View Certificate

If you would like a copy of your certificate, you can view and print insurance certificates in Quadra or have them delivered to your email or fax number.  

Learn more about printing or sending multiple certificates.

Email or Fax a Policy Template From the Module

View, Print, Email, or Fax a Policy Template Using the Report Viewer

Email or Fax a Policy Template From the Module

1. Open the Property and Liability module of the account that you plan to edit.
2. Find the certificate within the list. Under the action menu, click View Certificate.
   
   
3. Select either Email certificate or Fax certificate.
   
4. Provide the email address or fax number in the appropriate field, which will appear once you make a selection.
5. Click Generate Certificate.
6. You will receive a confirmation message indicating the certificate was sent.  
7. Return to the home page using the breadcrumb at the top.

View, Print, Email, or Fax a Policy Template Using the Report Viewer

1. After selecting View from the module grid action menu, select the option for View on screen / print to printer.
   
2. Click Generate Certificate.
3. The certificate will appear in the Report Viewer.  From here, click either Print Report or Share Report.  Additional export options are available from the settings icon on the right.

If you click Print Report

• The print window will appear where you can select options for printing.

If you click Share Report

• Select a Delivery Method on the Share Report page. Fill in the relevant information (email address or fax number).

• select a Report Format.

• Include a Note if needed.

• Click Share.