File Sharing for Clients

Clients/Members can be given the ability to upload files from their START Page. Any files that are uploaded by a Client/Member will be viewable by any Admin and any assigned WPC-Manager.


How to allow your Clients/Members to upload files from their START/Portal page?

In order to allow your clients or members to upload files from their interface, add the following shortcode to their START/Portal page.

[wpc_client_uploadf show_categories="all|assigned|custom" categories="1,2,3,4" auto_upload="yes|no" exclude="FILE EXTENSIONS HERE " include="FILE EXTENSIONS HERE" ]

However, if you paste the above shortcode directly to the editor, some options might not appear on the client's end such as the show categories. The blue text indicates that you need to choose one from the available choices separated by "|". The red text indicates that you need to specify a value. The following will explain how to use each setting.

show_categories

Use "show_categories=" to determine what File Categories will be available for the client to select when they upload files. " ALL" will display all File Categories, regardless of assignment. "ASSIGNED" will only display File Categories that the client is directly assigned to. "CUSTOM" will only display specific File Categories that you select (more details below).

categories

Use “categories=” (in conjunction with show_categories="custom") to only allow files to be uploaded to certain File Categories. For example, “[wpc_client_uploadf show_categories="custom" categories="7,12,33"]” would allow the client to upload files to the File Categories with ID#s 7, 12, and 33.

auto_upload

Use "auto_upload=" to determine whether files are automatically uploaded after being selected by client. With "auto upload" set to " yes", clients do not need to click on the "start upload" button after selecting files.

exclude

Use "exclude=" to disallow specific file types to be uploaded by the client. For example, the shortcode [wpc_client_uploadf exclude="jpg,zip"] would not allow clients to upload JPG or ZIP files. File extensions should be letters only (no periods) separated by commas, with no spaces. One set of quotations should enclose all extensions.

include

Use "include=" to only allow specific file types to be uploaded by the client. For example, the shortcode [wpc_client_uploadf include="gif,doc"] would only allow clients to upload GIF or DOC files. File extensions should be letters only (no periods) separated by commas, with no spaces. One set of quotations should enclose all extensions.

This is how it will look like in the Editor:

The shortcode above will look like this:


How to allow your clients to view the files they uploaded?

There are three styles available in adding a file viewer for your clients. Add the following shortcode to the START or Portal page to allow your clients to view the files they uploaded, as well as the files that were assigned to them.

Table view

[wpc_client_files_table file_type="all|own|assigned" show_sort="yes|no" sort_type="order_id|date|category" sort="desc|asc" show_tags="yes|no" show_description="yes|no" show_date="yes|no" show_size="yes|no" show_author="yes|no" category="1,2,3,4,5" with_subcategories="yes|no" show_file_cats="yes|no" show_last_download_date="yes|no" show_thumbnails="yes|no" show_search="yes|no" show_filters="yes|no" filter_condition="and|or" show_bulk_actions="yes|no" show_pagination="yes|no" show_pagination_by="5" no_text="You don't have any files." /]

The shortcode should look like this:

[wpc client_files_table file_type="all" show_sort="yes" sort_type="order_id" sort="asc" show_tags="no" show_description="yes" show_date="yes" show_size="yes" show_author="yes" show_file_cats="yes" show_last_download_date="yes" show_thumbnails="yes" show_search="yes" show_filters="yes" filter_conditions="and" show_bulk_action="yes" show_pagination="yes" show_pagination_by="5" no_text="You don't have any files."/]

The table view should look like this:

Hyperlinked Tree View

[wpc_client_files_tree file_type="all|own|assigned" show_sort="yes|no" sort_type="order_id|date|category" sort="desc|asc" show_tags="yes|no" show_date="yes|no" show_size="yes|no" show_author="yes|no" category="1,2,3,4,5" with_subcategories="yes|no" show_empty_cats="yes|no" show_description="yes|no" show_last_download_date="yes|no" show_thumbnails="yes|no" show_search="yes|no" show_filters="yes|no" filter_condition="and|or" no_text="You don't have any files." /]


Blog View

[wpc_client_files_blog file_type="all|own|assigned" show_sort="yes|no" sort_type="order_id|date|category" sort="desc|asc" show_tags="yes|no" show_description="yes|no" show_date="yes|no" show_size="yes|no" show_author="yes|no" category="1,2,3,4,5" with_subcategories="yes|no" show_file_cats="yes|no" show_last_download_date="yes|no" show_thumbnails="yes|no" show_search="yes|no" show_filters="yes|no" filter_condition="and|or" show_pagination="yes|no" show_pagination_by="5" no_text="You don't have any files." /]


Settings

file_type

Use "file_type=" to determine what files are displayed. " ALL" will display all available files that the client has access to. "OWN" will show only the client's own uploaded files. "ASSIGNED" will display only files that are assigned to the client, that the client did not upload themselves.

show_sort

Use “show_sort=” to determine whether to display a sorting option for the clients/members to use.

sort_type

Use "sort_type=" to select a default/manual sorting order for files (either by name or date).

sort

Use "sort=" in conjunction with "sort_type" to set either a descending or ascending manual sort order.

show_tags

Use "show_tags=" to determine whether to display associated File Tags for the files.

show_description

Use "show_description=" to determine whether to display the description text of the displayed file(s).

show_date

Use “show_date=” to determine whether to display the date that the file was uploaded.

show_size

Use “show_size=” to determine whether to display the size of the file, in kilobytes (K).

show_author

Use "show_author=" to determine whether to display the author of the file.

category

Use “category=” to only display files from a certain File Category. For example, “[wpc_client_files_table category="7"]” would only display files from the File Category with ID#7.

with_subcategories

Use "with_subcategories=" to determine whether to include files from Subcategories of a selected parent File Category in the file list.

show_file_cats

Use "show_file_cats=" to determine whether to display the file category headers for the displayed file(s).

show_last_download_date

Use "show_last_download_date=" to determine whether to display the date of the last download of the file.

show_thumbnails

Use "show_thumbnails=" to determine whether to display thumbnail images for files.

show_search

Use "show_search=" to determine whether to display the search box for files.

show_filters

Use "show_filters=" to determine whether to display the filter options for the displayed file(s).

filter_condition

Use "filter_condition=" to determine how the displayed filters are handled. " OR" will mean if multiple filter parameters are entered, a file would only need to match at least one parameter in order to be displayed. "AND" will mean that a file would need to match all of the entered filter parameters in order to be displayed.

show_bulk_actions

Use "show_bulk_actions=" to determine if the bulk checkbox options (for bulk downloading and deleting) are displayed in the file list.

show_pagination

Use "show_pagination=" to determine whether to display the pagination numbering for files.

show_pagination

Use "show_pagination_by=" to set how many files per page you would like to display in pagination.

no_text

Use "no_text=" to choose what text to display to a client who has no files assigned. For example, the shortcode [wpc_client_files_table no_text="You have no files" /] would display the phrase "You have no files" for a client who has no files assigned to them.


How to find the files that are uploaded by the clients?

You may view the files that the clients uploaded under the Files for Admin tab in WP-Client → Portals → File Sharing.

From there, you may reassign the files to clients and/or circles. You can also edit the file's title, category, tags and description by hovering over the row and press on Edit that will appear below the file title.

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