1. Home
  2. Docs
  3. WP Project Manager Documentation
  4. Managing Projects
  5. Files

Files

WP Project Manager Pro comes with a Files Manager that takes complete care of your files, documents, and images from one place. Create and attach documents, save links to web pages and files, and manage everything from one page.

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.

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

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.

Uploading or creating a file or sub folders 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 all the 4 options again. You can upload files, create folders, docs, and linl to docs, the same way you do in the Files Manager home.
  3. For example, click on + Upload a file. 
  4. A file upload tool will appear.
  5. Click on Attach a file button and Select your file
  6. Click on the Submit button and save the file. You can also click Delete file, if you need to delete it
  7. To make it private, check Make files private.

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.

When you click on the file now it will take you directly to that link.

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.

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 what co-workers and clients can do
  5. After enabling or disabling the options, click on Save Changes.

 

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

Was this article helpful to you?

How can we help?