Who should be assigned the Customer Review step in online proofing?

Aaron Aldrich Updated by Aaron Aldrich

Technically you can assign to anyone, but our suggestion is it should be set to either Project Manager (if you use them) or to the Sales Rep.

The reason is the Project Manager/Sales Rep can review it before it is sent out to the end customer.

Here is a screenshot of a Workflow Template, explaining what this is referring to.

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