Proof Workflow templates are predefined stages in the review process. To create a proof workflow template contact support@imeetcentral.com
Most Ziflow accounts are allowed 1 workflow template. To create multiple templates you must upgrade to a Ziflow Enterprise account.
The number of active workflow templates available depends on your Ziflow plan
| Ziflow edition | Number of active templates |
| Standard and Pro | 1 |
| Enterprise | Unlimited |
Workflow Stages
Scenario: You have a set review process, where the same reviewers and approvers are added to each proof. You can create a multi-stage review process where users are automatically added to the proof via the workflow template.
The screenshot shows an Example of Stage 1
- Proof Owner + 2 Reviewers are added to the proof
- Anna is the Copy Editor
- Mike is the Designer
- Final Decision is calculated when all of the Reviewers make a decision
- The Proof moves to stage 2
Example of Stage 2
- In this example Reviewers on stage 1 are not added to stage 2
- 1 Reviewer is added to stage 2 (Executive approval)
- The stage is set to close the proof when 1 decision is made
Activate Proof Workflow Setting
After you've worked with iMeet Central support to create an active Ziflow Proof Template, you can display the template option on the proof creation modal
Only set this option to YES after you have an active Ziflow Proof Template created
When this setting is set to Yes, the Proof creation Modal will show the option to choose a Workflow template
* Only Workflow Templates set to Active will show in the drop down. Contact support@imeetcentral.com if you do not have a visible template
Learn more about proofing with Ziflow