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Cartularius Document Management - Secure and Compliant | Made for Salesforce

By Upper Spire B.V.

Turns your Salesforce org into a strategic document management platform.

€2   EUR/user/month

Discounts available for nonprofits

Try It
Industries
Horizontal Product
Business Need
Collaboration
Document Management
Information Management
Requires
None
Compatible With
Sales Cloud
Service Cloud
Platform Cloud

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.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Service Cloud
Platform Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Force.com
Developer
Additional Requirements
Core Edition has no additional requirements. Professional and Enterprise Editions have optional requirements based on features used: - AWS account for S3 storage. - Microsoft 365 license for Office for the Web. - OpenAI subscription for AI functionality.

App Details

Version
Cartularius/Version 3.48 3.48.0
Listed On
07/01/2022
Latest Release
12/02/2025
Supported 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
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 34
Custom Tabs: 13
Custom Apps: 1
Lightning Components
Global: 25
App Builder: 1
Community Builder: 0
Languages
Dutch
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AgentExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.16.0
Last Reviewed Date
The most recent date that this solution underwent the AgentExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
02/25/2022

Additional Details

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.

Need help?

Upper Spire B.V.

Amsterdam, The Netherlands

For support, contact us at https://support.cartularius.com

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