Quick Start: How to get productive in 10 minutes?

Summary: This Quick Start helps Salesforce users get productive with Cartularius in 10 minutes. You will learn where to find the Files and Folders component, how to upload and preview documents, how file versions work, when to use Record Pages, and how to edit and share documents securely.

Cartularius Document Management (CDM) helps you manage documents directly from Salesforce records using a structured folder hierarchy. This Quick Start outlines the fastest path to the most common tasks: locate the Files and Folders component, upload documents, preview and edit files, manage versions, and securely share documents.

What will you accomplish?

By the end of this Quick Start, you will be able to:

• Locate and use the Files and Folders component
• Upload files (and folders) into the correct location
• Preview documents without downloading
• Create new versions and understand what “current version” means
• Share files internally or externally when needed

Step 1: How do I open a Salesforce record and find the Files and Folders component?

1. Open a record you work with (for example, an Account, Case, Opportunity, or a custom object record).
2. Look for the Files and Folders component on the Lightning Record Page (it may be on the main page or inside a tab).
3. If you don’t see it, contact your Salesforce administrator (the component must be placed on the page).

Next: What is the Files and Folders component?

Step 2: How do I upload my first document?

1. In Files and Folders, select the folder you want to start from.
2. Click Upload Files (or drag-and-drop files into the file panel).
3. In the upload dialog, review the file category (if used in your org) and confirm the target folder.
4. Click Upload.

Next: How can I upload files and folders?

Step 3: How do I preview a file without downloading?

Cartularius supports two fast preview paths:

• Single-click a file name to preview it on the record page (if the preview component is available).
• Double-click a file name to open the File Record Page for a richer view.

Next: How can I preview files without downloading them?

Step 4: How do I update a document and create a new version?

You can create new file versions in multiple ways:

• Upload a file with the same name to the same folder (Cartularius detects it as a new version).
• Upload a new version from the File Record Page (Upload New File Version).
• Edit Office files online (Office for the Web), which automatically creates new versions.

Next: How can I upload a new version of a file?

Step 5: How do I edit Office files online

If your org has Office for the Web enabled, you can open Word, Excel, and PowerPoint files directly from the row actions in Files and Folders (for example, Edit in Office for the Web). This is the fastest way to update Office documents while keeping them in the right folder and record context.

Next: How can I edit Office files using Office for the Web?

And: Working with Office 365

Step 6: Where do I go for “details, permissions, and history”?

When you need deeper detail than the folder view provides (sharing, ownership, audit/history), use Record Pages:

• File Record Page: file details, actions, versions, sharing
• File Version Record Page: actions for one specific version
• Folder Record Page: folder contents, history, and folder-level information

Next: Record Pages

Step 7: How do I share files with external parties?

When you need to share documents outside Salesforce, use the Sharing Files with External Parties section:

• Send files by email
• Create External Links (when enabled)

Next: Sharing Files with External Parties

If things look different in your org

Cartularius is configurable. Your folder structure, permissions, file categories, and available actions can differ based on admin configuration and edition. If an action is missing or disabled, your Salesforce administrator can confirm which actions are enabled for your role.

How do I use Salesforce Files without Cartularius?

Cartularius extends Salesforce with folder structures, version control, and document actions optimized for use within Salesforce records. However, your organization may also use standard Salesforce Files outside of Cartularius.

If you want to learn how Salesforce Files works in general, such as uploading files, sharing files, collaborating, and managing file versions using native Salesforce features, see the following official Salesforce Help documentation:

• Salesforce Files (Overview)
• File Versioning in Salesforce Files

Recommended next steps

Choose what you want to do next:

• Learn the interface: The User Interface
• Learn the model: Understanding Folders, Files, and File Versions
• Learn automation basics: Automated Folder Creation