---
schema_version: "1"
id: ca4fc38e65fe6e351e5ce382eb74a99889a8556a064938f56139661abcc3bf4e
title: Create a Document in Lightning Experience
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/anywhere_create_doc_lex.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.anywhere_create_doc_lex.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5f8a8d5f43fbd1097ab9665884e162e15ed776fc5800894b60d11a8fea341b39
description: Create a document no matter where you are in Lightning Experience and link it to a record. Use the New Document global action to take freeform notes that stay open as you move around Lightning Experience.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Create a Document in Lightning Experience

Create a document no matter where you are in Lightning Experience and link it to a record. Use the New Document global action to take freeform notes that stay open as you move around Lightning Experience.

### 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>

To create a document from the Global Actions menu, an admin must add the New Document global quick action to your publisher layouts.

1. From a Lightning page, click **![global action "+" 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/global_actions_menu_icon.png)**, and select **New Document**.
    
    ![New Document global action](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/anywhere_quip_new_doc_action.png)
2. Add content to your new document. You can @mentions users, documents, spreadsheets, folders, Salesforce data mentions, checklists, and more. For the best editing experience, expand the document.
    
    ![Acme Call Notes document in Lightning](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/anywhere_new_doc_composer.png)
3. By default, your document is saved to your Private folder in Quip and to the Quip section in the Files tab. When you’re ready to share your document, click **Link & Share**.
    
    ![Link Document to Record 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/anywhere_link_and_share_doc.png)
4. To link your document to record, select an object type, then enter a record name. If Synced Sharing is enabled, users with access to the record can access its linked documents. [Tell Me More](https://help.salesforce.com/s/articleView?id=xcloud.quip_synced_sharing.htm&release=264.0.0&type=5 "Streamline user access to embedded documents with synced Salesforce record sharing permissions. Set access at the org level for all documents linked to a Salesforce record rather than manually granting access to individual documents.")
5. Save the action.

#### See Also

- [Add the New Document Global Action Manually](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_new_doc_global_action_setup.htm&release=264.0.0&type=5 "To let your users create a document no matter where they are in Lightning Experience, add the New Document global quick action manually to individual global publisher layouts.")
- [Add the New Document Global Action to All Global Publisher Layouts](https://help.salesforce.com/s/articleView?id=xcloud.quip_add_global_action_to_all_layouts.htm&release=264.0.0&type=5 "To let your users create a document no matter where they are in Lightning Experience, add the New Document global quick action to all of your global publisher layouts automatically.")