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Automate Your Business Processes
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            Update Content Based on a Document Range from a Process

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            Update Content Based on a Document Range from a Process

            Edit or add content to a defined template section, called a document range, when something changes in Salesforce.

            Required Editions

            Available in: Lightning Experience
            User Permissions Needed
            To create, edit, or view processes:

            Manage Flow

            AND

            View All Data
            Important
            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.

            Document ranges are supported only in documents and templates. To see your highlighted document ranges, use a template.

            After you create a Quip action and select Edit Document or Copy with Live Paste, fill in the relevant fields to add the action to your process.

            1. To add new content to a document based on a document range, select the Edit Document action.
              1. Under Location for New Content, select a document range placement. You can choose to add content after a document range, before it, or you can replace it.
                Edit Document document range options highlighted
              2. Enter the document range heading. This is the heading text in your template that marks the start of a document range.
              3. Enter your new content and save the action.
            2. To live paste existing content to a template, select the Copy with Live Paste action.
              1. Choose whether you want to copy content based on an anchor link or document range content type.
              2. Enter the URL of the template or anchor link you want to copy content from.
              3. To live paste content based on document range, select a document range placement. You can choose to paste your copied content after a document range, before it, or you can replace it.
              4. Enter the URL of the template where you want to paste your copied content.
              5. Enter the document range heading of the target template that you want to use to place your copied content.
              6. Save the action.
            Note
            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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            Salesforce Help | Article