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Quip
Salesforce Spring
salesforcedocs
Last updated January
Copyright Salesforce Inc All rights reserved Salesforce is a registered trademark of Salesforce Inc as are other
names and marks Other marks appearing herein may be trademarks of their respective owners
CONTENTS
Quip
Get Started with Quip
Use Quip
Administer Quip
Quip in Salesforce
Get Started with Quip formerly Salesforce Anywhere in Salesforce
Use Quip Features in Salesforce
Index
QUIP
Quip helps you collaborate and create all in one place With Quip your users can project manage
with living documents and spreadsheets that centralize teamwork It doesnt matter if people are
in the same room or on the other side of the globe They can work in tandem and focus on what
matters
Get Started with Quip
Review some important information about products features and accessibility to get the most
out of Quip
EDITIONS
Available in Quip desktop
app Quip iOS and Android
mobile apps and Quip on
web
Use Quip
Learn how to get the most out of Quip features
Administer Quip
Get your users up and running with Quip
Get Started with Quip
Review some important information about products features and accessibility to get the most out of Quip
Supported Browsers and Devices for Quip
You can use Quip in a web browser in the desktop app or on a mobile device See the compatible browsers operating systems
and mobile devices
Supported Languages for Quip
See the languages that Quip supports and learn how to update your language settings
Quip Accessibility Considerations
Quip is working to make every part of it fully accessible to the WCAG AA standard
Open Documents in the Quip Desktop App
Set up Quip so that all document links to your Quip site open in the Quip desktop app instead of your web browser
Supported Browsers and Devices for Quip
You can use Quip in a web browser in the desktop app or on a mobile device See the compatible
browsers operating systems and mobile devices
EDITIONS
Web Browsers
Available in Quip desktop
app Quip iOS and Android
mobile apps and Quip on
web
You can use Quip in the latest version of these web browsers
Google Chrome
Microsoft Edge
Mozilla Firefox
Quip
Supported Languages for Quip
Safari
Desktop App
To use the Quip desktop app your operating system must be
Mac MacOS High Sierra or later
Windows Windows or later
Mobile App
To use the Quip mobile app your mobile device must be
Mac iOS or later
Android Android Lollipop or later
Supported Languages for Quip
See the languages that Quip supports and learn how to update your language settings
EDITIONS
Quip is available in languages
Available in Quip desktop
app Quip iOS and Android
mobile apps and Quip on
web
English
Spanish
Italian
Chinese Traditional
Chinese Simplified
French
German
Dutch
Portuguese Brazil
Russian
Turkish
Korean
Change Language Settings in Quip
Change your language settings in Quip All Quip features and UI text appear in the chosen language
Change Language Settings in Quip
Change your language settings in Quip All Quip features and UI text appear in the chosen language
EDITIONS
From your Quip account settings select Profile
Available in Quip desktop
app Quip iOS and Android
mobile apps and Quip on
web
Select a language
Quip
Quip Accessibility Considerations
Quip Accessibility Considerations
Quip is working to make every part of it fully accessible to the WCAG AA standard
EDITIONS
SEE ALSO
Available in Enterprise
Performance Professional
Developer and Unlimited
Editions
External Link Accessibility for Quip
Open Documents in the Quip Desktop App
Set up Quip so that all document links to your Quip site open in the Quip desktop app instead of
your web browser
EDITIONS
Open Quip in your web browser
Available in Quip on Web
From your profile in Quip click Appearance
Select Open Links in App
Save your settings
Note This setting applies only to the current web browser Repeat these steps for each browser and device that you use
The next time that you open a Quip link from your email Slack or somewhere else confirm that you want to open the document in the
desktop app If you dont have the Quip app download it from the confirmation page
Use Quip
Learn how to get the most out of Quip features
Documents
Bring your documents to life with realtime collaboration in Quip documents
Quip
Documents
Spreadsheets
Organize your data in spreadsheets and view it in context in Quip documents
Comments
Keep collaboration in context with embedded comments in Quip Comments change color after you read them so you can focus
on the content that still needs your attention
Emojis and GIFs
Add some fun to your comment conversation message document or spreadsheet with emojis and GIFs
Navigation and Folders
Learn how to use the Quip sidebar search and keep your files organized with folders
Sharing and Access
Learn how to share your documents and control who has access to your documents spreadsheets and folders in Quip Only members
of your organizations Quip site can see the Share settings
Live Apps and Live Data
Create alignment prioritize backlogs and track progress with live data in Quip Keep your team up to date with native Quip live
apps use thirdparty live apps or create your own live apps to meet your businesss custom needs
Tasks
Manage your work across documents and teams with tasks
Notifications
Get notified about the Quip changes and documents that you care about
Documents
Bring your documents to life with realtime collaboration in Quip documents
Update Content Across Documents Automatically with Live Paste
Reference content from a source document in other documents When the source document is updated the content in other
documents automatically updates too
Lock Edits in Documents
Prevent other users from making accidental changes or deleting document content Keep entire documents secure or only lock
specific sections
Insert Elements into Documents
Use the symbol to mention people documents and more Or insert a range of elements such as spreadsheets media and data
Link to Specific Document Sections
Direct teammates to a specific document sections with anchor links
Collapse and Expand Document Sections
