Project & document management plugin, Businesses & Organization utilizing this application can maintain documents, records, files, videos and images. You can organize, manage client, student & supplier documents and accounts, control individual documents, and select specific distribution of documents all in an easy to manage online process.
The plug-in also demonstrates how quickly a business can take hold of their interactions with clients, sales organization, vendors, and all in between. With a straight-forward layout, access to template modifications and easy to manage features; clients can add and modify projects. The plug-in provides assurances that the user has complete control over the flow of information.
Works with WordPress Multi Site!
We now have an extensive documentation library http://learn.smartypantsplugins.com/
Need support? Click here http://support.smartypantsplugins.com/
We also now offer a premium version; please check out our website for more information: http://smartypantsplugins.com/sp-client-document-manager/
You can try a 30 day trial of the premium along with all the addons here http://www.documanaged.com/register/
Click here to try out a demo
Login with: user: test password: test
Industries Served
- Healthcare, Banking & Finance, Legal, Education ,Consulting, Research firms Government, Architecture, Printers, Photographers, Manufacturing, Chemical, Distributors, Web Developers, Virtual offices, Media to name a few
Overall Features
- Enhanced file and document security
- Ability to choose and upload multiple files
- Delete uploaded documents
- Automatically zip multiple files
- Custom Forms
- Search by file name
- Ability to allow deleting documents and files
- Renaming of projects
- Disable user uploads (View Only)
- Disable user deleting of files
- Ability to translate plugin to multiple languages using the .po files.
- File Logging
- Responsive
Client / Customers
- Clients upload files and Documents online to their own personal page
- Clients can create or add to existing projects
Administrator Side Features
- Complete control on who can access specific files
- Turn off ability for Clients to upload documents instantly.
- Notification via email when a client uploads a file
- Add files and documents to client page and projects
- Download file archive of a user
- Custom Naming of files
- Create multiple upload locations
- 50 latest uploads on main plugin page
- Force downloads of file
- Delete confirmation with custom notification
- Thank you confirmation with custom notification
- Add staff, supplier's, vendors, sub-contractors or partner's so you can distribute the files to other people
- Attach file or send the file as a link
- Projects allow you or the users to create projects to store files in
- Allow the user to create projects
- Ability to add files to any user
- Download all the files of a project in a single zip file
- Add multiple admin emails to receive files
- Advanced admin file manager
- Assign custom capabilities to user roles
- File Logging
Premium Features
- Mobile ready with a updated responsive layout
- Add custom fields to your client upload form, Sort the fields, view them in the file view page or in admin
- Search by tags
- Change text for category (ex: Status)
- Custom Email Notifications
- Auto deletion of files based on a time you set.
- Thumbnail view mode for a windows explorer type look and feel.
- Automatically create thumbnails of pdfs and psds (must have image magick installed on server)
- File versioning system, don't lose old versions
- Upload multiple files
- File progress bar
- Allow users to collaborate on files by creating groups
- Switch between list view and thumbnail view
- Assign a file or files to a category
Premium Add-on Features
- Standalone Dashboard for your customers - Great for Branding
- Integrate wordpress roles and buddypress groups. When you share a project with a group everyone from that group has access to those files.
- Batch operations - batch delete and move files to different folders. Download files as a zip archive keeping directory structure intact.
- Dropbox integration to allow your users to import files directly from their dropbox
- Google Drive Importer, supports multiple files
- One Drive Importer
- Add unlimited sub folders for better organizing
- Share projects with buddypress and wordpress roles!
- AES Encryption to secure file data
- Text alert notifications
- Form manager which allows you to build forms to have your users input
- Remote linking to link to external files not part of the document manager
- Local Importer
- Tasks and Reminders for files
Categories
- Add Categories
- 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)
Folders
- Allow a user to create folders
- Collaborate with other users with groups
- Assign a file or files to a project
- Manage Folders
Clients
- Client can view all categories set by admin
Full Support Available through email or Skype. Add-on packs available for more features!
Current Languages
- English
- French
- German
- Italian
Demo