Tutorials
Select an Administration tutorial to view its video.
Managing Roles
This tutorial explains how to assign roles and enhance security by giving Quadra users access to specific modules and tasks.
Organizing Risk Management Topics
This tutorial explores the steps involved in creating and editing risk management topics as well as selecting accounts and organizing folders.
Performing a Batch Removal of Records
Using Quadra’s Import function, explore the method for removing records of vehicles, structures, items, or other exposures.
Report Security
Learn how to restrict access to certain types of reports by assigning roles.
Resolve Issues for a Data Import
Learn the process for resolving errors that can disrupt a data import into Quadra.
Sending Invoices for a Single Date
Learn how to distribute invoices or invoice reports for a single date to billing or account contacts using Email Builder.
Sending Invoices Through the Allocation Schedule
Learn how to send invoices or reports automatically to billing contacts on Allocation Schedule dates using Quadra's convenient Email Builder tool.
Setting Up Automatic Underwriter Emails
This tutorial is for administrative users. In this tutorial, we will explain the importance of automatic underwriter emails and how to set them up in Quadra.
User Security
Use advanced security features in Quadra to enhance your company's protective measures.