Unifize Lite
What's new
Unifize Lite is now available on mobile! Already familiar as the secure, simplified way to collaborate with external stakeholders, like suppliers, auditors, or reviewers, Unifize Lite now brings that same ease of access to mobile devices. This update makes it even easier for external users to view and interact with a single record securely, from anywhere.
Where to find it
Step 1 → Navigate to Org Settings → Role Management Step 2 → Select the role (e.g., External User, Vendor) you want to configure for Unifize Lite Step 3 → Once enabled, Unifize Lite is triggered when a participant is added to a process and does not already have a Unifize account
Key capabilities
View the record’s conversation thread and checklist items
Post responses in the thread
Complete assigned checklist actions (e.g., approvals or verifications)
View and download attachments, including signed PDFs
Access is limited to the specific record only; no access to other parts of the platform
Who can use it
By default, users across all roles, including Admin, Org Member, External User, Vendor, and Read Only, can access the Unifize Lite version
Admins can modify access to Lite through Role Management settings, by toggling permissions per role
Check out various informational article on Unifize Lite below
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