Getting Started for Users

Summary: This section introduces the Getting Started with Cartularius for Users guide and explains how to manage documents directly from Salesforce using the Files and Folders component, including organizing files, working with versions, and sharing documents securely.

Welcome to the getting started with Cartularius for users guide

Cartularius Document Management (CDM) helps Salesforce users manage documents in a structured way, directly from Salesforce records. It connects records to a folder hierarchy, making it easier to upload, organize, preview, edit, and share documents without relying on flat file lists or manual folder management.

Most day-to-day work in Cartularius happens in the Files and Folders component on your Salesforce records, where you can browse folders, manage files, and complete common tasks in one place.

What is Cartularius?

Cartularius is a Salesforce AppExchange application that extends Salesforce with advanced document management. It works with standard and custom Salesforce records and supports common document workflows, including uploading, previewing, versioning, online editing, and external sharing.

What can you do with Cartularius?

With Cartularius, you can:

• Upload files (including multiple files and folders) and keep them organized in a consistent structure
• Preview documents without downloading them
• Create and manage file versions as documents evolve
• Edit Office files online and collaborate with colleagues in real time
• Share documents securely with external parties using email or external links
• Find documents faster using search across file names and metadata

What this guide covers

This guide explains how end users can perform common file and folder tasks in Cartularius, including:

• Working with Files and Folders: how to navigate, upload, organize, and perform common tasks
• Understanding folders, files, and file versions: how the document model fits together
• Record pages: how to view and manage files, versions, and folders in more detail
• Automated Folder Creation: how folder structures are created automatically and how file categories keep things tidy
• Office for the Web: editing Word, Excel, and PowerPoint online
• Sharing externally: sending files by email and sharing with external links

This guide is intended as a practical starting point, not a comprehensive reference.

Recommended path

If you are new to Cartularius, we recommend this order:

• Working with Files and Folders
• Common File and Folder Tasks (uploading, previewing, exporting, searching)
• Understanding Folders, Files, and File Versions
• Record Pages (actions such as sharing, ownership, deletion)

Then continue with advanced workflows as needed (Automated Folder Creation, Office 365, external sharing).

Important to know

Cartularius is highly configurable. Your organization may look different from this guide due to settings, enabled features, folder structures, and permissions. If something is missing or behaves differently, consult your Salesforce administrator.

Looking for more advanced topics?

This guide focuses on using Cartularius. For setup, configuration, and administration, refer to the Getting Started for Admins guide. Feedback is always welcome and helps improve the product and documentation.

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