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Navigating to Files

Navigate to and within files in CX

Written by Andrew Flowers
Updated yesterday

Overview

The Files area in CX is where your team keeps important documents in one place. You can open it from the left menu, and it works like a familiar file explorer. This makes it easier to find what you need without learning a brand-new system.

Key Benefits

Keeps team documents centralized and easy to access.

Uses a familiar folder-and-file layout that feels intuitive.

Helps new team members get comfortable quickly.

Reduces time spent searching across disconnected tools.

How To

Step 1: In the left-side navigation menu, click Files.

Step 2: Confirm that you see the main file browser with folders and files.

Step 3: Click folders to move through your document structure.

Step 4: Use this area as your main starting point for uploads, organization, and collaboration.

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