Share a proof / Add reviewers

Dina Bennett
Dina Bennett
  • Updated

After a proof is created, the owner or manager can share the proof with additional people and add them as reviewers.

Available on: Business Legacy Free Standard Pro Enterprise

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

Share proofs / Add reviewers from the Proof Details page

Share a proof

You can send this link for others to access the proof if your security settings permit.

  1. Open a proof in the Proof Details page. Choose your proof version and select Copy link from the top menu. 

    proof-details-copy-link-icon.png
     

Add a reviewer

  1. Open a proof in the Proof Details page. Choose your proof version and select Share from the top menu.

    proof-details-share-proof-icon.png
     
  2. In the Share Proof window, select the stage and add reviewers.

    • If the reviewer is in the People tab of your Ziflow account, Ziflow will populate their email address when you begin typing their name. 
    • If you want to invite someone who is not in your Ziflow account, enter a valid email address and select the + button.
    Reviewers without a Ziflow account cannot be granted “Manage” permissions.

    proof-details-share-proof-window.png

     
  3. Select Done. Ziflow will send your new reviewers a notification.

 

Share proofs / Add reviewers in the Proof 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:

proof-viewer-share-proofs.png

Share for review : Add a new reviewer's email address to the proof workflow. 

  • If the reviewer is in the People tab of your Ziflow account, Ziflow will populate their email address when you begin typing their name. 
  • If you want to invite someone who is not in your account, enter a valid email address and select the + button.

    Reviewers without a Ziflow account cannot be granted “Manage” permissions.

Copy link: Copy the proof URL to your clipboard, and share it.

 

Share proofs as a guest reviewer

Enterprise

Guest reviewers can share proofs just like licensed Ziflow users. The only difference is that guest reviewers can only share from within the Proof Viewer.

To allow this, you must assign the Share permission to the guest reviewer. Without this permission, they will not be able to share the proof with others.

Share permission for a guest reviewer

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

  • select a group from the account when adding reviewers

  • 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

 

Share multiple proofs from the Proof List

  1. In your proof list, select multiple proofs by holding down the Control or Shift key while you select.
  2. Select Share from the bulk actions bar below the proofs or right-click and choose Share.

    proof-list-share.png
     
  3. In the Share Proof window, select your stage, add your reviewers and select Save.
    Ziflow will send your new reviewers a notification.

 

Additional information

  • Reviewers can be added to the proof regardless of progress or lock status.

Supporting material

Uploading new Proofs

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