Add the Quip Associated Documents Component

Add the Quip Associated Documents component to your page layouts so that documents are easy to access. You can add the component to accounts, opportunities, leads, most other standard objects, and your custom objects.

Required Editions

Available in: Lightning Experience
User Permissions Needed
To add the Quip Lightning component: Administrator Permissions
Note
Note The Quip Associated Documents component isn’t available for user record pages or file details pages, nor when a record page is viewed from within an Experience Cloud site.

To add the Quip Associated Documents component:

  1. From the Setup menu on a record page, click Edit Page.
  2. Under Components, select Quip Associated Documents.
  3. Drag the component to the column on the right.
  4. Click Save and then click Activation.
  5. On the Activation: Account Record Page, click Assign as Org Default and close the page.
    The Quip component appears in the column on the right