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Description
Project, Document and File Management plugin!
Project & Document management plugin, Securely maintain and control unlimited (only limited by your server) number of documents, records, files, media, videos and images. You can create unlimited (only limited by your server) folders and sub folders to 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 a business can share 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.
Try the document management plugin that thousands of Companies and Organizations trust! 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
http://learn.smartypantsplugins.com/
http://learn.smartypantsplugins.com/
Need support? Click here
http://support.smartypantsplugins.com/
http://support.smartypantsplugins.com/
Community Version Features
- Upload and manage files with No Limits!
- 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!
- Import local files! Now with support for unlimited files and folders
- Add links a file
- Embed youtube and other media as a file
- Recycle bin with file retention dates
** 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!
http://smartypantsplugins.com/product-builder/
To activate the below features you need addons, check out our product builder to see what you need!
http://smartypantsplugins.com/product-builder/
- Amazon s3 Integration available as an addon!
- AES file encryption at 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!!
Industries Served
- 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!
Client / Customers
- 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
Categories
- 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)
Folders
- Allow a user to create folders
- Collaborate with other users with groups
- Assign a file or files to a project
- Manage Folders
Clients
- Client can view all categories set by admin
Full Support Available through email or Skype.
Add-on packs available for more features!
Add-on packs available for more features!
Current Languages
- English
- French
- German
- Italian
- Polish
- Spanish
Demo
Installation
Advanced documentation: http://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.
Short Codes
x = configurable area
[sp-client-document-manager uid=”x”]
*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
* 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
examples:
- [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.
examples:
- [cdm-project project=”1″ date=”1″ ]
- [cdm-project project=”1″ date=”1″ order=”name” direction=”asc” limit=”10″ ]
User Role Capabilities
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)
[cdm_public_view]
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
*Premium users must have free + premium version installed. The premium extends the free version.
FAQ
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.
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]
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.
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.
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.
- 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)
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.
Windows 7 Task Manager Download
Reviews
Where Is Task Manager In Windows 7
This was the perfect fit for a request I had, the company needed the ability to share important files with their customers. With this plugin I was able to build a cloud storage facility with the premium and AES security add-ons to provide full security.During development I had a few issues that required the plugin and add-ons to be updated. Any issues I had were always solved within 48 hours (mainly because of time difference though UK/US). I'm fully confident that if any other issues occur, I can rely on the plugin developer for his full support.