Client document management wordpress hosting

Description

Project & document management plugin, Utilizing this application can maintain documents, records, files, videos and images. You can organize, manage client, student & supplier documents and accounts, control individual documents, and select specific distribution of documents all in an easy to manage online process.

The plugin also demonstrates how quickly a business can take hold of their interactions with clients, sales organization, vendors, and all in between. With a straight-forward layout, access to template modifications and easy to manage features; clients can add and modify projects. The plugin provides assurances that the user has complete control over the flow of information.

Client document management wordpress hosting with custom

Try the document manager that hundreds of businesses trust! Enjoy free forum support as a community user or upgrade to our premium user and submit tickets, call us on skype! We are constantly developing this exciting plugin enhancing the features and taking on custom development work to modify the plugin for your needs!

Works with WordPress Multi Site!

We now have an extensive documentation library
learn.smartypantsplugins.com/

Need support? Click here
support.smartypantsplugins.com/

Community Version Features

  • Upload and manage files
  • Secure documents under login for each user
  • Zip files in archive
  • Localization support for many languages
  • Advanced email editor to customize all emails
  • WordPress capabilities and roles integration to limit who can do what
  • Administrators can add files to users
  • SSL Support
  • Unlimited nesting of folders
  • Require login to download files
  • Each user has their own file repository
  • File size based off server php.ini
  • Unlimited files for users!

** What do you get when upgrading? Check out this video! **

Premium features (requires addons)
To activate the below features you need addons, check out our product builder to see what you need!
smartypantsplugins.com/product-builder/

  • AES file encrytionat rest encryption secures documents even when the server has been compromised.
  • Woo Commerce intergration
  • Remove branding
  • Custom file list templates
  • Enhanced multi uploader using plupload allows you to upload unlimited files with any file size regardless of your php.ini settings. We use an advanced file chunking method to upload files!
  • File Tagging for better searching
  • Additional form fields
  • Group user files together
  • Category system for files
  • Thumbnail mode to view files in a windows format
  • Add vendors so files can be sent regularly
  • Advanced shortcodes
  • Save files as a draft for later publishing
  • Add file revisions to a file
  • Limit file types
  • Create thumbnails from PDFs, PSDs and other popular formats
  • File retention times for autopruning files
  • Limit file types based on extension and mime type
  • Add files from Dropbox, Google Drive, One Drive
  • Group management with user roles, BuddyPress Groups or baked groups.
  • Download logs and reports based on file usage
  • Commenting and file discussion on files with notification system
  • Google shortlinks for files
  • Batch manage files, copy, delete, archive, download files
  • Bootstrap powered Dashboad
  • Add reminders and tasks to a file
  • Add tasks to the dashboard area
  • Upload and view videos inside the file viewer
  • Text message integration to Plivio and Twillio for notifications
  • Build custom forms to submit data using our hand made form builder, allow users to go back and edit that data and compile all the data into a pdf. Sign Documents using our built in signature tool!
  • Export data to csv
  • Link remotely to an external file rather then uploading a file
  • Many more features, too many to list here! Lots of settings to configure the document manager the way you need! Check out a hosted demo to see everything!!
hosting

Healthcare, Banking & Finance, Legal, Education ,Consulting, Research firms Government, Architecture, Printers, Photographers, Manufacturing, Chemical, Distributors, Web Developers, Virtual offices, Media to name a few

The client Document manager now includes unlimited folders and folder nesting!

  • Clients upload files and Documents online to their own personal page
  • Clients can create or add to existing projects

Administrator Side Features

  • Complete control on who can access specific files
  • Turn off ability for Clients to upload documents instantly.
  • Notification via email when a client uploads a file
  • Add files and documents to client page and projects
  • Download file archive of a user
  • Custom Naming of files
  • Create multiple upload locations
  • 50 latest uploads on main plugin page
  • Force downloads of file
  • Delete confirmation with custom notification
  • Thank you confirmation with custom notification
  • Add staff, supplier’s, vendors, sub-contractors or partner’s so you can distribute the files to other people
  • Attach file or send the file as a link
  • Projects allow you or the users to create projects to store files in
  • Allow the user to create projects
  • Ability to add files to any user
  • Download all the files of a project in a single zip file
  • Add multiple admin emails to receive files
  • Advanced admin file manager
  • Assign custom capabilities to user roles
  • File Logging
  • Add Categories
  • Manage Categories allow an admin to designate categories for the user to select, for example a print company could use categories as statuses (Mockup, Draft and Final)
  • Allow a user to create folders
  • Collaborate with other users with groups
  • Assign a file or files to a project
  • Manage Folders
  • Client can view all categories set by admin

Full Support Available through email or Skype.
Add-on packs available for more features!

