Quick Start Guide

Get your first client portal up and running in under 5 minutes. This guide will walk you through creating your first client, uploading files, and sharing access.

Step 1: Create Your First Client

1. Navigate to Filevue → Clients in your WordPress admin
2. Click the Add New button at the top
3. Fill in the client information:
   • Client Name: Your client's name (e.g., "John Smith" or "Acme Corp")
   • Client ID: A unique identifier (e.g., "CLI-001" or "acme"). This is what they'll use to log in.
   • Password: A secure password. Use letters, numbers, spaces, dots, hyphens, or underscores.
   • Email (optional): Client's email address for notifications
   • Description (optional): Internal notes about this client
4. Click Save Client

Step 2: Create Folders

Organize your files into folders for better structure:

1. Click on the client name to open the Edit Client page
2. Scroll down to the Folder Management section
3. In the "Folder Name" field, enter a name (e.g., "Invoices", "Contracts", "Reports")
4. Optionally choose an icon and color for the folder
5. Click Add Folder
6. Repeat to create additional folders

Step 3: Upload Files

Now let's add some files to your folders:

1. Still on the Edit Client page, scroll to File Upload
2. Step 1 - Choose Folder: Select which folder to upload to
3. Step 2 - Select Files: Click Choose Files and select one or more files
   • Supported formats: PDF, Word, Excel, images (PNG, JPG, GIF), ZIP, RAR, and more
4. Step 3 - Upload: Click the Upload button

Your files will be uploaded and appear in the Files table below.

Step 4: Share Portal Access

There are three ways to share the portal with your client:

Option 1: Send Email (Recommended)

1. Make sure you've configured SMTP at Filevue → SMTP Settings
2. Go back to Filevue → Clients
3. Find your client in the list
4. Click the Email button (envelope icon)
5. A branded email with credentials and portal link will be sent automatically

Option 2: Manual Share

Share the following information with your client:

• Portal URL: https://yoursite.com/client-portal/ (or whatever you named the page)
• Client ID: The ID you created (e.g., "CLI-001")
• Password: The password you set

Option 3: Preview First

Want to test before sharing? Click the Portal button (eye icon) next to the client to preview their view.

Step 5: Your Client Logs In

When your client visits the portal URL, they will:

1. See a login form
2. Enter their Client ID and Password
3. Click Login
4. Access their files organized in the folders you created
5. Download files or view PDFs/images directly in the browser

What's Next?

Now that you've created your first client, here are some next steps:

• Customize your portal - Change colors, branding, and appearance
• Set up email notifications - Automatically notify clients when you upload new files
• Learn advanced folder features - Icons, colors, reordering, and more
• Review security best practices - Keep your client data safe

Need Help?

If you run into any issues, check out our Troubleshooting Guide or visit the support forum.