Flows - Frequently Asked Questions
Most common questions asked regarding flows/connections functionality.
- Getting Started
- Online Proofing
- Creating Proofs & Versions
- 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
- Single page view, Continuous page view & Magazine layout in Proof Viewer
- Proofing websites in Ziflow
- 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
- Zibots
- Creating Proof Zibot Settings
- New Proof Triggers & Webhook Zibot
- Zibot Paths
- Netsuite Zibot Settings
- Convert to PDF Zibot Settings
- Convert to Image Zibot Settings
- Transcode Video Zibot Settings
- Transcode Audio Zibot Settings
- Send an Email Zibot Settings
- Copy & Move a file Zibot Settings
- Rename a file Zibot Settings
- Send a file via FTP Zibot Settings
- Creating a Folder Tree Zibot Settings
- Creating Folder Zibot Settings
- Sharing a Dropbox link Zibot Settings
- Sharing Files with Dropbox Team Members Zibot Settings
- Basecamp Zibot Settings
- Monday.com Zibot Settings
- Slack Zibot Settings
- Microsoft Teams Zibot Settings
- Connections
- Connecting to Asana
- Connecting to Basecamp
- Connecting to Slack
- Connecting to Monday.com
- Monday.com native App
- Connecting to Microsoft Teams
- Connecting to Jira
- Connecting to Netsuite
- Using Intake Forms for automated proof creation
- Connecting to Google Drive
- Connecting to Dropbox Business
- Connecting to Dropbox Personal
- Flows - Frequently Asked Questions
- 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
- 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
- Users & Contacts
- Administration & Billing
- Branding
- Billing
- 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
- 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?
