File Management

• Detailed video guide on the Files module

  Overview How do I upload, organize, and manage files in CxPlanner? The Files module in CxPlanner lets you store, share, and collaborate on documents directly within your project. You can upload new files, update existing ones, manage folder structures, control access, and more. When and why to use this You’ll use the Files module when you need to: StorFew 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 a New Version of a File

  Overview How do I upload a new version of a file? You can update existing files by uploading a new version, ensuring that previous versions are still accessible for reference. When and why to use this Updating a file version is useful when you need to replace outdated content while keeping a record of previous versions. When you have made chaSome 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

• Add review comments and annotations to files

  Overview How do I add review comments in CxPlanner? The review module lets you comment directly on documents, drawings, or other uploaded files. Comments can be assigned to responsible parties, making it easy to track tasks during the review process. When and why to use this Adding review comments is useful when you need to: ProvideSome readers

File Permissions

• Manage Folder and File Access

  Overview How do I manage who can access folders and files in a project? In CxPlanner, access to folders and files is controlled at the project level by users with elevated permissions. This ensures that confidential documents remain secure and that only authorized personnel can manage file access. When and why to use this Managing folder access allows you to control which uSome 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

• Select all files in the files module at once?

  Overview How do I quickly select every file in my project’s file list? You can use the Select All option to mark every file in the current view with one click, saving time compared to selecting them one by one. When and why to use this Use Select All when you need to perform the same action on multiple files at the same time. This is helpful when: You need to download, move, or delete many files together. You arFew readers

• Advanced functions in file module

  Overview How do I manage, download, and view files in CxPlanner? The File module allows you to upload, organize, view, and download project files, including 3D models. It also provides tools for administrators to track file activity and access history. Guide - How to do advanced features within the file module Download files to a ZIP Go to the File module in your project. Select the files you want to download. Click Menu and choose Download to ZIP. DoSome readers