Add a 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).

Use the Quick Add Feature

Drag and Drop to Add a Document

Add Document - Standard Method

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

There are several ways to add a document in addition to the Add Document option from the action menu. These include the Quick Add and drag-and-drop methods.

Use the Quick Add Feature

If you use the Quick Add feature, the file will be added to the Documents module and active account by default. Additionally, the file name will stay the same and no description or category will be added. To edit these settings, you can edit the document's details after it is uploaded.

Open the Documents module for your selected account.
Click Quick Add above the module grid.
When the file explore window opens, select up to five files at a the time and select Open.

Drag and Drop to Add a Document

Dragging and dropping a file into the module grid will trigger the same settings as the Quick Add feature.

Open the Documents module for your selected account.
Select a file from another window and drag the file into the Quadradocuments module grid.

Add Document - Standard Method

Add a document using this standard method if you need to:

File a document under a different module or account
Edit the file name and add a description
Specify a category for the document

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 but it can be edited.
Type a Document Description.
Click Add Document.