Built for your team: What's new in Ziflow

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Product updates filtered by: Workflow Automation

January

New Product Updates: January 2021 Copied to clipboard!

 

New Ziflow capabilities are now available! Over the past month, we’ve rolled out new integration capabilities for connecting Ziflow to your other apps and made it easier to visualize the stages of your team’s workflow.


New Feature Highlights

 
Notify apps when proofs are shared and workflows start

You can now keep your team in sync by automatically notifying them in project management, chat and other apps whenever proofs are shared or workflow stages start. All Ziflow admins can easily set these notifications up as webhooks directly from the API menu.

Learn more about connecting Ziflow to your other apps >


Notify apps



Easily visualize the order of workflow stages

It’s now easier to visualize the order in which workflow stages take place. Previously, stages were listed in the order in which you created them, regardless of their relationship to each other. Now, dependent stages set to begin when a previous stage ends are listed immediately after that previous stage. This way, you can more quickly see exactly which workflow stage is taking place next.

Learn more about setting up workflows >

Order


Enhanced security for app notifications 

As an additional layer of integration security, you can now verify that notifications sent from Ziflow to your other apps are properly received. Using a webhook signature key, it’s easy to verify that the information included in any notification is exactly what was sent from Ziflow. You can automatically create a webhook signature for your account directly from API settings. 

Security

 

 

These new capabilities are live in Ziflow today.  Current customers, and those on 14-day trials can start taking advantage of them right away.  

If you haven't yet tried Ziflow, there's no better time to check out the industry's best online proofing solution.

December

New Product Updates: December 2020 Copied to clipboard!

 

New Ziflow features and system updates are now available! Over the past month, we’ve rolled out new capabilities such as late stage labels in the workflow diagram, deadlines on pending workflow, stages, and more!

New Feature Highlights

Late stage label added to the workflow diagram

Proof managers, especially those overseeing a large volume of projects, need an immediate way to see if a particular proof stage is late.

Proof managers can always see if a stage deadline has passed by clicking through the stages of a proof’s workflow. Now, we’ve added information about any late stages directly to the workflow diagram in the sidebar so proof managers can see missed deadlines right away and take actionable steps even faster. 

2021_latestage

Set “Specific Date” deadlines on pending workflow stages

Proof stages are now even more flexible! Previously, if a stage was due to start at a later time, the deadline could only be relative. Now, proof creators may set a specific start date and time on any stage, including stages that are started manually and stages triggered by another stage or action.

deadline_spec_date

Lock stages when deadlines are reached

With this release, it’s also easier than ever to manage set review times for a specific stage. In the proof lock stage dropdown menu, we’ve added an additional option that allows proof creators or managers to lock the stage for review once the review deadline has passed.

deadline_reached_lock

Updated Features

PDF Export Enhancements

We’ve also further added to our Export to PDF capabilities.

Now, it’s possible to export comments in a large, half-page thumbnail display for each comment for even greater readability.

Additionally, links to attachments on comments will be included in the PDF export for easy access and download later on.

pdf_att

System Updates

  • An account setting to disable the pop-up notice when leaving the viewer before saving a comment.
  • Reviewers that previously had commenting rights on a proof will no longer be able to edit or delete their own comments if these rights are removed.
  • Public API updates
    • Contact enhancements include creating, editing and updating guests.
    • Create video proofs with subtitles
      • Integrations that use the Public API to create proofs will be able to add a subtitle file to video proofs
    • New settings for “Export comments to PDF” endpoints
      • Export only specific version or all versions of a proof
      • Annotation thumbnail options:
      • Small thumbnail - markup area only
        • Small thumbnail - full page
        • Large thumbnail - full page
      • These apply to both the GET and POST endpoints
  • Ziflow Connect: Added the ability to trigger flows when a proof fails to process


These new capabilities are live in the product now.  Current customers, and those on 14-day trials can start taking advantage of them right away.  

If you haven't yet tried Ziflow, there's no better time to check out the industry's best online proofing solution.

November

New Product Updates: November 2020 Copied to clipboard!

New Ziflow capabilities are now available! Over the past month, we’ve rolled out subtitles on video proofs, the ability to create proofs from Microsoft Office templates, and more!

