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Sharing a Proof (Dashboard 2.0)

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

Updated over 9 months ago

Summary: Once a proof has been created, the owner or manager can share it with others and designate them as reviewers.

Guest reviewers are also able to share a proof with other participants.

Different ways of sharing reviews:


Inside Proof Details page

Open a proof in a side window mode and click the Share proof icon from the context menu.

Share proof from Review Details page


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

    Add a new reviewer to the review workflow

  2. Copy link - it will copy a proof 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 the Proof List level.

Users may also share proofs from the 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 reviews in one go from the Review 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 Ziflow 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 must 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 the 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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