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Contents

0. How to access Unifize


You will need an invite to an existing org (workspace) to get in. If your business currently has no org, you can get a free trial org

Creating an account

Get a free trial

Access an existing org

Accessing Unifize

Browser: On your PC or Mac

Mobile: On Android or iPhone

Email: Via Unifize Lite

1. Getting Started


Watch these videos in order is the fastest way to get up and runningā€¦

1. On Unifize, every record is a conversation!

2. See a demo of Unifize in action

3. Unifize features at a glance

2. Collaborating on Unifize


On Unifize, every process record is a conversation. You can add collaborators, solve problems, update data and moreā€¦