Table of Contents
- Title and Copyright Information
- Working with Unifier Programs, Shells, and Projects
- Unifier Programs
- Unifier Shells
- Shell Relationships and Hierarchy
- Single Instance and Multiple Instance Shell Types
- Shell and Cost Managers
- Shell Landing Page (Standard View)
- Shell Navigation
- Shell Dashboard
- Project Shell 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)
- Collaborating with Team Members
- Auto-Population and Reverse Auto-Population in Shells
- Financial Period in Shell
- Working with Gates and Phases
- 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
- Managing Project Alerts
- Working with Mailbox (Projects)
- Distributing the Project Mailbox Email Address to Users
- Working with Tasks, Notifications, and Drafts Nodes
- Working with your Project Information
- Working with Gates
- Working with E-Signatures