---
schema_version: "1"
id: a986a67b1cf561cdf92f40e01566c2f667319d5e7b6b5edafe9ecbc8a65b0383
title: Synced Sharing
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_synced_sharing.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_synced_sharing.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ec98bed6b4f31d1914a3533ce83dc606e374e94271fc64b76b9ec910f654ab26
description: Streamline user access to embedded documents with synced Salesforce record sharing permissions. Set access at the org level for all documents linked to a Salesforce record rather than manually granting access to individual documents.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Synced Sharing

Streamline user access to embedded documents with synced Salesforce record sharing permissions. Set access at the org level for all documents linked to a Salesforce record rather than manually granting access to individual documents.

### 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>

Make sure that the right users are accessing the right documents at scale. With Synced Sharing, you can use Salesforce record access to determine who can work with embedded documents. It keeps your documents secure and reduces friction for user access to key documents.

Give your users View, Comment, Edit, Full, or Salesforce Record access to documents linked to a record. You can also block user access. After Synced Sharing is enabled, only users with access to a Salesforce record are able to view, comment on, edit, or share its embedded documents.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Synced Sharing Access Levels"><caption>Synced Sharing Access Levels</caption> <colgroup><col style="width:50%"> <col style="width:50%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;"><strong>Access Level</strong></td><td class="slds-cell-wrap" style="vertical-align:top;"><strong>Description</strong></td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">View Access</td><td class="slds-cell-wrap" style="vertical-align:top;">Users who can view a Salesforce record can view documents linked to it.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Comment Access</td><td class="slds-cell-wrap" style="vertical-align:top;">Users who can view a Salesforce record can view and comment on documents linked to it.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Edit Access</td><td class="slds-cell-wrap" style="vertical-align:top;">Users who can view a Salesforce record can view, comment on, and edit documents linked to it.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Full Access</td><td class="slds-cell-wrap" style="vertical-align:top;">Users who can view a Salesforce record can view, comment on, edit, and share documents linked to it.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">No Access</td><td class="slds-cell-wrap" style="vertical-align:top;">Users who can view a Salesforce record can’t view documents linked to it.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Salesforce Record Access</td><td class="slds-cell-wrap" style="vertical-align:top;">Users who have access to a Salesforce record have the same level of access to documents linked to it.</td></tr></tbody></table>

- **[Considerations for Synced Sharing](https://help.salesforce.com/s/articleView?id=xcloud.quip_synced_sharing_considerations.htm&release=264.0.0&type=5)**  
    When setting up Synced Sharing for your Salesforce org, keep in mind these considerations.
- **[Set Up Synced Sharing](https://help.salesforce.com/s/articleView?id=xcloud.admin_files_quip_synced_permissions.htm&release=264.0.0&type=5)**  
    Manage user access at the org level via Synced Sharing for your documents associated with Salesforce records. Grant users with access to a record view, comment, or edit access to its linked documents, or align document access with Salesforce record permissions.
- **[Restrict Synced Sharing Document Membership](https://help.salesforce.com/s/articleView?id=xcloud.quip_synced_sharing_restricted_access_overview.htm&release=264.0.0&type=5)**  
    Make document access granted through Synced Sharing dynamic by preventing users from joining documents as members when they edit or comment on a document. Enable Restrict Synced Sharing Access to block users from becoming permanent document members regardless of their document activity. Ensure that when a user's Synced Sharing access level changes, so does their document access.
- **[Standardize Team Collaboration with Synced Sharing](https://help.salesforce.com/s/articleView?id=xcloud.quip_synced_sharing_example.htm&release=264.0.0&type=5)**  
    Use Synced Sharing to set access to documents linked to Salesforce records at the org level. Set Synced Sharing to Comment Access so that your users can comment on a Mutual Close Plan linked to an Opportunity and close deals as a team.
- **[Troubleshoot Synced Sharing](https://help.salesforce.com/s/articleView?id=xcloud.troubleshoot_synced_sharing.htm&release=264.0.0&type=5)**  
    Synced Sharing can be complex, which means it’s sometimes difficult to know where document access went wrong when you or your users encounter unexpected results.