Common File and Folder Tasks

Summary: This page helps you find the right step-by-step guide for common Cartularius tasks in Salesforce, including uploading files and folders, creating folders, searching, previewing, versioning, editing Office files online, exporting, and merging file versions.

This page contains step-by-step guides for the most common file and folder tasks you can perform using the Files and Folders component in Cartularius. Each page focuses on one task, so you can quickly find the instructions you need without scrolling through unrelated content.

Use these guides when you want to:

• Upload files, multiple files, or entire folder structures
• Upload a new version of an existing file
• Create folders and keep documents organized
• Search for documents by name, metadata, or content
• Preview files without downloading them
• Edit Office files online (Word, Excel, PowerPoint)
• Export folders and files
• Merge file versions into a single file

Note: These task guides focus on using Cartularius. If you are looking for general information about working with Salesforce Files, see: Work with Notes and Files.

Where to start first?

If you are new to Cartularius, this order provides the smoothest learning curve:

1. How can I upload files and folders?
2. How can I preview files without downloading them?
3. How can I upload a new version of a file?
4. How can I create a folder?
5. How can I search a file?

After that, continue with the more advanced workflows such as exporting, merging versions, and editing Office files online.

How to find the right guide quickly?

Choose the guide that matches what you want to do:

• I want to add documents → upload files and folders
• I want to update an existing document → upload a new file version
• I want to locate a document fast → search a file
• I want to review a document → preview files without downloading
• I want to collaborate on a document → edit an Office file online
• I want to take documents out of Salesforce → export files and folders
• I have duplicates or split versions → merge file versions

What’s next?

Once you are comfortable with these tasks, the next sections of this guide explain how to work with documents in more detail, including:

• File Record Pages (actions such as sharing, ownership, and deletion)
• File Version Record Pages (actions that apply to a specific version)
• Folder Record Pages (folder structure, subfolders, and folder-related information)
• Working with Office 365 (online editing and real-time co-authoring)
• Sharing Files with External Parties (email and external links)