Table of Contents

Add Note

If you add a follow-up date, Quadra will create a notification under Your Account and you will receive an email reminder.

Add a Note

  1. Open the Other Exposures module of the account that you plan to edit.
  2. Find the exposure within the list. Under the action menu, click Notes.
  3. Click Add Note.
  4. On the Add Note page, type a Description of your note.
  5. Type a Follow up date in the specified format or a select a date from the calendar provided.
  6. Specify a Priority: High, Medium or Low.
  7. Click Add Note.