Sending and receiving emails in Unifize

Share updates with people outside Unifize and have their replies captured directly within your conversations.

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✨ What this does

Lets you send a message from a Unifize conversation to any email address and receive the response directly inside the same thread—without requiring the recipient to log into Unifize.

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✅ When to use it

• You want to involve someone who’s not on Unifize (e.g., supplier, consultant)

• You need an external approval or update tied to a record

• You want full traceability of external communications inside your workflows

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🔄 How it works

To send an email:

1. Open any conversation

2. Click + Add participant

3. Type the recipient’s email address

4. Press Enter and assign a role (usually Viewer)

5. Type your message and click Send

📤 The recipient gets a regular email with your message and a link to respond.

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To receive replies:

• The external user replies to the email

• Their response is added directly to the Unifize conversation

• Everyone in the thread sees the reply, just like any internal message

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⚠️ Things to keep in mind

• You can only send emails to one recipient at a time

• Email replies are not private—they appear in the group thread

• External participants can’t log into Unifize unless invited

• You can remove email participants from the thread at any time

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🧠 Pro tips

• Keep your messages focused—external users see the whole conversation

• Use this for one-off updates, document reviews, or supplier clarifications

• Great for auditors or stakeholders who just need visibility on a few records