Documentation

Getting Started

Installation

1. Download from WordPress.org or search “DocVault” in Plugins → Add New
2. Activate the plugin
3. Go to Documents in the admin sidebar
4. Start uploading documents

Requirements

• WordPress 5.8 or higher
• PHP 7.4 or higher

Supported File Types

PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, ODT, ODS, ODP, RTF, CSV, TXT

Version History

Every document maintains a version history. From the Edit Document screen, you can:

• Download any previous version
• Restore a previous version (makes it the current version)
• Delete a version from history

The Version History metabox shows:

• Version number
• Filename
• File size
• Upload date
• Who uploaded it
• Version notes

Pro: Unlimited version history with no automatic deletion. See Pro version history.

[trdv_list]

[trdv_list type="pdf" orderby="title" order="ASC"]

[trdv_list category="reports" show_search="false" columns="title,date"]

[trdv_list per_page="10" show_download="true"]

[trdv_link id="123"]Download the report[/trdv_link]

[trdv_link id="123"]

Access Control

Go to Documents → Settings to configure access control.

Global Settings (Free)

• Public – Anyone can view and download documents
• Logged-in users only – Only registered users can access documents

Per-Document Override

On each document’s edit screen, you can override the global setting:

• Use global default
• Public (anyone)
• Logged-in users only

Pro: Role-based access control allows you to restrict documents to specific user roles (e.g., only Editors, only Subscribers). See Pro access control.

Download Tracking

Download counts are automatically tracked for all documents. View the count in:

• The Documents list (Downloads column)
• The Download Statistics metabox on each document

Pro: Detailed download analytics including who downloaded, when, and download history over time. See Pro download analytics.

FAQ

Where are files stored?

Files are stored in /wp-content/uploads/trdv-documents/ organized by year and month folders.

Can I change the upload directory?

Files are always stored in /wp-content/uploads/trdv-documents/, but you can choose the folder structure in Documents → Settings:

• Flat – All files in one folder
• By ID – Organised by document ID
• By Date – Organised by year/month

Note: Folder structure must be chosen before uploading files. It cannot be changed after files have been uploaded.

How do I find a document’s ID?

Edit the document and look at the URL. The ID is the number after post=. For example: post.php?post=123&action=edit

Can I use my own categories?

Yes. In Documents → Settings, you can choose to use WordPress’s built-in categories instead of the separate Document Categories taxonomy.

Is the plugin GDPR compliant?

Yes. The plugin integrates with WordPress privacy tools for data export and erasure. Download logs can be deleted via the WordPress personal data tools.

Can I restrict individual documents to specific users?

Free: You can restrict documents to logged-in users only, either globally or per document. But you cannot restrict to specific individual users.

Pro: Role-based access control lets you restrict documents to specific user roles (e.g., only Editors, only Subscribers). For individual user restrictions, you would need to create a custom role or use a membership plugin alongside.

Does the plugin work with multisite?

Yes, the plugin works on individual sites within a WordPress multisite network. Each site has its own documents and settings. However, there is no network-wide activation or shared document library across sites.

What is the maximum file size?

The plugin uses your WordPress/server upload limit. Check your limit in Media → Add New (shown at the bottom). To increase it, adjust upload_max_filesize and post_max_size in your PHP settings or contact your host.

Can I upload multiple documents at once?

The free version uploads one document at a time. Pro includes bulk upload with duplicate detection.

Can I preview or embed PDFs?

The plugin provides download links, not inline previews. For PDF embedding, you would need an additional plugin or use the browser’s built-in PDF viewer by linking directly to the file.

Can I customise the frontend table styling?

Yes. The document table uses CSS classes prefixed with trdv-. Add custom CSS in Appearance → Customise → Additional CSS to override the default styles.

Is the plugin translation ready?

Yes. A translation template (.pot file) is included. Place your translation files in /wp-content/languages/plugins/ using the text domain trilobita-docvault.

What happens when I uninstall the plugin?

Uninstalling removes plugin settings, post meta, and the download log table. Your documents (posts) and uploaded files are not deleted — you can remove these manually if needed. This protects your data from accidental loss.