Articles on: Files module

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:


  1. Uploading files
  2. Uploading new versions/revisions
  3. Editing the folder structure
  4. Providing access to users / user groups
  5. Notifications on new file uploads, versions, and deleted documents
  6. Approval of files
  7. Review and Markup of files


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


Updated on: 07/25/2025

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