---
schema_version: "1"
id: 632937cc2a88809d366e5eb66663a6301bf05cfc533945af5c0e1b68b6c83a00
title: Quip Document Component
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/admin_files_quip_doc_component.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_doc_component.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 90631313b7b75b57887bf7e78e942770573079a7cf18fdd91f6e4cd138f0ff00
description: With the Quip Document Lightning component you can work with fully functional documents and spreadsheets directly within Salesforce records. All of your favorite features are there—comments, @mentions, live apps, and more. It's all the collaboration that you need, right where you need it.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Quip Document Component

With the Quip Document Lightning component you can work with fully functional documents and spreadsheets directly within Salesforce records. All of your favorite features are there—comments, @mentions, live apps, and more. It's all the collaboration that you need, right where you need it.

### 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></tbody></table>

The Quip Document component is part of the original Aura Lightning Components programming model.

## Quip Document Component Configuration Options

Use the Lightning App Builder to add the Quip Document component to a Salesforce Lightning page. You can choose whether to use the same or different documents for each record, or whether users can use templates to create documents. Depending on the chosen option, you also create one or two custom fields on the associated object to store the document or template URLs.

Quip Document Component Configuration Options   
| Configuration Option in Lightning App Builder | Description | Required Custom Fields |
| --- | --- | --- |
| Use the same document for every record | Admins can choose a single, pre-existing document that is embedded on every record associated with a given object. | None |
| Allow different documents for each record | Users can attach different documents to different records, or create and embed new documents from scratch or from the Quip Template Library. Admins can also programmatically attach pre-selected documents to different records on the same object. | One field to store the Quip Document URL |
| Use a template to create documents for each record | Admins specify a template from which users can create and embed new documents on a per-record basis. You can use any document as a template. You can use mail-merge syntax in the template to prefill documents with information from the record. | One field to store the Quip Document URL |
| Use different templates for different records | Admins can specify different templates for different records on the same object. This option requires admins to programmatically prepopulate the component field with different template URLs rather than manually choose a single template URL. | Two fields, one to store the Quip Document URL and the other to store the Quip Template URL |

## Size Recommendations for Embedded Documents

For best performance, use the recommended sizes for the different document types embedded in Salesforce Lightning page layouts.

Quip Document Size Recommendations   
| Quip Document Type | Location | Size |
| --- | --- | --- |
| Document | Main page section | 900 pixels |
| Document | Page sidebar | 600 pixels |
| Slide Deck | Main page section | 900 pixels |
| Chat Room | Main page section | 600 pixels |
| Chat Room | Page sidebar | 600 pixels |

## Next Steps

- If necessary, [create a custom field to hold the document or template URL](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_create_field_for_url.htm&release=264.0.0&type=5 "If you want to use different documents or templates for your Salesforce records, create a custom field. Quip stores the URL of the embedded document or template in the custom field of the Salesforce object. If each record uses the same document, you don’t need to create the fields.").
- Optionally, [create a template](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_templates.htm&release=264.0.0&type=5 "Use templates to prepopulate documents with content that’s specific to the Salesforce record they’re embedded in. For example, you want to use a document to store an Account Plan for each account. When a user creates an Account Plan, you want it to include the same boilerplate content for every account. But you also want to include specific field values from the account, such as the account name and description.") or [mark a document as a template](https://help.salesforce.com/s/articleView?id=xcloud.quip_mark_as_template.htm&release=264.0.0&type=5 "To differentiate documents that your team uses as templates, mark your documents as templates in Quip. See what documents are embedded in Salesforce based on the object, convert your embedded documents to templates, and access them from the Template Library in Quip.").
- Use Lightning App Builder to [add the Quip Document component to a Lightning page](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_embed_doc_component.htm&release=264.0.0&type=5 "You can use the Lightning App Builder to add the Quip Document component to a Salesforce Lightning page.").
- To make sure that your template is properly configured before you share it with your users, validate it, and address any errors.
- If necessary, create an Apex trigger on the custom field that stores the document or template.

Your users can now [work with documents without leaving Salesforce](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_use_doc_component.htm&release=264.0.0&type=5 "After you add the Quip Document component to a Lightning page, your users can create and edit documents directly in Salesforce. If they prefer, users can also edit the document on your Quip site. Both options provide the same rich collaborative environment.").

- **[Create Custom Fields for the Document and Template URL](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_create_field_for_url.htm&release=264.0.0&type=5)**  
    If you want to use different documents or templates for your Salesforce records, create a custom field. Quip stores the URL of the embedded document or template in the custom field of the Salesforce object. If each record uses the same document, you don’t need to create the fields.
- **[Templates and Dynamic Fields](https://help.salesforce.com/s/articleView?id=xcloud.quip_dynamic_fields.htm&release=264.0.0&type=5)**  
    Templates save time copying and pasting, standardize your business practices, and help you get the most out of your Salesforce data. To auto-fill your embedded templates with data from a Salesforce record, you can use Salesforce Template Data Mentions or mail merge syntax.
- **[Mail Merge Examples](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_templates.htm&release=264.0.0&type=5)**  
    Use templates to prepopulate documents with content that’s specific to the Salesforce record they’re embedded in. For example, you want to use a document to store an Account Plan for each account. When a user creates an Account Plan, you want it to include the same boilerplate content for every account. But you also want to include specific field values from the account, such as the account name and description.
- **[Add the Quip Document Component to a Lightning Page](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_embed_doc_component.htm&release=264.0.0&type=5)**  
    You can use the Lightning App Builder to add the Quip Document component to a Salesforce Lightning page.
- **[Sample Apex Trigger to Specify Documents or Templates](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_apex_trigger.htm&release=264.0.0&type=5)**  
    Use an Apex trigger to programmatically specify a document or template in a custom URL field. You must add a field if you selected the **Different templates for different records** option when you added the Quip Document component to a Lightning page.
- **[Use the Quip Document Component](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_use_doc_component.htm&release=264.0.0&type=5)**  
    After you add the Quip Document component to a Lightning page, your users can create and edit documents directly in Salesforce. If they prefer, users can also edit the document on your Quip site. Both options provide the same rich collaborative environment.