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Dina Bennett

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Articles

Recent activity by Dina Bennett

  • Proof security and sharing settings

    Use proof security settings to configure default access to proofs and whether reviewers must authenticate before viewing them. These settings apply to both licensed users and guest reviewers and en...

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  • Add trusted accounts

    Trusted accounts let administrators create a trusted relationship between separate Ziflow accounts. This allows trusted users to be added more easily to reviews. Trusted accounts synchronize user i...

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  • Share a proof / Add reviewers

    After a proof is created, the owner or manager can share the proof with additional people and add them as reviewers.Available on: Business Legacy Free Standard Pro EnterpriseZiflow users and admini...

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  • Use Dropbox and Google Drive for automated proof creation

    You can connect Ziflow with Dropbox or Google Drive and create an automated flow that creates proofs whenever new assets are added to a specific Dropbox folder. These steps work for both Dropbox Pe...

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  • Split or move proof versions

    If you are an admin or proof manager, you can split a proof’s version history at a specific point without deleting any files. This option is available only when the proof has more than one version....

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  • Configure organization two-factor authentication (2FA)

    Enterprise administrators can configure organization-wide 2FA settings.Available for administrators on: EnterpriseZiflow administrators can:Make 2FA optional or required.Require 2FA immediately or ...

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  • Delete a checklist template

    Changes to a checklist template only affect future proof reviewsIf you delete a checklist template, any in-progress or completed reviews that used it will still retain the checklist, but you will n...

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  • ClickUp flow examples

    Create a ClickUp task, populate application fields, and set a task status when new Ziflow proof is createdOnce Ziflow is connected with ClickUp, you can start setting up ClickUp flows. With this fl...

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  • Understand proof notifications

    Ziflow notifications are event-driven and controlled at multiple levels. What each reviewer receives depends on: Reviewer notification settings: organization level, group level, profile level, and ...

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  • Manage your monday.com integration

    Understand how to maintain a stable monday.com integration, prevent disconnects, and keep your flows working consistently.Understand how the integration worksThe monday.com integration relies on a ...

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