Organize your proofs using folders: create a folder

Dina Bennett
Dina Bennett
  • Updated

Keep your Ziflow workspace organized by grouping related proofs into folders and subfolders. Folders make it easier to find, manage, and review large volumes of work.

Ziflow users and administrators: check out Proof Creation and Management for a guided walkthrough.

You can also open folders of proofs in a Gallery or Canvas view to see them all at once. For more information, see View proofs in Gallery view and View proofs in Canvas view.

Available on: Business Legacy, Standard Pro Enterprise

Folders are located to the left of the proof list in the Folder panel. 

folder-list.png

 

Create a folder

  1. Click the arrow next to the New proof(s) button in the top-right corner of your dashboard and select New folder.
    You can also create a new folder from the Create option in the Ziflow menu, or by selecting the options menu (three dots) next to an existing folder.

    new-folder-open.png
  2. Enter a folder name.

    folder-name-add.png

  3. Pro Ent Next to the folder name, choose public or private:
    • Key icon: Private – Only you, administrators, and invited users can access it.
    • Globe icon: Public – Anyone in your Ziflow account can create proofs here (but not view them unless shared).
  4. [Optional] Enter the names of users who you want to access the folder if the folder is private. If you would like to notify users about their access, select Send invitation message.
  5. Set view settings for your users. For more information about adding users to folders and view settings, see Add users to a folder.
  6. Select Create.

Public vs. private folders

When creating or editing a folder, you can set visibility:

 Setting   Who can access
 Private   Only the owner, administrators, and invited users
 Public  All users in your Ziflow account can create proofs here, but cannot view folder contents unless shared with them

Making a folder private controls access to the folder itself. It does not automatically restrict who can see a proof stored inside it — a user with broader account-level or role-level proof permissions can still see that proof elsewhere (for example, on their dashboard), even if they aren't invited to the private folder.

Create a subfolder

When creating a folder, select an existing folder as the location.

folder-list-add-subfolder.png

Your new folder will appear nested under it.

Subfolders inherit permissions from their parent folder unless manually changed later.

Move proofs into a folder

You can move one or multiple proofs into a new folder.

  1. Select your proof, or select multiple proofs in the Proofs List.
  2. Select the Move icon from the bulk actions bar.

    folder-move-a-proof.png

  3. Choose an existing folder or create a new one.

Best practices for using folders

  • Use folders to organize by project, client, department, or campaign.
  • Avoid long folder names—keep them simple and scannable.
  • Don't overload folders. Too many proofs in one view can slow performance and create clutter.
    A folder's proof or subfolder list shows a maximum of 10,000 items at a time, beyond that, items don't disappear, but you'll need to filter or search to find them.

Next steps

If you want to share folders with others or manage folders:

About folders

Add users to a folder

Share folder links to a Gallery view

View proofs in Gallery view

View proofs in Canvas view

Manage folders: edit, clone, archive, or delete
 

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