Categories

Documents > Categories This area allows you to add, rename, or delete categories.  Categories do not change where the uploaded files are stored or shared.  Any user may use any category (or none) for their files.

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Share Spaces

Documents > Share Spaces Share Spaces allow users to share each other’s files.  Everyone assigned to a share space can see all of each other’s files.  Checking the box to “Unlock Share Space” allows all users in that share space to edit and delete each other’s files and projects. To expand the functionality and flexibility […]

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Folders

Documents > Folders OR Dashboard > Folders (they both bring you to the same page) This page displays a table listing all of the folders and subfolders.  The first column shows the folder name.  The second column displays the name of the user the folder is assigned to for main folders.  For subfolders, it displays […]

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Vendors

Documents > Vendors Vendors are people who can be emailed files, but cannot upload files. This section is used to setup vendors so that you can easily send them uploaded files. With the core premium version, you can send multiple files to a vendor at a time. However, you can only send to one vendor […]

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User Files / Uploader

This page is used by administrators manage user files and folders.  It can be found at “Dashboard > Documents > User Files” First select the user whose files you want to manage. You will see functionality near the top of the page to search or add (upload) files as well as creating new folders. Then you will […]

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Upgrading From Trial to Full Version

You must first remove the trial version. This is done in the WordPress Dashboard: Plugins > Installed Plugins Under “SP Client Document Manager Premium Trial”, click “Deactivate” Now that it is no longer active, you may proced to “Delete” it. And click “Yes, Delete these files” to confirm. DO NOT DELETE THE FREE VERSION: “SP […]

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Unlimited File Sizes

The premium edition implements an advanced file chunking technique that breaks each file into 2mb pieces this allows you to upload any size file. If you are using community then are you limited to your server specifications

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File Retention Times

Set a file retention time for folders and all files in that folder will be pruned after the set amount of days. This is useful for keeping temporary folders cleaned up

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