Trevor Walter

ToolDocs is a document management plugin for WordPress that lets you upload, organize, and share documents with your visitors through direct permalinks.
Key Features:
<ul>
<li>Upload and manage PDF, Word, Excel, ZIP, and other file types</li>
<li>Add external URLs as managed documents</li>
<li>Organize documents into categories</li>
<li>Generate direct permalink URLs for each document</li>
<li>Embed document download links using shortcodes</li>
<li>Track download counts and view per-document download history</li>
<li>Export download statistics to CSV (summary, by day, by week, by month)</li>
<li>File version history with configurable retention (0-4 versions)</li>
<li>File usage detection across your site</li>
<li>Customize shortcode icon color</li>
<li>Font Awesome icon support with customizable file type icons</li>
<li>Modern Vue.js admin dashboard</li>
<li>Developer-friendly with filters for customization</li>
</ul>
Shortcodes:
<ul>
<li><code>[tooldocs_file id="X"]</code> – Display a single document download link with file type icon</li>
<li><code>[tooldocs_category_files category_id="Y"]</code> – Display all documents in a category, with optional modal popup</li>
</ul>
How It Works:
<ol>
<li>Upload documents through the ToolDocs admin panel or add external URLs</li>
<li>Organize them into categories</li>
<li>Use shortcodes or direct URLs to share documents on your site</li>
<li>Track downloads and export reports</li>
</ol>
<h3>Development</h3>
The admin interface is built with Vue.js. Source code is included in the <code>admin/src/</code> directory. 
Frontend JavaScript source is in <code>front/</code>.
To build the admin interface: 
1. Navigate to the <code>admin/</code> directory 
2. Run <code>npm install</code> 
3. Run <code>npm run build</code>
To build the frontend JavaScript: 
1. Navigate to the <code>front/</code> directory 
2. Run <code>npm install</code> 
3. Run <code>npm run build</code>

ToolDocs


As the developer of the ToolDocs™ Document Management System, I’m excited to finally make it available to the public.



This is a tool we’ve built, refined, and used with our clients for the past 15 years. It was created to solve a common problem: companies often gate documents without really knowing who is downloading them, when they’re doing it, or what they do next.



ToolDocs™ gives you that visibility. You can track who downloads your documents, see when they engage, follow their path through your website, whitelist specific files, and even gate links to external resources like videos, demos, or third-party content.



With the SalesDashboard™ add-on, your team can also see deeper user activity and better understand each visitor’s experience.



It’s more than document management. ToolDocs™ gives companies practical sales and marketing insight, similar to what you might expect from larger platforms like HubSpot or Salesforce, but in a simpler, more focused, and far more affordable solution.


ToolDocs™ is an Incredible Tool for Document Management & Lead Generation

A document management plugin that provides ungated, persistent permalinks for your uploaded documents.

ToolDocs vs Download Monitor – Migrate download counts