There are multiple ways to create a new document.
 
From the main grids (Constituents, Gift, Interactions or Documents), you can highlight the constituent, click on the New button at the top of the grid and select Document. Enter the document information, upload the document and click Save. If you do not want to save your changes, you can click Cancel.
 
From within a constituent record, you can click on their Documents sub-menu that appears on the right above their information. Click on the +Document button at the top. Enter the document information, upload the document and click Save. If you do not want to save your changes, you can click Cancel.
 
From within a constituent record, you can hover your mouse over their Documents sub-menu that appears on the right above their information and select New Document from the dropdown that appears. Enter the document information, upload the document and click Save. If you do not want to save your changes, you can click Cancel.