Record Pages

Summary: This section introduces the Cartularius Record Pages for files, file versions, and folders. It explains when to use these pages, how they are opened from the Files and Folders component or Salesforce search, and what you can do with them beyond the standard folder view.

Cartularius provides dedicated Record Pages for files, file versions, and folders. These record pages provide more detailed information than the Files and Folders component and let you perform actions such as downloading, sharing, changing ownership, and viewing version history. You can easily access record pages to enhance your workflow.

You will typically open Record Pages in one of these ways:

• From the Files and Folders component, by double-clicking an item (for example, a file or folder)
• By opening a record directly from the Salesforce Global Search results
• By navigating through related information on a record page (for example, from a file to its versions)

What will you learn in this section?

This section contains three parts:

• File Record Pages: View a file, manage file details, work with sharing, and access version history.
• File Version Record Pages: Work with a specific file version (for example, download or publish a specific version).
• Folder Record Pages: View folder details, browse subfolders, and access folder-related lists and history.

When should I use Record Pages?

Use Record Pages when you want to:

• Preview and manage a document in more detail
• Work with file versions (including selecting the current version)
• Check the file or folder history and related information
• Manage sharing and access using Salesforce-standard controls

For quick day-to-day actions like browsing folders and uploading files, the Files and Folders component remains the fastest option

What’s next?

Start with File Record Pages, as this is the page users open most frequently when working with documents. Then continue with File Version Record Pages and Folder Record Pages.