations' is now 'My Inbox'
      • Feature Enhancements
    • May 2025
      • SharePoint
      • Unifize Lite
      • SSO
      • Feature Enhancements
Powered by GitBook
On this page
Export as PDF
  1. RELEASE NOTES
  2. April 2025

Feature Enhancements

Previous'My Conversations' is now 'My Inbox'NextMay 2025

Last updated 23 days ago

Sneak peak into April 2025's feature improvements that focuses on small but impactful improvements to checklist usability, PDF viewing, and field configuration in Unifize. These enhancements are designed to save time, reduce repetitive actions, and make everyday tasks more intuitive.

  • 📄 Full-Screen PDF Viewing from Manage View- You can now open PDF attachments in full screen directly from the . This small enhancement helps you preview and review documents faster, without needing to open the full record. It’s especially useful for teams managing documentation-heavy workflows like audits, SOP reviews, and supplier files.

  • ☑️ Checkbox Selection for Picklists in Checklists- Picklist fields in checklists now support checkbox selection, allowing users to quickly select items with a single click. This improves usability in scenarios where picklists act as toggles, confirmations, or simple yes/no selectors—especially for checklists with binary or multi-select options.

  • ⚙️ Default Values for Picklist Fields- You can now configure default values for picklist fields in checklists. This helps streamline data entry by pre-selecting the most common option, reducing manual effort and improving consistency across records.

  • 🧩 Semi-Expanded View for Linked Checklist Fields- Linked checklist fields now support a semi-expanded view by default. Admins can choose which embedded fields should always be visible when a record loads. All remaining fields can still be accessed via a "View all fields" toggle. This improves clarity and reduces clutter for commonly used linked data. Configuration is available in the Process Builder under linked field settings.

Manage View