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Navigating to Files

Navigate to and within files in CX

Written by Andrew Flowers
Updated over 2 months ago

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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