Creating & sharing a proof
Once you login to your
Step 1 - What to review?
This is where you upload the files you want to proof.
- Simply browse your files or drag and drop them into the designated field, or...
- 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".
File formats supported in
Once files have been uploaded, scroll down to the next step...
Step 2- Stage configuration
Now you are ready to add your stages and reviewers. By default,
- 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.
- 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
Ziflowaccount, 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” reviewers without a Ziflowaccount cannot be granted “Manage” permissions.
- Add new reviewers & groups - at any point in the proofing
processyou can add new reviewers or groups to the stages.
Please read our detailed guide on creating a new proof to learn more about each available setting.
Step 3 - Proof settings
Towards the bottom of the proof creation screen, there are some additional settings. This is also where the proof creator may transfer ownership to another user.
Once again, please read our detailed guide on creating a new proof to learn more about each available setting.
Once the proof settings are determined, click on the "Create" button. If something is set up incorrectly you will see the following pop-up message.
After the proof is processed, reviewers will get an email notification informing them that they have a new proof to review.