Summary: As all industries move towards common compliance standards, retaining detailed activity on work becomes increasingly important for every business. Our customers often review content that is not yet public and need to show they've followed their policies during the review and approval process.
To this end, we've extended the proof activity section to capture all changes and actions on a proof. Now, you'll be able to see exactly who changed the proof and when.
Our Enterprise clients can also see a list of all the messages and notifications that were sent throughout the review and approval process. As a proof owner, manager, or Ziflow administrator, you can see the timeline and content of all the notifications sent to each reviewer.
Available for: Administrators, managers, and users with access to the proof. This feature is available on all editions, however, the range of the activity log depends on the Ziflow edition.
Proof activity audit trail available for:
Where is the feature setup? Once you enter the proof details page, scroll down, and you will notice the activity log and messages at the bottom of the page.
The activity log will display the proof event history, and the Messages section will display all the emails sent during the work on a proof.
Features outlined in this document:
Basic Activity log
Basic, Starter Legacy, Standard, Business Legacy, Pro & Enterprise editions register a variety of events:
Proof creation / Proof creation (from a template)
New version creation / New version creation (from a template)
Proof ready for review (proof finished processing)
User submitted a decision / User submitted a decision for a different user
User changed a decision / User changed a decision for a different user
User finished a review / User finished a review for a different user
User changed a review status / User changed a review status for a different user
User reacted to a comment
Bulk download (of proof original file)
Final decision is calculated
Proof status changed
Proof is archived/manually archived
Proof is unarchived
Advanced activity log
Enterprise edition shows all events listed above and:
Proof opened for the first time by reviewer
Reviewer added a comment
Reviewer replied to a comment
User/reviewer edited a comment
User/reviewer edited a reply
User/reviewer liked a comment
User/reviewer labelled a comment
User resolved a comment
User deleted a comment
User deleted a reply
User restored a comment
User restored a reply
Stage decision is calculated
Stage decision is changed
Proof settings changed
Stage settings changed
Reviewer settings changed (permissions)
Reviewer notification settings changed
User/system locked a stage
User unlocked a stage
Stage name updated
New version of the proof created
Download original file
Proof name updated
Proof moved from a folder
Proof is signed with an electronic signature
Custom properties changed
User reopened a comment
User removed label from a comment
You can access the messages log on the Free, Standard, Pro, Business Legacy& Enterprise editions. It allows you to check exactly what notifications were sent to whom and when.
The Free, Standard, Pro, Business Legacy& Enterprise editions show these types of messages:
New Proof/Version created
New Proof/Version to review
Enterprise edition shows items listed above and:
Proof decision calculated
If you click on the Envelope button near each listed item, you can see exactly what the email looked like.