trilobita

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>

Trilobita DocVault

Version-controlled document management for WordPress — upload, track, and roll back files with a searchable front-end library.

Jack Reichert

Assets Manager is a self-hosted file sharing tool. Born out of the need for a file sharing tool that was not blocked by high security firewalls, such as many existing file sharing services are, Assets Manager was developed. When you upload a file, or set of files, Assets Manager generates obscured links to the files so that you can control how those files are shared.
<a href="http://www.jackreichert.com/2015/11/15/how-assets-manager-replaced-our-sharefile/" rel="nofollow ugc">Here’s how it works.</a>
<h4>Features</h4>
<ul>
<li>Set an expiration period for when the file link will expire.</li>
<li>Disable links after they’ve been shared (no more fretting when sending out emails).</li>
<li>Force anyone trying to access a link to log into your site.</li>
<li>Creates landing page for each asset post type collecting files uploaded together into one link.</li>
</ul>
For more information check out the full blogpost about <a href="http://www.jackreichert.com/2014/01/12/introducing-assets-manager-for-wordpress/" rel="nofollow ugc">Assets Manager</a>. 
Questions? Comments? Requests? <a href="http://www.jackreichert.com/contact/" rel="nofollow ugc">Contact me</a>.
<h3>Thanks</h3>
Special thanks to @binmind for his extensive QA testing of the company’s plugin, his testing was crucial for development of the proof of concept and making sure everything was working as it should.

Assets Manager

Assets Manager for WordPress is a self hosted file sharing tool,  enable / disable links, set expiration and make files you share password protected.

Trilobita DocVault vs Assets Manager