Access

• Access to files and folders

  Who has access to folders and files An Administrator or a Manager must grant access to individual users or user groups before they can open folders in the file structure. This is a security measure to prevent accidentally giving users access to confidential documents. Permission levels for folders There are 3 different permission levels that you can assign to users. Write: The user has full access to the folder and can upload, read/view, and delete files in a folder. RSome readers

• Folders and folderstruture

  Folder Structure in the File Module You can customize the folder structure for your project, just like in your file explorer. You can add, move, and delete folders. Only users with the project roles Manager and Administrator can modify the folder structure. Edit Folder Structure Open the Editing Tool First, open the file module and then click on "Folder Structure". Editing menFew readers

Upload files

• Upload of files

  Upload Options You can upload all types of files in CxPlanner, and you can upload many files at once. We offer the following upload methods: Upload 1 file at a time Upload many files at once Upload a ZIP file and automatically extract it Upload Button The upload button is visible if you have clicked on a folder that you have permission to upload to - otherwise, the button is hidden. The folders with the littFew 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 tFew readers

Review

• Approval of submittals / document

  Within the files module, you can activate "Approval of submittals" in any folder. The approval is designed for submittals but can be used for any file type, e.g., approval of design drawings, O&M manuals, etc. Go to the folder structure To access the editing area navigate into the folder structure: Access the folder structure (hFew readers

• 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 1Few readers

Other

• 3D-model viewer

  You can open and navigate 3D models from within the file module. When you open your 3D model, you can navigate it and use different tools: 3D-viewer IFC og Revit models All users have automatic access to our IFC viewer. To access the Revit viewer on your projects, please contact our support. Upload of 3D-models When you upload a 3D model, CxPlanner will automatically start preparing it for onlinSome 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

• 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