Summary: The Custom Views feature is another way for users to locate and organize proofs.

Available for: Business and Enterprise editions.

Where is the feature setup? Custom Views can be managed by each user with Ziflow access on the main dashboard page.

How does it work?

Once you click on the Customize View icon, a dropdown menu will appear. There are 11 types of columns to choose from. You can select and organize the columns any way you like. You can also use the Sort by feature to identify proofs.

Simply drag and drop Available columns into the Selected columns table. You may also choose the order of the columns.

Once your custom view is configured you can either click the Done button, which will apply the custom view immediately, or you can click the Save icon which will store the custom view for future use.

If you decided to save the view, the Save as screen will pop up. Simply give it a name, adjust privacy settings, edit the column and sort settings, if needed, and click Create.

Additional information:

  • A user can select existing custom views by clicking the dropdown menu. Each user can select a default view, views shared by others, and personal views.

Supporting material:

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