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Getting Started
Signing up to Ziflow
Sign up to Ziflow
Verify your email address
Brand your account
Start proofing and learn more!
Navigating Ziflow
Proofs List
Flows & Connections
People
Branding your account
Billing
My profile
Creating & sharing a proof
Reviewing a proof
Opening a proof
Annotating, commenting and drawing markups
Replying to comments
Submitting decisions & Completing a review
Comparing proofs
Supported file types
Images
Static file formats
Web Page
Rich Media
Animated GIFs
Video file formats
Audio file formats
Online Proofing
Creating Proofs & Versions
Creating a New Proof
What to review
Configure Stages
Proof Settings
Uploading a New Proof Version
Where to start?
Edit Workflow (optional)
Finish creating a New Proof Version
Setting up Automated Workflows
Sharing a Proof
Allowing Reviewers Across Multiple Stages
Duplicate Proofs
Combine any file type in a single proof
Using Intake Forms
Creating Intake Forms
Intake From Zibot
Creative Collaboration using Adobe Creative Suite
Premiere Pro CC
Illustrator CC
Photoshop CC
After Effects CC
InDesign CC
New version upload from Adobe plugin
Adobe plugin troubleshooting steps
Creative collaboration using Final Cut Pro
Managing proofs
Using the Proof List
Understanding the Proof Details Page
Proof Permissions
Insights
Using and sharing Proof Folders
Dashboard Filters
Using Custom Views
Global Search
Progress Indicators For Reviewers (SOCD)
Manually Locking and Unlocking Proofs
Deleting Proofs
Exporting Proofs to CSV
Exporting Comments to PDF
Sending manual Proof Reminders
Automated Late Proof Reminders
Proof Activity and Messages
Reviewing Proofs in Proof Viewer
Using the Ziflow Proof Viewer
Markups, Comments & Attaching files in Proof Viewer
Comparing Proof Versions in Proof Viewer
Finishing a Review & Understanding Proof Decisions in Proof Viewer
Label and resolve comments in Proof Viewer
Using the Measurement Tool in Proof Viewer
Using @mentions when Commenting on Proof in Proof Viewer
Using Text Annotation Tool in Proof Viewer
Adjusting Proof Viewer settings
Changing notification preferences in Proof Viewer
Filtering Comments in Proof Viewer
Unread comments in Proof Viewer
Single page view, Continuous page view & Magazine layout in Proof Viewer
Proofing websites in Ziflow
Reviewing a static website proof
Reviewing a live website proof
Why is my live website proof not loading correctly in the viewer?
Proofing pages protected with reCaptcha
Supporting Material
Proofing videos in Ziflow
Next proof to review
Folders in the Proof Viewer
Mobile Proofing in Proof Viewer
Exporting Comments to PDF in Proof Viewer
Proofing Figma Websites
Reviewing Proofs in Legacy Proof Viewer
Using the Legacy Proof Viewer
Markups, Comments & Attaching Files in Legacy Proof Viewer
Comparing Versions in Legacy Proof Viewer
Finishing a Review & Understanding Proof Decisions in Legacy Proof Viewer
Label and resolve comments in Legacy Proof Viewer
Legacy Proof Viewer Settings
Using the Measurement Tool in Legacy Proof Viewer
Using the Text Selection Tool in Legacy Proof Viewer
Text Search in Legacy Proof Viewer
Restoring Deleted Comments in Legacy Proof Viewer
Setting up Email Notification Preferences in Legacy Proof Viewer
Filtering Comments in Legacy Proof Viewer
Single page view, Continuous page view & Magazine layout in Legacy Proof Viewer
Using @mentions when commenting proofs in Legacy Proof Viewer
Proofing Videos in Legacy Proof Viewer
Proofing Rich Media Files in Legacy Proof Viewer
Proofing Google Drive Docs
Folders in Proof Viewer in Legacy Proof Viewer
Mobile Proofing in Legacy Proof Viewer
Proofing - Frequently Asked Questions
FAQ: Why does an old proof version auto lock when a new version is created?
FAQ: How can I add reviewers to the previous version of a proof?
FAQ: How can I check a reviewer's proof status?
FAQ: Why is my live website proof not loading correctly in the viewer?
FAQ: My proofs have disappeared, where can I find them?
FAQ: How to disconnect version from a proof or change previous version of a proof?
FAQ: How can I change the default content size for rich media proofs?
FAQ: How can I hide the “Sign in” button that appears in the Proof Viewer when someone clicks on a public URL?
FAQ: What do I need to whitelist to ensure emails from Ziflow are not marked as spam?
FAQ: What keyboard shortcuts are available when reviewing a proof?
