Video guide: Documentation Management in 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

Updated on: 04/10/2025