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

• Share proofs / Add reviewers from the Proof Details page

  Share proofs / Add reviewers in the Proof Viewer

  Share proofs as a guest reviewer

  Share multiple proofs from the Proof List 

   

  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. 
     
     
     
     

  Add a reviewer

  1. Open a proof in the Proof Details page. Choose your proof version and select Share from the top menu.
     
     
     
     
  2. In the Share Proof window, select the stage and add reviewers.
     - If the reviewer is registered in your Ziflow account, Ziflow will populate their email address when you begin typing their name. 
     - If you want to invite someone not registered in your account, enter a valid email address and select the + button.
     

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

  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:

  

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

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

  

  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

   

  Share multiple proofs from the Proof List

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

• Summary: After a proof is created, the owner or manager can share the proof with additional people and add them as reviewers. On Enterprise edition accounts, guest reviewers have the ability to share proofs with other individuals.

  
  Different ways of sharing a proof:

  1. Share from Proof Details level

  2. Share from Ziflow Viewer level

  3. Share multiple proofs in one go from Dashboard Proof List level

  4. Sharing as a guest reviewer (Enterprise Edition only)

   

  Inside Proof Details page

  Click on the Share proof icon from the action menu.

   

  

  You can also share proof directly from the stage settings.

  

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

     

      

  2. Copy link - it will copy a proof public URL to your clipboard. You can share the URL with anyone, including those not invited to the proof. Upon opening the public URL, the proof image will be displayed.
     ​
     Please note that if access authentication is selected as required while creating a proof, people who open a public link will need to authenticate themselves before getting proof access.
     ​

     

     
     You can read more about Security access settings when uploading new proof/versions and also study article about Proof Security Settings on your Ziflow account level.
     ​

     

     
     There is also a feature called Proof Subscriptions that allows reviewers to add themselves to a proof. If it is enabled on a proof, you can share a public URL with someone uninvited.
     
     If a public URL is shared with a guest contact (reviewer without a Ziflow account), then the reviewer, after adding a comment or submitting a decision, is asked to confirm their name & email address.

   

  Share multiple proofs in one go from Dashboard Proof List level

   

  Users may also share proofs from the Dashboard 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.

   

  

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  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 Proof Viewer level.

   

  Guest reviewers must have Share permission assigned if you want to let them share the proof with other people.

   

  

  Guest reviewers who want to share the proof need to click the Share Proof icon on the left sidebar.

  

  This will expand two options:

  1. Share for review - this allows adding a new reviewer's email address 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
     ​

     

   

  Guest reviewers cannot:

  • create a new stage and are only able to add reviewers to 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:

  • Creating a New Proof