Edit or delete a file - Tablet

The following help article will assist you to edit files in MyCPD on your tablet.

You can edit files by renaming the file, attaching the file to a new or existing activity, moving the file to an existing folder, or deleting the file.

After following the initial instructions for getting to the My Files in MyCPD, please select the relevant help article from the below list to be taken directly to the respective instructions:

Rename a file
Attach a file to a new activity
Attach a file to an existing activity
Move a file to an existing folder
Delete a file
Remove the file from an activity
Delete a file linked to one or more activities

There are three ways to access My Files in the MyCPD program.

1. A) On the Home page, select the My Files from the very top right menu next to notifications, or

    B) You can select the My Files tile with the paper clip, or

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C) If you are on another page such as MyCPD Summary you can go to the My Files section by selecting the bottom paper clip. 

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2. The My Files page will contain a listing of the files and folders you have uploaded. Within the My Files section you are able to view and edit your files.

3. To edit a file, find the file you wish to edit, and select the settings icon to the right side of the file. 

Please note, if you wish to edit or delete a file from a previous year you can do so by changing the year in the top right hand corner of the screen. 

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4. When you select the settings icon, you can choose to rename the file, attach to the file to a new activity, attach to existing activity, move to an existing folder, or delete the file. 

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Rename a file

To rename a file please follow the below instructions.

1. To Rename the file, select the Rename option.

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2. A pop-up box will appear for you to rename the file as you wish within the free text box.

3. Once you have finished renaming the file, select the Rename button.

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Attach a file to a new activity

To attach a file to a new activity please follow the below instructions.

1. To attach a file to a new activity, select the Attach to new activity option.

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2. This will take you to the Add Activity section. For instruction on how to add an activity go to the Add Activity help article.

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Attach a file to an existing activity

To attach a file to an existing activity please follow the below instructions:

1. To attach a file to an existing activity, select the Attach to existing activity option.

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2.  A pop-up box will appear for you to attach the file to an existing activity. 

3. Select the existing activity from the drop down menu to link the file to the activity.

4. Once you have selected the existing activity to attach the file to, select Attach. The file will now appear in the Evidence tab of the activity you have linked.

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Move a file to an existing folder

To move a file to an existing folder please follow the below instructions:

1. To move a file to an existing folder, select the Move to folder option.

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2. A pop-up box will appear for you to choose an existing folder to move the file within.

3. From the drop down menu select the existing folder you wish to move the file within.

4. Once you have selected the existing folder to move the file to, select Confirm. The file will now appear in the relevant folder.

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Delete a file

To delete a file from My Files please follow the below instructions:

1. To delete a file, select the Delete button.

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2. A pop-up box will appear requesting you to confirm the file deletion. If you are sure you wish to Delete the file select the red Delete button. If not, select Cancel and you will be taken back to the My Files screen.

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Delete a file that is linked to one or more activities

To delete an activity that is linked to one or more activities, please see the instructions below:

If the below message appears when choosing the delete a file, it means that the file you are attempting to delete is linked to one or more activities. Before you can delete the file from the My Files section, you will need to remove the file from the activity.

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Remove the file from an activity

The instructions below will help you to remove the file from the activity.

1. From the Home page, select the View summary tile.

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2. In the View summary section, find the category that the activity falls within.

3. Select the drop down arrow to the far right of the category. 

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4. The summary for the selected category will include all the respective activities you have recorded within this category. Find the activity you wish to delete a file from and select the settings icon to the far right of the activity.

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5. A pop-up box will appear, select the Edit option.

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6. Scroll down to the Evidence section of the Edit activity screen. 

7. Beneath the Attach File button is a list of files connected to the activity. To delete the file you wish to delete, select the Remove button next to the file’s name. The file will be removed from the activity.

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Make sure to select Save at the bottom of the page, and save the change to the activity.

If you need any further assistance, please don't hesitate to contact the CPD team.

Back to CPD Help Desk

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