WordPress Client Zone - Transfer Files to Specific Users or Clients


How to Transfer Files to Specific Clients

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The WordPress Client Zone allows you to upload files to specific clients or users. When a client uploads a file, it is only viewed by the admin. 

Important

Make sure, that you configured well the Access and Moderation section in plugin settings.

You should choose Let download author decide in the option Who can view downloads.

Letting the author decide who can view downloads - Secure Customer Portal WordPress
Letting the author decide who can view downloads

There are two ways to assign a download to a specific user:

  • From the admin dashboard, simply click on the upload sign next to the name of the user you would like to send the file to. 

    Using the widget for sending files to the user - WordPress Customer Area
    Using the widget for sending files to the user
  • From the Download Manager dashboard, click on "Add New". On the New Download form, change the visibility settings to specify the users you would like to transfer the download to. You can select users from a list of all users or search for users.

    Adding new download - Client Portal Plugin WordPress
    Adding new download
    Adding new download on the front-end - WordPress Download Area
    Adding new download on the front-end
    Assigning a download to specific users - WordPress Client Portal Plugin
    Assigning a download to specific users

After you upload the file, it will appear in that user's dashboard! No other users will have access to the file.

Using Simple Form

Since the version 1.4.4 your users can use simple form for sending files directly to specific users. 

To use this, you should add or edit already added widget  Client Menu for CM Client Download Zone. You need to check the option Use simple form? as shown on the screenshot below.

Enabling simple form of the widget - Customer Portal WordPress
Enabling simple form of the widget

On the front-end users will see the button Select file and text area Title. The user needs to upload the file, write a name for this download and then click on the upload-icon next to the user that he wants to send the file.

Simple form for sending files - WordPress Customer Portal Plugin
Simple form for sending files

This file will be visible only to download's author, the user that the file was sent to and the admin.

The user that recieves the file will get an email notification that someone has sent him a file. You can customize this email. Learn more about it here: WordPress Client Zone - Index Page Settings


More information about the WordPress Client Zone plugin

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