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Files

Get file management system like Google Drive within your WP Project manager plugin.

Though it is fairly easy to use, I will take you on a trip through all of its possibilities.

Here are the topics that will be covered –

  1. Uploading a file
  2. Creating a folder
  3. Creating a document file
  4. Uploading or creating a file or folder inside another folder
  5. Linking an external doc/file to the file manager
  6. Commenting on a file or document
  7. Sharing the documents
  8. Removing or updating a file/folder/doc.
  9. Keeping a backup.

Uploading a file

  1. Simply go to Files tab from any Project and click on the + Upload a file button
  2. Click on Attach a file button and choose the file from your computer.
  3. You can add multiple files at once, choose more if you need to.
  4. To proceed with uploading, click on Submit.

cpm-files-upload

Creating a folder

  1. Simply click on + Create a folder
  2. Enter the name for the folder
  3. Tick to make this private
  4. Now click on “Create Folder” to complete the action

cpm-files-create-folder

Creating a Document file

  1. To create a document file, click on + Create a doc
  2. Enter the document title
  3. Write the things you need to note
  4. Click Create a doc
  5. You can also make this document file private by checking Make this private before creating the doc.

cpm-create-a-doc

Uploading or creating a file or folder inside another folder

  1. Click on the folder that you want to upload a file or folder
  2. At the top right corner, you will find + Upload a file. Click on it
  3. A file upload tool will appear.
  4. Click on Attach a file button and Select your file
  5. Click on the Submit button and save the file. You can also click Delete file, if you need to delete it
  6. To make it private, check Make files private.

cpm-upload-file-inside-a-folder

Linking an external doc/file to the file manager

  1. Simply click on the + Link to Doc 
  2. Enter the Title of the doc
  3. Provide the link to the doc
  4. Add notes if required
  5. Click Link to Doc
  6. View the linked Doc.

cpm-link-to-docs

cpm-after-linking-docs

Commenting on a file or document

  1. Simply click on a file or document that have been already created or uploaded
  2. A new preview will appear
  3. Write down the comment on the comments section.
  4. You can add links or format the text according to your requirement
  5. If you need to attach a file, click on Select Files
  6. Click Add Comment to save.

cpm-commenting-on-a-file

File Manager Sharing and Privacy Settings

  1. To access the file manager settings, click on a project
  2. On the right side of the Files tab, you will find Settings. Click on it
  3. At the bottom of the page, there is the Files section
  4. You can control who can upload or create a doc
  5. You can also select who can view the private files

cpm-file-manager-settigns

Removing or updating a file/folder/doc

  1. To update a file/folder/doc, click on it
  2. You will find the Edit button on the right top side
  3. After clicking on it, you will be able to update the doc according to your requirements
    cpm-updating-file-folder-doc
  4. You can also delete the file/folder/doc by clicking on the delete button on that file/folder/doc
    cpm-delete-files

Keeping a backup

  1. You can always keep a backup of your files if required
  2. To do so, click on the file/doc, a preview of the file will appear.
  3. Click on the Download button to save the file and create a backup.

cpm-download-file

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