You can now add your signature to CPDme using either a handwritten input or by uploading a digital image of your signature.

Your signature can be used to:

• Sign off your CPD portfolio
• Sign supervision records
• Sign documents shared with you
• Provide formal validation where required

Where to Add Your Signature

1. Go to your Profile
2. Scroll down to the Signature section

From here, you can choose how you want to add your signature.

Option 1 — Draw Your Signature

You can sign directly on the screen using your mouse, trackpad, or touchscreen.

Simply write your signature in the signature box.

Option 2 — Upload a Digital Signature

If you already have a digital copy of your signature:

1. Select the option to upload
2. Choose your signature image file
3. Confirm the upload

Your uploaded signature will replace any existing signature.

How to Remove or Change Your Signature

If you want to update or replace your signature:

1. Go to the Signature section in your Profile
2. Click Clear
3. Add or upload a new signature

Creating a Digital Signature

If you do not yet have a digital signature, you can create one easily:

• Sign your name on a piece of paper
• Take a clear photo of the signature
• Upload the image as your digital signature

or just simply check this link:

https://signaturely.com/online-signature/

If you cannot find a category that matches your role or activity when adding a new diary entry, we can help.

CPDme supports professionals from many sectors, and we continuously expand our category options based on user feedback.

What to Do

When completing your entry, if the field “Category this CPD activity relates to” does not include a suitable option for your job or activity:

📧 Please email our team with your request.

Include:

• Your profession or job role
• The category you would like to see added
• (Optional) A brief description of the type of CPD activity

Send your request to:
team@cpdme.com

What Happens Next?

Our team will review your request and, where appropriate, add new categories to better support your profession.

Your feedback helps us make CPDme more flexible and inclusive for all users.

CPDme has introduced a new accessibility widget to help make the platform easier to use for everyone.

This tool allows you to customise the way CPDme appears on your screen to better suit your accessibility needs.

Where to Find the Accessibility Widget

You will see the Accessibility icon at the bottom left corner of your dashboard.

1. Log in to your CPDme dashboard
2. Look for the Accessibility icon in the bottom left corner
3. Click the icon to open the accessibility controls

Once opened, you will see several options to personalise your viewing experience.

Accessibility Features Available

The widget includes several tools designed to improve usability and readability:

Display and Reading Options

• Increase text size
• Adjust contrast
• Change line height for easier reading
• Dyslexia-friendly font option

Navigation and Visual Controls

• Pause system animations
• Highlight cursor
• Enable helpful tooltips

Widget Controls

You can also customise the widget itself:

• Resize the widget
• Move it to the left or right side of the screen
• Hide the widget if you do not need it

How to Hide the Accessibility Widget

If you decide you do not need the accessibility widget:

1. Click the Accessibility icon
2. Select Hide

The widget will then be hidden from your desktop view.

CPDme now allows you to share individual CPD entries with external reviewers so they can provide feedback, comments, or supporting evidence.

This feature is ideal for mentoring, supervision, witnessing procedures, or peer review.

Reviewers do not need a CPDme account to provide feedback.

How to Share a CPD Entry

1. Go to Entries from your dashboard
2. Select the CPD entry you want to share
3. Click the Share icon
4. Enter the reviewer’s details: Name, Role, Email address, Phone number (for identification)
5. Choose how long the entry should be shared (e.g. 7 days)
6. Click Send

The reviewer will then receive a secure email link to access the entry and provide feedback.

What the Reviewer Can Do

When the reviewer opens the secure link, they can:

• View the CPD entry
• Review any supporting evidence
• Leave written feedback
• Upload additional evidence if required
• Add their signature
• Submit their review

Once submitted, the feedback is automatically returned to your CPD entry.

Where the Feedback Appears

After the reviewer submits their feedback:

• The feedback is automatically attached as evidence to your CPD entry
• You will see it listed in the evidence section of the entry
• You can preview, download, or delete it if required

Managing Shared Entries

You can also manage your shared entries:

• View pending reviews
• See the review expiry date
• Cancel sharing at any time if needed

Checking the Status of a Shared Entry

You can view the status of any shared entry by clicking the Share icon on that entry.

Here you will be able to see:

• The reviewer’s name and email
• The expiry date of the review request
• The status (e.g. Pending Review or Completed)

How to Cancel a Shared Request

If you accidentally shared an entry with the wrong person, or no longer want them to review it, you can cancel the request.

To cancel a share request:

1. Open the CPD entry
2. Click the Share icon
3. Find the active share request
4. Click Cancel

This will immediately revoke access to the entry.

Saved Reviewer Contacts

When you share an entry with someone, their details are automatically stored in your Reviewer Contacts.

You can manage these contacts by going to:

Profile → Reviewer Contacts

From here you can:

• Add new reviewers
• Edit contact details
• Delete saved contacts

This makes it easier to share future CPD entries without re-entering their details.

