Workflow – Create a Document Page

Create a new Client Page (or use an existing page) that's assigned to a Company.

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.

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"]