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Create a Quip Document or Spreadsheet
Using Flow Builder, create a document or spreadsheet, and add content to it.
Create a Quip Folder
You can automate the creation of a private folder or add a folder to an existing folder.
Create a Quip Chat
Use Flow Builder to create a new chat room and send a message to its members.
Add a Quip Document to a Folder
Add a document to a folder to organize and share your documents.
Remove Members from a Quip Document
To rescind access to a document for certain users, remove them from the document.
Remove a Quip Document from Folder
Remove a document from a folder. Make a shared document private again.
Associate Quip Document to a Salesforce Record
Attach a document to a Salesforce record. Linked documents show up in the Quip Associated Documents component.
Copy a Quip Document
To use a document as a template, create a copy. By default, copied documents are added to the running user’s Private folder in Quip.
Copy content with Live Paste
Copy content from a source document, and paste it with Live Paste in a new document. When the source content is updated, documents with the live pasted content stay up to date.
Automatically Edit a Quip Document
Edit content in a document, spreadsheet, or slide. Add or replace content based on a document section.
Lock edits on a Quip Document
Protect your finished document from unnecessary changes by locking document edits.
Lock a Quip Document Section
To mark sections of a document as complete or to keep them safe from accidental edits, lock them.
Export a Quip Document to PDF
To mark a document as complete and to keep a copy for your records, export it as a PDF.