CADchat Help Center
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CADchat Help Center
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Getting Started
What are Organizations and Spaces?Create a spaceOpen a space
Navigation & Workspaces
Navigate the CADchat left navigationUse search to find spaces and filesBookmark a spaceShared With Me vs organization spacesManage spaces in your organization
Meetings & Calendar
Schedule a meetingView events on the calendarView meetings on the dashboardCopy meeting invitation details
3D Viewer & Collaboration
Use 3D viewer toolsSpace settings overviewChange camera type (Perspective vs Orthographic)Take measurements and change precisionWork with the 3D CanvasUse the 3D Canvas context menuInteract with 3D model parts
Chat, Threads & Comments
Chat in a spaceThreads overviewUpload a file in chatUse Add Pin and Threads
Files & Models
Upload a 3D model file to a spaceView assembly details
Sharing & Permissions
Invite people to a spaceManage sharing and general link accessUnderstand permission levels
Account & Notifications
Update your profileChange notification settingsLog out of CADchat
Organization & Admin Settings
Manage organization profileManage organization usersManage plan & billingInvite members at the organization level
Troubleshooting
Troubleshooting access and permissionsTroubleshooting 3D navigationTroubleshooting blank pagesRestore a deleted space (Trash)
Spaces — Layout & Navigation
Understand the space layout
Documents Tab
Use the Documents tabWork with DXF and DWG layersManage document files
Whiteboard
Use the Whiteboard tab
Meetings in Spaces
Use the Meeting tab in a spaceStart an ad hoc meeting with the Meet button
User Preferences
User Preferences

Manage document files

Overview

The Files panel in the Documents tab shows all uploaded documents and lets you view, rename, download, and delete them.

Steps

  1. Open a space and click the Documents tab.
  2. Click Files in the left sidebar to open the Files panel.
  3. Hover over a file and click the ... (more options) icon to open its menu.
  4. Choose from the available options:
    • View File Info — See metadata including file size, upload date, and uploader.
    • Rename File — Change the file's display name in the space.
    • Download Original File — Download the file in its original uploaded format.
    • Update Cover Image — Set a custom thumbnail for the file in the Files panel.
    • Remove Cover Image — Revert to the default thumbnail.
    • Delete File — Permanently remove the file from the space.

Additional details

  • Supported document formats: PDF, JPG, JPEG, PNG, DXF, DWG, CATDRAWING.
  • Deleting a file also removes any markups and threads anchored to it.
  • Renaming a file only changes its display name — the original filename is preserved and available on download.

Troubleshooting

  • If the ... menu is missing, try hovering directly over the file row in the Files panel.
  • If Delete File is greyed out, you may not have edit permissions in this space.

Related articles

  • Use the Documents tab
  • Work with DXF and DWG layers
  • Understand permission levels
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