With the Quip Associated Documents component, your documents, spreadsheets, and slides are easier to access and find.
Required Editions
| Available in: Lightning Experience |
To directly link a document to a record, click Link Quip Document. You can search for any document you have access to or add the document by URL. You can also link a suggested document. Quip shows documents you have access to that reference the record in the title.
To create documents from the component, click New Document or New Spreadsheet. Documents and spreadsheets created from a record’s Associated Document component are directly linked to that record by default.
To see documents linked from related records, click the Linked from Related Records tab. To open an expanded view that supports rich text editing without leaving the record, click a document. To link a related document to the record, click Link Directly. The Associated Document Component looks at 20 records per related list and up to 1000 records total.
After the Quip component is populated, collaboration is a breeze. You can search for docs and share links to docs. Sending a link doesn't give users access to a file. For security reasons, you can set sharing permissions separately.
- Link a Document Based on a Template
Access the Quip Template Library in Salesforce to quickly create 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.