File Version Record Page

Summary: File Version Record Pages are Salesforce record pages for a specific version of a Cartularius file. This section explains when to use them, how they differ from File Record Pages, and how to download, publish, set the current version, or delete a single file version.

File Version Record Pages are the detailed Salesforce pages for a specific version of a Cartularius file. Use them when you need to inspect, download, publish, or manage one snapshot in time, for example, an older contract version, without changing the file as a whole.

In daily work, most users create versions automatically (for example, by uploading an updated file or editing an Office document online). You typically open a File Version Record Page only when you need version-level control or proof of the state at a specific point in time.

What is the File Version Record Page?

A File Version Record Page represents one version of a file at a specific point in time. Each time a file is updated, Cartularius can store the update as a new file version while preserving the previous versions.

On a File Version Record Page, you can:

• View version-specific information (metadata and timestamps)
• Download that specific version
• Publish a version (when enabled in your organization)
• Set a version as the current version
• Delete a single version without deleting the entire file

What is the relationship to the File Record Page?

File Version Record Pages are closely related to File Record Pages:

• The File Record Page represents the document as a whole (the “container” in the folder structure).
• The File Version Record Page represents a single version of the document (a historical snapshot).

The pages often look similar, but actions behave differently because they apply to different scopes:

• Download – Downloads the selected version
• Delete – Deletes only the selected version
• Set Current Version – Changes which version is treated as the current document

How do I open a File Version Record Page?

You may open a File Version Record Page from:

• The File Record Page, typically via the File Versions related list
• Links or navigation in Salesforce, where a specific version is referenced

If you are not sure whether you are viewing a file or a file version, check the page title and the related lists. Version pages focus on a single snapshot.

When should I use a File Version Record Page?

Use a File Version Record Page when you want to:

• Download an older version of a file
• Confirm what the document looked like at a specific time
• Review publication details or version metadata
• Set a particular version as the current version
• Delete a single version while keeping the file and its other versions

For general document tasks such as previewing the current document, managing sharing, or updating file-level metadata, the File Record Page is usually the better starting point.

What will you learn in this section?

This section includes:

• Layout — Where to find version details, preview, and related information
• Actions — How version-specific actions work, including publishing and setting the current version