Create and save customized views to find and manage proofs. Use filters to display only the proofs you want.

Available on: Free Standard Pro Enterprise

The view tabs are located above your list of proofs.

Drag and drop views in the bar to reorder them.

Select a view tab and then select where you want to search in your folder pane. Choose Everything, General workspace, Shared workspaces, or a folder or subfolder in a workspace.

The number next to the view name on the tab indicates how many proofs meet the view’s filter criteria in the workspace or folder you selected.


 

Add new views

1. Select Filter to open the filter menu.
2. Select + Add filter and choose the filter criteria you want to use. Available filters include Archived, Created, Next deadline, Folder, Locked, Name, Owner, Proof status, Source, Stage, Reviewer, Version, or a Custom property.
   
    
3. Click Save as a new view and name your view.

Search within folders and subfolders

Proofs can be organized in folders and subfolders.

To apply the filter criteria to folders and subfolders, select Include subfolders next the the Folder filter. If you do not choose this option, your filter view will not show proofs in the subfolder level that match your criteria.

The Include subfolders filter works when applied to folders in the following:

• Everything
• General workspace

Create a new view based on an existing one

1. Hover over the view, select the three dots, and choose Duplicate.  
2. In the new view, select the three dots again and choose Rename.
3. Edit the name and press Enter accept the change.
4. In the new view, select Filter and adjust its filters and save it.

Manage your views

To access all views in your account, both private and public, select the + located in the views menu.

Admins and managers: can see all private and public views.

Users: can see their own views and all public ones.

From this level, users may view and manage their filters.

Select the star next to the views to pin them to your views menu. 

View actions

Hover over a view name and select the options menu (three dots, or right-click) to see the available actions:

Standard views

Standard views are fixed and cannot be altered.

• Remove from favorites unpins the view from your view menu. 
• Duplicate the view and customize.
• Export to CSV (Std Pro Ent) - export the filtered proofs in CSV format. See Export data to CSV.

Custom views

• Remove from favorites unpins the view from your view menu.
• Make private / Make public - Public views (globe icon) are visible to all users invited to your Ziflow account. Private views (key icon) are visible to you and Ziflow administrators and managers can see it. Select to toggle between public and private. 
• Rename your view.
• Duplicate the view and customize.
• Export to CSV (Std Pro Ent) - export the filtered proofs in CSV format. See Export data to CSV.
• Delete your view - deleted views cannot be restored.

Sorting proofs on your dashboard

You can sort proofs when using list or expanded views. You can only sort proofs when using a list view or an expanded view that displays specific columns.

1. Select a column header to sort proofs by that column.

2. Use the arrow icon to toggle ascending or descending order (e.g., newest vs. oldest).

3. Select Save.

See all of your proofs

Everything view: Click Everything at the top of your folders/workspaces list to see all proofs you have access to, without filters.

See all proofs in a workspace or a folder: Select a folder or workspace in the left panel, then click the home icon in the views menu.