Working with Files and Folders

Summary: This section explains how to work with files and folders in Cartularius using the Files and Folders component on Salesforce records. It introduces the interface and provides step-by-step guides for common tasks such as uploading, organizing, searching, previewing, versioning, exporting, and online editing.

The Files and Folders component is the main workspace in Cartularius. It lets you manage documents directly from your Salesforce records, using a familiar structure: folders contain files, and files have one or more versions.

This section focuses on working with files and folders in Cartularius. If you are looking for general guidance on working with Salesforce Files, see the following Salesforce documentation.

In most day-to-day work, you will use this component to upload documents, preview files, create folders, edit documents, manage versions, and share documents, without leaving Salesforce.

Later in this guide, the Understanding Folders, Files, and File Versions section explains how these concepts fit together behind the scenes. This section focuses on what you need to know to work efficiently right away.

Start here

If you are new to Cartularius, follow this recommended path:

1. What is the Files and Folders component? (where to find it and what it’s for)
2. The User Interface (what each button and panel does)
3. Common File and Folder Tasks (step-by-step “How do I…?” guides)

What you will learn in this section

• Where to find the Files and Folders component on Salesforce records
• How to navigate folders, view files, and use row actions
• How to complete common tasks, including:
  • uploading files and folders
  • uploading a new file version
  • creating folders
  • searching for documents
  • previewing files without downloading them
  • editing Office files online (Word, Excel, PowerPoint)
  • exporting files and folders
  • merging file versions

Use the pages in this section to first understand the interface, then use the task pages as a quick reference whenever you need to complete a specific action.