The Create/Upload Document toolbar icon provides an alternate way to upload a document and associate the document to the currently-selected entity record.
When the user clicks this toolbar button, the Create/Upload Document pop-up is opened to upload and associate a document to the selected record; just as if the user had selected the Create/Upload Document option from the Documents tab described previously. In addition, one or more file(s) may also be dragged and dropped directly onto the Create/Upload Document toolbar icon to upload and associate these documents quickly and easily.