Download or view files online
View & sort both sent & received
Limit file types & sizes
Sort by date, view by link
The File Sharing page provides a secure and convenient way to exchange files between you and your clients directly within the client portal. Administrators can effortlessly upload documents, images, or other supported files specifically for individual clients, ensuring privacy and organized document management. Clients can easily access these files from their dedicated portal pages, creating a centralized location for all shared materials.
Additionally, the File Sharing functionality supports two-way communication by allowing clients themselves to upload files to share with administrators. This feature streamlines collaborative workflows, saves time, and keeps all communication and document exchanges organized within the client portal environment. Administrators maintain control over file size limits and permitted file types, enhancing security and system management.
Allow the upload and viewing of files by your client on the go with a dedicated section for files right on their custom client page for easy reference through any web browser.
Upload, download, review, or delete… all in one centralized location with access by WordPress user assigned permissions. Admins enjoy access to all files from the backend while clients see only those related to their own project(s).
Clients can upload files by logging into their portal page and clicking the “Upload Files” button. A file upload form will appear where they can select and submit a file. Once uploaded, the file will appear under "Files Shared by You" in the File Sharing section.
Uploaded files are securely stored on the server and listed in two places:
On the client's portal page under the File Sharing section.
On the admin File Sharing page, where admins can view and manage files by selecting a specific client.
If you don’t see your file listed right away, try refreshing the page. However, recent updates now ensure that a success message appears after upload and the list updates dynamically—no page refresh needed in most cases.
Yes. Both clients and admins can delete uploaded files. A “Delete” link appears next to each listed file. Once deleted, the file is removed from the server and from the shared file listings.
Yes. Admins can set allowed file types (e.g., PDF, JPG, DOCX) and a maximum file size (in MB) under Settings > File Sharing Settings in the plugin dashboard.
Provide clients one login to review existing services, invitations to renew expired services, request new services, share files, notes, and PayPal invoicing.
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