Yes, you can create a Document by clicking the + icon (Quick Create) present on the right-hand top corner of the screen.
Follow these steps to create a Document record using Quick Create:
- Click the + icon displayed on the top right side of your screen.
- Click Show All to view all the modules you can create records in using Quick Create.
- Select Document from Essentials.
- Click:
- New Document to create a new document.
- New Folder to create a folder.
- Upload documents to upload documents from your system.
- Link folders/documents by URL, Google Drive folder, or Dropbox.
- Enter all the mandatory details.
- Click:
- Save to save the record.
- Save and Continue to save the record and go to its Deep Dive View to enter other details.
- Clicking Cancel discards all the information you entered.
To know more about Quick Create, click here.