WP File Download documentation

Introduction

WP File download is a WordPress extension used to manages files. For more, information please visit: www.joomunited.com

WP-file-download

Main advantages:

  • Add a file in 3 click from editor
  • 4 responsive themes with icons
  • Apply a theme per category
  • Files & category AJAX ordering
  • Use WP File Download from any text editor
  • Theme display parameters
  • Update files in one click
  • HTML5 multi uploader
  • Apply WordPress user roles
  • Remote download
  • File importer from server

 

I. WP FILE DOWNLOAD INSTALL

1.1 Install

In order to install our plugin you should use standard WordPress installer or unzip and put all the folder in /wp-content/plugin.

install-wp-media-folder

 

Then click on activate plugin, to see WP Media Folder menu appear on the WordPress left menu.

WP File download  is accessible from a dedicated left menu. You also have the parameters under the "Configuration" menu.

 

1.2 Update the plugin

 

In order to update the WP Media Folder, you can use the WordPress default updater. You can also remove and install the new version from a .zip file downloaded on www.joomunited.com. In any case you won’t lose any content because everything is database stored.

update-notification

 

Be sure to always have the latest version to avoid security and stability problem.

To update the paid version, you need to login to your JoomUnited account from the WordPress settings: Settings > General

 

link-account

 

Then use your JoomUnited account login and password. After a successful login the button turns to blue with a text Disconnect my JoomUnited account

image9

 

Then finally, you can update all the JoomUnited commercial plugins from the WordPress standard updated.

image10

 

1.3 Remove or keep data on uninstall

When you remove the plugin (not an update) your files and data will remain on your server. Though you have an option to remove all data on plugin uninstall from the configuration  menu.

 

remove-file-data

II. WP FILE DOWNLOAD COMMON USE


2.1 First step in the file manager

The files can be managed from the side menu WP File Download or using the editor button, there’s no difference except you’ll be more comfortable from the left menu because the interface will take full width.

When WP File download is installed you have an editor plugin that is displayed upon your editor. Click on it to open the main WP File download view.

image33


Click on it to open the file manager in a lightbox.

file-manager-lightbox


The interface is exactly the same from the left menu: WP File download. I just offer a full width to manage files in a comfortable way.

The arrow on the left column will retract the left column, it can be helpful on small screen resolution

 

2.2 Manage file categories

In order to create a category, click on New category blue button.

new-file-category


Note: a default category is already created during the plugin install

 

To order categories, you can drag’n drop from top to bottom to define order and from left to right to define level. This is exactly like in the native WordPress menu system.


category-order

 

2.3 Manage files


To add files in a category, choose a category then drag’n drop files in the center part or click on Select files button

upload-file


Then select one or some files to upload. The uploader is HTML 5 powered so you can send big files they will be uploaded. The only limit you’ll have will be defined by your server configuration.

You can reorder your files with drag’n drop; it’s automatically saved!

move-file

 

Once a file has been uploaded to WP File Download, you can make a single/multiple selection by clicking on it. You can select several files by maintaining CTRL. The first method to move or copy files is to use drag'n drop. Drag'n drop alone will move the files, drag'n drop + MAJ will copy the files.

drag-drop-files

 

You can also use the top right buttons

copy-paste


2.4 Add files in your content


In order to insert a file category in your content, open a page, post or any content, click on the WP File Download button, select a category 

image33

Then click on Insert this category in the right column.

image46


File category will be materialized in your article by a grey area.

image24


Now save your content and it should be displayed on public part.
The first time you insert your category in your content, you need to save your content. Than you can manage files from this category and sub categories without saving your content. 
If you click back on the WP File download grey area in your content, then on WP File download button, you’ll simply open back your file category.

Then save your page, post... you'e done, you've added a ceategory of files (and its sub ctaegories

image16

 

Other display options

You also have option to insert category of files or a single file using a shortcode. In order to use shortcode for categories, you have to enable this feature in the plugin configuration.

category-shortcode-backend

 

From a category or a file view, in the right column you get get the shortcode.

category-shortcodesingle-file-shortcode

 

Additional options are available, like the file pagination. If you have a massive amount of files you can add a pagination.

pagination

 

The file pagination can be enabled and configured from the global configuration.

Finally you also have an option to open the PDF in a new tab instead of downloading it in the configuration too.

open-pdf

 


2.5 Manage single file


Manage a single file has never been as simple as click on a file, setup options and insert it in your content.

image39

WP File download allows you to define:

  • Title
  • Description
  • Version
  • Tags (for the file search engine)

The file will be materialized in your content with a single file icon.

image17

 


2.6 Update a file

In order to update a file, just open WP File download, click on the file of your choice, then use the Send a new version on the right column to replace the file. 

image59

You can change file format, size or whatever, all will be detected and the file will be replaced. The plugin includes a versioning system, each time you update a file, an old version is stored and listed above.

filer-versionning

Then you can restore an old file version or delete old file version.

