---
schema_version: "1"
id: 64f577ac833183cc903ebdc2b61c1fdb467e3f17426b6c0f370bdbde07020a7b
title: Document Linking in Quip
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/anywhere_document_linking.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.anywhere_document_linking.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 485a65610527adbba9d0fe21ff3503320986a9d04f78778f329887d860ac3164
description: Link important documents to your Salesforce records. Make it easier to find your documents in Salesforce by linking them to related Salesforce records.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Document Linking in Quip

Link important documents to your Salesforce records. Make it easier to find your documents in Salesforce by linking them to related Salesforce records.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Professional</strong>, <strong>Developer</strong>, and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

Manage your Account Plans by linking them to the related Account in Salesforce. You can easily access the linked document from the Account page in Salesforce, or see which records a document is linked to from the document in Quip.

![Linked Records section highlighted](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_linked_records.png)

Document linking in Quip also makes it easier to see when documents are shared with others via Synced Sharing. From the Share window, users can see which Salesforce orgs have Synced Sharing enabled and what the level of access is set to.

![Synced Sharing level of access in the Share 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/anywhere_linked_documents_synced_sharing.png)

When a document is linked to the record in Lightning Experience via the Quip Associated Documents component, you can also see the linked record from the document.

- **[Considerations for Document Linking](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_doc_linking_considerations.htm&release=264.0.0&type=5)**  
    As you link your documents to Salesforce records, keep in mind these considerations.
- **[Link a Document to a Record from Quip](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_link_document.htm&release=264.0.0&type=5)**  
    To manage documents related to Salesforce, link them to a record. You can see which documents are linked to the record from the document or from the record itself.

#### See Also

- [Synced Sharing](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.")