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Access User Manager List & Report

Reports

This tutorial explains how to access the User Managers list and the User Managers report in Quadra.

Add a Scheduled Item

Scheduled Items

This tutorial gives an overview of scheduled items and how to add them to Quadra.

Add a Structure

Structures

This tutorial explains how to enter a structure into Quadra.

Add a Survey

Surveys

This tutorial explains how to create and share a survey in Quadra.

Add Allocation

Allocations

This video explains how to add an allocation which will calculate insurance charges based on asset values and other factors.

Add an Account

Account Details

This tutorial outlines how to add and organize accounts within Quadra.

Add an Exposure

Other Exposures

This tutorial provides an overview of exposures and how to add them to Quadra.

Add Billing Contact

Account Details

This tutorial shows how to add a billing contact using Quadra's Accounts module.

Add Credit Memo

Accounts Receivable

Learn how to create a credit memo using the journal entry feature of the Accounts Receivable module in Quadra.

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