How do I create a document?

You can add documents in the following ways:

Using the + Add button in the Documents List or Thumbnail View
Using Quick Create
From another record within the CRM

Now, we will learn about each method in detail.

Using the + Add button

Follow these steps to create a new Document:

Log in to the CRM.
Click the Main Menu.
Go to Essentials > Documents. The Documents page opens.
Click +Add.
Select New Documents from the drop-down. The New Documents window opens.
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.
Click Save.

Note: The maximum file size allowed for upload is 50 MB.

Using 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:
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.
Click Save.

Adding a Document from other module record

You can directly attach documents to individual records in modules like Deals, Contacts, Organizations, or Cases.
Follow these steps to add a Document from other module records:

Log in to the CRM.
Click the Main Menu.
Go to Deals (or Contacts, Organizations, Quotes). The List View opens.
Select a record. The Summary View of the record opens.
Click the Documents tab. The Documents List View appears, displaying all previously added Documents for that record.
Click +Add Documents.
Click Create New Document. The New Documents window opens.
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.
Click Save.

Once saved, the document will appear in the documents tab of the respective record.
To know more about Quick Create, click here.
You can add documents in the following ways:

Using the + Add button in the Documents List or Thumbnail View
Using Quick Create
From another record within the CRM