Unifize Knowledge Base
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    • Unifize Document Management System (DMS)
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  • 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
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  1. RELEASE NOTES
  2. April 2025

Filling Checklist Metadata with AI

We’re excited to announce the launch of Unifize AI for checklist data entry in Unifize!

This major upgrade helps you complete checklists faster, more accurately, and with fewer manual steps.

What’s New:

  • AI from Incoming Emails

    Automatically populate checklist fields based on the content of incoming emails. Save time when handling requests, issues, or documentation submissions.

  • AI from Document Uploads

    Upload structured or unstructured documents (PDFs, DOCs, etc.) and have Unifize extract key information directly into your checklist fields.

  • AI Guided Multi-Step Flow

    Walk through a simple, guided AI-powered form that suggests data for each field step-by-step, reducing cognitive load and speeding up checklist completion.

Key Benefits:

  • Eliminate repetitive manual data entry

  • Reduce errors in capturing incoming information

  • Shorten turnaround times on record creation and updates

Availability:

This feature is live for all users with checklist creation/edit permissions.

🔗 Learn how to enable and use AI-assisted checklist entry

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Last updated 17 days ago