Where to find the client / document conditions of a procedure? December 16, 2021 07:28 Updated Follow Click on the gear icon () in the upper right corner Go to Settings Click on Procedures in the left menu Navigate to the procedure and click on the button Edit You will see the Client conditions and Document conditions at the bottom of the screen Related articles How can I copy a procedure to another entity/company? Why does iController suggests an action (e.g. reminder) when all documents are in promise? How can I undo an executed automatic action? How do I manually change the debtor's procedure?