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User Guide
Find guides on how to navigate around the platform and manage your cases efficiently.
12 articles
Cases
Find introductions to being able to handle and configure cases.
Create CasesThese options offer flexibility in how you invite your customers to participate in the flow and complete their tasks.
Delete CasesOur delete options give you the flexibility to manage your cases in a way that best suits your needs.
Resend Invitation ManuallyGuide to manually resending invitations to a flow in Uniify.
Understanding Case Statuses and Their MeaningsOverview of the different statuses a case can have, along with their meanings.
Download Documents from a Case
How to Get a Link to a Flow
How to View Your Client's Progress
What is a Credit Warning?
How Do You Create a Datatable?Follow this step-by-step guide to create a new Datatable in Uniify.
How Do You Import and Export a Datatable?Learn how to import data into and export data from a Datatable in Uniify.
Error 500 – What Does It Mean, and How Can You Fix It?
Why is the Disposable Income Different in the Credit Assessment vs. the Budget?