SP Client Document and Project Manager

Smarty Plugins has released the WordPress client document and project manager, Here are some uses and features.

Smarty Pant’s Document and Project Manager is a WordPress plug-in that allows your business to manage client files and projects securely. Designed for Businesses and Organization that require clients to send files and those files need to be managed or assigned to Supplier’s, Vendors, Sub-Contractors or internal staff. The Smarty Pants Document and Project manager has application across industry lines.

SP Client Side Features: Your Clients upload files on their own personal page and create or add to existing projects. They have the ability to choose multiple files, delete uploaded documents and automatically zip multiple files. You will need to install User login with help from “Theme my login”. Clients and Customers can search by file name and they have ability to allow deleting and renaming of projects. Language conversion  to multiple languages using the .po files.

Administrator Side Features: Administrator has complete control on who can access specific client or customer files. You a Notified via email when a client uploads a file. The Administrator can add files and documents to client page and projects, Download file archive of a user, custom naming of files and create multiple upload locations. The 50 latest client uploads on main plugin page will appear. You can force downloads of file. Delete confirmation with custom notification and thank you confirmation with custom notification. The Administrator can add staff, supplier’s, vendors, sub-contractors or partner’s so you can distribute the files to other people or organization. You have the option to attach file or send the file as a link. Projects allow you or the users to create projects to store files in. You can allow the user to create projects and as the Administrator you have the ability to add files to any user and can download all the files of a project in a single zip file.

Premium Features

Customized and name the forms field that you want your client to see and fill out to your customer upload form. You can view then in the file view page or in admin. You have the ability to search by tags to make your life easier. The categories allow an admin to designate categories for the user to select, for example a print company could use categories as statuses (Mockup, Draft and Final). Create and send out custom notifications to all.
You can set up auto deletion of files based on a time you set. Thumbnail view mode for a windows explorer type look and feel. Automatically-create thumbnails of PDFs and PSDs (must have imagemagick installed on server)
File versioning system, don’t lose old versions.

We provide Full Support through email or Skype, we are available Monday thru Thursday 10am – 4pm EST.

 

Free Premium

Client Side

Clients can upload files
Ability to choose multiple files
Delete uploaded documents
Automatically zip multiple files
User login with help from “Theme my login”
Allow creation of new projects
Assign a file or files to a project
Assign a file or files to a category
View all categories set by admin
Thumbnail “Windows” Mode
Collaborate with other users with groups
Multi file upload
File upload progress
Access to plugin addons
Ability to choose to zip files or upload them seperate
Build your own form fields
Advanced shortcodes
Ability to choose to zip files or upload them seperate

Administrator side

Notification via email when a client uploads a file
Custom notifications
Download file archive of a user
Custom naming of files
Add Categories
Manage Categories
Change text for category (ex: Status)
Manage projects
Download archive of a project
Allow a user to create projects
Create multiple upload locations
50 latest uploads on the main plugin page
Force download of file so there is no streaming
Delete confirmation with custom notification
Thank you confirmation with custom notification
Add vendors for easy sending of files
Choose to attach file to email or send links to files
Set a time limit to have system delete file
Switch between list view and thumbnail view
Localization for multiple languages
Contact us to find out how to get the premium version free by translating it!
Allow users to collaborate on files by creating groups
Download! Purchase! $75.00 USD
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