The Documents Page

Every project in Completix includes a dedicated smart document repository. All attachments created anywhere in the project, action items, RAID logs, meeting minutes, are automatically surfaced here as well, so nothing gets buried.

You can create subfolders and drag and drop files to organise them however suits your team. Double-click a file to open it, single-click to select it, just like working in Windows Explorer. You can upload existing files or create native Completix documents and sheets directly in the app, with full real-time collaborative editing.

Click the eye icon on any row to open the preview panel alongside the file list. Double-click a file to open it in full view. MS Office files and PDFs open in a read-only preview by default; native Completix documents open directly in the editor so you can start editing immediately.

Once a file is open, the panel expands to show more content. Click the full-screen icon in the top-right corner of the panel to maximise your editing space. Auto Save keeps your work safe as you type.

Right-clicking any file surfaces a context menu with quick actions: open, preview, send for approval, download, export as PDF, copy, share, or delete.

When you open an MS Word or Excel file, Completix offers to convert it into the native Completix format so you can edit it directly in the browser with your team. Once converted, you can export it back to DOCX or XLSX format at any time via the context menu.

Any document can be submitted for a formal approval round. Open the Document Details panel by clicking the details icon in the preview toolbar, then switch to the Review tab. Add one or more reviewers and submit, each reviewer will be notified and can approve or reject the document directly in Completix.

The History tab records every approval round with timestamps and reviewer decisions, giving you a full audit trail without needing a separate tool.

Completix auto-saves native documents as you type. Every time you close a document, a new version snapshot is created automatically. To browse version history, click the History icon in the document toolbar.

Each version shows who saved it and when. You can download any version as a local copy to your device, making it easy to recover an earlier draft or compare changes over time.

Whenever you attach a file anywhere in the project, to an action item, a RAID log entry, a meeting minute, or a change request, Completix automatically makes that file available in the Linked folder of the Documents page as well. Subfolders within Linked mirror the area the file was attached in (for example, Linked › Actions).

Editing the file from either location always updates the same underlying document. There is no duplication; the Linked folder is simply a consolidated view of all attachments created across the project.

Standard documents that should be reused across the project, kickoff decks, status report templates, meeting agenda forms, belong in the Templates folder. Your site administrator manages which templates are available, and once added they are accessible to everyone working in the project.

To use a template, open the Templates folder, select the file, and create a copy into the appropriate subfolder. The original template remains unchanged for future use.