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.
You can also share proof directly from the stage settings.
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:
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.
Copy link - it will copy a proof public URL to your clipboard. You can share the URL with anyone, including those not invited to the proof. Upon opening the public URL, the proof image will be displayed.
Please note that if access authentication is selected as required while creating a proof, people who open a public link will need to authenticate themselves before getting proof access.
You can read more about Security access settings when uploading new proof/versions and also study article about Proof Security Settings on your Ziflow account level.
There is also a feature called Proof Subscriptions that allows reviewers to add themselves to a proof. If it is enabled on a proof, you can share a public URL with someone uninvited.
If a public URL is shared with a guest contact (reviewer without a Ziflow account), then the reviewer, after adding a comment or submitting a decision, is asked to confirm their name & email address.
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.
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.
Guest reviewers who want to share the proof need to click the Share Proof icon on the left sidebar.
This will expand two options:
Share for review - this allows adding a new reviewer's email address to the proof workflow
Copy link - it will copy a proof public URL to your clipboard, and then you can share this URL with
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.