Once your Ziflow administrator installs and integrates the Ziflow widget, you can review, comment, and approve proofs connected to your monday.com items without leaving the platform, or open your proof in the Ziflow Proof Viewer through a Review link in the monday.com Item page.

Review in monday.com

Review in the Ziflow Proof Viewer

Review in monday.com

The view that is set up on your board for Ziflow (in this example, Ziflow Proofs) appears alongside your other board views. Select it to open the Gallery view and see all proofs linked to monday.com tasks on this board.

1. Open your board and select the Ziflow Proofs view.
2. Select the proof you want to review.
3. Leave comments and markup on the proof the same way you would working directly in Ziflow. For more information, see Review proofs.

Tip: For a larger review workspace, hide the left navigation pane and switch to full screen.

Switch between Gallery and Canvas view (monday.com)

Gallery view displays the proofs in your project as thumbnails. Select the thumbnail to begin your review.

Canvas view displays the proofs in your project and teams can view, arrange, and sort multiple proofs at once. 

1. Select the gear icon in the Ziflow Proofs view to open the Customize View window. 
   
   
   
   
2. In View Mode, choose Canvas.

Filter proofs using Customize View

You can filter a board to see proofs based on status or decisions. You can also choose to view a board in Gallery or Canvas view, or split screen to view your board and proofs at the same time.

1. Select the gear icon in the Ziflow Proofs view to open the Customize View window. 

Important: Customized views are shared with all users on the board. Any changes you make will be visible to everyone. For example, if you filter the Proof Status to In Progress, each person will only see their own proofs that are in progress.

To avoid confusion, we recommend that only the board owner update the Customize View window. The board owner can also duplicate the Ziflow Proofs view, rename it, and create additional tabs with filters, for example, proofs waiting for review.

Review in the Ziflow Proof Viewer

Another way to review proofs is to open Ziflow's Proof Viewer. When your monday.com administrator installs the Ziflow widget, a tab appears in the item details of each board item (in this example, Ziflow Proofs). To learn more, see Review proofs.

1. Select the Ziflow Proofs tab.
2. Select Review to open the proof in the Ziflow Proof Viewer.
   If prompted, sign in to Ziflow.
   
   
   Your proof opens in the Proof Viewer in a new browser tab.
   
   
   
   Note: Your access to proof actions depends on the permissions granted by the proof owner.

Switch accounts to access proofs

[Optional] If you belong to more than one Ziflow account, you may see a Switch account button when you open the Ziflow Proofs tab. This means the monday.com item is linked to a different Ziflow account.

1. Select Switch account.
2. Sign in to the account connected to monday.com to access proofing data.

You can leave comments or make decisions, depending on the permissions set by the proof owner. If required, sign in to Ziflow before adding feedback.