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.
Add the Quip Associated Documents Component Add the Quip Associated Documents component to your page layouts so that documents are easy to access. You can add the component to accounts, opportunities, leads, most other standard objects, and your custom objects.
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