Quip Associated Documents Component

Keep your documents in context with the Quip Associated Documents component. Associate related documents to records in Salesforce to make important information easy to find. See documents linked to related records and child accounts so you’re always getting the complete picture. Get smart document suggestions of documents that may be related to a record based on the record’s name.

Required Editions

Available in: Lightning Experience

See a record’s related documents without leaving Salesforce. With the Quip Associated Documents component, the most relevant information is linked to the Salesforce record and can be opened and edited from the record itself. You can attach account plans to your Account pages to keep your users in the know. Give your users Edit access to let them collaborate, edit, or add their own related documents.

Add the Quip Associated Documents Component
Add the Quip Associated Documents component to your page layouts so that documents are easy to access. You can add the component to accounts, opportunities, leads, most other standard objects, and your custom objects.
Organize Content with the Quip Associated Documents Component
With the Quip Associated Documents component, your documents, spreadsheets, and slides are easier to access and find.
Preview Documents in Salesforce
View and edit your documents without leaving Salesforce.