Filevue

Description

Filevue turns your WordPress site into a secure client portal. Create clients with unique IDs and encrypted passwords, upload files into organized folders, and give each client a private login page where they can view and download only their own documents.

Everything uses your site name for branding — no “Powered by” labels or third-party logos. The portal UI automatically adapts to your WordPress admin color scheme.

Client Management

• Create clients with a unique Client ID, encrypted password, optional email, and internal notes.
• Search, paginate, and manage clients from a clean admin dashboard.
• View client details in a quick-view modal — copy credentials, see file stats, and jump to the portal link.

File Uploads and Organization

• Drag-and-drop single or multi-file uploads directly from the admin.
• Organize files into named folders with custom SVG icons and accent colors.
• Drag files between folders to reorganize — no page reload needed.
• Supported formats: PDF, Word, Excel, images (PNG, JPG, GIF), text, ZIP, and RAR.

Client Portal

• Clients log in with their Client ID and password on a dedicated portal page.
• Collapsible folder tree with icon and color theming.
• Inline file preview for PDFs and images — no download required.
• One-click secure downloads with nonce-verified, path-validated file delivery.

Data Sheets

• Attach editable spreadsheets to any folder — add rows, columns, and multiple sheets.
• Clients see a read-only view of shared data sheets in their portal.
• Download any data sheet as an Excel file — both admin and client side.

Email Notifications

• Send branded HTML credential emails with portal link, Client ID, and password.
• Automatic new-file notifications when you upload documents to a client’s folder.
• Emails use your site name and are styled to match your brand.

SMTP

• Built-in SMTP configuration with test-before-save — your settings only activate after a successful test email.
• One-click provider presets for Gmail, Outlook, and Yahoo with setup guidance.
• Passwords are encrypted at rest using AES-256-CBC.

Team Access

• Portal Contributor — Staff members who can manage clients and upload files, but cannot change settings or delete content.
• Portal Manager — Full portal access including settings, user management, and content deletion.
• Both roles see only the Filevue menu in the admin — no distractions from the rest of WordPress.

Security

• Client passwords encrypted with AES-256-CBC using your site’s AUTH_KEY.
• Upload directory protected with .htaccess rules and a silent index.php.
• Every download, upload, delete, and login action is nonce-verified with path traversal protection.
• Data protection toggle — choose whether plugin data is preserved or removed on uninstall.