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 add more recipients to a 'Reminder' procedure step? iController's procedure flow How do I add a new procedure? What do the ‘days due’ totals on the Dashboard mean? How do I add/change a background to a template?