File Management

• 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: Uploading files Uploading new versions/revisions Editing the folder structure Providing access to users / user groups Notifications on new file uploads, versions, and deleted documents Approval of files Review and Markup of filesFew readers

• Upload Files and ZIP Archives to the File Module

  Overview How do I upload files or ZIP folders in the file module? CxPlanner allows users to upload multiple file types, including bulk uploads and ZIP files with automatic extraction. The upload functionality is accessible only in folders where you have write access. Concept for the files module Use the file upload feature to organize and centrSome readers

• Upload new versions of a file

  You can easily upload new versions of files and navigate between the different versions. Upload a new version There are two ways to upload new files. Upload a file with the same name When you upload a file with an identical name, the program will automatically create a new version. Manually upload a new version You can right-click on a file and choose "File details". Then you can manually upload the new version. Overview of versions You can click on the version number or tSome readers

• Manage the Folder Structure in the File Module

  Manage Folder Structure in the File Module Overview How do I manage the folder structure in the file module? In CxPlanner, you can customize your project’s folder structure to organize files as you would in a traditional file explorer. You can create, rename, move, and delete folders within the File module. When and why to use this Use folder management to structure documents logSome readers

Review & Markup

• Review and annotations in files

  Review and comments In the review module, you can make comments directly in the documents. When you create a comment (task), you can assign it to other responsible parties. Review comment Find files Open the review module and find the file you need to review. Filoverblik Make review comments 1Some readers

File Permissions

• Access to files and folders

  Who has access to folders and files An Administrator always has access to every folder and file. Other users must be granted access. Only users with the project role Administrator or a Manager can grant other users access to folders. Access can be granted by user-group or individual users. This is a security measure to prevent accidentally giving users access to confidential documents. Access to folders: Permission levels There are 3 different permission levels that youSome readers

Advance Areas

• Upload and View 3D Models in the File Module

  Overview How do I view and interact with 3D models in CxPlanner? CxPlanner supports online viewing of 3D models such as IFC and Revit directly within the File module. You can navigate models, use built-in tools, and even link tasks to specific model areas. Some advanced functionality (e.g., Revit viewing) requires additional licensing. When and why to useSome readers

• Approval of submittals / documents

  Overview How do I activate and use the approval workflow for documents in CxPlanner? The approval of files feature allows you to track and manage approvals directly within the file module. It is designed for formal submittals, such as design drawings, O&M manuals, and specifications, but can be used for any file type where approval is needed.Few readers

• How do I select all files at once?

  Select All Files at Once If you want to select all files at once, simply click on the small "+" in the top menu bar.Few readers

• Advanced functions in file module

  The file module contains a lot of advanced features. The headings below describe some of them. Download files to ZIP Select files and download to a ZIP file You can select files in the file module and then download them to a ZIP file. Choose the files you want to download, then click "Menu" and select "Download to ZIP." Download folders to ZIP files You can download entire folders to ZIP files. Select "Menu" and then "Download Folders/Dirs." Now you can select exactly which foldersSome readers