---
schema_version: "1"
id: 85fe073829eb89cf03429a63b9fe140f668c85889f357850dcafb106396d8b49
title: Create a Document from a Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/xcloud/264-0-0/quip_use_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=xcloud.quip_use_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b31fd8291e7f58c3b1812a8acabd2734e616dd36ad666cf51e60ba50807536e6
description: Create a document from a template in the Template Library.
products:
  - Quip
  - Cross Cloud
release: "264"
---
# Create a Document from a Template

Create a document from a template in the Template Library.

### 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>

1. To access your available templates, click the **Compose** button, and select **Template Library**.
    
    ![Template Library menu option in the Compose menu](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_template_library_compose_button.png)
2. Find the template you want to use:
    
    ![Template Library template with private gallery options highlighted](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_template_library_created_by_me.png)
    
    1. To create a document from a template that you created, select **Created by Me**.
    2. To create a document from a template shared with you, select **Shared with Me**.
    3. To use a sample template from quip.com/templates, select **Example Templates**.
    4. To use an admin-approved company template, select the company gallery name.
3. Click **Use Template**.
4. Name your document and choose which folder to save it to.

After you embed the template in a Salesforce record and create a document from it, any Salesforce Template Data Mentions or mail merge fields added to the template autopopulate with the Salesforce record data.

#### See Also

- [Add a Salesforce Template Data Mention](https://help.salesforce.com/s/articleView?id=xcloud.anywhere_add_template_data_mention.htm&release=264.0.0&type=5 "As you set up your templates, use Salesforce Template Data Mentions instead of mail merge syntax. When a user creates a document from your embedded template, the Salesforce Data Mentions automatically populate with record’s data and continue to stay up to date.")
- [Decide Between Template Data Mentions and Mail Merge](https://help.salesforce.com/s/articleView?id=xcloud.quip_mail_merge.htm&release=264.0.0&type=5 "Templates save time copying and pasting, standardize your business practices, and help you get the most out of your Salesforce data. To auto-fill your embedded templates with data from a Salesforce record, you can use Salesforce Template Data Mentions or mail merge syntax.")
- [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.")