First, select the Client
Select the transaction where conditions are being added to.
Then click the info Button.
Next, open the Trade Record
Expand the Conditions section
Click Add conditions.
This will produce a new dialog box.
You can then choose to have a due date
Or removal date for that condition.
Type in the condition added to the transaction
Select Create activity
This will produce additional options where you can choose to have a reviewer, ensure that documents are required or if this is an optional activity
Once all the condition details have been set, click Save Condition
A. If an activity is required for review, select "Review Required"
B. An additional dialog box will appear
C. You can then select the reviewer(s) for this activity
D. Hit "Set Reviewers"
The condition will now appear in the trade record under conditions, with the condition details.
The activity is now created which will appear in your Activities Manager as well as under the Transaction Submissions (if applicable)