Sharing Proofs

Sharing an proof allows you to make an asset available to other reviewers.

Updated over a week ago

Summary: After a proof is created, the owner or manager can share the proof with additional people and add them as reviewers. On Enterprise edition accounts, guest reviewers have the ability to share proofs with other individuals.

This article outlines how described functionality appears and operates in the old layout. If you are using Dashboard 2.0, please refer to the corresponding article in the Help Center.

Different ways of sharing proof:


Inside Proof Details page

Click on the Share proof icon from the action menu.

Share proof from Proof Details page

You can also share proof directly from the stage settings.

Share proof from stage workflow level

Inside Ziflow Viewer

Click on the Share proof icon. Once you click on Share proof, the Share proof screen will be displayed. This will expand two options:

  1. Share for review - allows adding a new reviewer's email address to the proof workflow. You can add any of your users/contacts already listed in your Ziflow account or add new reviewers.
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    Add a new reviewer to the proof workflow

  2. Copy link - it will copy a proof public URL to your clipboard, and then you can share this URL with
    ​

    Copy proof's public URL from Ziflow Viewer


Share multiple proofs in one go from Dashboard Proof List level

Users may also share proofs from the Dashboard Proof List level. This might be handy when combined with the bulk change option. This allows for sharing multiple proofs with reviewers in a single action.

Share multiple proofs in one go from Dashboard Proof List level

Sharing as a guest reviewer (Enterprise Edition only)

Sharing by a guest reviewer works the same way as sharing by a Ziflow user. The only difference is that the sharing action can only be done from the Proof Viewer level.

Guest reviewers must have Share permission assigned if you want to let them share the proof with other people.

Share permission for a guest reviewer

Guest reviewers who want to share the proof need to click the Share Proof icon on the left sidebar.

Share button in Ziflow Viewer

This will expand two options:

  1. Share for review - this allows adding a new reviewer's email address to the proof workflow
    ​

    Add a new reviewer to the proof workflow

  2. Copy link - it will copy a proof public URL to your clipboard, and then you can share this URL with
    ​

    Copy proof's public URL from Ziflow Viewer

Guest reviewers cannot:

  • create a new stage and are only able to add reviewers to stage(s) that they are in

  • see autocomplete when typing an email

  • check the "Manage" or "Share" checkbox when inviting new reviewers

  • edit any stage settings

  • edit existing reviewers

Guest reviewers can:

  • set comments and decision checkboxes for newly added reviewers

  • set notification preferences for the newly added reviewer


Additional information:

  • Reviewers can be added to the proof regardless of progress or lock status.

Supporting material:

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