Ziflow Blog | Helpful information for busy creative teams

How to create a new proof in Ziflow

Written by Katie Oberthaler | 15 March 2018

Ziflow streamlines the review and approval of creative content to help you deliver your marketing projects faster, by improving your team's collaboration, centralizing feedback and eliminating manual steps through automated workflow.

Once you've signed up for Ziflow, you're on your way to replacing email, printouts and other ad-hoc methods for reviewing your creative content.

The first step in that journey is creating a new proof. 

How to create and manage a proof in Ziflow: 

 

  1. Click + New Proof and upload your files by dragging and dropping them, browsing your computer, or entering a website URL.

  2. Select your proof type — choose Separate Proofs for individual file approvals or Combined Proof to merge all files into one.

  3. Name your proof and assign it to a folder (or create a new one on the spot).

  4. Add a brief — attach reference files, links, or a formatted message to give reviewers context.

  5. Add reviewers individually or by user group, and set their permissions (comment, approve, share, or manage).

  6. Apply a workflow manually or use a workflow template to automatically assign stages and settings.

  7. Set deadlines for each stage by clicking the bell icon in the stage settings.
    Click Create to launch your proof.

  8. Once live, open the Proof Details page to edit reviewers, adjust the workflow, update the brief, or change settings at any time.
    To add a reviewer after the fact, click the + button within the desired stage or use the

  9. Share Proof icon at the top.

  10. Send notifications to specific reviewers using the bell icon, and share a public link via the chain link icon for broader visibility.

Ziflow provides an intuitive user interface, complete with a proof wizard to walk you through the new proof process. Once you upload our proof and identify your review group, Ziflow will do the rest, quickly processing your content and notifying your team that a new proof is ready for review.   

Benefits of online proofing:

  • Speeds up project completion via more efficient collaboration on content  
  • Eliminates email as a feedback channel, providing a centralized location for feedback and comments
  • Cuts down on unnecessary versions and errors caused by poor version control
  • Saves costs associated with unrecoverable rework, due to missed or misunderstood feedback  
  • Drive greater compliance by ensuring key stakeholders are involved every step of the way 

You can find more Ziflow how-to videos on our official YouTube channel.