Add Quip global quick actions to almost any page that supports actions. Use global
actions to let your users create documents without leaving the page that they’re on.
Required Editions
| Available in: Lightning Experience |
- Set Up the New Document Global Action
To let your users create a document no matter where they are in Lightning Experience, add the New Document global quick action to your global publisher layouts.
- 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.
