Sending Files by email

Summary: This page explains how to share files with external recipients by email directly from Cartularius. It describes when email sharing is useful and how it helps you send documents quickly without leaving Salesforce.

Sending files via email lets you share documents from Cartularius directly with people outside Salesforce, without manually downloading and attaching them.

This option is ideal for one-off sharing, ongoing conversations, or situations where email is already the primary communication channel.

How do I send files by email?

Sending files by email typically works as follows:

1. Open the Salesforce record you are working on.
2. Start composing an email using your organization’s email functionality.
3. Click the paperclip button to add attachments.
4. Select one or more files from Cartularius.
5. Send the email.

The recipient receives the files or links in the email, without needing Salesforce access.

Why share files using email?

Sharing files by email is useful when:

• You are already communicating with someone by email
• You need to share files quickly
• You want to keep communication and documents together

Because the files come from Cartularius:

• You avoid downloading and re-uploading documents
• The files stay organized and traceable
• You reduce the risk of outdated versions being sent

Important to know

• Email recipients do not need a Salesforce account.
• Email sharing is best suited for direct communication, not long-term access.