Unifize integrationwith 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.
- Type
- Standard integration
- Category
- Automation
- Developer
- Microsoft (opens in a new tab)
How teams use SharePoint with Unifize
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.
Secure file collaboration and approvals
The integration combines Unifize’s workflow capabilities with SharePoint’s security. For instance, files can be locked after approval, preventing unauthorized edits while still allowing view-only access. Users can also control file sharing with external collaborators securely.
Frequently asked questions
Can I create revisions of documents in Unifize?
Yes, Unifize allows you to manage revisions. Revisions are saved in the same SharePoint folder as the original file with a unique identifier for easy tracking.
Do I need a Microsoft 365 license to use this integration?
Only users who need to co-author or edit documents in SharePoint require a Microsoft 365 license. View-only users do not need a license.
Can Unifize create PDFs of SharePoint documents?
Yes, Unifize can generate PDFs for Word, Excel, and PowerPoint documents, complete with metadata, revision history, and approval details.
How does Unifize handle SharePoint permissions?
Unifize fully respects SharePoint permissions, ensuring only authorized users can access, edit, or share documents.
Is it possible to bulk import files into Unifize?
Yes, bulk importing and linking files to Unifize records is supported. Reach out to your Unifize representative for assistance.
More integrations, ready from day one
Slack
Get notifications, create records and update checklists directly from Slack.
Email
Create records, track conversations and update checklists from email.
Scheduled CSV import
Automate bulk data imports into Unifize with scheduled CSV uploads.
SSO and SAML
Secure, central sign-in through your enterprise identity provider.
Edit in Unifize, synced to SharePoint.
Bring a document and the approval it goes through, and we will show you the integration on it in a 30-minute walkthrough.