Document Categories

Documents can be stored in Quadra for many of the modules and each can be assigned a Document Category for easier organization. Three document types are available in Quadra: Company Forms, Company Information, and Newsletters, but additional types can be added.

Access Document Categories

Add Document Category

Edit Document Category

Remove Document Category

Access Document Categories

1. From Quadra, access Administration.
2. On the left hand menu, click Documents, which will open a drop-down menu.
3. Click Document Categories.
   

Add Document Category

1. Open Document Categories from Administration.
2. On the main Document Category page, click Add Document Category.
   
3. Fill out the Document Categories form:
   • Type in a new Document Category.
   • If you only want this category to appear for specific functions, click the relevant check boxes under Roles.
4. Click Save Document Category.
   

Edit Document Category

1. Open Document Categories from Administration.
2. Select a Document Category from the list and click the Edit icon under the action menu. 
   
3. Edit text as needed for Document Category.

• If you only want this category to appear for specific functions, click the relevant check boxes under Roles.

4. Click Save Document Category.

Remove Document Category

1. Open Document Categories from Administration.
2. Select a Document Category from the list and click the Delete icon under the action menu. 
   
3. In the confirmation box asking if you are sure you want to delete this document category, click OK.