Installation

Installing Filevue is quick and easy. Follow these step-by-step instructions to get Filevue up and running on your WordPress site in just a few minutes.

Requirements

Before installing Filevue, make sure your WordPress site meets these minimum requirements:

• WordPress: 5.0 or higher
• PHP: 7.4 or higher
• MySQL: 5.6 or higher

Installation Methods

There are three ways to install Filevue on your WordPress site:

Method 1: WordPress Plugin Directory (Recommended)

This is the easiest and most common method:

1. Log in to your WordPress admin dashboard
2. Navigate to Plugins → Add New
3. In the search box, type Filevue
4. Find "Filevue - Secure Client Portal" in the search results
5. Click Install Now
6. Once installed, click Activate

Method 2: Upload ZIP File

If you've downloaded the plugin ZIP file:

1. Download the latest version from WordPress.org
2. Log in to your WordPress admin dashboard
3. Navigate to Plugins → Add New
4. Click Upload Plugin at the top of the page
5. Click Choose File and select the filevue.zip file
6. Click Install Now
7. Once installed, click Activate Plugin

Method 3: FTP Upload

For advanced users who prefer FTP:

1. Download and extract the filevue.zip file
2. Connect to your server via FTP
3. Navigate to your WordPress installation's wp-content/plugins/ directory
4. Upload the extracted filevue folder
5. Log in to your WordPress admin dashboard
6. Navigate to Plugins
7. Find Filevue in the list and click Activate

Post-Installation Setup

1. Create the Client Portal Page

After activating Filevue, you need to create a page for your client portal:

1. Go to Pages → Add New
2. Give your page a title (e.g., "Client Portal" or "Client Files")
3. In the page content, add the shortcode: [filevue_client_files]
4. Click Publish
5. Note the page URL - this is where your clients will log in

2. Configure Basic Settings (Optional)

Navigate to Filevue → Settings to customize your portal:

• Portal Appearance: Customize colors and branding
• Email Settings: Configure email notifications
• File Settings: Set upload limits and allowed file types

Verify Installation

To verify that Filevue is installed correctly:

1. Check for the Filevue menu in your WordPress admin sidebar
2. Visit your client portal page - you should see a login form
3. Try creating a test client from Filevue → Clients → Add New

Troubleshooting

If you encounter any issues during installation:

Plugin Won't Activate

• Check that your server meets the minimum requirements
• Deactivate other plugins to check for conflicts
• Check your PHP error log for specific error messages

Can't See Filevue Menu

• Make sure the plugin is activated
• Check that you're logged in as an Administrator
• Try clearing your browser cache

Upload Errors

• Check your server's PHP upload limits (upload_max_filesize)
• Ensure the wp-content/uploads/filevue/ directory is writable
• Check your hosting provider's file upload restrictions

For more troubleshooting help, see our Troubleshooting Guide or visit the support forum.

Next Steps

Now that Filevue is installed, you're ready to create your first client and start sharing files! Follow our Quick Start Guide to get up and running.