About the Dashboard Proofs list

Dina Bennett
Dina Bennett
  • Updated

The Proofs list, also referred to as the Dashboard, is the primary navigation area in Ziflow. It shows every proof you are associated with and acts as the central place to create proofs, review progress, and manage work across folders and workspaces.

All licensed Ziflow users can access the Proofs list. The available options and controls may vary depending on your edition and account permissions.

To take proof management to the next level, check out Advanced proof management for a guided walkthrough.

In the Dashboard Proofs list you can search, organize, view, filter, create new proofs, and perform bulk management operations. 

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Global search

Global search lets you search for proofs from anywhere in your Ziflow account. You can enter a word or phrase and Ziflow searches across current and previous proof versions. See Find your proofs.

Searchable content includes standard and custom fields, version names, file names, reviewers, proof numbers, and other associated metadata. 

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Workspaces

  • Everything: Displays an unfiltered view of all proofs you can access across all workspaces.
  • General workspace: Shows all proofs and folders created within your Ziflow account while you are logged in.
  • Shared workspace: Displays proofs and folders shared with you from other Ziflow tenants you have been invited to.

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Folders 

Folders let you organize proofs into a structure that matches how your team works. They are available in both the General and Shared workspaces.

Folders do not change proof permissions but provide an additional layer of organization and navigation. For more details, see About folders.

Views

The Views bar lets you switch between saved views and manage your favorites. Views control which proofs you see and how they are displayed.

When you want to see all proofs you have access to within a selected folder or workspace, select a folder or workspace in the left folder panel and the All tab. This shows all available proofs without filters or view settings applied.

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For more details about creating and managing views, see Create dashboard views.

Display views

You can choose how proofs are displayed in the dashboard:

  • Grid view: A visual layout with limited proof details.
  • List view: A detailed table view that makes it easy to scan and compare many proofs on one page.
  • Expanded view: A list view that shows the full workflow and status of each proof.

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Ziflow administrators can set a default dashboard view. See Configure default  proof  settings > Default dashboard proofs layout.

View proof count

The proof counter shows how many proofs are currently displayed on the page and the total number of pages in the current view.

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Filters and display columns

  • Advanced filters: Create and save custom filter sets to quickly find specific proofs. Filters can be reused across sessions. For more information, see Create dashboard views.
  • Show columns: Customize which proof details appear in the list view by selecting additional columns. Column selections are saved as part of a view. For more information, see Display Dashboard columns.
  • Proof search by name: Filters the list by proof name in addition to any active filters.

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Create proofs and folders

Select New proof(s) to add a new proof or create a new folder. For more information, see Create a proof review or Organize your proofs using folders: create a folder.

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Bulk actions

Bulk actions let you apply changes to multiple proofs at once. Select proofs by clicking them while holding Shift or Ctrl. 

The available actions depend on your permissions and account edition, and may include:

  • Moving proofs to folders
  • Locking proof versions
  • Archiving proofs
  • Sharing proofs
  • Editing custom properties
  • Changing proof owners
  • Downloading original files

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