---
schema_version: "1"
id: ded18f0c4547f097edd2bf6ef878e0120240f551d7cb3310879fab781b192887
title: Add the Quip Document Component to a Lightning Page
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/admin_files_quip_embed_doc_component.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_embed_doc_component.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: cfd318eb2eccee395a7ddbcdbe6eb7ee0a6c101e7b55758933393fdc2be233ff
description: You can use the Lightning App Builder to add the Quip Document component to a Salesforce Lightning page.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Add the Quip Document Component to a Lightning Page

You can use the Lightning App Builder to add the Quip Document component to a Salesforce Lightning page.

### 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>

<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="d13701e52">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d13701e52 ">To add the Quip Lightning component:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d13701e52 ">Administrator Permissions</td>

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

Before you add a document:

- To configure different documents for a Salesforce record, [create a custom field](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."). To configure different templates, you can create a second custom field to store the template URL.
- [Connect your Quip and Salesforce accounts](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_turn_on.htm&release=264.0.0&type=5 "Connect your Quip site to Salesforce. When you set up your site, we create permission sets, an Auth. provider, and external data source for you.").

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_important.png)

Important Quip is retiring slides on January 31, 2021. After this date, existing slides are view-only and new ones can’t be created. [Tell Me More](https://help.salesforce.com/articleView?id=000355252&language=en_US&mode=1&type=1)

1. Navigate to the Salesforce page where you want to add a Quip Document component, such as a customer’s Account page.
2. Click the gear icon, and select **Edit Page** to go to the Lightning App Builder.
3. In the left pane, select **Quip Document** (1) and drag it to your canvas (2). The right pane shows the four Quip Document component configuration options with the "One template for each record" option (3) selected.
    
    ![Lightning App Builder showing an Account page with a new tab called Account Plan and a Quip Document embedded in it.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/admin_files_quip_lap_doc.png)
4. In the right pane, select a configuration option that describes [how you want the document to behave](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_doc_component.htm&release=264.0.0&type=5 "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."), and enter values into the required fields. The required fields depend on the option you chose.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><th style="vertical-align:top;" headers="d13701e150-option" id="d13701e154">Different docs for each record</th><td style="vertical-align:top;" headers="d13701e150-desc d13701e154">Enter the name of the <a href="https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_create_field_for_url.htm&amp;release=264.0.0&amp;type=5" title="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.">custom field</a> that stores the document URL. Users can either embed existing documents or create and embed new documents from scratch or from templates. Administrators can optionally pre-populate a field with a specific document if they create an Apex trigger on the field or use Flow Builder or Process Builder.</td></tr><tr class=""><th style="vertical-align:top;" headers="d13701e150-option" id="d13701e170">Same doc on every record</th><td style="vertical-align:top;" headers="d13701e150-desc d13701e170">Enter the URL of the document. For users, the document is embedded on the page and every record associated with it.</td></tr><tr class=""><th style="vertical-align:top;" headers="d13701e150-option" id="d13701e179">One template for each record</th><td style="vertical-align:top;" headers="d13701e150-desc d13701e179">Select a template from the Template Library or enter the template URL(4). Select or create the custom field that stores the document URL (5). Users create documents on each record based on the template.</td></tr><tr class=""><th style="vertical-align:top;" headers="d13701e150-option" id="d13701e188">Different templates for different records</th><td style="vertical-align:top;" headers="d13701e150-desc d13701e188">Enter the name of the custom field that stores the document URL and the name of the field that stores the URL of the Quip template. Administrators are required to prepopulate the template field. They can create an Apex trigger on the field or use Flow Builder or Process Builder. Users choose which template to create a document from.</td></tr></tbody></table>
5. If you selected **One template for each record**, click **![Edit icon](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/button_edit_pencil.png).**
    1. To choose a template in the Template Library, use the Template Library section. Select a gallery name, then the template name, and click **Next**.
        
        ![Choose a template window](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_template_library_app_builder.png)
    2. To enter a template URL, select **Template URL**. Enter the URL and click **Next**.
    3. To make sure that your template is ready to add to the component, validate the template. The validation checks that you have access to the document, that link sharing is turned on, that the document is marked as a template, and that it isn’t a slide.
        
        ![Validate Template modal](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_validate_template_modal.png)
        
        - To create a document from a template, users need view access to the source template. To turn on view-only link sharing for your document from the Lightning App Building, click **Turn On Link Sharing**,
        - To differentiate regular documents from templates and keep your templates organized, click **Go to Quip**, and [mark your 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.").
        - After you address the errors, click **Validate Template**, and click **Done**.
6. Specify whether other users can view, edit, or request access to documents created from the template.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_tip.png)
    
    Tip Turn on Synced Sharing to manage user access to documents created from a template or linked to a Salesforce record. [Tell Me More](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_synced_permissions.htm&release=264.0.0&type=5 "Manage user access at the org level via Synced Sharing for your documents associated with Salesforce records. Grant users with access to a record view, comment, or edit access to its linked documents, or align document access with Salesforce record permissions.")
7. (Optional) Enter a custom label for the embedded document in the Custom Component Label field.
8. Enter the component’s pixel height. [See Component Size Recommendations](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_doc_component.htm&release=264.0.0&type=5 "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.")
9. Click **Save**, and click **Activation**.
10. On the Activation: Account Record Page, click **Assign as Org Default** and close the page.
11. To exit Lightning App Builder, click **Back**. The Quip Document component appears where you dragged it.
    
    ![The Quip Document component appears in a tab of an Account.](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/admin_files_quip_doc_in_action.png)

If you select **Different templates for different records**, create an Apex trigger on the template field to prepopulate it with the template URL. You can also use Flow Builder or Process Builder. This step is optional if you select **Different docs for each record**.