Docs — Adding Portal-Specific Client Documents

Docs are documents written specifically for one portal. Unlike Guides (which are shared globally via portal categories), each Doc belongs to a single portal and is only visible to members of that portal.

Guides vs. Docs #

• Guides — Shared across multiple portals via category; assigned via portal category; best for standard how-to content and onboarding info.
• Docs — Specific to one portal; assigned via direct portal assignment; best for project-specific reference, scopes of work, and reports.

Creating a Doc #

1. In your WordPress admin, go to ClientPress → Docs.
2. Click Add New.
3. Write the document using the standard WordPress block editor.
4. Set a title.
5. In the sidebar, set the Portal field to the portal this doc belongs to.
6. Publish.

The doc will immediately appear in that portal’s Docs tab.

How Clients Access Docs #

Clients see their docs under the Docs tab of their portal. Docs are displayed in full — title followed by content.

Docs are ordered by their menu order (set in page attributes), then alphabetically by title. To control the order, set the menu order on each doc.

Updating a Doc #

Because each doc belongs to one portal, editing it updates it only for that portal’s clients. There is no cross-portal impact.

Hiding the Docs Tab When Empty #

If a portal has no docs assigned, the Docs tab can be hidden automatically. This is controlled under Settings → ClientPress → Features → Hide Docs tab when empty.