Before you start:
- Please check with our support team to confirm your platform has no specific procedure configurations.
- Please check your current procedure client / document conditions. Make sure to copy them to your new procedure. Go to 'How do I consult the client / document conditions of a procedure?' for more information
- Click on the gear icon (
) in the upper right corner of the top bar - Go to Settings
- Select Procedures in the left menu (see Worksheet)
- Click on the button Add procedure
- Choose a name for the new procedure and select the entity/company for which the procedure will apply. Don't forget to click on the Add-button.
A new procedure has now been made, but without any steps configured.
Find out more about adding procedure steps in this article: How do I add steps to a procedure?