What is a Quick Action?
Salesforce Quick Action is a feature that allows users to quickly perform a specific action, like creating document to the related record, without navigating away from the current page.
Quick action will Provide you a Button you can place on the record page, and by click the button you will have a preview of the document and you can save it directly to Salesfroce.
Steps to Create a Quick Action
Step 1: Click "Create Quick Action"
Go to the Setup section in the top of the Viewer administrator tab (extend if it is in collapse state), click "Create Quick Action"
Step 2: Provide a Name for action
Provide a valid name to the action, This can be change latter from the primary object setup page.
Step 3: click to "Submit" the request
click and wait, once the quick action is created you will see a green message for succses, OR a red message for error
Step 4: Navigate to the Primary object to add the Action to the scrren
Next, you will need to navigate to the Primary object in order to add the Action to the screen base on your object configuration: "Page Layout" Or "Dynamic Action"
Importent Notes
Do not create your own button using any other option other then "Quick Action"
Quick Action is related to the Setup name - If you will change the Setup Name the Quick Action Button will stop working
Quick Action will display all relevant Active templates and all un Filterd templates