---
schema_version: "1"
id: df0fc5ace6a4c85fcdd7c29f3f52d225481b91ed2c2c1798630c9e5c4b48c767
title: Add the New Document Global Action Manually
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/anywhere_new_doc_global_action_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.anywhere_new_doc_global_action_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b8ac5e94e95d366dabae25f49099c45a795d5b7dfcb89979cc3d24d0398929b2
description: 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.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Add the New Document Global Action Manually

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.

### 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>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d4774e52">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4774e52 ">To create actions:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4774e52 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4774e52 ">To customize action layouts and page layouts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4774e52 ">Customize Application</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d4774e52 ">To view page layouts:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d4774e52 ">View Setup</td>

          </tr>
        </tbody>
      </table>

1. In Salesforce Setup, from the Quick Find box, enter Publisher Layouts, and then select **Publisher Layouts**.
2. Under Global Publisher Layout, find Global Layout, and click **Edit**.
    
    ![Edit button highlighted next to Global Layout](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-xcloud-anywhere_app-264-0-0-production-enus/c0406050-7b26-469a-9dc5-10d6c0c9c576/anywhere_app/images/quip_edit_global_layout.png)
3. Select **Mobile & Lightning Actions** (1). Find **New Document** (2) and drag it to the Salesforce Mobile and Lightning Experience palette (3).
    
    ![Global Publisher Layout page with Mobile & Lightning Actions, New Document, and Salesforce Mobile and Lightning Experience palette 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_drag_new_document_action.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 If it’s your first time editing the Salesforce Mobile and Lightning Experience palette, select **override the predefined actions**.
4. To reorder your actions, select an action and drag it to a new position.
5. Save the action.

#### See Also

- [Create a Document in Lightning Experience](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_create_doc_lex.htm&release=264.0.0&type=5 "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.")
- [Action Limits and Limitations](https://help.salesforce.com/s/articleView?id=platform.actions_limitations.htm&type=5&language=en_US)