• Working with Unifier Programs, Shells, and Projects
    • Unifier Programs
      • Open a program
      • What you can do in a Program
      • Working with the Program Summary
    • Unifier Shells
      • Shell Relationships and Hierarchy
      • Single Instance and Multiple Instance Shell Types
      • Shell and Cost Managers
      • Shell Landing Page (Standard View)
        • Summary tab
        • Workspaces tab
        • My Dashboard
        • View Forms
      • Shell Navigation
      • Shell Dashboard
        • Using Custom Shell Dashboard
        • Minimizing Shell Dashboard
        • Expanding Shell Dashboard
        • Printing Shell Dashboard
        • Navigating Through Shell Block Drilldown
        • Setting Filters on Shell Dashboard
        • Using Drill Down
        • Analytics
        • Scrolling Vertical Y-axis in Shell Dashboard Graph
      • Project Shell Dashboards
        • Configuring a Shell Dashboard (My Dashboard)
        • Add a drilldown block to my dashboard
        • Add filtering to the drilldown block
        • Optimizing Shell Dashboard Performance
        • View dashboards
      • Expand the Shell Log on the Landing Page
      • About Shell Statuses
      • Working with Shells
        • Open a Shell
        • Auto-Create Projects or Shells
        • Working with Shell Features
        • Auditing Shell Changes
        • Add an Image
        • Managing Shell Alerts
        • Working with Mailbox (Shells)
          • Accessing Mailbox (Shells)
            • Drafts
            • Inbox
            • Notifications
            • Sent Items
            • Project Mailbox (External Emails)
            • Deleted Items
          • Accessing Mailbox Messages Across Shells (Home Page)
          • Send and Receive Mailbox Messages
          • Link Mailbox Messages to Business Process Records
          • Creating Additional Folders in the Project Mailbox
          • Unpublished Attachments (Mailbox)
        • Collaborating with Team Members
          • View shell information
          • Contact shell team members
        • Auto-Population and Reverse Auto-Population in Shells
        • Financial Period in Shell
      • Working with Gates and Phases
        • View gate condition details
        • Validate gate conditions manually
          • Edit phase details
          • Advance a shell to the next phase
          • Return to a previous phase
          • Add or view phase comments
        • Monitoring Gates
      • Integrating Activity Sheet for Multiple Shells
      • Working with Multiple Document Manager Attribute Forms
    • Unifier Projects
      • Open a project
      • What you can do in a Project
      • About Project Statuses
      • Working with the Project Summary
        • Configure your Project Summary
      • Managing Project Alerts
      • Working with Mailbox (Projects)
        • View and find Mailbox Messages
        • Send and Receive Mailbox Messages
        • Link Mailbox Messages to Business Process Records
        • Additional Information about Using the Project Mailbox
      • Distributing the Project Mailbox Email Address to Users
      • Working with Tasks, Notifications, and Drafts Nodes
      • Working with your Project Information
      • Working with Gates
        • View the Gates dashboard
        • View gate condition details
        • Validate gate conditions manually (refresh)
        • Edit phase details
        • Advance to the next phase
        • Return to a previous phase
        • Add or view general comments
        • View saved Gates runs
        • View the Gates audit log
      • Working with E-Signatures
        • E-Signature Log
  • Copyright