 

2.7 File access and management limitation

WP File download has a lot of tools to limit the file visibility and management for admin. First, we need to make a distinction between:

  • File visibility = who is able to see and download the files on the public side
  • File management = who is able to add, remove, edit files and categories

 

File access/visibility

With WP File download you can limit the category of files visibility by WordPress user group. Open a category of files, make it private by selecting a user group or a single user, save, you're done.

file-visibility

 

You can also limit the file visibility on single file per user, So the user selected will be the only one to see the file.

file-access-per-user

 

File management

The file management is defined by WordPress user roles that have the possibility to execute some specific action. All the users in a User role will have the same authorizations regarding file management.
To configure the access use the menu WP File Download > User roles

user-role-files

After the user is logged he will have his group privilege to manage files.

 

Manage personal user file repository

WP File Download allows you to create and let your WordPress users manage their own files repository because you can define, as an admin, who own a category of files.

The first step is to setup in the users user roleto: "Edit own category" only. Uncheck "Edit category", because users would be able to edit all exiting categories in this case. The other privileges are not mandatory, depending of what you want to allow.

own-user-category

 

Then you can create a file category for your users, or if "Create category" is checked in his user role, he'll be able to do that himself. Then, from the file category you've created, you can define who owns the category and therefore who'll be able to edit it.

define-category-owner

 

Note: the category owner definition setting must be activated from the global plugin configuration

 

2.8 File download statistics

WP File download got a download statistic dashboard accessible through the menu WP File Download > Download Statistics

download-stat-menu

 

The dashboard will help you to get details on the downloaded files on you website. On the top part there's a chart and you can filter by

  • File category: include one or several categories
  • Single file: include files one by one in the statistics calculation
  • Filter by date rage (date when files has been downloaded)

download-statistics-demo

 

At the bottom of the page you got the detail of the file downloaded + a search engine to filter the results.

The download statistics can be completed by Google Analytics event tracker (activable though the plugin parameters)


III. WP FILE DOWNLOAD THEMES

3.1 Included themes

Themes can be applied per category or defined in the global configuration, it’s up to you. Go in the WP File download plugin and click on Configuration menu.

If you select Theme per category to “No” the default theme defined below will be loaded in all categories of files.

image20

 

In this case the default theme settings defined on the right side will be loaded.

image21

 

If you select “Yes” the themes can be changed in each category with all options. This is not recommended if multiple users have admin access to files.

theme-per-category

 

 

Default theme preview

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Tree theme preview

image77

 

GDD theme preview

image18
 
Table theme preview

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3.2 Create your own theme

WP File Download allows the creation of custom themes. From the configuration you can duplicate a theme based on an existing model.

clone-theme

 

Once your theme is created you'll have a new theme folder added on your server and the theme will be added in WP File Download configuration

custom-theme

 

The location of the new theme folder where you can edit file theme is: /wp-content/uploads/wpfd-themes/

theme-location

 

Your new themes won't be touched on plugin update. If you want to remove a theme, just remove the theme folder from your server.

When a custom theme is removed, if some file category are using it, there's an automatic process to fallback to the default WP File Download theme

 

IV. WP FILE DOWNLOAD PARAMS

4.1 Parameters

 

To access to WP File download parameters, go in WP File download > Configuration

parameters

 

Main parameters block allows you to setup:

  • The file format you want to authorize on your website to be uploaded
  • The root URL suffix for all the downloadable files
  • The max file size for upload
  • The data delete action on uninstall (see 1st chapter)
  • If you want to open WP File Download with the categories tree closed or opened by default
  • Activate or not the possibility to define a theme per file category otherwise the component will use the theme from the option bellow
  • Date format for upload & update file dates
  • Use the file preview and on which file type
  • Display a file importer that browse your server to import files in WP File Download categories
  • Remote file is the possibility to add a downloadable remotely hosted file
  • GA tracking is the activation of Google analytics download tracking

 

image37

 

Right side option setup defines the theme design setup. Note that those theme parameters will be loaded automatically if you choose not to activate theme per category.

image21

 

4.2 Search engine

A  dedicated search engine is available from the parameters. You can generate a shortcode from the parameters and insert one or several search engines where you want.

search-engine-files

Parameters of the serach engine:

  • Search page: the default page loaded when a search query is launched
  • Plain text search: allows you to search inside the documents content like PDF, Word files
    (be careful with this parameter, it can take a lot of ressources in case of massive amount of files)
  • Filter by category: load the category tree as filter
  • Filter by tag: you can add tags to your files (and manage tags from the WPFD tag menu)
  • Display tag as checkbox (for few tags) or as Search box with predictive typing (for a massive amount of tags)
  • Filter by creation date: add a date range selector as filter
  • Filter by update date: add a date range selector as filter
  • File per page: nuber of files per page in the search results

 

Preview of the search engine with all parameters activated

file-search-engine