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User Guide
Find guides on how to navigate around the platform and manage your cases efficiently.
19 articles
Cases
Find introductions to being able to handle and configure cases.
Create Cases
Archive and Delete Cases
Resend Invitation ManuallyGuide to manually resending invitations to a flow in Uniify.
Case Statuses and Their MeaningsOverview of the different statuses a case can have, along with their meanings.
Download Documents from a Case
Get a Link to a Flow
View Your Client's Progress
Create, Add and Delete Tags
Add a New Flow to an Existing Case
Notes / CommentsCase Notes - Easily add, manage, and customize notes within cases for better documentation and collaboration.
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?
What should be entered in the 'Reference' field?
The Client Has Not Received an Email Invitation to a Flow
Why Isn't the Flow Link Working?
What to Do If MitID Is Not Working?