A Survival Kit for Active Managers

Oct 1st 2017 - by Duncan Smith

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Tutorials: Move To

Jul 4th 2016 - by Patrick Adrian

Tutorials

Our fourth installment demonstrates how to move documents that have been incorrectly filed into the system. The goal of our entire document management feature set is to reduce time and clicks to achieve an outcome. In this case, drag and drop to the footer achieves this perfectly. RedQuarry's cutting edge research management software is used by leading investment firms around the world to manage their investment process, due diligence file

Tutorials: Document Versioning

Jun 1st 2016 - by Patrick Adrian

Tutorials

Our third installment demonstrates the basic functionality of our document versioning feature. Unlike a shared folder where each document proliferates, in RedQuarry users can group like documents that simply have an new version. RedQuarry's cutting edge research management software is used by leading investment firms around the world to manage their investment process, due diligence files, documents, reporting, and research compliance.

Tutorials: Outlook Drag & Drop

May 5th 2016 - by Patrick Adrian

Tutorials

This is a continuation of our popular How-to Series where we share quick videos about RedQuarry features. Our second installment demonstrates the basic functionality of our drag and drop from Microsoft Outlook. In the video notice how this email has attachments that RedQuarry prompts you to save to the note if you want. Next the body of the email string is automatically brought in. You can edit anything you like at this point, or just click Sav

Tutorials: Drag & Drop

Apr 29th 2016 - by Patrick Adrian

Tutorials

The RedQuarry team is embarking on an on-going project to help highlight the functionality of our software! In this series we will post small, bite-sized videos and guides. Our first video demonstrates the basic functionality of our drag and drop from file explorer. If you master this little bit, then try selecting multiple documents at once for a bulk import. RedQuarry's cutting edge research management software is used by leading investm