---
schema_version: "1"
id: ae69d9d9ae893f2e1ba9676c73dced6e27739865e1132b185cf4ceae256561d9
title: Copy Quip Document Action
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/flow_ref_elements_actions_quip_copy_doc.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.flow_ref_elements_actions_quip_copy_doc.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3d81c0e0f71052814ecdb196fbe6e9469d6e6c9e1cda87fb1151a59c5eeecfa8
description: To use a document as a template, create a copy. By default, copied documents are added to the running user’s Private folder in Quip.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Copy Quip Document Action

To use a document as a template, create a copy. By default, copied documents are added to the running user’s Private folder in Quip.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><a href="https://help.salesforce.com/s/articleView?id=xcloud.anywhere_use.htm&amp;language=en_US" target="_blank">View supported editions for Quip.</a></td></tr></tbody></table>

In Flow Builder, add an Action element to your flow. In the Action field, enter Quip, and select **Copy Quip Document**.

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png)

Important Newly copied documents aren’t automatically attached to the record. To attach the newly created document to the record and use Synced Sharing, use the Attach Document to Record action after the Copy Quip Document action and set the Salesforce Record ID to be the ID of the variable.

## Set Input Values

Use values from earlier in the flow to set the inputs for the action.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:33.33333333333333%">
          <col style="width:66.66666666666666%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d174236e72">Input Parameter</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d174236e74">Description</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e72 "><strong class="uicontrol">Document URL</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e74 ">The URL of the document that you want to copy. For example:
              <kbd>https://salesforce.quip.com/GVnGbtEasAGa</kbd>
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e72 "><strong class="uicontrol">Company Link Access</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e74 ">
              <p>Optional. Link sharing settings for the copied document. By default, copied
                documents are set to edit-access. Valid values are:</p>
              <ul>
                <li><kbd>view</kbd>–To let users view the copied document,
                  enter this value.</li>
                <li><kbd>edit</kbd>–To let users view and edit the copied
                  document, enter this value.</li>
                <li><kbd>none</kbd>–To block user access to the copied
                  document, enter this value.</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e72 "><strong class="uicontrol">Context Record ID</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e74 ">
              <p>Optional. ID of the record that you want to update with the copied document’s
                URL. Including the Context Record ID doesn’t attach the document to a
                record.</p>
              <p style="margin-bottom:0;">Valid only if the Quip Document component is set up on the record
                layout. The <strong class="uicontrol">Target Record URL Field</strong> is required to use
                <strong class="uicontrol">Context Record ID</strong>.
              </p>
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e72 "><strong class="uicontrol">Copy comments to new document</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e74 ">
              <p>Optional. This input determines whether to copy comments from the source
                document to the copied document. Valid values are:</p>
              <ul>
                <li><kbd>true</kbd>–To copy the source document’s comments and
                  annotations, enter this value.</li>
                <li><kbd>false</kbd>–To copy the source document’s content
                  without comments, enter this value.</li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e72 "><strong class="uicontrol">Member Emails</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e74 ">
              <p>Optional. A list of user emails separated by commas to add to the copied
                document. Valid values are:</p>
              <ul>
                <li><kbd>person1@quip.com, person2@quip.com,
                    person3@quip.com</kbd></li>
                <li><kbd>person1@quip.com</kbd></li>
              </ul>
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e72 "><strong class="uicontrol">Member Folder URLs</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e74 ">
              <p>Optional. A list of folder URLs separated by commas to add the copied document
                to. Valid values are:</p>
              <ul>
                <li><kbd>https://[quip_site_url]/folder/[folder1_name],
                    https://[quip_site_url]/folder/[folder2_name]</kbd></li>
                <li>https://[quip_site_url]/folder/[folder_name]</li>
              </ul>
              <p style="margin-bottom:0;">For example:
                <kbd>https://salesforce.quip.com/folder/account-plans</kbd>
              </p>
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e72 "><strong class="uicontrol">Source Record ID</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e74 ">Optional. ID of the record that you want to use in the place of mail merge
              syntax. For example, to replace the copied document’s <code>Account.Name</code> merge field with the record’s account name, enter the
              record ID.</td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e72 "><strong class="uicontrol">Target Record URL Field</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e74 ">
              <p>Optional. Reference to the URL field on a record used by the <strong class="uicontrol">Context
                  Record ID</strong>. This field is updated with the copied document URL and adds
                the copied document to the record’s Quip Document component. Valid values are:</p>
              <ul>
                <li><kbd>API name of the field</kbd>–For example:
                  <kbd>QuipDocumentURL__c</kbd>
                </li>
              </ul>
              <p style="margin-bottom:0;">The <strong class="uicontrol">Context Record ID</strong> is required to use the
                <strong class="uicontrol">Target Record URL Field</strong>. Including the Target Record URL
                Field doesn’t attach the newly created document to the record.
              </p>
            </td>
          </tr>
          <tr class="">
            <td data-label="Input Parameter" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e72 "><strong class="uicontrol">Title</strong></td>
            <td data-label="Description" class="slds-cell-wrap" style="vertical-align:top;" headers="d174236e74 ">Optional. The title of the copied document. Only string values are
              supported.</td>
          </tr>
        </tbody>
      </table>

## Store Output Values

 
| Output Parameter | Description |
| --- | --- |
| **Created Document Title** | The title of the copied document. |
| **Document ID** | ID of the copied document. |
| **Document Link** | The URL of the copied document. |

![Example](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_example.png)

Example

 [![Watch Video Demo](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/resources-global/_corporate/images/play_btn.png) Watch an Account Plan Automation Demo](https://salesforce.vidyard.com/watch/NzZb6RFrBmdD8yPpcPM5bH) (2 minutes)

A sales rep wants to create an Account Plan and share it with the regional sales managers to close a large opportunity. You can create a flow that uses the Copy Quip Document core action to copy an Account Plan template when the Opportunity stage is set to Proposal/Quote. Configure the action to replace merge fields with data from the account, add the Account Plan to a folder, and share the folder with the regional sales managers.

![Copy Quip Document with example fields selected](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/platform_automation/images/flow/flow_quip_copy_doc.png)

#### See Also

- [Add and Edit Elements](https://help.salesforce.com/s/articleView?id=platform.flow_build_elements.htm&release=264.0.0&type=5 "Use elements to define actions that the flow can run. When they’re on the canvas, connect them to create the order in which they run.")