---
schema_version: "1"
id: 8ff68ac21b0747404c921a708a64a4040984daa4bb464f48c8a7da7d5e5d1486
title: Use the 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_use_doc_component.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_use_doc_component.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: c0235c1791af09867a58a5d03293149fdf7444341ddc1d44432814912eb2a4cd
description: 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.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Use the Quip Document Component

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.

### 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>

Depending on how you configured the Quip Document component, users interact with it in different ways on the Salesforce pages that include it.

- Users pick which documents go on which records. Users choose the documents to embed into Salesforce records. They can choose existing documents or create them directly from a Salesforce record.
- Users create documents from templates. Users can only embed documents based on a template that you previously created. This option works well for account plans, creative briefs, and other documents that your team uses repeatedly.
- Administrators preselect documents. Sometimes you, the administrator, knows best, so you preselect the documents that are appropriate for each Salesforce record. Users can’t change the embedded document, but depending on their permissions, they can edit it. This option is best for wikis, contact lists, and other reference documents.

Your users can work with an embedded document the same way they work with any other Quip document. They can edit text, insert images, leave comments, check off checklist items, update spreadsheets, @mention colleagues, and more.

## Connect to Quip

Users must be connected to their Quip account to use Quip in Salesforce. If they haven't already connected their Quip and Salesforce accounts, a button in the Quip Document component prompts them to do so.

![Connect to Quip site.](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_connect.png)

- **[Add an Existing Document](https://help.salesforce.com/s/articleView?id=xcloud.quip_sf_add_an_existing_document.htm&release=264.0.0&type=5)**  
    Search for or provide the link to an existing Quip document to link it to a Salesforce record.
- **[Add a Blank Document](https://help.salesforce.com/s/articleView?id=xcloud.quip_sf_add_a_blank_document.htm&release=264.0.0&type=5)**  
    Create a blank Quip document that’s automatically linked to a Salesforce record.
- **[Add a Document Based on a Template](https://help.salesforce.com/s/articleView?id=xcloud.quip_sf_add_document_from_template.htm&release=264.0.0&type=5)**  
    Access the Quip Template Library in Salesforce to quickly create and embed a new Quip document that’s automatically linked to a Salesforce record. If the template contains mail merge syntax, it’s populated with Salesforce data automatically.
- **[Considerations for Working with Embedded Documents](https://help.salesforce.com/s/articleView?id=xcloud.quip_sf_considerations_for_working_with_embedded_documents.htm&release=264.0.0&type=5)**  
    You can generally work with an embedded document like any other document, and there are a few things to keep in mind.

#### See Also

- [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.")