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Getting Started

Set up your account, learn the basics, and start using Unifize confidently.

Quickly set up your account and access Unifize on your preferred device.

Find your way around Unifize and get familiar with key tools and features.

Start by creating records, inviting your team, and customizing your workspace.

Explore key features, manage users, configure settings, and get troubleshooting help.

Understand essential Unifize terms and concepts.

Learn how to create, manage, and optimize your workflows and data.

Set up users, assign roles, and manage permissions across your organization.

Customize Unifize settings and configure organization-wide preferences.

Find quick fixes and solutions to common issues.

Support

Reach out to the Unifize team for additional help and expert guidance.

Learn how to use Unifize products, purpose-built for the needs of regulated companies.

Overview of Unifize’s DMS and its core capabilities.

Manage document creation, review, and approval workflows.

Track and manage changes to documents and processes.

Assign, track, and complete training linked to documents.

Set up and onboard teams quickly on Unifize DMS.

Resolve issues and get help with DMS modules.

Access APIs, integration guides, and developer tools for building on Unifize.

Explore APIs, webhooks, and resources to customize and extend Unifize.

Stay updated with the latest features, enhancements, and fixes released monthly.

Last updated 2 months ago