Unifier General User Guide Version 19 April 2020 Contents Getting Started with General Operations .......................................................................................... 7 About Consent Notices (Users) .............................................................................................................. 8 Cookies Policy ......................................................................................................................................... 9 Information for First Time Users .......................................................................................................... 11 Configuring Your System for Unifier .................................................................................................... 13 Supported Browsers and Settings ....................................................................................................... 15 User Interface (UI) Content and Internationalization ......................................................................... 17 User Name and Password.................................................................................................................... 19 Sign In, Sign Out, and Session Timeout .............................................................................................. 21 Signing In to Self-Service Portal .......................................................................................................... 23 Security Warnings ................................................................................................................................. 27 File Viewer Option ................................................................................................................................. 29 Unifier Interface .................................................................................................................................... 31 Unifier Interface (Top Pane-First Row) ...................................................................................... 31 Unifier Interface (Top Pane-Second Row) ................................................................................. 32 Unifier Interface (Navigator) ...................................................................................................... 33 Unifier Interface (Log) ................................................................................................................ 34 View Help Menu .......................................................................................................................... 34 Unifier Help ......................................................................................................................... 34 Unifier Library ..................................................................................................................... 34 Contact Support.................................................................................................................. 35 Download Plugins ............................................................................................................... 35 About Unifier ....................................................................................................................... 36 User Control Panel ..................................................................................................................... 36 Get Unifier Mobile App ....................................................................................................... 36 Preferences......................................................................................................................... 36 General Tab ........................................................................................................................ 37 Viewing your Company Contact Information ..................................................................... 37 Security Tab ........................................................................................................................ 37 Changing Password ............................................................................................................ 38 Email Subscription Tab ...................................................................................................... 39 Selecting Email Subscription Options ............................................................................... 40 Region Format Tab ............................................................................................................. 45 Changing Time Zone and Date Format ............................................................................. 45 Changing Number and Currency Formats ......................................................................... 46 Changing Language ............................................................................................................ 47 Proxy Tab ............................................................................................................................. 49 Choosing a Proxy User ........................................................................................................ 51 More Tab ............................................................................................................................. 52 Choosing a Viewer Option .................................................................................................. 52 3 Unifier General User Guide Setting Viewer Exceptions .................................................................................................. 53 Changing Unifier Default Landing Page ............................................................................ 53 Change Password ............................................................................................................... 54 Sign Out............................................................................................................................... 54 Company Landing Page (User) ............................................................................................................ 54 Shell Landing Page (User) - Details ..................................................................................................... 56 Dashboard and Tabs ............................................................................................................................ 61 Bookmarks ............................................................................................................................................ 63 Home Page............................................................................................................................................ 65 Home Page (Home) .................................................................................................................... 65 Home Page (Tasks) .................................................................................................................... 66 Home Page (Drafts) .................................................................................................................... 66 Home Page (Inbox) ..................................................................................................................... 68 Home Page (Master Log-Business Processes) ......................................................................... 69 Unifier User Mode ................................................................................................................................. 71 Unifier Modules Overview .................................................................................................................... 73 Common Procedures ............................................................................................................................ 75 Queries ........................................................................................................................................ 77 How Queries Work .............................................................................................................. 77 Using Formulas or Conditions in Queries .......................................................................... 78 Field Value Comparison ..................................................................................................... 79 Date Plus or Minus ............................................................................................................. 79 Date Difference .................................................................................................................. 80 Compare Date Fields .......................................................................................................... 80 Dynamic Date Value ........................................................................................................... 81 Between Dates ................................................................................................................... 82 Assignee Filter Query Condition ......................................................................................... 82 Query Based Data Element (QBDE) ................................................................................... 83 Attaching Files ............................................................................................................................ 85 Attaching Files (Standard View) ......................................................................................... 86 Adding Images 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