Flows & Zibots
Creating Flows
Creating a New Flow
Flows based on Google Drive & Dropbox
Intake Form Flows
Webhook Flows
Understanding Event Settings
Managing the Flow List
Zibots
Creating Proof Zibot Settings
Flows based on Google Drive & Dropbox
Flows based on Intake forms
New Proof Triggers & Webhook Zibot
Zibot Paths
Netsuite Zibot Settings
Convert to PDF Zibot Settings
PDF Event configuration
PDF Zibot configuration
Convert to Image Zibot Settings
Image Event configuration
Image Zibot configuration
Transcode Video Zibot Settings
Transcode Video Event configuration
Transcode Video Zibot Configuration
Transcode Settings
Transcode Audio Zibot Settings
Transcode Audio Event configuration
Transcode Audio Zibot Configuration
Send an Email Zibot Settings
Send Email Zibot Event configuration
Send Email Zibot configuration
Copy & Move a file Zibot Settings
Copy & Move Event configuration
Copy & Move Zibot configuration
Rename a file Zibot Settings
Rename File Event configuration
Rename File Zibot configuration
Send a file via FTP Zibot Settings
FTP Event configuration
FTP Zibot Configuration
Creating a Folder Tree Zibot Settings
Create a folder tree Zibot Event configuration
Create a folder tree Zibot configuration
Creating Folder Zibot Settings
Create a folder Zibot Event configuration
Create a folder Zibot configuration
Sharing a Dropbox link Zibot Settings
Share a file with Dropbox link Zibot Event configuration
Share a file with Dropbox link Zibot configuration
Sharing Files with Dropbox Team Members Zibot Settings
Share a file with Dropbox team members Zibot Event configuration
Share a file with Dropbox team members Zibot configuration
Basecamp Zibot Settings
monday.com Zibot Settings
Slack Zibot Settings
Microsoft Teams Zibot Settings
Connections
Connecting to Asana
Connecting to Basecamp
How to connect with Basecamp
Setting up Basecamp automated flows
Setting up Basecamp Zibot action
Basecamp flow examples
Connecting to Slack
How to connect with Slack
Setting up Slack automated flows
Setting up Slack Zibot action
Slack flow examples
Connecting to Slack with Webhooks
Connecting to monday.com
How to connect with monday.com
Setting up monday.com automated flows
Setting up monday.com Zibot action
monday.com flow examples
monday.com app
Connecting to Jira
Connecting to Netsuite
Using Intake Forms for automated proof creation
How to connect Ziflow with Google Drive?
How to connect Ziflow with Dropbox Business?
How to connect Ziflow with Dropbox Business?
Flows - Frequently Asked Questions
What are Zibots?
What are tokens & how are they used?
FAQ: How can I use JSONPath in Webhook & Intake Form zibots?
Users & Contacts
Users & Contacts
Inviting Contacts into Ziflow
Understanding Ziflow User Roles and Rights
Lite Users
Custom Permissions for User and Manager Roles
Managing Ziflow Conatcts
Changing user rights
Deleting or deactivating a user
View user details
Enable locked user
Viewing and Editing your Ziflow Profile
Transferring account owner role
Transfer proofs to another user
FAQ: What is the difference between a user and guest?
FAQ: How to change a password to my Ziflow account?
Creating and Managing Groups
Administration & Billing
Branding
Starter Edition
Business & Enterprise Edition
Billing
Downloading Invoices from your Ziflow Account
Checking used Storage, Proofs and User Counts
Proofing Settings
General Account Settings
General Proofing Settings
General Security settings
Configuring Workflow Templates
Email templates
Proof Viewer Settings
Customize your Help Links in Proof Viewer
Making Folders Mandatory
Post decision message
Disable user accounts after inactivity
Label and Comment settings management
Custom Proof Properties and Tags
Custom decision labels
Setting up decision reasons
Selecting an Email Sender
Archiving Proofs
How can I hide decisions in Ziflow?
Proof Security Settings
Localization in Ziflow
Managing Multiple Accounts
Trusted (Partner) Accounts
Webhooks
Setting up Custom Domains
Authentication Activity
Single Sign-on
Single Sign-On (SSO) for G Suite
S3 Credentials
Administration - Frequently Asked Questions
FAQ: Where do I get the Proof or Flow ID?
FAQ: How to restore deleted proofs via trash?
FAQ: How can I use the vector-based text feature for better proof quality?
FAQ: Why proofs colors may vary depending on used browser?
FAQ: How can I stay logged in to Ziflow?
FAQ: Supported Web Browsers
FAQ: Can I have an account with less than 5 seats?
FAQ: What do I need to whitelist if I am restricting site access to my staging sites?
Contact Support
Getting Started
Signing up to Ziflow
Sign up to Ziflow
Verify your email address
Brand your account
Start proofing and learn more!
