Summary: One of the most valuable features of the Ziflow Business & Enterprise editions application is automated workflows. This feature simplifies the review and approval process by eliminating steps you would otherwise need to do manually.

Available for: Business & Enterprise edition only.

How does it work?

Once the proof is uploaded, it's time to set up the stages. You can choose to configure them one by one, or you can take advantage of another great feature on the Enterprise Edition - workflow templates.

For now, let's set up the stages one by one.

Click on Stage 1 to change the name to something more fitting to your workflow, such as Internal Review.

Renaming first stage that is automatically added to the proof

Then click on the arrow next to No deadline, and this will drop down more options (displayed in the screenshot below). Once you've established the settings, add the reviewers for the Internal Review stage. You will also be setting up their email notification preferences.

Adjust first stage settings and add reviewers

Please see our Creating a New Proof article for more detailed information on stage configuration.

After setting up the Internal Review stage, you can add Stage 2. Let's call it a Client Review and add some reviewers there.

Adding second stage to the proof

Let's assume you want the Client Review stage to start when Internal Review is Approved. Click the drop-down menu next to the Trigger field and select Starts when - Internal Review - is Approved.

Adjusting second stage settings

Once the Internal Review stage is approved, the Client Review will automatically start, and the system will send the notification to the reviewers.

There are a few other types of triggers that you can choose from to automate proof workflow:

Stage trigger options for automated workflows

You can continue to add stages as needed. There are various types of workflow configurations you can implement.

Additional information:

  • You may add only two stages inside the workflow in the Business edition.

  • The Enterprise edition allows adding as many stages as required.

Supporting material:

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