Upload Files and ZIP Archives to the File Module

Overview: upload files and ZIP archives

The File module upload lets you add single files, multi-file bulk uploads, and ZIP archives with optional automatic extraction into the folder structure, which is used when centralising project documents, drawings, reports, and supporting materials in CxPlanner.

Storage monitoring and license limits are covered briefly here; see the linked storage article for more detail.

Your role must include upload (write) access on the target folder. Admin always has access. Other roles need folder permission first.
You can find the menu at File module - folder with a blue plus - Upload.
This changes the file repository, folder structure, and global license storage usage.

Only users with upload permissions for a folder can use this feature. You must be granted access to a folder first. Users with the role Admin always have access.

Requirements for uploading files

Requirement	Description
Folder access	Write or upload permission on the target folder
Folder indicator	A blue plus on the folder means you can upload
Max file size	5 GB per individual file
Storage	Shared across all projects under your license

How to upload files

Navigate to the File module.
Click a folder that shows a blue plus symbol. This indicates you have upload rights.
Click Upload.
Drag files into the upload field, or click to browse and select files.
Click Upload to begin.

Screenshot: Upload Files and ZIP Archives to the File Module - Steps to upload files:

Upload many files

How to upload and extract a ZIP file

Open the Upload dialog as above.
Add a ZIP file.
When the yellow message box appears, tick Extract ZIP.
Complete the upload so CxPlanner creates subfolders and files matching the ZIP structure.

Results: file and ZIP upload

Upload method	Result
Single file upload	Uploads one file at a time
Multi-file upload	Uploads multiple files in a single action
ZIP file upload	Uploads the archive as-is unless extraction is selected
ZIP file with extraction	Creates subfolders and uploads contents according to the ZIP structure
Folder without permission	Upload button is hidden
Folder with permission	Upload button is visible, indicated by a blue plus icon

Maximum file size is 5 GB per file
There is no separate project storage cap; usage is cumulative on the license

Monitor storage use

Only the company Administrator can open company agreement storage.

Click your avatar in the top-right corner.
Go to Company profile - Company agreement.
View current storage and request additional space if needed.

See help page here on the topic.

Troubleshooting: upload files and ZIP archives

Problem	Cause	Solution
Upload button not visible	Your user or group lacks write access on the folder	Ask a project Manager or Admin to grant write access on that folder
ZIP file not extracted	Extract ZIP was not ticked	Re-upload the ZIP and tick Extract ZIP
Upload fails	File exceeds 5 GB	Split the file into parts under 5 GB, or compress differently, then retry
Reached storage limit	License storage cap reached	Open Company profile - Company agreement as company Administrator, or ask that person to request more storage

Updated on: 07/26/2026

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