How do I create a Document from Quick Create?
Follow these steps to add a new document using the quick create:
- Log in to the CRM.
- Click the Quick Create icon located on the top right side of your screen.
- Select Documents. The Create window opens.
- Select New Document. The New Documents window opens.
- Enter or select the following information to add a new Document:
- Title: Enter the title name.
- View Fields:
- Assigned To: Select the user or group responsible for this document.
- Folder Name: Choose the folder where this document should be stored from the drop-down list.
- File Name: Click the Browse button to upload the document.
- Text Area: Enter any relevant notes or descriptions related to the document.
- Click Save.