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          Quip Associated Documents Component

          Quip Associated Documents Component

          Keep your documents in context with the Quip Associated Documents component. Associate related documents to records in Salesforce to make important information easy to find. See documents linked to related records and child accounts so you’re always getting the complete picture. Get smart document suggestions of documents that may be related to a record based on the record’s name.

          Required Editions

          Available in: Lightning Experience

          See a record’s related documents without leaving Salesforce. With the Quip Associated Documents component, the most relevant information is linked to the Salesforce record and can be opened and edited from the record itself. You can attach account plans to your Account pages to keep your users in the know. Give your users Edit access to let them collaborate, edit, or add their own related documents.

           
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          Salesforce Help | Article