---
schema_version: "1"
id: e42252d0be3efe6066af0ae26a652a5df2b13e030d76271969f45bc0015a5609
title: Link a Document Based on a Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_link_a_document_based_on_a_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_link_a_document_based_on_a_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ed7ff8532b83d00d1f9b951219fb0118ba6f6bea89a160ecc2614000a08111ae
description: Access the Quip Template Library in Salesforce to quickly create a new Quip document that’s automatically linked to a Salesforce record. If the template contains mail merge syntax, it’s populated with Salesforce data automatically.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Link a Document Based on a Template

Access the Quip Template Library in Salesforce to quickly create a new Quip document that’s automatically linked to a Salesforce record. If the template contains mail merge syntax, it’s populated with Salesforce data automatically.

### 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>

Ensure that you or your admin created the template that you want to use. You can only create templates in Quip.

Ensure that you completed the connection from Quip to Salesforce in the Salesforce tab of the Quip Account Settings window.

1. In the Quip Associated Documents component, click **Open Template Library** from the dropdown.
    
    ![Associated Documents component showing one linked document and the dropdown list](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_associated_document_component_menu.png)
2. In the Template Library, select the template to use, and click **Use Template**.
    
    ![Quip Template Library with several templates showing.](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_document_component_template_library.png)
    
    You can search by name across all galleries, or you can narrow your search to a specific gallery.
    
    The New Document from Template window appears.
3. Select the Quip folder where you want to save the document.
    
    ![The window includes a Name and Folder field.](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_document_component_template_library_new_window.png)
    
    To preserve any mail merge syntax, the document name isn’t editable.
4. Click **Save in**.
    
    Your new document appears in the Quip canvas.
    
    If the template contains mail merge syntax, your new document is populated with Salesforce data right away. Link sharing also takes effect immediately.
    
    In the background, Salesforce works on linking the document to the record and setting up any synced sharing that you configured. When the link to the record is complete, the document is listed in the Associated Documents component.
5. Edit the document as needed, and then close the Quip canvas.

#### See Also

- [Template Library](https://help.salesforce.com/s/articleView?id=xcloud.quip_template_library.htm&release=264.0.0&type=5 "Make it easy to find and create templates in Quip. With the Template Library, users can create and share templates in private galleries, like the Created by Me and Shared with Me galleries, or get started with example templates.")