Unifize Lite

Unifize Lite is a lightweight, browser-based extension of the Unifize web app designed specifically for external collaborators. It allows users without Unifize accounts—such as suppliers, auditors, or external reviewers—to securely view and interact with a single record. This update expands Unifize's collaboration capabilities by making it easier to involve external parties without compromising visibility or control.

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Where to find it

Unifize Lite is triggered automatically when a record participant is added by email and does not have a Unifize account. The external user receives a secure email invitation containing a direct link to the specific record. No login or password is required.

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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