Detailed video guide on the Files module
Overview
How do I upload, organize, and manage files in CxPlanner?
The Files module in CxPlanner lets you store, share, and collaborate on documents directly within your project. You can upload new files, update existing ones, manage folder structures, control access, and more.
When and why to use this
You’ll use the Files module when you need to:
- Store project documents in a shared workspace.
- Upload new versions or revisions to keep content up-to-date.
- Control access for specific users or groups.
- Keep track of updates with notifications.
- Approve and review files for compliance or sign-off.
Key facts:
- All file activity is tracked in the project log.
- Approved files are marked accordingly for easy reference.
- Notifications can be set for new uploads, revisions, or deleted documents.
How to - Video guide
Behavior and results
When you upload files or revisions:
- Older versions remain accessible in the version history.
- Access settings apply to both files and folders.
- Approvals are logged with date, time, and user details.
Permission matrix
Action | Required project role |
|---|---|
Upload new files | Manager or Admin - unless specific users or usergroups has been given permission |
Upload new versions/revisions | Manager or Admin - unless specific users or usergroups has been given permission |
Edit folder structure | Manager or Admin |
Set access permissions | Manager or Admin |
Approve files | Manager or Admin |
Troubleshooting
Problem | Cause | Solution |
|---|---|---|
Can't upload a file | Insufficient project role | Ask a Manager or Admin to upload it for you |
Can't see a file | No access permission for your user/group | Contact the file owner or project Manager |
Uploaded file not visible to others | Notifications or permissions not set | Update access settings and enable notifications |
Old version still shows in view | Browser cache | Refresh or clear browser cache |
Quick facts
- Requires: Project role Manager or Admin
- Location: Files module
- Affects: Document storage, version control, access permissions, approval workflows
Updated on: 08/13/2025
Thank you!