File Management

• Detailed video guide on the Files module

  Overview: manage drawings in Files The Files module stores, shares, and tracks project documents and drawings, including uploads, revisions, folder access, notifications, and approvals. This page is primarily a video onboarding guide for Files module management. For detailed steps on upload, versions, permissions, or submittal approval, use the dedicated Files articles. Your role must be Manager or Admin for the full set of management actions shown in the video, unless folder perFew readers

• Upload Files and ZIP Archives to the File Module

  Overview: upload files and ZIP archives The File module upload lets you add single files, multi-file bulk uploads, and ZIP archives with optional automatic extraction into the folder structure, which is used when centralising project documents, drawings, reports, and supporting materials in CxPlanner. Storage monitoring and license limits are covered briefly here; see the linked storage article for more detail. Your role must include upload (write) access on the target folder. AdminPopular

• Upload a New Version of a File

  Overview: upload a new file version Version upload in the Files module replaces the visible file with a new revision while keeping older versions in history, which is used when drawings or documents are corrected but audit history must remain. Your role must be responsible for the folder, or Manager or higher. You can find the menu at Files module - upload with the same filename, or right-click - File details. This adds a new version to the existing file record. Older versionsSome readers

• Manage the Folder Structure in the File Module

  Overview: manage folder structure Folder structure editing in the Files module lets you create, rename, move, and delete folders like a file explorer, which is used to organize drawings, submittals, and project documents. For copying structure from another project or importing a folder template, see the copy-folders guide. Your role must be Manager or Admin. You can find the menu at Files module - Folder Structure. This changes folder layout and can permanently delete folSome readers

Review & Markup

• Add review comments and annotations to files

  Overview: review comments on files The review module lets you mark up documents and drawings with comments that can be assigned to responsible parties, which is used when design or document review needs a visual, traceable punch list of observations on the file itself. Your role can be any project member to add your own comments. Assigning comments to others requires Manager or higher. You can find the menu at Review module - open file - markup tools. This creates comments linkedSome readers

File Permissions

• Manage Folder and File Access

  Overview: folder and file access Folder access control in the Files module lets Managers and Admins grant Write, Read, or None access by user group or individual user, which is used when contractors, consultants, and design teams need different document rights. Your role must be Manager or Admin. You can find the menu at Files module - folder menu - Access control and permissions. This changes folder visibility, upload rights, and delete rights. Admins always kSome readers

Advance Areas

• Approval of submittals / documents

  Overview: file submittal approval Approval of files in the Files module adds an approval status column to selected folders so teams can track submittals such as shop drawings, equipment specs, Operations and Maintenance manuals, and other formal documents. Approval settings are not inherited by subfolders. Your role must be Manager or Admin to activate the feature. You can find the menu at Files module - menu - folder structure - enable Approval of submittals. ThiSome readers

• Select all files in the files module at once?

  Overview: select all files The Select All control in the Files module marks every file in the current view with one click so you can download, move, delete, or tag many files together. It does not change permissions or create new files. Your role must allow access to the Files module. You can find the menu at Files module - file list - small + icon. This selects files currently shown in the view or filtered results. It does not select files on other pages automatically. || AFew readers

• Advanced functions in file module

  Overview: advanced Files module actions The Files module advanced actions let you download files or folders as ZIP, move or delete files, view file details, and open or combine 3D models, and bulk file handling. Your role must allow access to the Files module and the folders you act on. You can find the menu at Files module - select files - Menu. This can download, move, or delete project files, and open combined 3D views. How to use advanced Files module functions DownloSome readers

• Copy folders and files from another project

  Overview: copy folders and files Folder structure Advanced options in the Files module let you copy folders and files from another project, or import a reusable folder-structure template, which is used to reproduce a proven document structure on a new project. For adding, renaming, or deleting individual folders, see Manage folders and files. Your role must be Manager or higher on the dFew readers

3D models

• Upload and View 3D Models in the File Module

  Overview: upload and view 3D models The Files module supports online viewing of 3D models such as IFC and Revit, with navigation tools and optional task links to model areas, which is used for BIM coordination inside the project. For combining multiple models, see the combine 3D models guide. Revit viewing requires project activation and may need additional licensing. Your role can view IFC models with normal Files access. Revit viewing requires module activation. You can find the menuSome readers

• Combine 3D-models

  Combining 3D models in the Files module shows multiple discipline models together in one viewer, either as a temporary quick combination or as a permanent combined folder, which is used for architecture, structure, and installation coordination. For uploading and viewing a single model, see the 3D upload and view guide. Your role must allow selecting converted 3D models. Permanent combine requires project Admin. You can find the menu at Files module - select the 3D models - right-clickFew readers

• Change the pivot point on a 3D model

  The pivot point determines which point in the model the 3D viewer in the File Module rotates around when you navigate a 3D file - it makes navigation easier when you repeatedly need to rotate around a specific area of a large model, such as one particular technical room, instead of the model's geometric center. This article covers the two ways to change the pivot point: temporarily for yourself, or permanently as the default for everyone. || Anyone with access to the 3D file can set a tempoFew readers

• Measure distances, angles, and point coordinates in 3D models.

  Measure distances and angles in the 3D viewer The measuring function in the 3D viewer in the File Module lets you measure distances and angles, set spot coordinates, and calibrate the model directly in the opened 3D file. This is used when, during handover, you need to verify measurements and placements against the design without having to look up the original drawing. || There is no separate role restriction on the measuring functions. If you have access to open the 3D file, you can measureFew readers

• Cut/split a 3D model

  The Cut function in the 3D viewer in the File Module lets you cut a 3D model open at a chosen point, so you can see inside the model and inspect what lies behind a wall, a ceiling, or another building element - for example ventilation ducts behind a ceiling panel or pipes inside a wall - without having to isolate or hide elements manually one by one. || There is no role restriction on the Cut function. If you have access to open the 3D file, you can use it. Cut the model open with Cut OFew readers