Salesforce Docs Portal

Create a Template

Use the template format to safely create and share a template in Quip.

Required Editions

Available in: Lightning Experience
  1. From Quip, click the Compose button, and select Template Library.
  2. Select New Template.
    Template Library
  3. Name your template and choose which folder to save it to.
    Tip
    Tip If you opened the Template Library from your Private folder or from a document saved to your Private folder, your template is automatically saved in your Private folder. You can rename your template and change the folder later.
  4. Build your template in the unlocked state. For example, add Salesforce live apps and mail merge syntax to your Salesforce Account Plan templates.
  5. To prevent accidental changes, after you edit the template, lock the template. After you lock the template, share it with users so they can create documents from it.