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Cartularius Document Management - Secure and Compliant | Made for Salesforce

Turns your Salesforce org into a strategic document management platform.

Overview

Cartularius helps you organize Salesforce Files with the Core Edition. Upgrade to achieve significant cost savings through Amazon S3 storage, real-time Office 365 editing, AI integration, and more. Start organized and scale with confidence.

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See How Cartularius Document Management - Secure and Compliant | Made for Salesforce Works

  • 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.

Cartularius Document Management (CDM) brings modern, scalable document management to Salesforce. It delivers powerful functionality at an exceptionally low cost and grows seamlessly with your business. ◼ Core Edition Enhances Salesforce Files with a structured folder hierarchy and Auto Folder Creation (AFC). Manage documents effortlessly with drag-and-drop uploads, file categorization, and bulk export to ZIP. ◼ Professional Edition Extends your capabilities with secure, scalable Amazon S3 storage to reduce costs. It allows you to bypass Salesforce file-size limits and accelerate file handling. Enables real-time co-authoring in Office for the Web (Word, Excel, PowerPoint), secure External Link Bundles for sharing, and AI-powered categorization and summaries (OpenAI). ◼ Enterprise Edition Unlocks the power of advanced automation to support your custom workflows. Adds Invocable Actions for deep Flow and Apex integrations and supports complex Indirect Related Folder structures. Start with Core and expand as your requirements evolve.

Categories

Business Needs
Collaboration
Document Management
Information Management
Industries
Horizontal Product
Personas
Administrator
Business Operations Manager
Business User
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder