Table of Contents

Add Document

 This section covers the steps for uploading documents using the Documents Module. You can also manage documents from within a module (i.e. Vehicle or Structures).

To view the list of file types supported by Quadra, visit the Supported File Types topic.   

  1. Open the Documents module for your selected account.
  2. From the Documents module, click Add Document.
  3. From the Add Documents page, select an Account for the document.
  4. Select a Module from the list provided.
  5. Select a Category from the list provided.
  6. Locate the file under Choose File.
  7. Type a Document Name. The name will autofill with the file name.
  8. Type a Document Description.
  9. Click Add Document.

Manage Documents from Other Modules

For more information on manage documents for different modules, see the following topics:

 Manage Documents - Account Details

 Manage Documents - Structures

 Manage Documents - Items

 Manage Documents - Other Exposures

 Manage Documents -  Vehicles

 Manage Documents - Certificates

 Manage Documents - Surveys