Creating & sharing a proof

    Once you login to your Ziflow account, you'll be presented with the main Proofs list . From here, click the "Create Proof" button.

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    Step 1 - What to review?

    This is where you upload the files you want to proof.

    1. Simply browse your files or drag and drop them into the designated field, or...
    2. Upload a web page by entering the URL into the “Review a website” field. You can choose between "Take a snapshot" of a web page or "View live content".

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    File formats supported in Ziflow are listed in this document.

    Once proofing files have been uploaded scroll down to the next step...

    Step 2- Stage configuration

    Now you are ready to add your proofing stages and reviewers. By default, Ziflow creates a “Stage 1” and automatically assigns ownership to the proof creator (you can change proof owner later, if needed).

    Ziflow understands that you may need two or more stages (review groups) reviewing the same file at the same time or one after another (eg. copywriters for checking text and legal for checking compliance). For this purpose, we allow you to create multiple review stages.

    1. Stage settings - these settings are going to be applied to this particular stage only. If you decide to add more stages, you need to define settings for each of them.
    2. Reviewers this is where you will add users into the review stage, set up their proofing permissions and define their notification preferences. If they are a registered user in your Ziflow account, simply begin typing their name and it will populate their email address. By default, the Proof owner is automatically added to Stage 1. If you would like to invite someone who is not a registered user in your account, simply enter a valid email address and click the + button. *Please note that “guest” users without a Ziflow account cannot be granted “Manage” permissions.
    3. Add new reviewers & groups - at any point in the proofing process you can add new reviewers or groups to the different stages

    Please visit our detailed guide on new proof creation if you need to know more about each of available settings. Scroll down once you invited wanted reviewers and completed stage settings.

    Step 3 - Proof settings

    Set of a few settings that will be applied for the whole proof. A proof creator may also want to renounce proof owner rights to another user selected from the list.

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    Please visit our detailed guide on new proof creation if you need to know more about each of available settings.

    Summary

    Once the proof owner and proof settings are set you may click on "Create" button. The proof will be processed and after some time reviewers will get email notifications informing about new job

    If something is set up incorrectly you will see the following window informing you that something is not right, Ziflow will also identify the problem area by placing a red ! mark next to the stage that requires attention.

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