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 - Go to 'Settings'
- Click on 'Procedures' in the left menu
- Use the 'Add procedure' at the top of the page
- Fill in the name of the new procedure and select the entity for which the procedure will apply.
A new procedure has now been made, without any steps configured.
View our related article: How do I add steps to a procedure?