  • This is the client view
  • This is the file view which also shows the premium revision system
  • This is the admin page view
  • Admin file uploader to upload a file for a user
  • Settings page
  • Form builder to add custom forms (premium)
  • Group manager to allow multiple user manage the same files (premium)

Installation

Advanced documentation: learn.smartypantsplugins.com/

  • Upload the plugin to your plugins folder
  • Activate the plugin
  • Create a new page and enter the shortcode [sp-client-document-manager]
  • Go to the plugin admin page and click settings to configure the plugin (VERY IMPORTANT!)
  • If you’re using the premium version please upload the zip archive in the settings area.

x = configurable area

*uid = user id of a user will display that users files

This shortcode displays the uploader

[cdm-link file=”x” date=”1″ real=”1″]
* This links to a specific file

  • file = required, this is the file id. You can find the file id in admin under files or by clicking on a file. The ID is listed next to the date.
  • date = (set to 1) optional, show the date of a file
  • real = (set to 1) optional, generate the real url for the file, the link tags are not generated and only the url is returned. This is good for custom links and image url’s
  • [cdm-link file=”53″ date=”1″]
  • Will generate a link with the file name and date

‘< img src=”[cdm-link file=”53″ real=”1″]” width=”100″>’

Will generate a full url for use in an image

[cdm-project project=”x” date=”1″ order=”x” direction=”x” limit=”x” ]

This shortlink will display a unordered list of files, it is a basic html ul so you can use css to display it however you want.

  • project = required, this is the project id which you can get in admin under the projects tab.
  • date = optional, put’s the date of the file next to the file name
  • order = (name,date,id,file) optional, use one of the fields to order the list by
  • direction = (asc,desc) optional, Only to be used with order, use asc for ascending order or desc for decending order
  • limit = optional, use to limit the amount of results shown.
  • [cdm-project project=”1″ date=”1″ ]
  • [cdm-project project=”1″ date=”1″ order=”name” direction=”asc” limit=”10″ ]

If you use “User Role Editor” plugin and want to assign CDM capabilities to another role then please use the following custom captabilities. All are automatically set for administrator

  • sp_cdm = You need this role to view the plugin, this is a very minimal role. You can view files, edit and delete.
  • sp_cdm_settings = edit settings as well as enable any premium plugin features (in the future we will break premium features into their own roles, just getting started here)
  • sp_cdm_vendors = Show vendors tab
  • sp_cdm_projects = Show projects tab
  • sp_cdm_uploader = Use the uploader (add files)

This is a shortcode for premium members only, it displays the file list to the public. This shortcode lists all the files from all users.

*Premium users must have free + premium version installed. The premium extends the free version.

Advanced documentation: learn.smartypantsplugins.com/

  • Upload the plugin to your plugins folder
  • Activate the plugin
  • Create a new page and enter the shortcode [sp-client-document-manager]
  • Go to the plugin admin page and click settings to configure the plugin (VERY IMPORTANT!)
  • If you’re using the premium version please upload the zip archive in the settings area.

x = configurable area

*uid = user id of a user will display that users files

This shortcode displays the uploader

[cdm-link file=”x” date=”1″ real=”1″]
* This links to a specific file

  • file = required, this is the file id. You can find the file id in admin under files or by clicking on a file. The ID is listed next to the date.
  • date = (set to 1) optional, show the date of a file
  • real = (set to 1) optional, generate the real url for the file, the link tags are not generated and only the url is returned. This is good for custom links and image url’s
  • [cdm-link file=”53″ date=”1″]
  • Will generate a link with the file name and date

‘< img src=”[cdm-link file=”53″ real=”1″]” width=”100″>’

Will generate a full url for use in an image

[cdm-project project=”x” date=”1″ order=”x” direction=”x” limit=”x” ]

This shortlink will display a unordered list of files, it is a basic html ul so you can use css to display it however you want.

