Detailed video guide on the Files module

The Files module in CxPlanner allows you share and work with files in many ways. This video guide is a detailed insight into some of the main functionalities including:

Uploading files
Uploading new versions/revisions
Editing the folder structure
Providing access to users / user groups
Notifications on new file uploads, versions, and deleted documents
Approval of files
Review and Markup of files

The video is showing the options for a user with the project role Admin or Manager

Updated on: 04/10/2025