Upload a New Version of a File
Overview: upload a new file version
Version upload in the Files module replaces the visible file with a new revision while keeping older versions in history, which is used when drawings or documents are corrected but audit history must remain.
- Your role must be responsible for the folder, or Manager or higher.
- You can find the menu at Files module - upload with the same filename, or right-click - File details.
- This adds a new version to the existing file record. Older versions stay available from the version number next to the filename.
How to upload a new version of a file
Upload a file with the same name
- Go to the Files module.
- Upload the updated file with the exact same filename as the existing file.
- Confirm CxPlanner saves it as a new version.
Manually upload a new version
- Go to the Files module.
- Right-click the file you want to update.
- Select File details.
- Upload the new version from the File details view.
Results: new file version
- All previous file versions remain available
- Click the version number next to the filename to view past versions
- The main list continues to show one filename for the current version
Troubleshooting: upload a new file version
Problem | Cause | Solution |
|---|---|---|
Cannot upload a new version | Your folder responsibility or project role is too low | Ask a project Admin to grant folder responsibility or raise your role to Manager |
Uploaded file created a separate file instead of a version | Filename differed from the existing file | Use the exact same filename, or upload through File details |
Cannot see older versions | Version history is restricted or not opened | Click the version number next to the filename, or ask a project Admin for access |
Updated on: 07/26/2026
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