Account Management

• Resubscribe to Ziflow notification emails

  You can resubscribe to Ziflow notification emails if you accidentally unsubscribed yourself and are no longer receiving proof review updates.  Ziflow displays an unsubscribed...

• Manage out of office

  Enable Out of Office in Ziflow to indicate that you're unavailable for proof reviews.   Available on: All editions   This feature is in Public Preview phase. Public Preview...

• Create custom permissions for user and manager roles

  Summary: Given the complexities of today's creative review and approval workflows, many organizations need fine-grained permissions for users beyond what is provided in Ziflo...

• Add custom branding

  Branding possibilities depend on the Ziflow edition. The Starter edition has basic customization options, including uploading your logo to the dashboard and choosing your Zif...

• Add a Terms and Condition notice

  Summary: Enterprise account administrators can configure a pop-up to include legal information and external links and require reviewers to accept the terms of usage before us...

• Change language settings

  Summary: Ziflow administrators can set the default account language. Each Ziflow user can select their preferred language in their profile settings.   Available: All Ziflow e...

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• Create and use checklists

  Checklists help ensure every proof is reviewed thoroughly and consistently. Add checklists to your proof review to help guide your reviewers.   Available on: Enterprise     ...

• Configure default proof settings

  Ziflow administrators configure default proof settings in Proofing Settings > General. Ziflow displays these settings when users create a proof.   Available on: Free Standard...

• Create and use workflow templates

  Workflow templates are predefined review processes your Ziflow administrators create. When you select a template during proof creation, all required stages, reviewers, and no...

• Email Templates

  Summary: To help ensure that only the most relevant, appropriate proof data is sent to reviewers, we’ve expanded the customization options on Ziflow email templates. Administ...

• Configure default Proof Viewer settings

  This is where account admins will establish defaults for the Proof Viewer settings. To start adjusting Proof Viewer settings, please go to Settings -> Proofing Settings -> Pr...

• Manage decision settings

  Administrators can change the names of the review decision labels that reviewers see in the Proof Viewer, or add decision reasons and customize a post-decision message for re...

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• Webhooks

  Summary: Webhooks are one way that apps can send automated messages or information to other apps. It’s a simple way for your Ziflow account to "speak" with other online appli...

• S3 Credentials

  Summary: This feature enables you to provide S3 credentials that will be used to access proof source files from a secured bucket on Amazon Simple Storage Service.   Available...

• API Settings

  This is where account admins will establish defaults for the API settings. Ask user to change their password when they sign in - you may force your users to change their p...

• SCIM provisioning with Microsoft Entra

  The integration between Microsoft Entra and Ziflow that enables this provisioning is built around an industry-standard protocol known as SCIM (System for Cross-domain Identit...

• Configure general security settings

  Ziflow administrators configure default security settings in Security > General.    Available on: Free Standard Pro Enterprise Note: Screen captures reflect the Enterprise e...

• Proof Security Settings

  Summary: The Proof Security Settings allow customers to securely share proofs, not only with users but with guest reviewers as well. This functionality ensures that only desi...

• Single Sign-On (SSO)

  Summary: Ziflow supports Secure Assertion Markup Language (SAML), which allows you to provide single sign-on to your users. The benefit of Single Sign-on (SSO) is that your u...

• SCIM provisioning with Okta

  The integration between Okta and Ziflow that enables this provisioning is built around an industry-standard protocol known as SCIM (System for Cross-domain Identity Managemen...

• IP Allowlist

  Summary: As a creative collaboration and online proofing platform, we understand the importance of security for our customers. That's why we have introduced a new feature cal...

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• Embedded Review & Approval

  This guide will take you through the integration steps and key points to consider at each point. When you see Decision, this will prompt you to make a choice in your integrat...

• Trusted (Hub/Satellite) Accounts

  Summary: In many cases, our customers need to manage multiple accounts (various agencies, brands, departments, etc.). With Trusted Accounts, admins can set up trust relations...

• Managing Multiple Accounts

  Summary: Users of Ziflow can sign-up or be invited to multiple accounts using the same email address. Organizations and agencies that manage multiple Ziflow accounts (one acc...

• Creating multiple Ziflow Accounts

  Summary: Ziflow allows having multiple accounts registered under a single email. This becomes handy when your organization needs to split its team's work into separate worksp...