See only the content you need by showing or hiding document sections
Preview Documents in Quip
Quickly preview and navigate between crossreferenced documents with Quick Peek Without opening new tabs view document
content and respond to activity in linked documents
Add a Document to a Folder
Relocate documents and spreadsheets to make them easier to find or to change who theyre shared with quickly When you move
or add a document to another folder the document members change to reflect the folder members
Quip
Documents
Document Tools
Count how many words are in a document check spelling see an outline and more
Markdown in Quip
Quip supports many markdown shortcuts
Update Content Across Documents Automatically with Live Paste
Reference content from a source document in other documents When the source document is updated the content in other documents
automatically updates too
Use Live Paste in a Quip Document
Use Live Paste to duplicate information across documents gather distributed content in a central document or reference pertinent
information across related documents
Refresh Live Paste Content
Update Live Paste content on demand instead of automatically
See Live Paste Source Content
Find out where source content is referenced by Live Paste content
Stop Updates to Live Paste Content
Stop updates to Live Paste content permanently
Use Live Paste in a Quip Document
Use Live Paste to duplicate information across documents gather distributed content in a central
document or reference pertinent information across related documents
EDITIONS
In the source document copy the content
Available in Quip desktop
app Quip iOS and Android
mobile apps and Quip on
web
In another document paste the content
Open the Paste menu and select Live Paste
Note The menu only appears when you copy a content type that works with Live Paste
A purple line next to the content indicates that its synced to a source document via Live Paste The reference content retains the format
of the source content
Considerations for Live Paste
When using Live Paste keep these considerations in mind
Quip
Documents
Considerations for Live Paste
When using Live Paste keep these considerations in mind
EDITIONS
Live Paste doesnt support
Live Apps
Content from within the same document
When you Live Paste a multicolumn layout from a source document the content appears in
a single column in the reference document
Available in Quip desktop
app Quip iOS and Android
mobile apps and Quip on
web
Live Paste content containing people mentions only sends notifications related to the source document
Refresh Live Paste Content
Update Live Paste content on demand instead of automatically
EDITIONS
In the reference document select the Live Paste content
Available in Quip desktop
app Quip iOS and Android
mobile apps and Quip on
web
From the Live Paste menu select Update Now
See Live Paste Source Content
Find out where source content is referenced by Live Paste content
EDITIONS
In the source document click anywhere in the content thats referenced elsewhere
Click the Live Paste menu
To see a list of where the content is referenced with Live Paste select References
Available in Quip desktop
app Quip iOS and Android
mobile apps and Quip on
web
Stop Updates to Live Paste Content
Stop updates to Live Paste content permanently
EDITIONS
In the reference document select the Live Paste content
From the Live Paste menu select Unlink
Live Paste content also stops updating if the person who inserts the Live Paste content leaves your
organization or loses access to the source document Anyone with access to the source document
can relink the Live Paste content
Available in Quip desktop
app Quip iOS and Android
mobile apps and Quip on
web
Lock Edits in Documents
Prevent other users from making accidental changes or deleting document content Keep entire documents secure or only lock specific
sections
Lock a Quip Document
Lock edits for an entire Quip document
Lock a Quip Document Section
Lock edits for specific sections within a Quip document
Quip
Documents
Lock a Quip Document
Lock edits for an entire Quip document
EDITIONS
From the Document menu select Advanced and then select Lock Edits to Document
Available in Quip desktop
app and Quip on web
Confirm that you want to lock edits
To unlock the document next to the document title select Edits Disabled Then confirm that you
want to unlock the document
Note Unlocking a document that you didnt lock sends a Quip notification to the person who locked the document
Lock a Quip Document Section
Lock edits for specific sections within a Quip document
EDITIONS
Put your cursor in the section that you want to lock
Available in Quip desktop
app and Quip on web
Select the section menu and then select Lock Edits
To unlock the section return to the section menu select Lock Edits again and then confirm that you want to unlock edits
Insert Elements into Documents
Use the symbol to mention people documents and more Or insert a range of elements such
as spreadsheets media and data
Element
Description
Mention
Additional Instructions
Image
Show your teammates
what youre talking
about Comment on
images to spark
discussion
image
Select Insert and then choose the
desired image
Video
Show your teammates
what youre talking
about Comment on
videos to spark
discussion
video
Select Insert and then choose the
desired video
EDITIONS
Available in Quip desktop
app Quip iOS and Android
mobile apps and Quip on
web
Quip
Documents
Element
Description
Mention
File
Upload content and reference it in file
context
Date
Never lose track of deadlines by
adding dates or reminders
Additional Instructions
Select Insert and then choose the desired file
date or reminder Choose the desired date from the calendar
To remind a teammate mention them on the same
paragraph or row as the date
The date appears in your document highlighted in
blue As the date approaches the date color changes
to orange and you get a Quip notification To change
the date format from the Document menu select
Advanced and then select Change Date Formatting
Spreadsheets
Keep all your data in one place
spreadsheet
To add a new table to your document enter
