Tutorials

Centralize and Simplify

General

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

Administration , General

Learn how to set notifications that alert you to specific changes in Quadra, such as a new asset or an upcoming deadline.

Create Notes

General

Type notes in Quadra to include additional information, assign tasks, and add notes to Outlook.

Customize the Interface

General

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

General , 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.

Export Data

General

This tutorial details the three-step process required to export data from within Quadra, along with an overview of the available file formats.

Manage Documents

General

Learn about managing documents to help keep relevant materials handy in any module within Quadra.

Password Recovery

General , Security

Learn how to reset your password in Quadra.

Using the Search Features

General

Explore Quadra's different search features used to find accounts, assets, records, activities, and more. Also learn the method for saving different searches.