 

New Feature Highlights

Subtitles on video proofs

Video proofing in Ziflow just took another exciting step forward! We’re happy to announce that we now support subtitles on video proofs, allowing reviewers to proof subtitles alongside video content for complete context.

Reviewers can upload a subtitle file with a video file and Ziflow will automatically match the files to create one video proof with subtitles. Subtitles can be toggled on and off during video playback.

This feature supports one subtitle file per video proof. Supported subtitles files formats include:

  • srt
  • vtt

subs

Create proofs from Microsoft Office Document and Excel file templates

We’ve also further expanded the many file types supported in Ziflow. Now, users can upload proofs from Microsoft Office and Microsoft Excel template files, providing even more options for proofing.

Supported files include:

  • dot
  • xlt
  • dotx
  • xltx

xltx_dotx

Automatically connect workflow stages when a stage is deleted

We’ve made it easier than ever to remove stages in a workflow without disrupting the entire stage sequence.

If a particular stage is no longer needed on a workflow, when it is deleted, any following stages in the workflow will now automatically connect to the parent stage. This will recalibrate the remaining stages around the parent stage’s trigger instead of starting the next stage immediately.

This update will work when creating and editing proofs, workflow templates and Zibots. If there are no parent stages remaining to connect the stage, then the next stage will start immediately.

2018-delete-stage

Updated Features

More stage details in the sidebar diagram

Now, it’s easier than ever to see the proof workflow progress at a glance. We’ve added even more details about proof stages right into the side panel diagram on a proof so managers can quickly evaluate stage-based decisions, statuses, and more without needing to click through into each stage.

In addition to showing the stage name, reviewers, and how stages are connected, the side panel now also displays:

  • The stage status
    • Not started
    • In progress
    • Completed
    • Skipped
    • Locked
  • Stage decision progress

diagram

Transfer flow ownership after deleting a user

We’ve also made it easier to reassign ownership of Connect Flows when deleting a user. Occasionally, due to changes on a team or project, you may need to replace users and transfer the management of their flows. Instead of simply disabling those flows when a user is deleted, we’ve updated the settings to allow that user’s flows to be reassigned to another user.


These new capabilities are live in the product now.  Current customers, and those on 14-day trials can start taking advantage of them right away.  

If you haven't yet tried Ziflow, there's no better time to check out the industry's best online proofing solution.

October

New Product Updates: October 2020 Copied to clipboard!

New Ziflow features and system updates are now available! Over the past month, we’ve rolled out new capabilities such new ZIbot Paths, the new way to calculate proof deadlines, and more! 

New Feature Highlights

Calculate deadlines relatively based on a previous version

We’ve introduced a new account setting today that toggles the way deadlines are copied from a previous version when creating a new revision.

Up until today, deadlines were copied using the absolute method in which the deadline date was copied as is. When proofs go through a number of review stages, prior stages’ deadlines were in the past, which means they were immediately late when creating a new proof version. That required manual adjustment when not using workflow templates.

The new account setting allows deadlines to be copied relative to that previous version’s creation date. If the first stage had 2 days between the deadline date and the creation date, when creating a new version of the proof, the deadline would be 2 days from that time.

The new setting can be found in:

  • Settings > Proofing Settings > General > Other settings > Deadlines: relative based on previous version

Note: The automatic deadline recalculation is based on business days and does not include Saturday and Sundays.

deadline_calc

Allow commenting on locked, not started or skipped stages

Today, we’ve expanded the collaboration on proofs across stages even further! We’ve added an account setting that allows reviewers to now add comments and replies on proofs even if a reviewer’s stage is locked, skipped, or not yet started.

This enables reviewers to reply to any @mentions on a proof, collaborate with other reviewers, and continue the conversation, regardless of the stage status.

The new setting can be found in:

  • Settings > Proofing Settings > Comments > Allow reviewers to comment on locked or skipped stages
Note: This will not change a reviewer’s ability to see proofs on the proofs lists or in notifications.

allow_reviewers

Zibot Paths

Flows have just become a lot smarter! We’ve introduced our newest Zibot to the family called “Paths”. Zibot Paths allows Flows to execute different Zibots based on one or more conditions.

