How can I create a folder?

Summary: This page explains how to manually create folders in Cartularius using the Files and Folders component. It also clarifies how manual folder creation differs from Automated Folder Creation and how permissions or folder rules can restrict where users are allowed to create folders.

Folders help you keep documents organized in a clear and predictable structure. In Cartularius, folders can be created in two ways:

• Automatically, through Automated Folder Creation (AFC) based on admin-defined configuration
• Manually, by users creating folders where it is allowed

This page explains how to manually create a folder using the Files and Folders component. For automatically generated folder structures, see the Automated Folder Creation section.

Create a folder using the Files and Folders component

1. Open the Salesforce record where you want to create the folder.
2. In the Files and Folders component, select the parent folder where the new folder should be created.
3. Click New Folder in the toolbar.
4. Enter a folder name.
5. Confirm the creation.

The new folder is created immediately and can contain files and subfolders.

When can’t you create a folder?

Folder creation depends on permissions and folder rules.

You may not be able to create a folder when:

• You do not have permission to create folders in Cartularius, or
• Folder creation is not allowed in the selected folder (some folders restrict manual subfolder creation)

If the New Folder button is missing or disabled, this is usually the reason. In that case, contact your Salesforce administrator.

Important to know

• Some folder locations are intentionally controlled to maintain consistency across folder hierarchies.
• Your Salesforce administrator can always create folders manually, even in restricted locations.
• If you need an additional folder for your work but cannot create it yourself, your administrator can advise on the correct approach.

Why is this useful?

Creating folders manually is useful when you need to:

• Add structure for a specific case or customer situation
• Group documents that are temporarily stored during active work
• Keep a record’s documents tidy beyond the standard folder structure

Result

After creating the folder, it appears immediately in the folder hierarchy and is available for uploading files, moving documents, and creating subfolders (where allowed).