Getting up to speed on Mobile

Using Quip’s mobile app is a great opportunity to take the Quip functionality you know and love with you while you're on the go. To get things started off here, let's take a look at some of the tabs that help users to navigate to some of their most visited areas of the Quip mobile app.

Updates Tab:

This is our user's place to see the updates that are taking place across your organization. From this tab, you can see all the updates that you have made, as well as the updates your colleagues have made to the documents and chats that you're a part of. 

 

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Folders Tab:

Quip gives your team one place to share, organize, and search for all of your work. Work is organized into folders that give everyone easy access to their docs, spreadsheets, slides and chats. This makes it easier and faster to share docs with the right group (just move them to the correct folder!) and ensures your team is spending less time hunting down documents.

There are three levels of folders:

  1. Group Folders
  2. Shared Folders
  3. Private Folder

 

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Group Folders

Group folders can only be created and managed by the Quip administrator. Most companies will create a Group Folder for each individual team or department (i.e. Marketing, Support, Engineering). 

Administrators can create, manage, and delete these folders. Upon creating your Quip site, your first Group folder was created using your domain to name it. This is where you can move docs that your entire organization needs access to, such as Customer Success docs or a company wide chat channel.

 

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Shared Folders

Shared folders can be created and managed by anyone in Quip. Shared folders are simply a collection of documents or sub-folders shared with at least one other person.

 

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You can create a Shared Folder by selecting the + icon in the top right of your Quip window and then choosing New Folder. You will need to add new members to a shared folder manually. This allows you to share content with a select group, rather than an entire Quip site or an entire team. 

 

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Private Folder

Each person in Quip has a private folder. The private folder is your dedicated space within Quip. Any documents you create there will be private to you until you explicitly add individuals to the document. Unlike other folders in Quip, you are the only member of this folder. Note: Even if you add more members to a document or folder in your Private folder, this document or folder will remain in your Private folder section of Quip.

 

Search:

Searching in Quip's mobile app is as easy as it is effective! There are a few intuitive locations where you can access the search bar to find your important documents, chats or folders. In fact, if you've been paying close attention to all the previous images you may have noticed that the search bar is at the top of the mobile view in all of them. To access the search bar in Quip, you will want to be accessing any of the tabs at the bottom of the Quip mobile app. Check out this example below!

 

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To search for specific documents, chats, spreadsheets, slides and folders, just click in the search field. You will see that, just like when you use Quip on your computer, Quip will suggest documents using auto-fill.

 

Favorites:

The Favorites tab in Quip is an incredibly powerful way to ensure that you're staying informed on the happenings in the documents, folders and chat rooms that are most important to you. By adding a document to your favorites you will always be able to access it from the favorites tab. But like Uncle Ben said, "with great power comes great responsibility." If one favorites all documents one uses, then no document is truly a favorite anymore. Save your favorites tab for the documents, folders and chats that are truly the most important to you this week, month, or quarter.

 

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To add a document to your favorites just click the blue outlined star.

 

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Upon clicking the star, it will turn gold as seen below! If you wish to unfavorite that document, simply just click the star again and it will be removed from your favorites.

 

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Chat:

With Quip chat you can take your work conversations with you on the go. By using Quip's comprehensive chat functionality you can ensure that you never miss that ping from your manager or a request from a coworker to share your latest updates. To access chat, just click the chat tab.

 

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Chatting on the mobile app is no different than any other Quip chat experience. You can @mention people, documents and like messages!

 

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Notifications:

Every ding of your phone and dot on your app icon represents an email that didn't have to get sent, and isn't cluttering up your inbox. Notifications are simple, swift, automatic, and essential to getting work done as a team. Here's everything there is to know about notifications in Quip.

These are the most common ways you'll be getting notifications, and by default, you'll get them when someone does any of these things:

  • @Mentions your name in a document or chat
  • @Mentions "@everyone” in a document or chat that you're part of
  • Adds you to a document, folder, or chat
  • Adds a document to a shared folder that you're part of
  • Responds to one of your comments in a doc
  • Comments on an edit you've made
  • Likes one of your comments or chats
  • Likes a comment or chat you're mentioned in
  • Opens a document you've shared with them
  • Requests for access to a document that you're part of
  • Reminders for dates you've @mentioned

Read and unread notifications:

When looking at your list of notifications, you'll notice that they feature a few different visual treatments:

  • Notifications you haven't seen before have a light blue background, as seen in the red box below.
  • Notifications you have seen but didn't click on have a blue dot, as seen by the red arrow below.

