View Topics
In the Risk Management module, topics are organized by account and by folder. These instructions show you how to view all topics in a list in the module grid. You can also view topics by folder. Read more about viewing topics by folder.
Topics can be previewed from the module grid. The preview window provides a thumbnail view of the document as well as the option to download. Read more about previewing topics.
When browsing standards, you will be able to view these file types: PDFs, Excel spreadsheets, Word documents, and HTML files. Files in other formats can be stored in the Risk Management module, however you will only be able to download the documents. Different viewing options and the ability to print files from Quadra will be available depending on the document type.
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Open the Risk Management module.
- From the main Risk Management page, you will be able to view topics associated with different accounts. First, select an account from the account hierarchy.
- Find the document in the list. Under the action menu, click View.
- The document will appear in the preview window.