spreadsheet
To embed an existing spreadsheet in a document enter
the symbol and then type the spreadsheet title
To see the spreadsheet in full screen mode from the
Document menu select Advanced and then select
Spreadsheet
Tables
Use a spreadsheet without row and table
column headers
NA
Checklists
Manage tasks in a sortable list
Select Insert
checklist
To assign a task mention a teammate and select a
date
Equations
Formulas
Insert math equations and
math
scientific formulas rendered using
the KaTeX library which supports
many LaTeX functions
Enter your equation For complex expressions use
LaTeX syntax
Reference spreadsheet values
inline in a document
Enter the cell name like A If your document has
multiple spreadsheets use the sheet name and the
cell For example SheetA
Use the ExpandCollapse icon to choose how the
math content is displayed
formula
You can also add formulas that calculate outside of the
spreadsheet like MAXAA
SEE ALSO
Salesforce Help Comment in Quip
External Link KaTeX Supported Functions
Quip
Documents
Link to Specific Document Sections
Direct teammates to a specific document sections with anchor links
EDITIONS
Place your cursor in the document section that you want to link to
From the section menu select Copy Anchor Link To use a keyboard shortcut to copy the
anchor link press CtrlShifta Windows or CmdShifta macOS
Available in Quip desktop
app Quip iOS and Android
mobile apps and Quip on
web
Collapse and Expand Document Sections
See only the content you need by showing or hiding document sections
EDITIONS
To show or hide document sections you have two options
Collapse or expand an individual document section Hover to the left of a section heading and
click the arrow
Collapse or expand all document sections at once From the View menu select Collapse
Expand and then choose to collapse or expand all sections
Available in Quip desktop
app Quip iOS and Android
mobile apps and Quip on
web
Considerations for Collapsed Sections
When collapsing sections in your Quip document keep these considerations in mind
Considerations for Collapsed Sections
When collapsing sections in your Quip document keep these considerations in mind
You cant collapse the document title or any content in columns
Find and Replace works on collapsed sections
Any content that you collapse or expand applies only to your view Your teammates dont see your selections
By default collapsed content is included when you print a document To avoid printing collapsed content from the Document
menu select Print Options and then deselect Print collapsed sections
Preview Documents in Quip
Quickly preview and navigate between crossreferenced documents with Quick Peek Without
opening new tabs view document content and respond to activity in linked documents
EDITIONS
Available in Quip desktop
app and Quip on web
Small Preview
The small preview shows the documents first page You see the small preview when you hover
over a document thats mentioned and you have access to the document Small previews arent available in the conversation pane
comments or folders
Large Preview
The large preview shows the entire document In the large preview you can add comments without opening the document in a new
tab To open the large preview hover over the linked document then press Shift and click it To edit the linked document click Open
Large previews arent available in folders
Quip
Documents
Note If Synced Sharing is enabled for your Salesforce org and you have View Only access you dont see the conversation pane
in the large preview
Add a Document to a Folder
Relocate documents and spreadsheets to make them easier to find or to change who theyre shared
with quickly When you move or add a document to another folder the document members change
to reflect the folder members
Open the document or spreadsheet
In the Document or Spreadsheet menu select Move To Folder
EDITIONS
Available in Quip desktop
app Quip iOS and Android
mobile apps and Quip on
web
Choose whether you want to move the document from its current folder or add it to another
folder
Document Tools
Count how many words are in a document check spelling see an outline and more
Tool
Description
Instructions
Line
Numbers
See the line numbers in
your document
From the View menu select Show Line Numbers
Outline
See your documents
To see the outline temporarily on the right side of the
outlines Quip creates the document hover over the blue dot
outline automatically when
To see the outline permanently from the View menu
you add headings
select Keep Outline Expanded
Spell Check Quip checks for spelling
In the Quip desktop app Quip uses the operating
errors in different ways
system tool to check for mistakes
depending on your device
In a web browser Quip uses the browser spell check
or operating system
tool
On mobile Quip uses the operating system tool to
check for mistakes
Word Count See the word count of the To see a word count highlight the whole document
entire document or just a or a section of the document The word count appears
section
in the bottomleft corner
EDITIONS
Available in Quip desktop
app Quip iOS and Android
mobile apps and Quip on
web
Quip
Spreadsheets
Markdown in Quip
Quip supports many markdown shortcuts
EDITIONS
Keystroke
Shortcut
space
Start a numbered list
space
Start a bulleted list
space
Insert a line break
At the end of a line or paragraph space
Add a comment
space
Heading
space
Heading
space
Heading
Space four times
Start a new code block
space
Start a new checklist
any text
Text inside brackets becomes inline code
type any text
Italic text
type any text
type any text
Bold text
typeanytext
type any text
Strikethrough text
Spreadsheets
Organize your data in spreadsheets and view it in context in Quip documents
Edit and Format Cell Values
Change the look of spreadsheet cells and update cell content
Use Data Validation in Spreadsheets
Apply data validation to a cell or series of cells to keep data in your spreadsheets consistent
Apply Conditional Formatting in Spreadsheets
Automatically highlight cells that meet certain conditions or match specific values
Available in Quip desktop
app Quip iOS and Android
mobile apps and Quip on
web
