Sharing Files with External Parties

Summary: This section explains how to share files with external parties using Cartularius. It introduces email sharing and External Links and helps users choose the best way to share documents securely outside Salesforce.

Cartularius makes it easy to share files with people outside Salesforce, such as customers, partners, or vendors. Instead of downloading documents and sending them manually, you can share files directly from Salesforce while keeping everything organized and secure.

This section explains the different ways you can share files externally and helps you choose the best option for your situation.

How to share files externally?

Cartularius provides two main ways to share files with external parties:

• Sending files by email – Ideal for direct, one-time communication or ongoing email conversations.
• External Links – Best when you want to provide ongoing access or share multiple files or folders using a secure link.

Both options allow external users to access documents without a Salesforce account.

Why use Cartularius for external sharing?

Sharing files through Cartularius helps you:

• Avoid downloading and re-uploading documents
• Ensure external users always receive the correct version
• Keep files connected to the relevant Salesforce records
• Maintain control over access to shared documents

This reduces errors, saves time, and maintains consistent document sharing.

How to choose the right option?

Use email sharing when:

• You are already communicating by email
• Sharing is short-term or context-specific

Use External Links when:

• Files may change over time
• Multiple files or folders need to be shared
• Access should remain available beyond a single email

What does this section cover?

The following pages explain each sharing option in more detail:

• Sending Files by Email
• External Links

Each page focuses on how the option works, when to use it, and what benefits it provides.