 

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Looking for mark all as read? Just click the blue check in a circle in the top right hand corner of your notifications tab!

 

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Once you click the button above, you will be prompted with this selection.

 

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Now that you've seen the basics of navigating through the various tabs at the bottom of the Quip app, let's take a look at how to create content in Quip! To create or import data into Quip for the first time simply just click the Compose button in the top right hand corner of any tab view.

 

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 Creating in Quip:

Upon clicking the compose button you will be prompted with the selection screen below. This is how you will create new documents, spreadsheets, folders and messages while on mobile. Another exciting feature that you can take advantage of is the ability to import files from your mobile device.

 

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By clicking Import you can select the source from which you wish to import this data. Quip mobile users can pull data directly from their device, Dropbox, Google Drive and Evernote.

 

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Sharing:

There are three different ways to share Quip content with other people, and all of them are available through the “Share” button at the top right corner of your document window.

 

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Adding people and folders

Once you click the share button, you will be taken to the following screen. From this view you can use the search bar to add both people and folders

 

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To add specific people from your organization with a Quip license, simply just type in their name. Everyone with that name will appear listed as seen below. This is why it is important to upload a profile picture in Quip. If you would like to share a document with someone without a Quip license or who works outside your organization type their email address into the search bar as opposed to their name. They will receive an email invitation to the document that way.

 

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Sharing with an entire group or folder of people is an efficient way to immediately share an important document with a large but specific audience. Just like sharing with an individual, type the folder name in the search bar. All folders that include that name will appear and you can easily select which folder you would like to share with.

 

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Granular Permissions

Whenever you share within Quip, as someone with Full Access to the document, you can decide what level of access you wish to grant the new collaborators. You can determine the level of access for both individuals and entire folders with just two clicks. The default level of access is Full Access; however, if you wish to change the access level just click the button on the right side of the search bar, it is a grey circle with a silhouette. Upon clicking this button, the following pop-up will appear at the bottom of your screen.

 

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If you are unsure which level of access is most appropriate, please read this article which explains each access level in detail.

 

Link Sharing

The final sharing option that our users utilize is link sharing. With link sharing, users can generate a link and share that with individuals whom they wish to collaborate with. This is a great alternative when looking to share with a large audience that does not already exist as a specified folder in Quip. All you need to do is click the button in the red box below. As you can see, the button turns blue when link sharing is on.

 

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By clicking the grey gear you can edit the settings for the newly generated link.

 

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Upon clicking the gear you will be taken to the following screen. From this view you can:

  1. Directly share the link via your preferred method of mobile communication.
  2. Adjust the permission level of the link. Specifying that a user either have the ability to View & Edit, just View, or must Request Access to the document.
  3. Granting link holders outside of your organization access to the document,

 

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Editing a Document:

Editing a Quip document on mobile is just as easy as it is on a computer, but comes with its own nuances and characteristics considering the changes in user interface associated with mobile devices. In this section you will learn the basics of document editing on mobile.

 

To access your keyboard, click on any line of text or a blank line.

 

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While on the subject of keyboards, as you may have noticed the keyboard in Quip has a few helpful shortcut buttons that can help save you time.  

 

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  1. ABC indicates the current alphabet your keyboard is using.
  2. Click the Paragraph button to access the following formatting menu:

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  3. Clicking the Insert button allows users to insert a variety of document elements. You can view some of them below:

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  4. Click the @mention to insert the @ sign directly on your current line of text.
  5. The Comment button allows users to add comments to specific areas of their document. Upon clicking to button, the following window will appear:

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    The small comment bubble on the right indicates which line the comment will appear on. Just click on and type your comment in the dialog box at the bottom. Users can also add images, as indicated by the blue camera in the bottom right of the above image.
  6. When users are done editing a particular section of a document, they can click the Keyboard button to minimize their keyboard. This allows for quicker and easier navigation of the document as a whole.
  7. The Emoji button allows users to add fun emojis directly into their documents.

 

 If you've made it this far then you are MORE THAN READY to start using Quip's mobile app! Happy Quipping!

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