The User Interface

Summary: This page explains the Files and Folders component layout, including the toolbar, folder hierarchy, and file list. It shows where to find common actions and how to navigate folders and files efficiently.

The User Interface of the Files and Folders component has three main areas:

• Toolbar – actions for uploading, downloading, sharing, and managing items
• Folders panel – the folder tree for the current Salesforce record
• Files and Folders panel – the contents of the selected folder (showing files and subfolders)

The Files and Folders component is designed to feel familiar if you have used common file explorers such as the Windows File Explorer or macOS Finder. The layout and interactions follow the same general patterns: folders on the left, contents on the right, and actions available in context, so most users can start working without extensive training.

Cartularius also adheres to the Salesforce Lightning Design System (SLDS), ensuring the component matches the look and feel of Lightning Experience. This consistency makes the interface more intuitive and helps reduce the learning curve for Salesforce users.

Once you know what each area does, you can move faster through common tasks like uploading files, creating folders, previewing documents, and managing file versions.

Toolbar

The toolbar contains actions that apply to:

• The currently selected folder, and/or
• The current selection of files and folders in the list

Some actions appear only when they are relevant (for example, when you select files). Availability depends on your permissions and your organization’s configuration.

Upload Files

Uploads one or more files to the selected folder. You can also upload by using drag-and-drop. This will be explained in more detail in the How can I upload files and folders? page.

Download

Downloads the selected file(s) to your device.

New Folder

Creates a new folder inside the currently selected folder.

Merge Files

Merges multiple selected files into a single file with multiple versions.

Create External Link Bundle

Creates a secure link bundle that allows external users to access selected files (if External Sharing is enabled).

Delete

Deletes the selected file(s) or folder(s), subject to permissions and any applicable restrictions.

Refresh

Refreshes the component to show the latest folder and file information.

Folders panel

The Folders panel displays the folder hierarchy for the current Salesforce record.

Folder hierarchy

• Displays folders in a tree structure
• Lets you navigate by selecting a folder

Expand All

Expands all folders in the hierarchy.

Collapse All

Collapses the entire folder hierarchy for easier navigation.

Files and Folders panel

The Files and Folders panel shows the files and subfolders of the selected folder.

Navigation controls

Up

Moves to the parent folder.

Breadcrumbs

Shows the current folder path and lets you navigate back to any parent folder.

File and folder list

The file and folder list displays the files and subfolders for the selected folder. Depending on your configuration, you may see:

• Name
• Type
• File category
• Owner
• Last modified date

Row selection

You can select one or multiple items to perform actions such as download, delete, export, or merge.

Row actions

Each file or folder may have a row-level action menu with additional actions. These actions are context-specific and can vary based on your permissions and the item type.

Why are some actions unavailable?

Not all actions are available in every situation. Availability can depend on:

• Your assigned permission sets
• Folder or file restrictions
• File categories (for example: allowed categories per folder)
• Your organization’s Cartularius configuration

If an action is disabled or missing where you expect it to appear, contact your Salesforce administrator.

What’s next?

Now that you understand the layout of the Files and Folders component, continue with Common File and Folder Tasks for step-by-step guidance on uploading, searching, previewing, exporting, and managing file versions.