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Dina Bennett

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Articles

Recent activity by Dina Bennett

  • Take over a connection from another user

    Available on: Business Legacy, Pro EnterpriseEach flow uses the connection of the person who created it. When that person leaves your organization, a Ziflow administrator can take over their connec...

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  • CSV export data description

    The tables on this page describe the data fields available when exporting proof review information from Ziflow into CSV format. For more information on exporting CSV files, see Export data to CSV.P...

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  • Use private comments and replies

    Private comments and replies can only be seen by reviewers in a stage, reviewers with Manage permissions, and your Ziflow administrator.Available on: EnterpriseThere are two types of comments/repli...

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  • Manage default email settings

    Ziflow administrators manage all default email settings.You can only change the display name. The From email address cannot be changed.To open email settings, log into Ziflow and from your avatar s...

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  • Useful Ziflow webhooks and JSONata examples

    You can use Ziflow API and webhooks to connect Ziflow with internal or third-party services. Here are some common JSONata variables and webhook configurations. Webhooks Endpoint URL: https://api.z...

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  • Get your Ziflow API key

    Copy or regenerate your API key for accessing the Ziflow API.If you regenerate your key, all integrations using your API key will need to be reconfigured with your new API key. For security, do NOT...

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  • Interpret CSV export data using Ziflow metrics template

    Exporting CSVs is easy, but extracting meaningful insight from your data can be difficult if you’re not an analyst and do not have access to a BI platform.To bridge that gap, we’ve created a struct...

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  • Export proof report or PDF with comments

    If your review or approval process requires archiving or auditing, use Ziflow’s export options to create a PDF record of your review activity. Anyone with View permissions on a review can export ei...

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  • Customize email templates

    Ziflow administrators can customize email templates to control what proof information is shared with reviewers. This includes editing or removing text, proof details, stage information, proof previ...

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  • Use JSONata to insert values

    You can use JSONata expressions to pass values from earlier Ziflow events and Zibots in your automation flow into other Zibots (such as Webhook Zibots). You can also use them in customized email te...

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    • 0 votes