The workflow below details the steps for displaying client file lists on company pages.
CompanyCreate New Page
Create a new Client Page (or use an existing page) that's assigned to a Company.
File Post PageCreate Client File
Create a new Client File post and assign it to a Company (or skip this step if you have already created the Client File posts). Upload a document (example: a pdf) to the Client File that post that you just created and save the post.
Optional: As an option, you can assign the post to a category (Client File Category), which can help you to output targeted file lists via accp_clientfiles shortcodes.
File ListAdd File List Shortcode
Add a file list shortcode to the new Client page that you just created.
As an option, you can also constrain the list to a specific category (or categories) if you assigned the Client File posts to categories in the previous step.
This will output a list of Client File posts for the client/company.
Example Shortcode (all client files for a given client): [accp_clientfiles]
Example Shortcode (only client files within specified category for a given client): [accp_clientfiles categories="your-category-slug"]
This workflow allows you to display file/document lists for clients that they can view and download when logged into their accounts.