Navigating Ziflow
Proofs List
Flows & Connections
People
Branding your account
Billing
My profile
Creating & sharing a proof
Reviewing a proof
Opening a proof
Annotating, commenting and drawing markups
Replying to comments
Submitting decisions & Completing a review
Comparing proofs
Supported file types
Images
Static file formats
Web Page
Rich Media
Animated GIFs
Video file formats
Audio file formats
Online Proofing
Creating Proofs & Versions
Creating a New Proof
What to review
Configure Stages
Proof Settings
Uploading a New Proof Version
Where to start?
Edit Workflow (optional)
Finish creating a New Proof Version
Setting up Automated Workflows
Sharing a Proof
Allowing Reviewers Across Multiple Stages
Duplicate Proofs
Combine any file type in a single proof
Using Intake Forms
Creating Intake Forms
Intake From Zibot
Creative Collaboration using Adobe Creative Suite
Premiere Pro CC
Illustrator CC
Photoshop CC
After Effects CC
InDesign CC
New version upload from Adobe plugin
Adobe plugin troubleshooting steps
Creative collaboration using Final Cut Pro
Managing proofs
Using the Proof List
Understanding the Proof Details Page
Proof Permissions
Insights
Using and sharing Proof Folders
Dashboard Filters
Using Custom Views
Global Search
Progress Indicators For Reviewers (SOCD)
Manually Locking and Unlocking Proofs
Deleting Proofs
Exporting Proofs to CSV
Exporting Comments to PDF
Sending manual Proof Reminders
Automated Late Proof Reminders
Proof Activity and Messages
Reviewing Proofs in Proof Viewer
Using the Ziflow Proof Viewer
Markups, Comments & Attaching files in Proof Viewer
Comparing Proof Versions in Proof Viewer
Finishing a Review & Understanding Proof Decisions in Proof Viewer
Label and resolve comments in Proof Viewer
Using the Measurement Tool in Proof Viewer
Using @mentions when Commenting on Proof in Proof Viewer
Using Text Annotation Tool in Proof Viewer
Adjusting Proof Viewer settings
Changing notification preferences in Proof Viewer
Filtering Comments in Proof Viewer
Unread comments in Proof Viewer
Single page view, Continuous page view & Magazine layout in Proof Viewer
Proofing websites in Ziflow
Reviewing a static website proof
Reviewing a live website proof
Why is my live website proof not loading correctly in the viewer?
Proofing pages protected with reCaptcha
Supporting Material
Proofing videos in Ziflow
Next proof to review
Folders in the Proof Viewer
Mobile Proofing in Proof Viewer
Exporting Comments to PDF in Proof Viewer
Proofing Figma Websites
Reviewing Proofs in Legacy Proof Viewer
Using the Legacy Proof Viewer
Markups, Comments & Attaching Files in Legacy Proof Viewer
Comparing Versions in Legacy Proof Viewer
Finishing a Review & Understanding Proof Decisions in Legacy Proof Viewer
Label and resolve comments in Legacy Proof Viewer
Legacy Proof Viewer Settings
Using the Measurement Tool in Legacy Proof Viewer
Using the Text Selection Tool in Legacy Proof Viewer
Text Search in Legacy Proof Viewer
Restoring Deleted Comments in Legacy Proof Viewer
Setting up Email Notification Preferences in Legacy Proof Viewer
Filtering Comments in Legacy Proof Viewer
Single page view, Continuous page view & Magazine layout in Legacy Proof Viewer
Using @mentions when commenting proofs in Legacy Proof Viewer
Proofing Videos in Legacy Proof Viewer
Proofing Rich Media Files in Legacy Proof Viewer
Proofing Google Drive Docs
Folders in Proof Viewer in Legacy Proof Viewer
Mobile Proofing in Legacy Proof Viewer
Proofing - Frequently Asked Questions
FAQ: Why does an old proof version auto lock when a new version is created?
FAQ: How can I add reviewers to the previous version of a proof?
FAQ: How can I check a reviewer's proof status?
FAQ: Why is my live website proof not loading correctly in the viewer?
FAQ: My proofs have disappeared, where can I find them?
FAQ: How to disconnect version from a proof or change previous version of a proof?
FAQ: How can I change the default content size for rich media proofs?
FAQ: How can I hide the “Sign in” button that appears in the Proof Viewer when someone clicks on a public URL?
FAQ: What do I need to whitelist to ensure emails from Ziflow are not marked as spam?
FAQ: What keyboard shortcuts are available when reviewing a proof?
