Custom proof properties let you tag proofs with metadata that reflect your business or workflow needs, such as project name, client, billing code, asset type, or issue.

These properties make it easy to filter your proof library, create custom views, and sort content efficiently.

Available for: Administrators on Enterprise

To view properties, go to Settings > Proof Settings > Properties.

Custom Asset Properties and Tags settings

Add custom properties

Add tags

Display properties in dashboard columns

Filter proofs using custom properties

Add custom properties

Log into Ziflow. Select your user avatar and choose Settings > Proof Settings > Properties.
Select Add group to create a property group containing a set of custom properties.

This group is disabled by default and doesn't have any properties yet.
To add a group, select Property group, enter a property group name and select the blue checkmark.

Select Add Property and create custom properties.

Name	The name of your property (e.g., Client, Project Name, Project Leader, Review type).
Hint	A description to help proof creators understand the property’s purpose. This hint will be displayed as a tooltip near the property name.
Group	The Property group that this property belongs to.
Make this property mandatory	Enable this to make the property mandatory when users create a proof.
Visible	Show or hide this property during proof creation. Useful for disabling a property without removing it entirely.
Field type	Choose from eight field types, depending on how you want users to enter or select information: Single-line text – For short text entries Multi-line text – For longer text or notes Number – Accepts only numeric input Checkbox – Create options that users can select Radio buttons – Let users select one option from a fixed list Date – Adds a calendar picker for selecting dates Single-select list – Users select one value from a predefined list Multi-select list - Users can select multiple value from a predefined list. See Add Tags. User – Choose a user from your account or team.
Value	Configure value options of the property. If you select the checkbox field type, you will need to define what options the proof creator can choose from during proof creation. You can add those values one by one or load them as a list.

Select Create to add the property to the property group.
On the Properties page, toggle the property group to make it available.
To make properties visible during proof creation, both the property group and at least one property within it must be activated.

Notes:

If the group is active but no properties within it are, nothing will appear.

If properties are active but the group is not, nothing will appear.

Make sure both are turned on to display custom fields in the proof creation workflow.

When properties are created and active, all users will see a Properties section during the proof creation process.

You can view the proof properties in the Proof details Properties tab:

Add tags

The multi-select list property lets you add custom tags. Using colored tags is an easy way to save more custom information using one list. When configuring a new custom property, choose Multi-select list from Field type.

New values color	Define one default color for all added values or select the random option
Allow users to create new values	Allow users to add new values
Include values in search results	Enable searching for tags using the global search feature
Values list	Values added to the property. You can switch the order, edit color, enable/disable values, or delete them.
Add value / Load options	Add new values one by one using Add value or upload multiple values simultaneously using Load options

Once the property is added and enabled, your users can select the added values during the proof creation process and/or add new ones to the list if the proper setting is applied.

Display properties in dashboard columns

You can choose to display properties as dashboard columns.

Read more about using Dashboard Columns.

Filter proofs using custom properties

You can filter proofs by property.

Read more about filtering Dashboard Views.

Where is the feature accessible? Settings > Proof Settings > Properties.

Learn how to:
Adding custom properties

Start by creating a property group containing a set of custom properties. Click the + Add group button to add a new empty group to the properties screen.

This group is disabled by default and doesn't have any properties yet. Click on Property Group, then add your specific property group name.

Next, click on Add Property to begin creating custom properties.
1. Name - name your property (e.g., Client, Project Name, Project Leader, Account Manager).
2. Hint - type a quick description to help proof creators understand the property’s purpose. This hint will be displayed as a tooltip near the property name.
3. Group - select a group to which this property will belong.
4. Make this property mandatory - by enabling this option, you will force proof creators to select a property setting during proof creation.
5. Visible - this determines whether or not this property will appear in the proof creation workflow. This option is handy when you want to switch off a property.
6. Field type - There are eight types of fields that you can choose from: Single-line text, Multi-line text, Number, Checkbox, Radio, Date, List, and User.
7. Value - configure value options of the property. If you select the checkbox field type, you will need to define what options the proof creator can choose from during proof creation. You can add those values one by one or load them as a list.
When you hit the Create button, the property will be added to the pre-defined property group. Please remember to toggle the property group on if you want to enable it for your users. A couple of things to keep in mind:
1. Nothing will display on the proof creation page if the property group is activated, but no properties within that group are activated.
2. If the properties within a group are activated, but the property group is not activated, nothing will display on the proof creation page.
The property group and at least one property must be activated to display on the proof creation page.

From this point, all users will go through the new step (Proof Properties) during the proof creation process.

Adding Tags

The multi-select list property lets you add custom tags. Using colored tags is an easy way to save more custom information using one list. When configuring new custom properties, choose a Multi-select list field type from a dropdown.
1. Field type: Multi-select list - allows you to use colored tags for added properties.
2. New values color - you can define one default color for all added values or select the random option.
3. Allow users to create new values - by choosing this option, you will allow users access to the proof to add new values.
4. Include values in search results - this will enable searching for tags using the global search feature.
5. Values list - list of available values added to the property. You can switch the order, edit color, enable/disable values, or delete them.
6. Add value / Load options - you can either add new values one by one using the "Add value" button or upload multiple values simultaneously using the Load options button.
Once the property is added and enabled, your users can select the added values during the proof creation process and/or add new ones to the list if the proper setting is applied.

Properties in Dashboard Custom Views

Users may display applied properties in their dashboard proof list view:

Please read more about using custom views.

Filtering by custom properties

Users can filter proofs by adding properties, as shown above.

Please check this article on how to use filters.

Additional information:
- Applied custom properties are also available on the Proof Details page.
- Properties are also applied when creating proofs using Workflow Templates.
Supporting material:
- Markups, Comments & Attaching files