---
schema_version: "1"
id: 96f1d52273cd87059815c89d7dae6d7a2e2fa69907e50a96b05c5601f9fe65f8
title: Copy a Document from a Process
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/process_action_quip_copy_doc.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.process_action_quip_copy_doc.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1dda95a279311ef7857b9cd53a3da13d5a431e804c7a8eb0984d4b59ba67f603
description: To use a document as a template, create a copy. By default, copied documents are saved to the running user’s Private folder in Quip.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Copy a Document from a Process

To use a document as a template, create a copy. By default, copied documents are saved 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: both Salesforce Classic (<a href="https://help.salesforce.com/s/articleView?id=xcloud.overview_edition_lex_only.htm&amp;language=en_US" target="_blank">not available in all orgs</a>) and Lightning Experience</td></tr><tr class="" id="process_action_quip_copy_doc__d3703e343"><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <span id="process_action_quip_copy_doc__d3703e347"><a name="process_action_quip_copy_doc__d3703e347"></a><strong>Essentials</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</span></td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d134440e84">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="" id="process_action_quip_copy_doc__d3703e977">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d134440e84 ">To create, edit, or view processes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d134440e84 ">
              <p>Manage Flow</p>
              <p>AND</p>
              <p style="margin-bottom:0;">View All Data</p>
            </td>

          </tr>
        </tbody>
      </table>

![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 Support and updates for Process Builder have ended as of December 31, 2025. This means that support won't be provided for any process and bugs in the Process Builder product won't be fixed. See [Workflow Rules & Process Builder End of Support](https://help.salesforce.com/s/articleView?id=001096524&type=1&language=en_US).

After December 31, 2025, existing processes continue to run, and you can activate, deactivate, and edit them; however, we recommend using Flow Builder. To migrate existing processes, plan your [switch to Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow_learning_map.htm&release=264.0.0&type=5 "Flow Builder combines the capabilities of workflow rules and Process Builder in a single point-and-click tool, making it easier to create a triggered process. If you created triggered processes with workflow rules or Process Builder, use the Migrate to Flow tool to move them to Flow Builder. Start by migrating and testing in a sandbox environment before moving your new flows to production.") and use the [Migrate to Flow](https://help.salesforce.com/s/articleView?id=platform.flow_migrate_to_flow.htm&release=264.0.0&type=5 "Use the Migrate to Flow tool to convert your Process Builder processes and workflow rules into Flow Builder, including scheduled actions. The tool also supports partial migration of processes for most actions.") tool. For new automations, create flows in [Flow Builder](https://help.salesforce.com/s/articleView?id=platform.flow.htm&release=264.0.0&type=5 "Automation reduces repetitive work and helps your team complete tasks faster and more accurately. With Flow Builder, you can build simple or complex automations, forms, and guided experiences with no code. You can add forms to Salesforce pages and Experience sites, and launch flows using buttons, record triggers, or schedules.").

After you’ve created a Quip action and selected **Copy Document**, fill in the relevant fields to add the action to your process.

1. Enter a name for this action.
    
    This text appears on the canvas and helps you differentiate this action from others in your process. The name truncates to fit on the canvas.
2. For Document URL, enter the URL of the document you want to copy.
    
    By default, newly copied documents appear in the Private folder in Quip.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_note.png)
    
    Note Newly copied documents aren’t automatically attached to the record. See Step 5 for more info.
3. Use the Advanced section to enter a document title, add members by email address, or add the document to a specific parent folder.
4. Save the action.
5. Optional: To attach the newly created document to the record and use Synced Sharing, use the Attach Document to Record action after the Copy Document action.

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

Note To replace the existing Process Builder processes and Workflow Rules with flows before Process Builder and Workflow Rules reach [end of support](https://help.salesforce.com/s/articleView?id=001096524&type=1&language=en_US), see [Quip Actions in Flow Builder](https://help.salesforce.com/s/articleView?id=xcloud.quip_automation_flow.htm&type=5&language=en_US).

#### See Also

- [Automate Pricing Proposals with Flow Builder](https://help.salesforce.com/s/articleView?id=xcloud.quip_automate_pricing_proposal.htm&language=en_US)
- [Automate Close Plans with Flow Builder](https://help.salesforce.com/s/articleView?id=xcloud.quip_template_lightning_flow.htm&language=en_US)
- [Add Opportunity Team Members to a Close Plan](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_add_users_to_doc_flow.htm&language=en_US)