Flows & Zibots
Creating Flows
Creating a New Flow
Flows based on Google Drive & Dropbox
Intake Form Flows
Webhook Flows
Understanding Event Settings
Managing the Flow List
Zibots
Creating Proof Zibot Settings
Flows based on Google Drive & Dropbox
Flows based on Intake forms
New Proof Triggers & Webhook Zibot
Zibot Paths
Netsuite Zibot Settings
Convert to PDF Zibot Settings
PDF Event configuration
PDF Zibot configuration
Convert to Image Zibot Settings
Image Event configuration
Image Zibot configuration
Transcode Video Zibot Settings
Transcode Video Event configuration
Transcode Video Zibot Configuration
Transcode Settings
Transcode Audio Zibot Settings
Transcode Audio Event configuration
Transcode Audio Zibot Configuration
Send an Email Zibot Settings
Send Email Zibot Event configuration
Send Email Zibot configuration
Copy & Move a file Zibot Settings
Copy & Move Event configuration
Copy & Move Zibot configuration
Rename a file Zibot Settings
Rename File Event configuration
Rename File Zibot configuration
Send a file via FTP Zibot Settings
FTP Event configuration
FTP Zibot Configuration
Creating a Folder Tree Zibot Settings
Create a folder tree Zibot Event configuration
Create a folder tree Zibot configuration
Creating Folder Zibot Settings
Create a folder Zibot Event configuration
Create a folder Zibot configuration
Sharing a Dropbox link Zibot Settings
Share a file with Dropbox link Zibot Event configuration
Share a file with Dropbox link Zibot configuration
Sharing Files with Dropbox Team Members Zibot Settings
Share a file with Dropbox team members Zibot Event configuration
Share a file with Dropbox team members Zibot configuration
Basecamp Zibot Settings
monday.com Zibot Settings
Slack Zibot Settings
Microsoft Teams Zibot Settings
Connections
Connecting to Asana
Connecting to Basecamp
How to connect with Basecamp
Setting up Basecamp automated flows
Setting up Basecamp Zibot action
Basecamp flow examples
Connecting to Slack
How to connect with Slack
Setting up Slack automated flows
Setting up Slack Zibot action
Slack flow examples
Connecting to Slack with Webhooks
Connecting to monday.com
How to connect with monday.com
Setting up monday.com automated flows
Setting up monday.com Zibot action
monday.com flow examples
monday.com app
Connecting to Jira
Connecting to Netsuite
Using Intake Forms for automated proof creation
How to connect Ziflow with Google Drive?
How to connect Ziflow with Dropbox Business?
How to connect Ziflow with Dropbox Business?
Flows - Frequently Asked Questions
What are Zibots?
What are tokens & how are they used?
FAQ: How can I use JSONPath in Webhook & Intake Form zibots?
Users & Contacts
Users & Contacts
Inviting Contacts into Ziflow
Understanding Ziflow User Roles and Rights
Lite Users
Custom Permissions for User and Manager Roles
Managing Ziflow Conatcts
Changing user rights
Deleting or deactivating a user
View user details
Enable locked user
Viewing and Editing your Ziflow Profile
Transferring account owner role
Transfer proofs to another user
FAQ: What is the difference between a user and guest?
FAQ: How to change a password to my Ziflow account?
Creating and Managing Groups
Administration & Billing
Branding
Starter Edition
Business & Enterprise Edition
Billing
Downloading Invoices from your Ziflow Account
Checking used Storage, Proofs and User Counts
Proofing Settings
General Account Settings
General Proofing Settings
General Security settings
Configuring Workflow Templates
Email templates
Proof Viewer Settings
Customize your Help Links in Proof Viewer
Making Folders Mandatory
Post decision message
Disable user accounts after inactivity
Label and Comment settings management
Custom Proof Properties and Tags
Custom decision labels
Setting up decision reasons
Selecting an Email Sender
Archiving Proofs
How can I hide decisions in Ziflow?
Proof Security Settings
Localization in Ziflow
Managing Multiple Accounts
Trusted (Partner) Accounts
Webhooks
Setting up Custom Domains
Authentication Activity
Single Sign-on
Single Sign-On (SSO) for G Suite
S3 Credentials
Administration - Frequently Asked Questions
FAQ: Where do I get the Proof or Flow ID?
FAQ: How to restore deleted proofs via trash?
FAQ: How can I use the vector-based text feature for better proof quality?
FAQ: Why proofs colors may vary depending on used browser?
FAQ: How can I stay logged in to Ziflow?
FAQ: Supported Web Browsers
FAQ: Can I have an account with less than 5 seats?
FAQ: What do I need to whitelist if I am restricting site access to my staging sites?
Contact Support
Flows & Zibots
Flows - Frequently Asked Questions
Flows - Frequently Asked Questions
Most common questions asked regarding flows/connections functionality.
What are Zibots?
What are Tokens & how can I use them?
How to use JSONPath in Webhook zibots?