How do I create a Document from Quick Create?

Follow these steps to add a new document using the quick create:

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