> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/files/edit-a-file.md).

# Edit a File

**Audience:** Super Admin, Admin, Supervisor, Clinician\
**Page type:** Task guide\
**Owner:** Product / Training / Support\
**Status:** Draft\
**Last verified:** 2026-04-03

## Before you start

* You must have permission to edit files.
* You must be on the **Files** page.
* The file must support editing from the **Action** menu.

## Steps

1. On the **Files** page, find the file you want to update.
2. Open the **Action** menu for that row.
3. Select **Edit file**.
4. On the **Edit file** page, update the fields you need to change.
5. Review the client assignment if needed.
6. Select **Update**.

## What you can edit

The current edit screen shows these fields:

* **File name**
* **Clients**
* the attached file or link record

If the file record is a different type, the fields can change based on whether it is a file upload or a link.

## Role differences

* **Super Admin / Admin / Supervisor / Clinician:** Can edit files when edit access is available for that row.
* **Basic:** Cannot edit files.

## What happens next

After you save, Compassly keeps you on the edit page and shows the updated file information. You can return to the file list when you are done.

## Related guides

* [View the Files Repository](/compassly-docs/core-modules/files/view-files-repository.md)
* [Add a New File](/compassly-docs/core-modules/files/add-a-new-file.md)
* [Delete a File](/compassly-docs/core-modules/files/delete-a-file.md)


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