Configure proof settings when creating a proof

Dina Bennett
Dina Bennett
  • Updated

When you create a proof, set and manage proof options like assigning an owner, choosing version type, locking the proof after decisions, and skipping the creation email notification.

Ziflow administrators can set default proof settings for users. For more information, see Configure default proof settings.

 

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.

 

To configure your proof settings, in the New proof window, open the Settings section.

create-proof-open-settings.png

 

Proof owner

To transfer proof ownership to another user, select the proof owner name and enter the name or email address of the desired user.

 

Minor version

Pro Enterprise

If your organization reviews proofs internally before sharing them with external team members or clients, you can use minor review versions for your internal review and start external reviews at V1 to avoid confusion. 

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

Once a decision is made, proofs or stages can be locked 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. They also can manually lock the proof at any time. For more information, see Lock and Unlock proofs manually.

 

Suppress the proof created/failed email

Enable this setting if you prefer not to receive email notifications that your new proof has been created or that it failed. 

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