Now there’s no more need to duplicate your flows, this new conditional Zibot helps you build multiple outcomes into one Flow, so you can automate anything you imagine.

With our intuitive UI, you can select from a list of predefined data to create as many conditions as you require. If you need an advanced condition, we also allow you to use JSONPath to access values within Ziflow objects.

Zibot Paths are currently available with flows triggered by Ziflow events and Intake forms.

paths

New: Proof Workflow Visibility Account Setting

Currently reviewers without manage permissions on a proof only see the stage they are in. However in some cases you need reviewers to see the progress of the proof.

We’ve added a new account setting that provides the option to display all the stages of a proof’s workflow to users. You can find this setting here:

  • Proofing Settings > General > Allow reviewers to view full workflow

full_wf

Updated Features

Automatically Sign-in to public URLs

Currently, reviewers are required to sign-in every time they want to access a proof via a Public URL. 

To streamline proof access and save time when opening multiple proofs, we've implemented auto-login when the "Remember Me" option is selected. When the reviewer opens the proof on the same computer and browser after the first login, the Proof VIewer will open automatically without a sign-in screen or button. 

  • Auto-login will only apply to proofs that require just an email for login. If authentication is required on a proof, reviewers will still need to authenticate with a token or password.
  • The reviewer’s email will be remembered until browser cookies are removed.

public_singin

Exporting Comments: Full-page Thumbnail Option

We’ve also added a new option for including a full page thumbnail of the comment markup when exploring comments to PDF. 

When selecting “Export to PDF,” users can now choose to see a full page thumbnail of the markup or or display them as zoomed-in thumbnails on the PDF export.

export_pdf_full_image

Dedicated API Endpoints to Manage Proof Reviewers

To minimize the overhead when adding, updating and removing reviewers on a proof, we’ve introduced three dedicated API endpoints to manage reviewers on a proof.

You can find our API documentation here.

These new capabilities are live in the product now.  Current customers, and those on 14-day trials can start taking advantage of them right away.  

If you haven't yet tried Ziflow, there's no better time to check out the industry's best online proofing solution.

September

New Product Updates: September 2020 Copied to clipboard!

New Ziflow features and system updates are now available! Over the past month, we’ve rolled out new capabilities such as the ability to add multiple workflow templates to a proof and increased accuracy in the measurement tool. Check out all the new releases we’ve added to the Ziflow platform below.

New Feature Highlights

Adding Multiple Workflow Templates on a Proof

Often, a first workflow might not be enough to cover the complete review and approval of a proof. With many proof types and projects, we find that reviewers need to send a proof through a second, different workflow after the initial review workflow has ended.

Until now, reviewers could only select one initial workflow from a template for a proof. We’ve now made it possible to add multiple workflow templates to a proof and extend the first review workflow by selecting a second workflow from another template. This also applies to proofs created with Connections in which a first workflow template is automatically applied. These proofs can also be extended with an additional workflow template.

workflow-2

Increased Measurement Tool Accuracy

Many content pieces require a detailed measurement smaller than full millimeters for accurate review. To increase precision, we’ve updated the capabilities of the Viewer measurement tool to allow reviewers to measure up to two digits after the decimal.

  • The smallest possible measurement in the tool is one pixel. For millimeters and inches, the measurement will depend on the asset dpi.
  • Above one pixel, the tool will measure up to two digits after the decimal. (Example: 5.43mm)

measure-2

Email Notifications to Reviewers with @mentions

We’ve also updated @mentions to automatically send an email notification to a reviewer any time they are tagged in a comment on a proof, regardless of that proof’s stage status.

Even if someone has an @mention when the stage has not started yet or the stage was already completed and locked, they will still receive an email notification about the mention.


mention-1

System Updates

We’ve also enhanced these existing features to further improve your proofing environment.

  • Dropbox connection reauthentication: When Dropbox invalidates a connection, flows no longer trigger. With today's update, the application will show invalidated connections and allow you to reauthorize them.
  • Billing CC: You are now able to copy your finance team by adding their email addresses to the new field in the billing section.

These new capabilities are live in the product now.  Current customers, and those on 14-day trials can start taking advantage of them right away.  

If you haven't yet tried Ziflow, there's no better time to check out the industry's best online proofing solution.

 

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