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.
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.
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.
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.
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.
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.
Yes, Unifize can generate PDFs for Word, Excel, and PowerPoint documents, complete with metadata, revision history, and approval details.
Unifize fully respects SharePoint permissions, ensuring only authorized users can access, edit, or share documents.
Yes, bulk importing and linking files to Unifize records is supported. Reach out to your Unifize representative for assistance.
