---
schema_version: "1"
id: b2815a5eb5ae34d710ceda4c3e3c4b70ffe9809a00f4ac02250b3021c78314bc
title: Add 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_sf_add_document_from_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_sf_add_document_from_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 18d765b8b98f2a9a2f717d467116a8eba481bf202924971a85d89834e80ffcf2
description: Access the Quip Template Library in Salesforce to quickly create and embed 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"
---
# Add a Document Based on a Template

Access the Quip Template Library in Salesforce to quickly create and embed 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>

You can add a document to the Quip Document component only if your admin configured the component to let you do so.

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 Document component, click **Open Template Library**.
    
    ![Before you embed a document, the Quip Document component includes three buttons: Choose Document, New Document, and Open Template Library.](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.png)
    
    Alternatively, click **Open Template Library** from the dropdown.
2. In the Template Library, select the template to use, and then 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

- [Considerations for Working with Embedded Documents](https://help.salesforce.com/s/articleView?id=xcloud.quip_sf_considerations_for_working_with_embedded_documents.htm&release=264.0.0&type=5 "You can generally work with an embedded document like any other document, and there are a few things to keep in mind.")
- [Mail Merge Examples](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_templates.htm&release=264.0.0&type=5 "Use templates to prepopulate documents with content that’s specific to the Salesforce record they’re embedded in. For example, you want to use a document to store an Account Plan for each account. When a user creates an Account Plan, you want it to include the same boilerplate content for every account. But you also want to include specific field values from the account, such as the account name and description.")