• Getting Started with General Operations
    • About Consent Notices (Users)
    • Cookies Policy
    • Product Accessibility Information
      • Navigating Unifier Using a Keyboard
        • Main Content Area
        • Individual Web Elements
        • Using Shortcut Keys
        • Keyboard End User Information (oj-navigation-list)
    • Information for First Time Users
    • Configuring Your System for Unifier
    • Supported Browsers and Settings
    • User Interface (UI) Content and Internationalization
    • User Name and Password
    • Sign In, Sign Out, and Session Timeout
    • Signing In to Self-Service Portal
    • Security Warnings
    • File Viewer Option
    • Unifier User Interface
      • Analytics Page
      • Home Page
        • Tasks
        • E-signatures
        • Notifications
        • Inbox
        • Drafts
        • Sent Items
      • Company Workspace
      • Program and Shell or Project
      • Preferences
        • General Tab
          • Viewing your Company Contact Information
        • Security Tab
        • 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
      • Proxy For
      • Sign Out
      • Bookmarks
      • Master Log-Business Processes
    • Company Landing Page (User)
    • Shell Landing Page (User) - Details
    • Dashboard and Tabs
    • Common Procedures
      • Queries
        • Using Formulas or Conditions in Queries
          • Field Value Comparison
          • Date Plus or Minus
          • Date Difference
          • Compare Date Fields
          • Dynamic Date Value
          • Between Dates
        • How Queries Work
        • 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
    • User-Defined Reports
      • About User-Defined Reports (UDRs)
      • Accessing User-Defined Reports (UDRs)
      • User-Defined Reports Log
      • User-Defined Report Types
      • User-Defined Report Data Types
      • Creating a User-Defined Report
        • General Tab
        • Columns Tab
        • Query Tab
        • Group By and Sort BY Tabs (Tabular Report Only)
        • Layout Tab
        • Workspaces Tab
      • User-Defined Report Formats
      • Running a User-Defined Report (Standard View)
      • Save and Retrieve Scheduled Report Results
      • Print Report Results
      • Transferring Reports Between Environments
      • Working with Custom Reports (Classic View)
      • 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
      • User Identity
  • Copyright