Find introductions to being able to handle and configure cases.
10 articles
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.