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.
- Open the Documents module for your selected account.
- From the Documents module, click Add Document.
- From the Add Documents page, select an Account for the document.
- Select a Module from the list provided.
- Select a Category from the list provided.
- Locate the file under Choose File.
- Type a Document Name. The name will autofill with the file name.
- Type a Document Description.
- 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 - Other Exposures
Manage Documents - Certificates