Cartularius Document Management

Highlights

• SALESFORCE FILES SUPPORT (All editions) Relate folders to any Salesforce record for intuitive navigation. The Core Edition enhances Salesforce Files with structured folder hierarchies, drag-and-drop organization, and seamless native UI integration.
• ADVANCED DOCUMENT ORGANIZATION (All editions) Automate your document organization with Auto Folder Creation (AFC), ensuring every new record receives a consistent, predefined folder structure. Use file categories to maintain control and compliance.
• FLEXIBLE & INHERITED SHARING (All editions) Use Salesforce’s native record-sharing model to grant document access based on permissions to the related object (Controlled by Parent Record). Securely share files externally through managed link bundles.
• GOVERNANCE AND COMPLIANCE (All editions) Track file activity with comprehensive audit logs. Enforce controlled access via custom permissions to apply governance. Gain operational flexibility using flows to support document lifecycles and approvals.
• UNIFIED DOCUMENT EXPERIENCE (All editions) Access your documents through a unified view, regardless of where they are stored. Cartularius is the hub across storage providers delivering a single, streamlined document experience in Salesforce.
• AMAZON S3 STORAGE (Professional edition and above) Integrate your Amazon S3 account to reduce Salesforce storage costs. Remove native file-size limits with support for files up to 5 TB, while maintaining secure, seamless access and faster file handling.
• OFFICE 365 COLLABORATION (Professional edition and above) Open, edit, and co-author Word, Excel, and PowerPoint files directly in Salesforce with Office for the Web. Enable real-time collaboration without manual downloads or re-uploads.
• AI INTEGRATION (Professional edition and above) Use your OpenAI subscription to automatically categorize documents and generate concise summaries, improving searchability and enhancing productivity.
• CUSTOM AUTOMATION (enterprise edition and above) Automate processes by using Cartularius' Invocable Actions in Salesforce Flows and Apex to create folders and to move or copy files directly as part of your custom automation.