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            Create a Document in Lightning Experience

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            Create a Document in Lightning Experience

            Create a document no matter where you are in Lightning Experience and link it to a record. Use the New Document global action to take freeform notes that stay open as you move around Lightning Experience.

            Required Editions

            Available in: Lightning Experience

            To create a document from the Global Actions menu, an admin must add the New Document global quick action to your publisher layouts.

            1. From a Lightning page, click global action "+" icon, and select New Document.
              New Document global action
            2. Add content to your new document. You can @mentions users, documents, spreadsheets, folders, Salesforce data mentions, checklists, and more. For the best editing experience, expand the document.
              Acme Call Notes document in Lightning
            3. By default, your document is saved to your Private folder in Quip and to the Quip section in the Files tab. When you’re ready to share your document, click Link & Share.
              Link Document to Record modal
            4. To link your document to record, select an object type, then enter a record name. If Synced Sharing is enabled, users with access to the record can access its linked documents. Tell Me More
            5. Save the action.

            See Also

             
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