What is Document Management?

Document Management allows you to securely store and track important personal and professional documents in one place.

You can upload documents such as:

• Driving licence
• Public liability insurance
• Membership organisation certificates
• DBS checks
• Training or refresher course certificates
• Any other required compliance documents

The system helps you track expiry dates so you don’t miss important renewals.

Where can I find Document Management?

To access your documents:

1. Go to your Profile (side bar menu)
2. Open Personal Information
3. Select Personal Documents

This is where all your uploaded documents are stored and managed.

Document Status

Each document is clearly marked with a colour status to show its validity:

• 🔴 Red (Expired)
  The document has expired and requires immediate action.
• 🟠 Flashing Amber (Expiring Soon)
  The document will expire within one month.
• 🟡 Amber (Expiring Later)
  The document will expire in more than one month (up to two months away).
• 🟢 Green (Valid)
  The document is up to date and valid.

These colours help you quickly see which documents need attention.

Notifications for Expiring Documents

When a document is close to expiring:

• You will receive an email notification
• In-app and dashboard notifications may also be available (and can be toggled on or off)

This ensures you are informed without being overwhelmed by notifications.

How to Upload a Document

Uploading a document is quick and simple:

1. Go to Profile → Personal Documents
2. Use the search bar to find the document type you want to upload
3. Select the relevant document (e.g. security clearance, insurance, licence)
4. Upload your file from your device
5. Enter the document expiry date (if required)
6. Save your changes

Once uploaded, the document will appear in your list with the correct status colour.

How Expiry Tracking Works

• The system tracks each document’s expiry date
• As the expiry date approaches, the status colour will change automatically
• You will receive reminders to upload a renewed document

This helps ensure important documents such as insurance or licences never expire unnoticed.

Why should I keep my documents up to date?

Keeping your documents valid helps you:

• Stay compliant
• Avoid service interruptions
• Prevent issues caused by expired licences or insurance

What is Fin AI Customer Support?

Fin is our AI-powered support assistant designed to help you get answers quickly, anytime you need them.

While we have real support team members available during business hours, Fin helps provide near 24/7 support for users across different time zones, including Europe, Australia, New Zealand, Canada, and the USA.

If Fin can’t fully help, you’ll always have the option to connect with a real person.

Where can I find Fin?

You can access Fin in two ways:

On the website (logged out)

• Visit our website
• Click the Fin chat icon at the bottom right corner

You can ask general questions, view news updates, or browse frequently asked questions.

On your dashboard (logged in)

• Log in to your account
• Open Fin from the dashboard

When logged in, Fin recognises you and can provide more personalised and powerful support.

What can Fin help me with?

When you are logged in, Fin is fully integrated with the platform and can help you with:

• General support questions
• Getting started tips and guidance
• Setting up or managing payments (e.g. direct debit)
• Cancelling or managing your membership
• Portfolio and CPD guidance
• HCPC audit support
• NMC revalidation support
• Finding features in your dashboard

Fin is constantly learning and improving to better support your needs.

News, Help, and Updates

Inside Fin, you’ll also find:

• News: Updates on new features and system changes
• Help: Frequently asked questions and guidance articles

All new features and updates are always published in the News section.

How does Fin support learning and CPD?

Fin can provide practical tips and guidance, such as:

• How to start building your portfolio
• Organising CPD evidence
• Best practices for managing your documents

You can ask open questions like:

“Give me 5 tips to start building my portfolio”

When will I be connected to a human?

If Fin can’t resolve your issue, you’ll be given the option to:

• Create a support request
• Chat with a real support team member

Our human support team is available during business hours.

Why use Fin?

Fin helps you:

• Get answers faster
• Access support outside UK business hours
• Learn how to use the platform more effectively
• Combine AI support with real human help when needed

How to Capture Evidence Documents in the CDPme Mobile App

You can easily capture and attach documents as evidence directly from the app by following the steps below.

To capture evidence:

1. Go to your Diary Form and create or open an entry.
2. Fill in the required details (hours, structure, subject, etc.) until you reach Capture Evidence.
3. Tap Capture and select Document Scanner.
4. Point your phone’s camera at the document you want to capture.
5. The app will automatically crop the document. Tap Keep if you’re happy with it.
6. Tap Save to attach the document to your entry.

Optional steps:

• You can annotate or block out sensitive information (e.g. names) for audit purposes.
• Add tags if you’d like to easily find the document later.

7. Tap Save and Submit to complete the entry.

Once submitted, the evidence will appear as a thumbnail in your dashboard. You can preview it alongside your diary entry at any time.

What is Passwordless Login?

Passwordless Login allows you to log into the mobile app without using a password.

Instead of entering a password, you receive a secure login link via email. Tapping the link automatically logs you into the app.

This feature helps:

• Reduce forgotten passwords
• Improve security
• Make logging in faster and easier

Who can use Passwordless Login?

