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UNIFIZE STANDARD INTEGRATIONS

Unifize integration with SharePoint

The Unifize-SharePoint integration allows your teams to collaborate more efficiently by enabling real-time document management and editing directly within Unifize. This powerful integration connects workflows, syncs document changes instantaneously, and enhances overall productivity—all while maintaining SharePoint’s robust security controls.

Use Cases

  • Real-Time Document Editing and Syncing

    With Unifize, users can create and edit Word, Excel, and PowerPoint files directly within the platform. Edits made in Unifize sync automatically with SharePoint, ensuring every stakeholder works on the most current version without toggling between platforms.

  • Centralized File Access and Management

    Unifize acts as the central hub for accessing and managing SharePoint documents. Users can preview files, manage versions, and track approvals—all while maintaining full control over permissions. This eliminates the need to search through complex folder hierarchies.

  • Enhanced Security and Compliance

    Unifize ensures that all document changes are tracked and recorded, providing a complete audit trail. This helps organizations maintain compliance with regulatory requirements and internal policies.

  • Automated Workflow Integration

    Unifize can be integrated with SharePoint workflows, allowing for automated document processing and approvals. This streamlines business processes and reduces manual effort.

FAQs

  1. 1. Can I create revisions of documents in Unifize?

    Yes, you can create revisions of documents in Unifize. When you make changes to a document in Unifize, a new version is created in SharePoint, and the document is updated in Unifize.

  2. 2. Can I create new documents in Unifize?

    Yes, you can create new documents in Unifize. When you create a new document in Unifize, it is created in SharePoint, and the document is updated in Unifize.

  3. 3. Can I delete documents in Unifize?

    Yes, you can delete documents in Unifize. When you delete a document in Unifize, it is deleted in SharePoint, and the document is deleted in Unifize.

  4. 4. Can I share documents with my team in Unifize?

    Yes, you can share documents with your team in Unifize. When you share a document with your team in Unifize, it is shared in SharePoint, and the document is shared in Unifize.