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.
Required Editions
| Available in: Lightning Experience |
| User Permissions Needed |
| To create actions: |
Customize Application |
| To customize action layouts and page layouts: |
Customize Application |
| To view page layouts: |
View Setup |
-
From Setup, enter Quip in the Quick Find box, and then select
Quip(Salesforce Anywhere).
-
Under Create a Document from Anywhere, click Add Global
Action.
The New Document global quick action is automatically added to all global publisher
layouts.
