• Getting Started with General Operations
    • About Consent Notices (Users)
    • Cookies Policy
    • Information for First Time Users
    • Configuring Your System for Unifier
    • Supported Browsers and Settings
    • User Interface (UI) Content and Internationalization
    • Navigating Using a Keyboard
    • User Name and Password
    • Sign In, Sign Out, and Session Timeout
    • Signing In to Self-Service Portal
    • Security Warnings
    • File Viewer Option
    • Unifier Interface
      • Unifier Interface (Top Pane-First Row)
      • Unifier Interface (Top Pane-Second Row)
      • Unifier Interface (Navigator)
      • Unifier Interface (Log)
      • View Help Menu
        • Unifier Help
        • Unifier Library
        • Contact Support
        • Download Plugins
        • About Unifier
      • User Control Panel
        • Get Unifier Mobile App
        • Preferences
          • General Tab
            • Viewing your Company Contact Information
          • Security Tab
            • Changing Password
          • Email Subscription Tab
            • Selecting Email Subscription Options
          • Region Format Tab
            • Changing Time Zone and Date Format
            • Changing Number and Currency Formats
            • Changing Language
          • Proxy Tab
            • Choosing a Proxy User
          • More Tab
            • Choosing a Viewer Option
            • Setting Viewer Exceptions
            • Changing Unifier Default Landing Page
        • Change Password
        • Sign Out
    • Company Landing Page (User)
    • Shell Landing Page (User) - Details
    • Dashboard and Tabs
    • Bookmarks
    • Home Page
      • Home Page (Home)
      • Home Page (Tasks)
      • Home Page (Drafts)
      • Home Page (Inbox)
      • Home Page (Master Log-Business Processes)
    • Unifier User Mode
    • Unifier Modules Overview
    • Common Procedures
      • Queries
        • How Queries Work
        • Using Formulas or Conditions in Queries
          • Field Value Comparison
          • Date Plus or Minus
          • Date Difference
          • Compare Date Fields
          • Dynamic Date Value
          • Between Dates
        • Assignee Filter Query Condition
        • Query Based Data Element (QBDE)
      • Attaching Files
        • Attaching Files (Standard View)
      • Adding Images
      • Adding Hyperlinks
      • CSV File
        • Exporting a CSV File
        • Exporting a CSV File with or without an Import
        • Importing a CSV Template Data File
        • List of Impacted Sheets and Modules
        • List of Modules Only Impacted by Exporting
      • Importing Data from an Outside Data Source into Unifier
        • Overall Steps for Importing Data
        • Exporting the CSV Template to Your Machine (Integration)
        • Editing the CSV File
        • Importing CSV File into Unifier
        • Using CSV File to Import Attachments
        • Internationalization and CSV Files
        • Internationalization and Web Services
      • Searching and Finding in Unifier
        • Searching and Finding: Search Option
        • Searching and Finding: Find on Page Option
      • Searching and Finding a Shell
        • Searching and Finding a Shell (Standard View)
      • Searching in Managers Logs
      • Searching in Document Manager Node (Standard View)
        • Searching in Document Manager Sub-Nodes
        • Supported Documents
        • Indexing and Content Search
        • Document Index Migration
      • Searching Date Fields
      • Searching Mailbox Log, Notifications Log, and Sent Items Log (Home Page)
      • Searching Sheets
      • Searching Pickers
      • Internationalization
        • Internationalization (Email Notifications)
        • Internationalization (Support for Tools)
        • Internationalization (BI Publisher Custom Reports)
        • Internationalization (Dashboards)
        • Internationalization (Help Files)
        • Internationalization (Spell Check)
        • Internationalization (Date and Time Zone Formats)
        • Internationalization (Audit Log)
    • P6, Unifier, and Gateway
      • Gateway Data Dictionary
      • Gateway Field Mappings
      • Resource Data from P6
      • Resource Rate from P6
      • Role Data from P6
      • Create Role Rate from P6
      • Business Flows in Gateway
      • Get Resource and Role Rates from P6
      • Synchronization: Resource and Role Rates from P6
    • Unifier Reports
      • About User-Defined Reports (UDRs)
      • Accessing User-Defined Reports (UDRs)
      • User-Defined Reports Log
      • User-Defined Report Types
      • User-Defined Report Data Types
      • Running a User-Defined Report (Standard View)
      • Query Parameters (Query tab)
      • User-Defined Report Formats
      • Save and Retrieve Scheduled Report Results
      • Print Report Results
      • Transferring Reports Between Environments
      • Working with Custom Reports (Standard View)
      • Permission-Based User-Defined Reports (UDRs)
      • Transfer Ownership for UDRs
      • Working with Audit Reports (Standard View)
    • Unifier Mobile Application for iOS or Android
      • Business Processes
      • Data Type and Input Type
      • Pickers
      • Modules and Nodes
      • User Identity
  • Copyright