How can I upload files and folders?

Summary: This page explains how to upload files and folders in Cartularius using the Files and Folders component. It covers uploading via the Upload Files button or drag-and-drop, choosing file categories and target folders, and how Cartularius ensures files are stored in a valid folder.

You can upload one or more files, or even an entire folder structure, using the Files and Folders component. You can also upload files and folders through the Upload Files dialog, where you can confirm the file category and the target folder before the upload starts.

Note: This page explains how to upload using Cartularius. For general information about uploading files in Salesforce, see Salesforce’s Upload Files help article.

How to start an upload?

You can start an upload in two ways. Both methods open the Upload Files dialog.

Option 1: Use the Upload Files button

1. Open the Salesforce record where you want to add documents.
2. In the Files and Folders component, select the folder you want to upload to.
3. Click Upload Files in the toolbar.
4. Select one or more files from your device.

Option 2: Use drag-and-drop

1. Select a folder in the Files and Folders component.
2. Drag one or more files (or a folder) from your device.
3. Drop them into the Files and Folders panel.

Tip: When you drag and drop a folder, its internal folder structure is preserved.

How to review and complete the upload?

In the Upload Files dialog, you can review and adjust how the files will be stored.

1. File Category (optional, depending on your org)
2. Target Folder (where the files will be stored)
3. Any file name adjustments (if applicable)

Then click Upload to start the upload.

You can upload any number of files in a single upload action.

How does Cartularius select the target folder?

Cartularius always uploads files to a valid folder for the selected file category.

• If the selected folder allows the chosen file category, it is used as the target folder.
• If the selected folder does not allow the file category, Cartularius automatically selects the first valid subfolder in the selected folder’s descendants.
• You can manually change the target folder to any other valid folder shown in the dialog.

What is a valid folder?

A valid folder is a folder that allows storing files of the selected file category.

Tip: If files appear in a different folder than expected, the selected file category may not be allowed in the folder you originally selected.

How can I upload an entire folder structure?

When uploading folders using drag-and-drop:

• Entire folder hierarchies can be uploaded
• Existing folders are reused when they already exist
• Missing folders are created automatically if you have permission to create folders

If you do not have permission to create folders, Cartularius can only upload files into folders that already exist and are valid for the selected category.

How does Cartularius use AI to automatically determine file categories?

If enabled in your organization, Cartularius can use AI to analyze the content of an uploaded file and suggest an appropriate file category. This helps keep document classification consistent and can speed up uploading, especially when uploading many files.

How does it work?

• In the Upload Files dialog, click Analyze File Categories.
• Cartularius analyzes the file content.
• A suggested file category is selected and used to determine valid target folders.

What are the current limitations?

AI-based file categorization:

• Must be enabled by your Salesforce administrator
• Is currently available for Microsoft Word documents
• May not be available in all organizations

Support for additional file types will be added in future releases.

Important: You can always manually change the file category. AI suggestions are intended to assist, not replace, your choice.

Why is this useful?

• Saves time during file uploads
• Improves consistency across document categories
• Helps enforce organizational standards automatically

Result

After the upload completes, the files and folders are available in the selected target folders and visible in the Files and Folders component.