Description
Stop chasing clients for text, photos and files. With ClientCopy Portal you create a project, send the client one private link, and they fill in a checklist. You review each item and approve it, and the approved content is written into the page, post field or ACF field you chose.
How it works
- Create a project for a client, optionally from a template (a “5 Page Business Site” template is included).
- Add items: short text, rich text, an image, a gallery, a file, a URL, or credentials. Map each one to a page or post (title, content, excerpt, featured image), a custom field or an ACF field.
- Send the link. The client opens it with no account and no password, types, uploads files and sees their work saved as they go.
- Review. Approve an item to write it to the site, or send it back with a note. The item reopens for the client and they get an email.
- Reminders go out automatically for outstanding items after the due date.
Good to know
- No limits on projects or templates.
- Approved content is only written to draft, pending or scheduled pages unless you allow writing to published content in Settings, so nothing changes on a live page by surprise.
- Everything runs on your own site. The plugin makes no connections to outside servers and sends no data to the developer.
- Logins and other credentials a client sends are encrypted, never written to a page, and each time you view one is recorded in the activity log.
- A “powered by ClientCopy” line is available for the client portal and emails, and it is off unless you turn it on.
- Works with ACF (optional). The client portal is its own page, so your theme does not affect it.
Optional Pro add-on
A separate add-on, ClientCopy Pro, is sold on the developer’s website. It adds your own logo, colours and name to the client portal and emails, your own email wording, a reply-to address, a custom portal address and updates in your dashboard. It is not needed to use ClientCopy Portal.
Installation
- Upload the
clientcopy-portalfolder to/wp-content/plugins/, or install the plugin from the Plugins screen. - Activate it. A ClientCopy item appears in the admin menu.
- Open ClientCopy Projects New project to start.
Portal links look like yoursite.com/clientcopy/portal/{long-random-code}/. If you use a page cache or CDN, exclude /clientcopy/ and /wp-json/clientcopy/ from it.
FAQ
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Does the client need an account?
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No. They open their private link. You can replace the link at any time and the old one stops working at once.
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Where are the client’s files stored?
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In your normal WordPress uploads folder and Media Library, under hard-to-guess names. Do not treat the Media Library as private storage. Put anything secret in a Credentials item, which is encrypted.
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Does the plugin contact any outside service?
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No. The plugin makes no requests to other servers. The links to documentation and to the optional Pro add-on in the admin are ordinary links that open when you click them. Emails are sent through your site’s own email setup (
wp_mail). -
What happens to my data if I delete the plugin?
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It is kept, because it is client work. To remove the tables as well, add
define( 'CLIENTCOPY_REMOVE_DATA_ON_UNINSTALL', true );towp-config.phpbefore deleting the plugin. -
Can I change what is shown on the client portal?
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You can turn the small “powered by” line on or off in Settings. Your own logo, colours and name are part of the optional Pro add-on.
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Where is the source code?
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The plugin ships with its unminified source: the
src/folder,package.jsonandwebpack.config.js. To rebuild the files inbuild/, runnpm installand thennpm run buildinside the plugin folder.
Reviews
There are no reviews for this plugin.
Contributors & Developers
“ClientCopy Portal” is open source software. The following people have contributed to this plugin.
Contributors
Translate “ClientCopy Portal” into your language.
Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
2.1.0
- New hooks for add-ons:
clientcopy_activity_logged(fires for every project event) andclientcopy_project_deleted. The activity list shows a readable summary for events that add-ons log.
2.0.0
- ClientCopy Portal is now fully free: no limits on projects or templates.
- The paid features (your own logo, colours and name, email wording, reply-to, custom portal path, dashboard updates) moved to a separate add-on, ClientCopy Pro. Sites that had a Pro license keep their license and settings: install the ClientCopy Pro add-on to turn the paid features back on.
- The “powered by ClientCopy” line is now off by default and can be turned on in Settings.
- Client links on a custom path from version 1.x keep working.
- New hooks for add-ons.
1.1.4
- Fix: the “Needs your review” and “Overdue” figures counted archived projects. They now count active projects only.
- Fix: the one-line preview of a client’s text ran a heading and the next paragraph together.
1.1.3
- Fix: on sites with “Plain” permalinks the client link opened the home page. Links now work with every permalink setting.
- A Docs link on the Plugins page and in the ClientCopy header.
1.1.2
- Security hardening: API responses are never cacheable, client uploads get unguessable file names, and client content is cleaned again before it is shown in the admin.
1.1.1
- New logo in the admin menu and header.
1.1.0
- New invite email and an optional “item approved” email, with a live preview and a test email.
1.0.0
- First release.