Tutorials
Select an General tutorial to view its video.
Centralize and Simplify
Take a closer look at Quadra, the solution for self-insured entities, and see what makes it such a valuable tool for managing insurance programs.
Create a Notification
Learn how to set notifications that alert you to specific changes in Quadra, such as a new asset or an upcoming deadline.
Create Notes
Type notes in Quadra to include additional information, assign tasks, and add notes to Outlook.
Customize the Interface
Explore options for customizing Quadra to fit your work style: adjust the module grid layout, keep search results intact, and set other preferences for notes and report-sharing.
Edit Your Account and Security
This video will walk you through the steps of how to edit names, mobile and work numbers, email addresses and more, and will discuss security features.
Manage Documents
Learn about managing documents to help keep relevant materials handy in any module within Quadra.
Overview of Quadra 10
Explore features in this major update of Quadra. Learn more about changes in the interface, accounts, user profile tools, security, allocations, and administration.
Using the Search Features
Explore Quadra's different search features used to find accounts, assets, records, activities, and more. Also learn the method for saving different searches.
Using the Search History Feature
Access history details on assets, allocations, projects, and leases to view changes and see which users edited the data.