Considerations for Document Linking

Connected Salesforce Orgs

A user can see and link a document only if they connected their Salesforce org to Quip.

• From the user profile in Quip, click Salesforce.
• Click Connect and log in to Salesforce.

Document Access

• Only users with Full Access to a document can link it to a record from Quip.
• Only users with Edit Access or Full Access to a document can open the Share window and see its linked records.
• Only users with Edit Access or Full Access to a document can see and the document’s linked records.
• A user with less than Full Access to a document can link it to a record from the Quip Associated Documents component in Lightning Experience.
  • Users who can view a document can copy its URL, go to a record in Lightning Experience, and link it to the record via the Quip Associated Documents component.
  • If the user who linked the document via the Quip Associated Documents component has less than Edit Access, they can’t see or the linked record from the document.

Record Access

Users can see only the linked records in Quip that they have access to in Salesforce. If User A with Full Access to a document links it to a record that User B doesn’t have access to, User B doesn’t see the linked record. This is true even if User B is the document creator.

Object Types

• You can’t link a document to a User record, like a Contact.
• You can’t link to a Chatter group, content library, Exerience Cloud site, or Organization object.

Synced Sharing

• Synced Sharing is only enabled for a linked document if the user who links it has Full Access to it.
• Because document linking isn’t supported for User records, Synced Sharing for User records also isn’t supported.

Remove Record Link

You can’t remove the record link from the document in Quip. To remove it, open the document in Salesforce, and remove it from the record via the Quip Associated Documents component or the Files component.