Steve Grunwell

Van Patten Media

It’s common practice for digital agencies to build a WordPress site/theme then simply hand it off to the client for day-to-day updating. The developers work hard to strike a balance between replicating the designer’s vision and making the theme easy for the client to use. As the design becomes more complex the developer faces questions: Will the client remember to wrap this in a <code><blockquote></code>? Can we count on the content manager remembering to add <code>class="btn"</code> to that link?
It can be equally frustrating from the client side. You don’t want to deal with learning HTML but you want your content to look just as well formatted as the stuff the agency put in at launch. The agency sent over a formatting/style guide but it never seems to be around when you need it.
WP Client Reference attempts to solve these problems by embedding client documentation directly into WordPress. Now agencies can include style guides, tutorials, FAQs, and more without worrying about content managers on the client side not knowing how to format that complicated call-to-action. It’s also useful for any type of team to keep track of information (with versioning) right within WordPress.
<h3>Special Thanks</h3>
Thank you to duckgoesoink for catching the Knowledgebase/User conflict fixed in 0.41.

WP Client Reference

Create a reference guide for clients right in the WordPress administration area.

Tom Blakemore

Malcolm! makes customer self service easy with FAQs, Knowledge Base, Workflows, No-code Forms, Payments, Integrations and much more. Find out further details at https://malcolm.app.
Our WordPress plugin makes it even simpler to bring the content you create in Malcolm! into your WordPress site.
<h3>Usage</h3>
Insert Inline embeds with the following short code.
<pre><code>[malcolm_inline "<Insert Embed ID>"]
</code></pre>
Insert Overlay embeds with the following short code.
<pre><code>[malcolm_popup "<Insert Embed ID>"]
</code></pre>
Widget embeds will show automatically.

Malcolm!

Bring your Malcolm! content into your Wordpress site.

WP Client Reference vs Malcolm!