---
schema_version: "1"
id: bc265a67dff46898e6559e29024bac892d9d39f33a908f25ae3fa0d4124be9a2
title: Link a Document to a Record from Quip
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/anywhere_link_document.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.anywhere_link_document.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: e00c31e5868099c72c8a95950f365680bbc0d504c01afd3ffe8886612eecdc8c
description: 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.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Link a Document to a Record from Quip

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.

### 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>

To link a document to a record, in Lightning Experience, you must click **Take the Last Step**.

![Take the Last Step connection banner](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_setup_take_the_last_step.png)

If [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.") is enabled for your Salesforce org, a message lets you know what level of access users have to your linked document before and after you link it.

1. From a document in Quip, click **![Salesforce Actions cloud](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/salesforce_actions_cloud_icon.png)**.
2. Select **Link to Salesforce Record**.
    
    ![Link to Salesforce Record option 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_link_to_record_cloud.png)
3. Choose an object type, enter a record name, and select the records that you want to link your document to. You can select records from multiple object types. Click **Link Records**.
    
    ![Link Document to Record 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_link_records_modal.png)
4. If Synced Sharing is enabled, confirm that you want users with access to the record to be able to access your linked document.
5. To see which records the document is linked to, click **![blue Salesforce Actions cloud](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_blue_salesforce_actions_icon.png)** and see its linked records. To manage which records the document is linked to and to link another record, click **Manage Linked Records**.
    
    ![Manage Linked Records menu option](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_manage_linked_records.png)
6. To see what level of access Salesforce users may have to your linked document, from the document, click **Share**, and check the Synced Sharing level of access.
    
    !["1 Linked Record in Salesforce Org" section of 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)
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/images/icon_note.png)
    
    Note [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.") is an org-wide level of sharing for documents linked to Salesforce records. Depending on the Synced Sharing access level set by the Quip admin, users with access to the record may be able to view, comment on, edit, or share its linked documents.

After you link a document to a Salesforce record, it appears in the Quip Associated Documents component. If there’s no Quip Associated Documents component set up, the document is added to Files and Attachments component.

#### See Also

- [Organize Content with the Quip Associated Documents Component](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_use_quip_component.htm&release=264.0.0&type=5 "With the Quip Associated Documents component, your documents, spreadsheets, and slides are easier to access and find.")
- [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.")