Set Up the New Document Global Action

Available in: Lightning Experience

With the New Document action, your users can click and select New Document from anywhere in Lightning Experience. Users can link their documents to Salesforce records, collaborate with their team, and add the things they know and love such as @mentions, Salesforce data mentions, and spreadsheets.

• Add the New Document Global Action to All Global Publisher Layouts
  To let your users create a document no matter where they are in Lightning Experience, add the New Document global quick action to all of your global publisher layouts automatically.
• Add the New Document Global Action Manually
  To let your users create a document no matter where they are in Lightning Experience, add the New Document global quick action manually to individual global publisher layouts.