Table of Contents

Producers

In this section of Administration, you can manage the Producers.  Add producers in order to select them from the drop-down menu when creating a new certificate policy in the Certificate Policies module.

Access Producers

Add Producer

Edit Producer

Remove Producer

 

Access Producers

  1. From Quadra, access Administration.
  2. On the left hand menu, go to Policies and click Producers

Add Producer

  1. Open Producers from Administration.
  2. On the main Producers page, click Add Producer.
  3. Fill out the Producer form:
    • Enter in a Description, which can be a nickname or abbreviated name. The Description is what will appear in the drop-down menu.
    • Enter in a Name. The Name is what will be physically copied onto the certificate record and is shown on the certificate.
    • Enter in a Street 1 and Street 2.
    • Enter in the Zip, then click Lookup Zip Code to automatically fill the City and State fields.
    • Type in a Phone, Fax, and Email.
    • Select Upload Image to upload an image of the signature.
  4. Click Save

 

Edit Producer

  1. Open Producers from Administration.
  2. Select a Producer from the list and click the Edit icon under the action menu.
  3. Edit the fields as needed.
  4. Click Save.

 

Remove Producer

  1. Open Producers from Administration.
  2. Select a Producer 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 producer, click OK.