Unifize Knowledge Base
  • Quickstart
    • Welcome to Unifize!
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      • 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
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  • User Guide
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  • Product Help
    • Unifize Document Management System (DMS)
      • Document Control
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      • 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
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          • Logging in with SSO
          • SSO using SAML
  • Manage
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            • Configuring SharePoint on Unifize
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        • User
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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
    • May 2025
      • SharePoint
      • Unifize Lite
      • SSO
      • Feature enhancements
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  1. User Guide
  2. Data & process management

File Management

PreviousData & process managementNextChecklists & Forms

Last updated 1 month ago