Users & Contacts - This section provides all necessary information about inviting new users and guests into Ziflow, as well as user roles and permissions.
Groups - Everything you need to know about creating and managing review groups.
- 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
- 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 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 website in Ziflow
- Next proof to review
- Folders in the Proof Viewer
- Mobile Proofing in Proof Viewer
- Exporting Comments to PDF in Proof Viewer
- 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
- Proof Viewer settings in Legacy Proof Viewer
- 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 in Legacy Proof Viewer
- Folders in Proof Viewer in Legacy Proof Viewer
- Mobile Proofing in Legacy Proof Viewer
- Proofing - Frequently Asked Questions
- FAQ: What file formats are supported in Ziflow?
- FAQ: Why does an old proof version auto lock when a new version is created?
- FAQ: Why are some reviewers unable to see all stages on a proof?
- 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 avatars in the comments panel?
- 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
- PDF Zibot Settings
- Image Zibot Settings
- Transcode Video Zibot Settings
- Transcode Audio Zibot settings
- Email Zibot Settings
- Copy & Move Zibot Settings
- Rename Zibot Settings
- Understanding the FTP Zibot Settings
- Creating Folder Tree Settings
- Creating Folder Zibot Settings
- Sharing Dropbox Settings
- Sharing Files with Dropbox Team Members Zibot Settings
- Basecamp Zibot Settings
- Monday.com Zibot settings
- Slack Zibot Settings
- Connections
- Flows - Frequently Asked Questions
- Users & Contacts
- Users & Contacts
- Inviting Users into Ziflow
- Understanding Ziflow User Roles and Rights
- Lite Users
- Custom Permissions for User and Manager Roles
- Managing Ziflow Users
- 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?
- 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
- Authentication Activity
- Single Sign-on
- S3 Credentials
- Administration - Frequently Asked Questions
- FAQ: How do I contact Ziflow support?
- 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?
