How do I delete a file?

Summary: This page explains how to delete a file either from the Files and Folders component or from the File Record Page. It describes where to find the Delete action and what happens when a file is removed from Cartularius.

You can delete a file either from the Files and Folders component or from the file’s File Record Page. Both options remove the file from Cartularius, making it unavailable to users.

Because deleting a file can have permanent consequences, this action should be used with care.

Deleting a file from the Files and Folders component

This option is useful when you are already working within a folder or managing multiple files.

Steps

• Open the Salesforce record that contains the file.
• In the Files and Folders component, locate the file you want to delete.
• Select the file.
• Click Delete in the toolbar or use the row actions.
• Confirm the deletion when prompted.

The file is removed from Cartularius.

Deleting a file from the File Record Page

This option is useful when you are reviewing a specific file in detail.

Steps

• Open the File Record Page for the file you want to delete.
• In the Highlights panel, click Delete.
• Confirm the deletion when prompted.

The file is removed from Cartularius.

Result

After deletion:

• The file is no longer visible or accessible in Salesforce.
• All file versions associated with the file are removed.
• The file is no longer available to other users.

Important to know

• You must have permission to delete files.
• Deleted files are not recoverable, unless your organization has specific recovery procedures in place.
• Deleting a file does not affect the Salesforce record it was related to.
• If the Delete action is not available, you may not have sufficient permissions or the file may be restricted.

Why is this useful?

• Remove outdated or incorrect files
• Clean up duplicate or unnecessary documents
• Keep document storage accurate and relevant