Summary: The dashboard Columns feature is another way for users to locate and organize proof details.

Available for: Standard, Pro, Business Legacy, and Enterprise editions.

Where is the feature setup? The Dashboard Columns can be managed by each user with Ziflow access on the main dashboard page.

How does it work?

After clicking on the Show icon, a dropdown menu will be displayed, offering 12 different types of columns to choose from. You are free to select and arrange the columns according to your preference.

To arrange the columns in your Proof List, all you need to do is drag and drop them to your preferred position. It's that easy!

Additional information:

• Please keep in mind that the applied view is saved on the current filter, so if you switch to a different filter, you'll need to adjust the columns accordingly.

Supporting material:

• Dashboard Proof List

• Exporting proof to CSV

Summary: The Custom Views feature is another way for users to locate and organize proofs.

Available for: Business and Enterprise editions.

Where is the feature setup? Custom Views can be managed by each user with Ziflow access on the main dashboard page.

How does it work?

Once you click on the Customize View icon, a dropdown menu will appear. There are 11 types of columns to choose from. You can select and organize the columns any way you like. You can also use the Sort by feature to identify proofs.

Simply drag and drop Available columns into the Selected columns table. You may also choose the order of the columns.

Once your custom view is configured, you can either click the Done button, which will apply the custom view immediately, or you can click the Save icon, which will store the custom view for future use.

If you decided to save the view, the Save as screen will pop up. Simply give it a name, adjust privacy settings, edit the column and sort settings, if needed, and click Create.

Additional information:

• A user can select existing custom views by clicking the dropdown menu. Each user can select a default view, views shared by others, and personal views. The view can be also exported.
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Supporting material:

• Dashboard Proof List

• Exporting assets to CSV