Passwordless Login is available in the mobile app for:

• Basic members
• Premium members
• Corporate members

If you are a corporate member using Single Sign-On (SSO), you can also log in using your organisation’s login option.

Make sure your app is up to date

Before using Passwordless Login, please ensure you have the latest version of the app installed.

• Go to the App Store (iOS) or Google Play Store (Android)
• Search for CPDme Portfolio
• Update the app to the latest version

Passwordless Login will only work on the latest app version.

How to log in using Passwordless Login

Follow these steps:

1. Open the mobile app
2. On the welcome screen, tap Log In
3. Enter your registered email address
4. Select Send Login Link (Passwordless Login)
5. Open your email app
6. Tap the login link sent to your email
7. The app will automatically log you in

The login link is secure and expires after a short period (around 10 minutes).

I didn’t receive the login email

If you don’t see the email:

• Check your spam or junk folder
• Add our email address to your safe senders list
• Make sure you entered the correct registered email address

Can I still use a password?

Yes. Password login is still available.

To use a password instead:

1. On the login screen, look below the email field
2. Select Password Login
3. Enter your password
4. Tap Log In

Both login methods give you access to the same dashboard and features.

Is Passwordless Login secure?

Yes. Passwordless Login is designed to be highly secure:

• No passwords are stored or reused
• Login links expire automatically
• Access is tied to your registered email address

This reduces the risk of compromised passwords.

Will Passwordless Login be available on the dashboard?

Passwordless Login is currently available in the mobile app.

Still need help?

If you have trouble logging in or need assistance, please contact our support team via chat.

The Searching by Tags feature helps you organise, filter, and quickly find your CPD entries using custom tags you create yourself.

Think of tags as digital labels that make managing large CPD portfolios simple and efficient.

What Are Tags?

Tags are custom labels you can apply to CPD entries.

• One tag can be used on multiple CPD entries
• One CPD entry can have multiple tags
• Tags act as powerful filters across your dashboard

Common examples:

• Conference 2026
• HCPC Audit
• Mandatory Training
• CPD Demo
• Revalidation

How to Create a Tag

1. Log in to your Dashboard
2. Go to Profile
3. Add a new tag in the Tags section
4. Save the tag

Once created, the tag will be available to use across all CPD entries.

How to Add a Tag to a CPD Entry

1. Create or edit a CPD entry
2. Complete the CPD details as normal
3. Select your tag in the Tags field
4. Save the entry

Your CPD entry is now linked to that tag.

How to Search CPD Entries by Tag

1. Go to your Dashboard
2. Use the Search & Filter options at the top
3. Select Filter by Tag or Search Tag

The system will instantly show all CPD entries associated with that tag.

You can also combine tag filtering with:

• Year
• CPD type
• Governing body

Why Use Searching by Tags?

• Quickly find specific CPD entries
• Group CPD for audits, revalidation, or portfolios
• Save time when managing large CPD records
• Stay organised with a clean, flexible system

Best Practice Tips

• Use clear, meaningful tag names
• Create tags based on purpose, not just activity
• You can create as many tags as you like
• Tags are especially useful for audits and portfolio building

CPD Planning allows you to plan future CPD activities and receive smart reminders and prompts to help you capture evidence and reflections at the right time.

Planned CPD entries are clearly marked and can be used for portfolios, audits, and reviews.

How to Enable CPD Planning

1. Go to Settings from your dashboard
2. Find Planned CPD
3. Toggle the feature ON

You can turn CPD Planning on or off at any time.

How to Plan Future CPD

1. Go to your Diary
2. Create a new CPD entry
3. Add a title and details (e.g. attending a conference, course, or event)
4. Set the date in the future
5. Save the entry

The CPD entry will now be saved as Planned CPD.

How Planned CPD Appears

• Planned CPD entries appear at the top of your portfolio
• They are clearly marked as future-dated
• Planned CPD is shown in the calendar in blue
• Planned CPD can be included in portfolio reports (e.g. next 6–12 months)

Smart AI Prompts & Reminders

On the day of your planned CPD activity, the system will:

• Send an in-app notification
• Prompt you to add notes and reflections
• Suggest capturing supporting evidence (e.g. agendas, documents)
• Remind you to record any changes to your practice

The AI reviews your planned entry and provides prompts based on:

• The CPD topic
• Your previous CPD history
• How long it has been since you last completed similar CPD

Capturing Better Evidence

Helpful tips suggested by the system include:

• Uploading conference agendas as evidence
• Adding notes during or after the event
• Recording networking and learning activities
• Documenting practice changes

Conference agendas are especially valuable as supporting evidence.

Best Practice Tip

If you attend a conference with multiple speakers:

• Record each speaker separately if they impact your practice
• Create individual CPD entries for key sessions
• Add reflections for each learning outcome

This strengthens your CPD for audits, revalidation, and interviews.