Guide 3: Advanced Ziflow Features

Summary

Ready to take Ziflow to the next level? These optional steps cover intermediate and advanced features to help you automate, customize, and enhance your proofing workflows.

This guide may reference features that are only available in certain Ziflow plans. For a clear breakdown of what’s included in your plan, visit ziflow.com/pricing.

 Enable Proof Subscriptions

• Allow team members to subscribe to proof updates for notifications about comments, decisions, or changes.
  Video: How to Use Proof Subscriptions
  Article: Proof Subscriptions Overview

Automate File Download Settings

• Configure automated permissions for file downloads to streamline workflows.
  Watch this quick video to see how to set up automation.

Create Custom Views

• Build tailored views to filter, organize, and display proofs based on your team’s specific needs.
  Watch this video to learn how to create custom views.

Set Up Intake Forms

• Allow designers, customers, and stakeholders to submit files, websites, or text directly into Ziflow using a branded link. Automatically assign workflows to streamline reviews and approvals.
  Article: Using Intake Forms

Explore Major/Minor Versioning

• Manage proof updates with major and minor versions to organize revisions effectively.
• Ready to learn more? Check out this video to explore advanced versioning.

Set Up Single Sign-On (SSO)

• Enable SSO for secure, seamless team logins.

Contact Ziflow Support for assistance with setup.
Article: Single Sign-On (SSO)