Setting up Zigaflow
Getting started and managing templates, workflows, and more
49 articles
- What Each Module DoesA brief description to help you decide which ones to use
- How to Set up ZigaflowWhat you need to do to get up and running - and get the most from Zigaflow
- Rename ModulesChange their names to ones that mean something to your team members
- Set What Columns and Fields to Display (Show/Hide)Make the system easier to use by hiding fields you don't need
- Set up TagsUse the tags for Orders, Items, Customers, Tasks, etc. to make it easy to filter and report as well as control automations
- How to Rename, Remove or Add a StatusHow to make Zigaflow reflect your business and business language by editing statuses and workflows
- Importing Your DataA summary of what can be imported
- Rename Form FieldsMost top level fields can be renamed, as can the item columns
Company Settings
Set the Timezone, logo, URL, etc.
- Set Your Financial Year InformationSet up your financial year information which is used in the reporting
- Set Your Business DetailsSet up addresses, contact details, etc.
- Adding Your Logo for Documents and EmailsAdd your logo once for it to appear in all of your documents or emails created from your Zigaflow account
- Use Your Logo on ScreensAdd your logo
- Set Timezone and LanguageSet the company defaults
- Using Your URL for ZigaflowUse your branding and URL on the Zigaflow pages shows your customers, and use your URL for internal access
Document Templates
How to create and edit document templates
- Document Templates ExplainedHow they work and the best approaches to creating and editing them
- Editing document templates onlineIdeal for changing text or other simple changes. For more complex changes, download to edit on your desktop.
- Download, edit and upload document templatesThis is easier when you are making major changes to a document template
- Finding Document Variables/TagsUse these in PDF documents. Non-line item ones can be used in emails.
- Adding Customer Signatures to PDF TemplatesHow to add the PDF variables to the PDF templates
- Section Styles - Different TablesUse different columns and apperance for different sections on the same document
- Images and Photos in PDF DocumentsHow to handle issues
- Specification TablesProvide more extensive details for the items or products in your document
- PDF Password - Set or RemoveZigaflow can password protect your PDFs produced by the system.
- Setting up Label PrintingPrint barcodes, product and order information using a label printer
Pre-Builds
The fundamental building block to getting the most from Zigaflow
- Pre-Builds ExplainedWhat they are and what they do
- Create or Find a Pre-buildHow to create or edit a pre-build in any module
- Setting up a Pre-BuildAutomated Messages, tasks, default templates and more
- Setting the Document and Email Templates on a Pre-BuildThese are automatically used when a quotation, job/order, etc., is created from the pre-build.
- Pre-Builds - Set when an eForm is to be Created and LinkedAn eForm can be automatically created when the parent quotation, job/sales order moves to a new status
- Pre-Builds - Set When a Feedback Form is GeneratedSet the status that a feedback form is generated on a pre-build
Custom Fields
Fields that you can add to the system to make it hold your data better
Automation
Set up automated messages and other automations
Setting up the Screen Views
Configure the screens based on statuses
- Questions/PlaybooksConfigure screens based on their status and add mandatory/required fields
- Add Questions & Answers to Document TemplatesWhat document variables to use and how
- Setting the Visible Item ColumnsSet the default visible columns, and views users can swap between
- Setting the Visible Columns and Panel FieldsSet the default visible columns on list screens and fields on panel views. Any user can swap between these.