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Copy a Document from a Process
To use a document as a template, create a copy. By default, copied documents are saved to the running user’s Private folder in Quip.
Required Editions
| Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create, edit, or view processes: | Manage Flow AND View All Data |
Important Support and updates for Process Builder have ended as
of December 31, 2025. This means that support won't be provided for any process and bugs in
the Process Builder product won't be fixed. See Workflow Rules & Process Builder End of Support.
After December 31, 2025, existing processes continue to run, and you can activate, deactivate, and edit them; however, we recommend using Flow Builder. To migrate existing processes, plan your switch to Flow Builder and use the Migrate to Flow tool. For new automations, create flows in Flow Builder.
After you’ve created a Quip action and selected Copy Document, fill in the relevant fields to add the action to your process.
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Enter a name for this action.
This text appears on the canvas and helps you differentiate this action from others in your process. The name truncates to fit on the canvas.
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For Document URL, enter the URL of the document you want to copy.
By default, newly copied documents appear in the Private folder in Quip.
Note Newly copied documents aren’t automatically attached to the record. See Step 5 for more info. - Use the Advanced section to enter a document title, add members by email address, or add the document to a specific parent folder.
- Save the action.
- Optional: To attach the newly created document to the record and use Synced Sharing, use the Attach Document to Record action after the Copy Document action.
Note To replace the existing Process Builder processes and Workflow Rules
with flows before Process Builder and Workflow Rules reach end of support, see Quip Actions in Flow Builder.
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