Chatroom Notification
What are chatroom notifications?
Whenever you create or open a record in Unifize, you’ll see a chatroom for that record. This chatroom not only holds conversations but also shows notifications—automatic updates about what’s happening in that record.
Notifications keep everyone on the same page by showing changes to fields, files, approvals, or forms, without you needing to refresh.
Key things you can do
Real-time updates
Changes made by you or teammates appear instantly.
Keep the chatroom open to follow progress without refreshing.
Collapsed updates
Most system updates (like checklist changes) are collapsed.
Click the arrow to expand if you need details.
Approvals & emails (always expanded)
Approvals and emails are always visible.
Use them to act quickly—approve/reject or open the full email.
Grouped notifications
Multiple updates by the same person within 10 minutes are grouped.
Skim more easily; expand if you need to see each change.
Audit Trail button
Located at the top of the chatroom.
Expand/collapse all notifications in one click.
Common notification types
Checklist update
“John changed field Due Date to Aug 25”
Comment added/edited
Updated text block appears in-line
Owner/assignee change
“You assigned Jane as owner”
Status change
“You updated status of Process B-123 to COMPLETED”
File upload or edit
“Maria uploaded file Contract_v2.pdf”
File delete
“Alex deleted a file”
Revision created
“Priya created revision Process A – Checklist #1/3”
Approval
“Approved by John” (green tag) / “Rejected by Sarah” (red tag)
Form updated
“Form Risk Assessment added”
Subject, sender, and recipients visible, with option to open full email
AI output
“AI field updated” (collapsed by default)
PDF generation
“Ravi generated PDF”
How to work with notifications
Scan quickly: Most notifications are collapsed so you can focus on the conversation.
Expand when needed: Click arrows beside updates to see details.
Check approvals immediately: These stay expanded and are color-coded for clarity.
Use the Audit Trail:
Click “View all updates – Audit trail” to open notifications for a day.
Use the Audit Trail button (top of chatroom) to expand or collapse all updates.
Stay tidy: Name forms and files clearly so collapsed entries are easy to identify.
Quick tips
Notifications are personalized: expanding or collapsing does not affect what others see.
Grouped updates make feeds shorter—if you need to check individual edits, expand them.
Use notifications as your audit trail: every change is time-stamped and attributed to a user.
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