Create a document from a template in the Template Library.
Required Editions
Available in: Lightning Experience
To access your available templates, click the Compose button, and
select Template Library.
Find the template you want to use:
To create a document from a template that you created, select Created by
Me.
To create a document from a template shared with you, select Shared with
Me.
To use a sample template from quip.com/templates, select Example
Templates.
To use an admin-approved company template, select the company gallery name.
Click Use Template.
Name your document and choose which folder to save it to.
After you embed the template in a Salesforce record and create a document from it, any
Salesforce Template Data Mentions or mail merge fields added to the template autopopulate with
the Salesforce record data.
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