Watch the full overview – see Filevue in action and learn how to set up your secure client portal in minutes.

🌐 Visit the website: https://filevue.app

Filevue turns your WordPress site into a private client portal. Create clients, upload files into organized folders, and give each client their own login page where they can view and download only their documents. No WordPress account needed.

Your site name is used for all branding. No “Powered by” labels, no third-party logos. The portal adapts to your WordPress admin color scheme automatically.

Useful Links

Features at a Glance

Private client portal – each client gets a unique login with access to only their files
Drag-and-drop file uploads – upload single or multiple files directly from the admin
Custom folders – organize files with named folders, SVG icons, and accent colors
Drag to reorganize – move files between folders without reloading the page
Inline file preview – clients can view PDFs and images directly in the browser
Editable data sheets – attach spreadsheets to folders with rows, columns, and Excel export
Branded email notifications – send credentials on setup and automatic alerts every time new files are uploaded
Built-in SMTP – configure email delivery with one-click presets for Gmail, Outlook, and Yahoo
Team roles – assign Portal Manager or Portal Contributor roles to staff members
One-click portal preview – preview the portal as any client without sharing credentials
Portal appearance settings – customize button colors, accent colors, and border radius
Toggle file extensions – show or hide file extensions in folder listings
AES-256-CBC encryption – client passwords and SMTP credentials are encrypted at rest
Auto-created portal page – the /client-portal/ page is set up on activation with no manual steps
Session security – client sessions expire after 1 hour with manual logout available
Data protection – choose whether plugin data is preserved or deleted on uninstall

Client Management

Create and manage clients from a clean admin dashboard.

Create clients with a unique Client ID, encrypted password, optional email, and internal notes.
Search, filter, and paginate your client list.
View client details in a quick-view modal to copy credentials, check file stats, and open the portal link.
Preview the portal as any client with one click. No need to copy or share credentials.

File Uploads and Folders

Upload and organize client files without leaving the admin.

Drag-and-drop single or multi-file uploads.
Create named folders with custom SVG icons and accent colors.
Drag files between folders to reorganize instantly.
Supported formats: PDF, Word, Excel, images (PNG, JPG, GIF), text, ZIP, and RAR.
Toggle file extension visibility from the Settings page.

Client Portal

A dedicated, branded login page for your clients.

Automatically created at /client-portal/ on activation. No setup needed.
Clients log in with their Client ID and password. No WordPress account required.
Collapsible folder tree with icons and colors matching the admin setup.
Inline preview for PDFs and images. No download required.
Secure one-click downloads verified with nonces and path validation.
Sessions expire after 1 hour. Clients can log out at any time.
Customize the portal appearance (button colors, accent, border radius) from Settings.

Data Sheets

Share structured data alongside files.

Attach editable spreadsheets to any folder. Add rows, columns, and multiple sheets.
Clients see a read-only view of data sheets in the portal.
Download any data sheet as an Excel file. Available to both admins and clients.

Email Notifications

Keep clients informed without manual effort.

Send branded HTML emails with portal link, Client ID, and password.
Clients are automatically notified every time new files are uploaded to their folder. No manual follow-up needed.
All emails use your site name and are styled to match your brand.

SMTP Configuration

Reliable email delivery built in.

Configure SMTP with a test-before-save approach. Settings activate only after a successful test.
One-click presets for Gmail, Outlook, and Yahoo with step-by-step guidance.
SMTP passwords encrypted at rest using AES-256-CBC.

Team Access

Share portal management with your team without giving full site access.

Portal Contributor – can manage clients and upload files, but cannot change settings or delete content.
Portal Manager – full portal access including settings, user management, and content deletion.
Both roles see only the Filevue menu. No access to the rest of WordPress.

Security

Built with security in mind at every level.

Client passwords encrypted with AES-256-CBC using your site’s AUTH_KEY.
Upload directory protected with .htaccess rules and a silent index.php.
Every action (download, upload, delete, login) is nonce-verified with path traversal protection.
Data protection toggle to choose whether plugin data is preserved or removed on uninstall.

Support Development

Filevue is free and open source. If it saves you time or helps your business, consider supporting continued development and new features:

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