Add new flow to an existing case
Sometimes you need to collect more information after a case has already been created. In Uniify, you can easily add additional flows to an existing case to keep everything organized in one place.
Note: Not all users have the permissions to add flows. If you do not have access, please contact your administrator or our support team.
How to do it:
Go to Cases and open the specific case.
On the right side of the screen, you have two options:
Option 1: Attach a flow to the same person (Primary entity)
Use this if you need to collect additional data from the same customer (e.g., if they need to sign an extra document)Click the three dots (⋮) next to the name under Primary entity.
Select Attach flow. Name and email will be pre-filled.
Select the flow to be sent and click Send invitation.
Option 2: Attach a flow to a new person (Other entities)
Use this if you need to collect information from a new person connected to the case (e.g., a spouse or an ultimate beneficial owner of a company).Click the plus icon (+) next to the heading Other entities (or below Primary entity).
Fill in the name and email of the new person.
Select the relevant flow and click Send invitation.
Info: Unified Overview
By adding flows to an existing case instead of creating a brand new one, all documents are gathered within the same case folder. This makes it much easier to download a complete, unified report later on.
Any questions?
If you need any help or have questions about your settings, you can always reach us via the chat (bottom right) or at support@uniify.io.