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.

smartypants

**Document, File & Media Manager plugin **
<iframe loading="lazy" class="youtube-player" width="640" height="360" src="https://www.youtube.com/embed/CpxlSKASPCo?version=3&rel=1&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox"></iframe>
Document, file and Media manager plugin, A Remote file & Media manager, maintain and control unlimited number of documents, records, files, media, videos and images. You can create unlimited folders and sub folders to share, organize, manage client, student & supplier documents and accounts, control individual documents, and select specific file sharing of documents all in an easy to manage online process.
The plugin demonstrates how a you can remotely share with clients, sales organization, vendors. With a straight-forward layout, access to template modifications and easy to manage features; WordPress users can add and modify project/document folders.
Try the project & 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/
Need support? Click here 
http://support.smartypantsplugins.com/
<a href="http://smartypantsplugins.com/sp-client-document-manager/" rel="nofollow ugc">We also now offer a premium version; please check out our website for more information</a>
<a href="http://www.documanaged.com/register/" rel="nofollow ugc">You can try a 30 day trial of the premium along with all the addons here</a>
<a href="http://documanaged.com" title="Click here to try out a demo" rel="nofollow ugc">Click here to create your own hosted demo</a>
Community Version Features 
* Two different template views! Table and list mode 
* Built in Login/Registration System 
* Ajax multi uploader 
* Upload multiple files with one click 
* Remotely manage you documents and media 
* Unlimited nesting of folders 
* 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 
* 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 
* Gutenberg and Elementor friendly!
** What do you get when upgrading? Check out this video! **
<iframe loading="lazy" class="youtube-player" width="640" height="360" src="https://www.youtube.com/embed/OprPg5TgR9o?version=3&rel=1&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox"></iframe>
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/
<ul>
<li>Woocommerce integration: purchase digital product right in the document manager</li>
<li>Amazon s3 Integration available as an addon!</li>
<li>Import Files to multiple users by uploading a zip</li>
<li>AES file encryption at rest encryption secures documents even when the server has been compromised.</li>
<li>Woo Commerce intergration</li>
<li>Comments on folders and files</li>
<li>Folder and file logging</li>
<li>Remove branding</li>
<li>Custom file list templates</li>
<li>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!</li>
<li>File Tagging for better searching</li>
<li>Additional form fields</li>
<li>Group user files together</li>
<li>Category system for files</li>
<li>Thumbnail mode to view files in a windows format</li>
<li>Add vendors so files can be sent regularly</li>
<li>Advanced shortcodes</li>
<li>Save files as a draft for later publishing</li>
<li>Add file revisions to a file</li>
<li>Limit file types</li>
<li>Create thumbnails from PDFs, PSDs and other popular formats</li>
<li>File retention times for autopruning files</li>
<li>Limit file types based on extension and mime type</li>
<li>Add files from Dropbox, Google Drive, One Drive</li>
<li>Group management with user roles, BuddyPress Groups or baked groups.</li>
<li>Download logs and reports based on file usage</li>
<li>Commenting and file discussion on files with notification system</li>
<li>Google shortlinks for files</li>
<li>Batch manage files, copy, delete, archive, download files</li>
<li>Bootstrap powered Dashboad</li>
<li>Add reminders and tasks to a file</li>
<li>Add tasks to the dashboard area</li>
<li>Upload and view videos inside the file viewer</li>
<li>Text message integration to Plivio and Twillio for notifications</li>
<li>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!</li>
<li>Export data to csv</li>
<li>Link remotely to an external file rather then uploading a file</li>
<li>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!!</li>
</ul>
Client / Customers / Users
<ul>
<li>Users upload documents,files media and online to their own personal page</li>
<li>Users can create or add to existing projects / folders</li>
</ul>
Administrator Side Features
<ul>
<li>Complete control on who can access specific files</li>
<li>Turn off ability for Users to upload documents instantly.</li>
<li>Notification via email when a client uploads a file</li>
<li>Add files and documents to client page and projects</li>
<li>Download file archive of a user</li>
<li>Custom Naming of files</li>
<li>Create multiple upload locations</li>
<li>50 latest uploads on main plugin page</li>
<li>Force downloads of file </li>
<li>Delete confirmation with custom notification</li>
<li>Thank you confirmation with custom notification</li>
<li>Add WordPress users, staff, supplier’s, vendors, sub-contractors or partner’s so you can distribute the files to other people</li>
<li>Attach file or send the file as a link</li>
<li>Projects allow you or the users to create projects to store files in</li>
<li>Allow the user to create projects</li>
<li>Ability to add files to any user</li>
<li>Download all the files of a project in a single zip file</li>
<li>Add multiple admin emails to receive files</li>
<li>Advanced admin file manager</li>
<li>Assign custom capabilities to WordPress user roles</li>
<li>File Logging</li>
</ul>
Categories
<ul>
<li>Add Categories</li>
<li>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)</li>
</ul>
Folders
<ul>
<li>Allow a user to create folders</li>
<li>Collaborate with other users with groups</li>
<li>Assign a file or files to a project</li>
<li>Manage Folders</li>
</ul>
**Users **
<ul>
<li>User can view all categories set by admin</li>
</ul>
Full Support Available. 
Add-on packs available for more features!
Current Languages
<ul>
<li>English</li>
<li>French</li>
<li>German</li>
<li>Italian</li>
<li>Polish</li>
<li>Spanish</li>
</ul>
Demo
<iframe loading="lazy" class="youtube-player" width="640" height="360" src="https://www.youtube.com/embed/OprPg5TgR9o?version=3&rel=1&showsearch=0&showinfo=1&iv_load_policy=1&fs=1&hl=en-US&autohide=2&wmode=transparent" allowfullscreen="true" style="border:0;" sandbox="allow-scripts allow-same-origin allow-popups allow-presentation allow-popups-to-escape-sandbox"></iframe>

SP Project & Document Manager

Document, File & Media Manager. A Remote file sharing plugin to manage, share, track, group, distribute any type of document,file or media.

ToolDocs vs SP Project & Document Manager