Clients

Clients are people who can upload files to your site.  Clients must be set up in “Wordpress Dashboard > Users”.  When setting up a new client, set their role as “subscriber”. Documents > Clients This section is currently only used to store client contact information.  Deleting a client here only deletes whatever contact information is stored there.  It […]

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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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