Overview

The file sharing system of WP-Client is one of the core functionalities of the plugin. This feature allows the Admin to upload and assign files to each Client/Member, either to large groups (through Circles or File Categories), or individually on a granular level. Clients/Members will only have access to files that are assigned to them, and only when they are properly logged in. This gives the Admin total control over exactly what files their client-base can access. Additionally, Clients/Members can be given the ability to upload files from their HUB Page. Any files that uploaded by a Client/Member will be viewable by any Admin and any assigned WPC-Manager.


Adding Files

WP-Client makes it easy to add files for your clients and assign them in one easy operation. From the uploader interface you can choose which files to upload, assign them to a file category, Client/Member, and Circle. You can also choose to notify the Client/Member via email when a new file is uploaded/assigned to them, and also attach the file to the email.

Upload new file interface: http://screencast.com/t/ih7kkTv1k9Ho


Adding Files via FTP

For very large files that can't be uploaded because of PHP limitations, you can use FTP to upload files into the indicated directory, and then use the Assign Files from FTP to assign them to Client(s) or Circle(s). WP-Client protects the files in this directory.

Adding Files via FTP interface: http://screencast.com/t/ferQ5truQ


Synchronizing Files via FTP

You can optionally upload multiple files at one time to your installation via FTP, and then "sync" those files with one click from the WP-Client admin dashboard. Via FTP, you will want to navigate to the directory "/wp-content/uploads/wpclient/_file_sharing"

File FTP directory: http://screencast.com/t/tNeX4C9WZgh


Once you have navigated to the appropriate file directory, you will see individual folders, one for each File Category that exists in your installation. These folders follow the format of "Category Name_X", with "X" representing the File Category ID number. To add a file, simply open to desired Category folder, and upload the appropriate file(s) into the folder. Additionally, you can create new File Categories via FTP, just by creating new folders in the "/wp-content/uploads/wpclient/_file_sharing" directory. (NOTE: When creating a new folder in this directory, it is only necessary to name the folder. The Category ID number will be added automatically after your first file sync)


After the desired files have been uploaded and organized via FTP, you can bring the files into the WP-Client admin menu by navigating to WP-Client-->File Sharing. Just click the "Synchronize with FTP" dropdown link, and then the "Synchronize Now" button.

Sync Files menu: http://screencast.com/t/8wBpKEofXLG


After that, the uploaded files (and any newly created File Categories) will be automatically displayed in the admin file sharing menu, and the files will be available in the HUB Pages of any assigned clients (Clients who are assigned to the corresponding File Categories)


You can also optionally set your installation to automatically synchronize files and categories with FTP, by navigating to WP-Client-->Settings-->File Sharing. Simply set the setting to "Yes", and enter how often you would like the sync to occur (in minutes)

See here: http://screencast.com/t/6MySNoggTt


Adding Files from an External Location

This feature gives you the power to assign files from external locations to your Client(s) or Circle(s). Using the public download links from Dropbox, Amazon S3, iCloud or similar services, you would enter that URL in the File URL field. Then, after you assign the file to a category and Client(s) or Circle(s), a link to that file will dynamically appear in the HUB and/or Portal Pages of the assigned users.

Add External File interface: http://screencast.com/t/pIsyOzcScxnB


FILE CATEGORIES

File Categories allow you to easily organize the files that are uploaded within WP-Client, either from the backend dashboard, or from the frontend Client HUB Page.


Adding Categories

You can add a new category at the time you add or upload a file, but you can also create categories from the Files > Files Categories Tab.


Editing Categories

Next to each category is an Actions Menu. This allows you to either edit or delete a category. In edit mode, you can change the name of a category. Press Save after making changes to commit them or press Close to cancel any changes.


Assigning Categories

If you ever need to reassign all of the items from one category to another category, use the 'Reassign Files Category' form at the bottom of the Files > Files Categories Tab window. In the first field, select the category you want to reassign the files from and in the second field select the category you want to reassign the files to. Use caution when performing this task.


Re-arranging Categories

To change the order in which categories appear, hover the cursor over the order number of the item you want to reposition. You will see an image appear indicating you can Drag & Drop this item into a new position. To do so, simply left-click your mouse button and hold, dragging the item up or down to reposition it, then release the mouse button to change the position.