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  1. User Guide
  2. Mobile & web accessibility

Mobile app

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Last updated 29 days ago

The Unifize Mobile App brings the full power of Unifize to your pocket—allowing users to access Records, complete checklist actions, and collaborate with their team in real-time, from anywhere. Whether you're on the shop floor, traveling, or away from your desk, the mobile app ensures you stay connected and productive.

Available for both iOS and Android, the app is optimized for speed, clarity, and task-focused interactions.

How to Use

Getting Started

  1. Download the app from the or .

  2. Log in using your Unifize email and password.

  3. Once logged in, you’ll land on the Homescreen, which provides a high-level view of your assigned tasks, active Records, and pending approvals.

Key Features on Mobile

  • Homescreen Overview: View open tasks, pending items, and quick links to critical Records.

  • My Inbox: Access all Records you’re involved in and stay updated on discussions.

  • Record Interaction: Open Records to view threads, post updates, and respond to checklist items.

  • Checklist Editing: Complete fields, add comments, and upload documents or photos directly.

  • Push Notifications: Get real-time alerts for mentions, assignments, and Record updates.

  • Attachments: Upload or preview files like PDFs, images, and documents directly within a Record.

Mobile Experience Highlights

  • Designed for fast, touch-friendly interaction on the go.

  • Swipe and tap navigation for seamless transitions between Records and sections.

  • Ability to capture and upload media instantly into checklists or Record threads.

Tip: Use the mobile camera to capture and upload evidence or documentation directly into a Record while on-site.

Best Practices

  • Enable push notifications to ensure timely action on checklist items or approvals.

  • Use the Homescreen to prioritize your most urgent tasks before diving into Records.

  • Capture on-the-go inputs—photos, notes, updates—using the app’s upload features.

  • Archive or resolve completed Records in My Inbox for a focused mobile view.

  • For process configuration and bulk workflows, use the Web App for full administrative capabilities.

The Unifize Mobile App delivers a focused, powerful experience for teams who need to stay connected to workflows in the field or on the move. From Homescreen insights to real-time collaboration and checklist completion, the mobile app ensures that work doesn’t stop when you're away from your desk.

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