Add a proof to Ziflow to start a review.

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

Available on: Free Standard Pro Enterprise

Screen captures reflect the Enterprise edition of Ziflow. If you’re on a different edition, some features or options might not appear in your view.

1. Create new proof
2. Name and organize your proof
3. Add files to a proof
4. Choose proof type
5. Add a brief
6. Add reviewers and workflow
7. Add integrations
8. Add custom properties
9. Configure proof settings
10. Finish and create

Create new proof

1. Log into Ziflow. The Proofs list opens.
    
2. Select New Proof(s).
   
   
   
   You can also drag a new proof into the + tile on the Proof list screen to begin.
   
   
    

Name and organize your proof

1. Name your new proof. If you do not enter a name, Ziflow will use the file name of the first proof added by default.
   Your proof name can be up to 255 characters and may include special characters.
   
   
2. (Standard, Pro, and Enterprise) Choose the folder where you want to store your proof. 
   Storing proofs in folders allows you to use the Gallery and Canvas features to display multiple proofs at once without combining files. See Organize your proofs using folders: create a folder.
   
   

Add files to a proof

1. Upload the files you want to proof by dropping them into the Add area, selecting them from your device, or entering a website URL (to add multiple URLs, paste from a source where they are separated by line spaces).
   For a website, choose either Snapshot or Live. See Create a Snapshot or Live website proof review.
   For a list of supported file types, see Supported File & Media Formats.
   Note: To prevent any issues during proof creation, make sure that your file is not open in another application.
   
   
    

Choose proof type

(Standard, Pro, and Enterprise) Choose your proof type:

• combined proof: Your static assets are bundled into a single proof and merged into a continuous page. Your reviewers will receive a single notification covering all files, and the review cycle will treat them as a single, unified set.
• create a separate proof for each - Ziflow creates a proof for each asset with separate review cycles.

Add a brief

(Standard, Pro, and Enterprise) Add a brief by attaching a file or entering text. The brief will be visible to all reviewers in the Proof Viewer at the top of the comment box so that all reviewers can access proofing guidelines.

Add reviewers and workflow

To learn more about workflows, see Understand workflows.

1. If you have customized workflow templates, which include all reviewers and stages, select Add Workflow Template and choose your template. For information on creating workflow templates, see Configure and use workflow templates.
   If you add a workflow template, your reviewers are added, so you can skip the next step.
    

2. Select Add Reviewers to add a list of reviewers to a review stage. By default, Ziflow creates a “Stage 1” and automatically assigns ownership to the proof creator (you can change the proof owner if needed). 
    

   • 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.

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

   Ziflow adds the reviewer and you can set up their proofing permissions and notification preferences, as well as when the stage begins, deadlines, and other settings. For more information about reviewer and stage settings, see Add reviewers and configure workflows when creating a proof.
   For information about proof permissions and notifications, see Understand proof permissions, Understand proof reviewer permissions, and Understand proof notifications. 
   
   
    

Add integrations

(optional)  If you have Ziflow linked with a third-party application such as monday.com, Asana, or Jira, you can connect your proof review to tasks or projects. 

Add custom properties

(Enterprise only and optional) If you have custom properties configured, you can add them in the Properties section. You will only see the Properties section if your administrator added properties. For more information, see Custom Proof Properties and Tags.

 

Configure proof settings

1. Configure your security settings. For more information, see Configure proof security.
   
   
    
2. Configure your general proof settings. For more information, see Configure proof settings.
   
   
    

Finish and create

1. Select Create.

   If something is set up incorrectly. Ziflow will identify the issue with a red mark.

   After the proof is processed, Ziflows sends an email to reviewers informing them that they have a new proof to review.