Configure default proof settings

Mike Salyga
Mike Salyga
  • Updated

Ziflow administrators configure default proof settings in Proofing Settings > General. Ziflow displays these settings when users create a proof.

 

Available on: Free Standard Pro Enterprise

Note: Screen captures reflect the Enterprise edition of Ziflow. You may not see some features or options depending on the proof permissions you have been granted and your Ziflow edition.

 

Log into Ziflow. Select your user avatar and choose Settings > Proof Settings > General

 

p-s-general-open.png

 

Proofing defaults

Proof sharing

Folder sharing

Other settings

 

Proofing defaults

 

Field

Description

Minor version 

Business Legacy Pro Enterprise

Enable this setting to make the proof a minor version (e.g., V0.1, V0.2, V0.3, etc.).

Note: Minor versioning will not automatically change if you allow viewing previous versions or the full workflow.

Lock the proof when all decisions are made

Auto-lock the proof when all decisions are made to prevent reviewers from taking further actions (like adding comments or decisions). The only people able to unlock a locked proof are proof owners and managers.

Allow download of the original file

Enable this setting to let reviewers download the proof's original file. A download icon is visible in the Proof Viewer and on the Proof Details page.

Suppress proof created/failed email

Enable this setting and Ziflow won't send the proof creator an email when the proof is created or if proof creation fails.
Electronic signatures

Enterprise

If this setting is enabled, you can only share the proof with users (not guests), and reviewers must sign their decisions on the proof electronically.

For more about electronic signatures, see Submit a decision or complete a review in the Proof Viewer.

Proof subscriptions Enable this setting to allow anyone to subscribe to the proof and make comments and decisions.  For more information, see Proof subscriptions.

Proof security

 

This setting determines if your reviewers need to authenticate to access the proof.

Choose your access security setting:

  • Users & Guests (Authentication not required)

  • Users & Guests (Authentication required) - Enterprise

  • Users only (Authentication not required)

  • Users (Authentication required)

When authentication is required, Ziflow will:

  • Generate a unique token and email it to the guest reviewer
  • Ask users to log in before accessing the proof.

 

Proof sharing

Field Description
Require guest reviewers to authenticate

Enterprise

If you decide that guest reviewers need to authenticate to access the proof, you can set how often they need to be authenticated.
Allow sharing proofs with Choose who the proofs can be shared with.

Show proof public link

If you disable the Show proof public link, the public URL will be removed from the application and the Proof Viewer.

 

 

Folder sharing

Field Description

Enable folder links

Enables folder sharing with generated URLs. For more information, see Creating and Sharing Folders.

Access to shared subfolders

Enable to grant Proof Viewer users access to both the shared folder and its share-enabled subfolders.

If disabled, users can only see the contents of the shared folder.

Setting default: Enabled

 

 

Other settings

 

Field Description

Make folders mandatory

If enabled, Ziflow will require proof creators to select a folder for the proof before they can complete the proof creation process.
Allow historical workflow deadlines Allows users to set a deadline in the past.
On new version set the proof name to the first file's name Instead of automatically naming new versions after the previous one, administrators can choose whether a new version uses the previous version’s name or the name of the first file uploaded.
Deadlines:relative based on the previous version

Allows deadlines to carry over based on the original version’s creation date.

For example, if the first stage had a two-day gap between creation and deadline, the new version will apply the same two-day offset. Deadline calculations follow business days only, Saturdays and Sundays are excluded.

Electronic signatures: Single credential expiry period

Enterprise

Controls how long a user can continue signing proofs using a single credential (e.g., email) after their last signed proof. Once the time limit is reached, they’ll be required to re-authenticate.

Download link expiration time Set how long it will take for a download original file link to expire.
Show custom properties for Choose who can view custom-proof properties.
Default dashboard proofs layout Select a default view for the Dashboard Proof List. You can switch between three different views: List, Grid, and Expanded List. Users can still change their preferences when logged into a Ziflow Dashboard.

Video proofing resolution

Business legacy Standard Pro Enterprise

This setting lets you prioritize either faster video proof processing and loading times or higher visual detail.

Fast Preview (Full HD) – Quicker processing and loading.

Detail Focus (4K) – Higher resolution, but longer processing times.

Note: This applies only to newly created proofs. If you switch to Detail Focus (4K), only new proofs will be processed at the higher resolution; existing proofs remain unchanged.

Thumbnails aspect ratio

Choose how proof thumbnails are displayed in the Ziflow dashboard. You have two options:

Crop to fit – Crops the image to fill the thumbnail box.

Original aspect ratio – Maintains the image’s original proportions.

Note: This setting only affects thumbnails in the Dashboard. Other areas, like the More proofs to review modal, folder gallery, emails, and digests—will still use the Crop to fit view.

This setting also doesn’t apply to live or snapshot website proofs, which are always cropped from the top.

To view previous versions If enabled, reviewers will be able to see all proof versions, regardless of their stage.
Allow mentioning

Control who can use @mentions on a proof by selecting one of four settings:

Only reviewers on the proof – Anyone added to the proof (users and guests) can be mentioned.

Only reviewers on the same stage – Only people in the same review stage can be mentioned.

Only active users in the account – Any active user in your Ziflow account can be mentioned (works only in the new Ziflow Viewer).

All users and contacts in the account – Any user or guest reviewer in the account can be mentioned.

Note: Guest reviewers can only @mention others who are already added to the proof.

To view full workflow

Business legacy Standard Pro Enterprise

Enable this setting to give all users and guest reviewers full visibility into the entire workflow. By default, they can only see the stages they’re assigned to.

 

 

 

 

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