File Record Page

Summary: The File Record Page is the detailed Salesforce page for a Cartularius file. It explains what the page is, how to open it from the Files and Folders component or Salesforce Global Search, and when to use it for file preview, metadata, sharing, and version history.

The File Record Page is the detailed Salesforce page for a document stored in Cartularius. Use it when you want to go beyond browsing folders and quickly uploading files, and instead need full visibility into a file’s details, sharing, and version history.

In short, the Files and Folders component is the fastest way to work in a folder structure, while the File Record Page is where you manage a specific document in depth.

What is the File Record Page?

A Cartularius file is represented as a Salesforce record. The File Record Page is the Lightning page for that record. It provides:

• A preview of the document (when supported)
• File details and metadata (name, owner, description, folder, and more)
• Quick actions (download, edit, share, delete, etc.)
• Access to related information, such as file versions and file history

This makes the File Record Page the best place to review a document thoroughly, manage access, or confirm what changed over time.

How do I open the File Record Page?

You will usually open the File Record Page in one of these ways:

1. From the Files and Folders component
   • Locate the file in the file list, then double-click its name.
2. From Salesforce Global Search (Einstein Search)
   • Search for the document name (or a related keyword).
   • Open a matching file result, which may take you directly to the File Record Page.
3. From links and related lists
   • In some contexts, a file link in Salesforce can open the File Record Page directly.

If you are using Global Search and want advanced search techniques, see Work Faster and Smarter with Einstein Search (Salesforce Help).

When should I use the File Record Page?

Use the File Record Page when you want to:

• Preview a file and confirm it is the correct document
• Review or edit file details (metadata such as description or category)
• Download a file from a single, clear location
• Share a file with colleagues and check who has access
• Work with file versions, file history, or audit information
• Delete a file (when permitted)

For day-to-day navigation and uploads, the Files and Folders component is usually faster.

Why is this useful?

The File Record Page helps you work faster and more safely because:

• It keeps file actions consistent across your organization
• It provides a single source of truth for file details and history
• It makes it easier to manage sharing and access in Salesforce
• It supports clean versioning, so documents stay in the same place while changes are tracked over time

What’s next?

Next, review the Layout page to understand where information and actions appear on the File Record Page. Then continue with Actions to learn how to download, edit, share, and manage files.