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Articles on:Files module
Store all drawings and files in one place and perform online annotation.

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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.Few 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 menu (Few 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. Upload button (https://sFew readers
  • Upload new versions of a file
    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 cliFew readers
Review
  • 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 SeFew readers
Other
  • 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 folders yoFew readers

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