  • project = required, this is the project id which you can get in admin under the projects tab.
  • date = optional, put’s the date of the file next to the file name
  • order = (name,date,id,file) optional, use one of the fields to order the list by
  • direction = (asc,desc) optional, Only to be used with order, use asc for ascending order or desc for decending order
  • limit = optional, use to limit the amount of results shown.
  • [cdm-project project=”1″ date=”1″ ]
  • [cdm-project project=”1″ date=”1″ order=”name” direction=”asc” limit=”10″ ]

If you use “User Role Editor” plugin and want to assign CDM capabilities to another role then please use the following custom captabilities. All are automatically set for administrator

  • sp_cdm = You need this role to view the plugin, this is a very minimal role. You can view files, edit and delete.
  • sp_cdm_settings = edit settings as well as enable any premium plugin features (in the future we will break premium features into their own roles, just getting started here)
  • sp_cdm_vendors = Show vendors tab
  • sp_cdm_projects = Show projects tab
  • sp_cdm_uploader = Use the uploader (add files)

This is a shortcode for premium members only, it displays the file list to the public. This shortcode lists all the files from all users.

*Premium users must have free + premium version installed. The premium extends the free version.

How come I’m getting a 404 error?

This could be one of two reasons, either you did not install theme my login or you’re running wordpress in a directory in which you can go to settings and set the directory for wordpress.

Why am I just getting a spinning circle and no content on my uploader?

This is usually because you are using a theme that converts new lines into paragraphs. To fix this wrap the short code in raw tags. Example: [raw][sp-client-document-manager] [/raw]

Is there a conflict with another plugin?

Sometimes plugins have conflicts, if you are experiencing any abnormal problems there could be a javascript error. Please download and install firebug to find the issue.

I get an imagemagick error when creating thumbnails of pdf and psd’s

Imagemagick is a 3rd party plugin you are responsible for, it needs to be downloaded and installed on your server but more importantly, it needs to be compiled into php. Your server admin should be able to handle that, we do not support imagemagick installations.

I’m using the premium version but not seeing the client document uploader tab in wordpress

Premium users must have free + premium version installed. The premium extends the free version. Once you install the free version you will see the tab, from there put in your serial code.

Do you offer capabilities for user roles?
  • sp_cdm = You need this role to view the plugin, this is a very minimal role. You can view files, edit and delete.
  • sp_cdm_settings = edit settings as well as enable any premium plugin features (in the future we will break premium features into their own roles, just getting started here)
  • sp_cdm_vendors = Show vendors tab
  • sp_cdm_projects = Show projects tab
  • sp_cdm_uploader = Use the uploader (add files)
Why am I getting a permission denied error when activating the premium or trial version?

The premium version relies on common functions to operate, please activate the FREE version to fix this error. You must have both FREE and Premium plugins installed and activated.

I cannot contact you from nowhere, only errors, and different errors. It was same when I needed the demo 2 weeks ago, It is the same now, probably something is wrong with my tries, but I wanna buy for 270 $ last 2 hours, and I cant register to pay, can you do something? Thank you.
Pebsbg@gmail.com
Activation link is not working, your mail is not working, under the payment option its not working.

The site was built thinking it would just be used on occasion. We enjoyed the functionality of the options Smartypants offered and put them together on a project. Shortly thereafter, the website became an integral part of our business. Because of this, whenever we break it, support is very important to us. I cannot say enough good things about David and Tony who both always answer when we call or call back quickly. Soon, any problem we have is solved and we go happily on down the road, back in business.

I have told them before, we are with them because they are always there for us.

Using Doc manager and premium plugin for just about a year now. Turns out MY server engineer changed a setting that disabled doc upload causing client-wide panic (we have multi-use license). I called AND submitted a ticket to SP in a panic. David personally called me within 5 minutes, talked me off the ledge and went to work on searching for what went wrong. Yes, it cost me to get the fix because it was MY engineer’s fault. Did SP offer service? 150% YES! They were fast, communicated well, responsive and got me back in the game as fast as could be expected. Both the owner and his staff are great people. I am impressed. Worth every penny…and I am quite the pincher!

Because of how we use this plugin, it has become a valuable tool in how we do business and how our clients do business. We have been creative in how we use it and now we can not do without it!

Very pleased with customer service and custom work done. Everything delivered as promised and on time. I’m glad I ignored the negative reviews and went forward with my project with Anthony. Great developer!

I needed a robust, secure document manager solution including excluding access per role, search, filetree hierarchies, etc.

At first this looked very promising. I purchased over $300 worth of their plugins and add-ons for a complicated project assuming that the support would match.

There was an issue where hierarchical permissions were not propagating through subfolders as the plugin advertised they should. I submitted a support ticket and received a response 24 hours later to “update my plugin to the latest version”. I responded that I was using the most current version and the problem persisted.

Then. nothing. I even followed up a couple days later. It’s been 3 weeks and they still haven’t responded to the ticket.

Keep in mind, this is from their PREMIUM support as I purchased their Pro plugin.

STAY AWAY. Find another solution.

Watch this video!

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