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
    • File upload
      • SharePoint
        • Configuring SharePoint on Unifize
        • Using SharePoint on Unifize
    • SSO
      • Logging in with SSO
      • SSO using SAML
    • Process Builder
      • Checklist
        • Picklist
          • Picklist field in Checklist
  • 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
  • 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
Powered by GitBook
On this page
Export as PDF
  1. User Guide

Mobile & web accessibility

Stay connected to your workflows—anytime, anywhere.

PreviousTeam & organizationNextUnifize Lite

Last updated 29 days ago

Unifize is designed for flexibility across devices. Whether you’re reviewing approvals on the go, updating records from the shop floor, or analyzing dashboards at your desk, the Unifize experience is optimized for how and where you work.

This section explains the different ways to access Unifize—from full-featured desktop views to lightweight mobile tools.

Options to Access Unifize

Unifize gives your team flexible access without compromising usability. Choose the right interface for the task—desktop for deep work, mobile for on-the-go collaboration, and Lite for everything in between.

A lightweight browser-based version for fast, focused updates—ideal for field teams and mobile users.

Available on iOS and Android, the mobile app lets you manage tasks, chat in context, and complete checklists from your phone.

Understand the differences between the full web experience and the Lite version, and when to use each.

Unifize Lite
Mobile App
Web App vs Unifize Lite