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Trilobita DocVault is a WordPress document management plugin with version control and a searchable document library. Upload and organise files in the admin, then share them with your team or site visitors — with a searchable, sortable document table, Gutenberg block support, full version history, download tracking, and access control.
Key Features:
<ul>
<li>Version History – Full version history with rollback, download, and delete for every document.</li>
<li>Drag & Drop Upload – Intuitive drag-and-drop file upload interface in the admin.</li>
<li>Download Tracking – Track download counts for all documents.</li>
<li>Access Control – Restrict documents to logged-in users only.</li>
<li>Frontend Display – Responsive shortcode-powered document table with AJAX search, sortable columns, and pagination.</li>
<li>Gutenberg Block – Native block editor support for embedding documents.</li>
<li>File Type Support – PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, ODT, ODS, ODP, RTF, CSV, TXT.</li>
<li>Document Categories – Hierarchical taxonomy for organizing documents.</li>
<li>Document Tags – Flat tag taxonomy for cross-cutting labels; filter the frontend list by tag with <code>[trdv_list tag="slug"]</code> or show a tag dropdown with <code>show_tag_filter="true"</code>.</li>
<li>Document Expiry Dates – Set an optional expiry date per document; expired documents are automatically hidden from the frontend list.</li>
<li>Manual Sort Order – Drag documents into your preferred order in the admin list; use <code>[trdv_list orderby="menu_order"]</code> to apply that order on the frontend.</li>
</ul>
<h4>Go further with Trilobita DocVault Pro</h4>
<a href="https://trilobita.co.uk/plugins/trilobita-docvault/pro/" rel="nofollow ugc">Trilobita DocVault Pro</a> adds enterprise-grade features for teams that need more control:
<ul>
<li>Unlimited Version History – Remove the 5-version limit and keep complete history for every document.</li>
<li>Per-Document Access Control – Restrict individual documents to specific user roles.</li>
<li>Audit Trail – Full activity log with CSV export for compliance and accountability.</li>
<li>Email Notifications – Configurable alerts for uploads, updates, and approvals.</li>
<li>Document Approval Workflow – Require documents to be reviewed before publishing.</li>
<li>Bulk Upload – Upload multiple documents at once with duplicate detection.</li>
<li>Download Analytics – Detailed per-version download statistics.</li>
<li>Duplicate Detection – Find and merge duplicate documents to save storage.</li>
<li>Storage Management – Advanced tools for monitoring and cleaning up storage.</li>
</ul>
<h3>Privacy</h3>
Trilobita DocVault stores the following user data:
<ul>
<li>Uploader user ID – Stored as post meta (<code>_trdv_uploaded_by</code>) to track who uploaded each document version.</li>
<li>Download logs – When download tracking is enabled, the plugin records the downloader’s IP address, user ID (if logged in), and timestamp in a custom database table (<code>trdv_download_log</code>).</li>
</ul>
This data is handled in compliance with GDPR and CCPA:
<ul>
<li>The plugin registers with the WordPress privacy tools for data export and erasure requests.</li>
<li>A suggested privacy policy text is provided under Settings > Privacy.</li>
<li>IP addresses and download logs can be deleted via the WordPress personal data erasure tool.</li>
</ul>
<h3>Usage</h3>
Document Block (Gutenberg):
Add a single document with a download button directly in the block editor:
<ol>
<li>Click the + button to add a block</li>
<li>Search for “DocVault Document”</li>
<li>Select a document from the dropdown</li>
</ol>
Block options:
<ul>
<li>Layout: Full (with icon and download button) or Minimal (compact inline link)</li>
<li>Show/hide file type icon</li>
<li>Show/hide file info (type and size)</li>
<li>Show/hide view button (PDF and images, full layout only)</li>
<li>Show/hide description (full layout only)</li>
<li>Show/hide download count (full layout only)</li>
<li>Alignment (left, center, right, wide)</li>
</ul>
<code>[trdv_list]</code> — Document Table Shortcode:
Display a searchable, sortable table of documents on any page or post:
<pre><code>[trdv_list]
</code></pre>
Parameters:
<ul>
<li><code>category</code> – Filter by document category slug</li>
<li><code>tag</code> – Filter by document tag slug</li>
<li><code>type</code> – Filter by file type (pdf, docx, etc.)</li>
<li><code>orderby</code> – Sort by: date, title, size, menu_order (default: date). Use <code>menu_order</code> to display documents in the drag-and-drop order set in the admin list. When <code>menu_order</code> is selected and <code>order</code> is not explicitly set, the list defaults to ASC.</li>
<li><code>order</code> – ASC or DESC (default: DESC)</li>
<li><code>show_search</code> – Show search box: true/false (default: true)</li>
<li><code>show_download</code> – Show download button: true/false (default: true)</li>
<li><code>show_view</code> – Show view button for PDFs and images: true/false (default: true)</li>
<li><code>show_category_filter</code> – Show category dropdown filter: true/false (default: false)</li>
<li><code>show_tag_filter</code> – Show tag dropdown filter: true/false (default: false)</li>
<li><code>show_type_filter</code> – Show file type dropdown filter (only types present in the library): true/false (default: false)</li>
<li><code>show_count</code> – Show download count column: true/false (default: false)</li>
<li><code>columns</code> – Columns to display: title, type, size, date (default: title,type,size,date)</li>
<li><code>per_page</code> – Documents per page (default: 20)</li>
<li><code>show_expired</code> – Include expired documents: true/false (default: false)</li>
</ul>
Examples:
<pre><code>[trdv_list type="pdf" orderby="title" order="ASC"]
[trdv_list category="reports" show_search="false" columns="title,date"]
[trdv_list orderby="menu_order"]
[trdv_list show_category_filter="true" show_type_filter="true" show_count="true"]
[trdv_list show_tag_filter="true"]
[trdv_list show_download="false" show_view="true"]
</code></pre>
Document Link Toolbar Button:
Link any selected text to a document download without leaving the block editor:
<ol>
<li>Select the text you want to turn into a download link</li>
<li>Click the document icon in the formatting toolbar (“Trilobita DocVault Link”)</li>
<li>Choose a document from the dropdown and click Apply</li>
</ol>
<code>[trdv_link]</code> — Inline Document Link Shortcode:
Insert a download link within any text:
<pre><code>[trdv_link id="123"]Download the report[/trdv_link]
</code></pre>
Parameters:
<ul>
<li><code>id</code> (required) – The document ID</li>
<li><code>new_tab</code> – Open in new tab: true/false (default: false)</li>
<li><code>class</code> – Add custom CSS class</li>
</ul>
Examples:
<pre><code>[trdv_link id="123"] - Uses document title as link text
[trdv_link id="123"]Click here[/trdv_link] - Custom link text
[trdv_link id="123" new_tab="true"]Download[/trdv_link] - Opens in new tab
</code></pre>

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