What is the Files and Folders component?

Summary: This page explains what the Files and Folders component is, where to find it on Salesforce Lightning Record Pages, and how it helps you browse folders, manage files, and complete common document tasks in Cartularius.

The Files and Folders component is where you work with documents in Cartularius. It lets you browse folders, manage files, and perform common actions in the context of the Salesforce record you are working on.

It is designed for Salesforce users who want to manage documents, folders, and versions in one structured view.

In this structured view, the component combines:

• A folder hierarchy (to organize documents)
• A file list (to see what’s stored in the selected folder)
• Actions (to upload, preview, download, share, and manage versions)

This makes it easy to manage documents without leaving the context of your Salesforce work.

Where can I find the Files and Folders component?

The Files and Folders component is typically added to Lightning Record Pages by your Salesforce administrator. You may encounter it on records such as:

• Accounts
• Cases
• Opportunities
• Custom objects

Depending on your organization’s setup, the component may appear:

• directly on the record page, or
• inside a dedicated tab or section (for example, “Documents”)

If you don’t see it: the component may not be added to that page layout, or you may not have access. In that case, contact your Salesforce administrator.

What can I do with the Files and Folders component?

Using the component, you can:

• Upload files and upload new versions of existing files
• Create folders and keep documents organized
• Preview and download files
• Share documents internally and externally (if enabled)
• Export files and folders
• Work efficiently with large volumes of documents in a structured way

The exact set of available actions depends on:

• Your user permissions
• Your organization’s Cartularius edition and enabled features
• Folder rules and file configuration (for example, allowed file categories)

How do files and folders relate to Salesforce records?

Files and folders in Cartularius are always connected to a Salesforce record. This means:

• Each record can have its own folder structure
• Documents remain stored in the correct business context
• Access follows Salesforce sharing and security rules

In many organizations, folder structures are created automatically when records are created. This ensures consistency and reduces manual work.

A typical workflow (example)

A common way to use the component is:

1. Open a Salesforce record (for example, an Account or Case).
2. Open the documents tab.
3. Browse to the relevant folder.
4. Upload or update a document.
5. Preview or share the file as part of your daily process.

This guide explains each of these actions in detail in the Common File and Folder Tasks pages.

When should I use the Files and Folders component?

Use the Files and Folders component when you want to:

• Work with documents related to a specific Salesforce record
• Upload and organize files in a structured folder hierarchy
• Find and preview documents quickly without downloading them
• Manage document updates through file versions

For deeper details, such as version history, sharing access, or audit information, Cartularius also provides dedicated record pages for files, file versions, and folders.

What’s next?

Next, review the User Interface page to learn what each panel and button does. Then use Common File and Folder Tasks for step-by-step guidance on actions like uploading, searching, previewing, exporting, and editing Office files online.