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Sep 16, 20232 min read
10. Save an email into UniPhi Documents
1. An email can also be saved into a document using the UniPhi for Outlook Add-in. Select the email and click on the “Save to...
Sep 16, 20232 min read
4. Working with Existing Documents
Viewing a Document To view a document from the document module, simply click on the document name. UniPhi will open the selected document...
Sep 16, 20231 min read
6. Rolling Back Timesheets
Occasionally a Timesheet may need to Rollback (the Team member may have missed a day, entered incorrect hours etc.) Only UniPhi users...
Sep 16, 20231 min read
5. Creating Documents Part 1 (Instructional Video)
Documents can be created from various locations throughout UniPhi depending on the work that you are performing at the time. Though the...
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