General Proofing Settings

How account administrations can change their default proof settings

Updated over a week ago

This is where account admins will establish defaults for the general proof settings.

General Asset Settings in Ziflow

They are divided into four categories:

General Proofing Settings

Proofing defaults

Proofing defaults in Ziflow settings
  1. Minor version - this feature allows proofs to be labeled as v0.1, v0.2, v0.3, etc. for internal review cycles. Minor versioning will not automatically change if you allow viewing previous versions or the full workflow.

  2. Lock the proof when all decisions are made - this option will auto-lock the proof when all decisions are made.

  3. Allow download of the original file - reviewers can download the proof file without any comments or markups.

  4. Suppress proof created/failed email - this prevents the proof creator from receiving the initial email letting them know that they have a new proof to review.

  5. Electronic signatures - sign off your proof electronically.

  6. Allow proof subscriptions - allow anyone to subscribe to the proof and make comments and/or decisions.

  7. Proof security - allows you to select who the proof should be shared with and whether or not they need to authenticate themselves when opening the proof. This functionality ensures that only designated reviewers can access proofs. You'll be able to read more about it here.

Proof sharing

Proof sharing options in Ziflow settings
  1. Require guest reviewers to authenticate - if you decide that guest reviewers need to authenticate themselves before accessing the proof, you can determine how often they need to be authenticated.

  2. Allow sharing proofs with - this allows you to choose who the proofs can be shared with: anyone, users in my account, or users in my trusted accounts.

  3. Proof public link - use this setting to disable the proof public link. The public URL will be removed from the application & Ziflow Viewer.

Folder sharing

Folder sharing in Ziflow settings
  1. Folder shareable link - enables the possibility of sharing folders with generated URLs. You can read more about this feature in this article.

Other settings

Other settings in Ziflow general asset settings
  1. Make folders mandatory - by selecting this option, proof creators must choose which older the proof should be placed before completing the proof creation process.

  2. Allow historical workflow deadlines - allows users to set a deadline in the past.

  3. On the new version set the proof name to the first file's name - instead of requiring new versions to take on the last version name, we've added an administrator setting that allows users to select if a new version should be named after the previous version or the first file’s name.

  4. Deadlines: relative based on the previous version - setting allows deadlines to be copied relative to that earlier version’s creation date. If the first stage had two days between the deadline date and the creation date, when creating a new version of the proof, the deadline would be two days from that time. The automatic deadline recalculation is based on business days and does not include Saturdays and Sundays.

  5. Download expiration date - decide how it will take for a download original file link to expire.

  6. Show custom properties for - decide to whom custom-proof properties should be displayed.

  7. Allow reviewers to view previous versions - if this box is checked, reviewers will have visibility to all proof versions, regardless of their stage.

  8. Allow mentioning - control who is allowed to use @mention on a proof level. Four different settings may be applied to your proofs:

    1. Only reviewers on the proof - all contacts (users & guest reviewers) added to the proof can be mentioned.

    2. Only reviewers on the same stage - all contacts (users & guest reviewers) added to the stage can be mentioned.

    3. Only active users in the account - all active users from the whole account can be mentioned. This setting works only when using the new Ziflow Viewer.

    4. All users and contacts in the account - all guest reviewers and users can be mentioned.

      Please note that guest reviewers can @mention only people added to the proof.

  9. View full workflow (Business & Enterprise Edition only) - switch this setting to keep the full workflow visibility for all users and guests. By default, users and guest reviewers can only see those parts of the workflow that they are shared with.

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