Filevue vs KeepInMind Dashboard Notes

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 🛟 Get support: https://www.filevue.app/support/ Filevue turns your WordPress site into a private client portal. Create clients, upload files into organized folders, and give each client their own login where they can view, download, and acknowledge documents, upload their own files, and update their personal details and password from My Account. 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 🌐 Official Website 🎥 Video Overview 📥 Download Filevue Free (WordPress.org) 🛟 Filevue Support Portal — official help from the Filevue team (tickets, setup, bug reports) 💬 WordPress.org Support Forum — public community Q&A on wordpress.org (not the Filevue portal above) ⭐ Leave a Review Filevue Free vs Filevue Pro Filevue Free is available on WordPress.org and includes everything you need to run a secure client portal for a small practice or team. Filevue Pro removes usage caps and unlocks advanced tools for agencies and growing businesses. Compare plans and pricing on filevue.app. Included in Filevue Free Up to 5 clients, 20 folders, 100 files, and 2 staff members Private client portal with encrypted logins (no WordPress account for clients) Client self-service: upload files to folders, update profile details (name, email, phone, address), and change password from the portal Drag-and-drop uploads, custom folders with icons and colors, inline PDF/image/MP4 preview, and PowerPoint (.ppt, .pptx) uploads Editable data sheets with Excel export Branded credential and new-file email notifications Built-in SMTP with Gmail, Outlook, and Yahoo presets Portal Manager and Portal Contributor team roles One-click portal preview as any client Basic portal appearance controls (button colors, accent, border radius) in Settings Multiple projects per client, staff portal, and activity notifications (within free usage caps) Last Seen tracking, client search, pagination, and data protection options Admin update banner when a new version is available Multilingual admin and portal strings (22 bundled languages) Filevue Pro adds Unlimited clients, folders, files, and staff Portal Design — full white-label customiser: login and dashboard styling, typography, presets, custom CSS, JSON import/export, and branded email themes Telegram alerts — real-time notifications when files are viewed, downloaded, or acknowledged Image compression — automatic JPEG/PNG resizing on upload Activity log CSV export from the Notifications page Elementor widgets — Login Form, Folder Tree, Recent Files, Client Header, plus dynamic tags and Theme Builder support (Elementor Pro) Priority support through the Filevue Support Portal When you reach a free-plan cap, Filevue shows clear upgrade prompts on the Home page, View Clients, and Edit Client screens. You can still browse, download, and delete existing content normally. Upgrade to Filevue Pro Purchase a license on filevue.app. Monthly, annual, and lifetime billing options are available at checkout. 🏠 Single Site (1 WordPress site) — Purchase Pro — from $49.99/year 🏢 Agency (up to 5 sites) — Purchase Agency — from $99/year ♾️ Unlimited (unlimited sites) — Purchase Unlimited — from $149.99/year After purchase, install or update to the Pro package and activate your license under Filevue in the WordPress admin. Features at a Glance Private client portal – each client gets a unique login with access to only their files Document acknowledgment – clients or staff can acknowledge they have reviewed documents, with automatic tracking of who acknowledged and when Client self-service – clients upload files, update personal details, and change their password from the portal Drag-and-drop file uploads – upload single or multiple files from the admin or from the client portal 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, images, and MP4 videos directly in the browser Video and presentation uploads – upload MP4 for inline playback, plus PowerPoint (.ppt, .pptx) for download 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 – basic styling in Settings (Free); full Portal Design customiser (Pro) 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. Organize work into multiple projects per client (Pro users with higher volume often rely on unlimited caps). 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. Clients can also upload files directly from their portal. Drag-and-drop single or multi-file uploads (admin and client portal). Create named folders with custom SVG icons and accent colors. Drag files between folders to reorganize instantly. Supported formats: PDF, Word, Excel, PowerPoint (.ppt, .pptx), images (PNG, JPG, GIF), text, ZIP, RAR, and MP4 video (inline player in the portal). 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. Acknowledge documents – clients and staff can acknowledge they have reviewed documents. A green checkmark appears on acknowledged files showing who acknowledged it and when. Upload files to any folder from the portal (upload button on each folder). My Account profile panel: clients update name, email, country, phone, address, and notes, and change their password without contacting you. Inline preview for PDFs, images, and MP4 videos. No download required for those types. PowerPoint (.ppt, .pptx) uploads are supported for secure download from the portal. Secure one-click downloads verified with nonces and path validation. Sessions expire after 1 hour. Clients can log out at any time. Customize basic portal colors from Settings (Free) or use Portal Design for full white-label control (Pro). 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. Pro: customise email header, colours, and footer from Portal Design > Emails. 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. Staff portal – staff log in on the same portal page (separate tab) and see only projects assigned to them. 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. Supported languages Filevue includes translation files for the WordPress admin and client portal. The Site Language list under Settings > General is provided by WordPress core. If a language (for example Nederlands) is missing there, install the WordPress language pack first via Filevue > Settings (Install buttons) or Dashboard > Updates > Languages, then select it as the site language. English (default) Arabic (ar) Chinese (Simplified) (zh_CN) Dutch (nl_NL, nl_BE) French (fr_FR) German (de_DE) Hindi (hi_IN) Romanian (ro_RO) Russian (ru_RU) Spanish (es_ES) Translation files live in languages/ as .po and compiled .mo pairs. Support Development Filevue Free is open source on WordPress.org. If it saves you time or helps your business, consider supporting continued development: Buy me a coffee

KeepInMind Dashboard Notes turns your WordPress dashboard into a collaborative workspace. Place notes directly on any admin page – anchored to the exact element you’re talking about. No more Slack messages, emails, or random chats saying “that field on the product edit page” – just click, write your note, and your team sees it right where it matters. Why KeepInMind Dashboard Notes? Whether you’re working in a team or managing a site on your own, the same problem keeps coming up: how to keep track of decisions in the dashboard. Which settings need to change? What does this custom field do? Why is this item configured this way? KeepInMind Dashboard Notes solves this by letting you pin notes directly to dashboard elements – for your team, or for your future self. Here are just a few real-world scenarios where it shines: You temporarily disable a plugin to test whether it’s causing a conflict. Drop a Warning note on the Plugins page so everyone knows it was turned off on purpose – and so you remember to check back in three weeks. You installed a plugin for one very specific reason that isn’t obvious. Pin a note to it explaining why it’s there, so another admin – or future you – doesn’t delete it thinking it’s unused. A client keeps changing a setting that breaks their site. Attach an always-visible Alert banner right next to that toggle: “Do not change – this controls the checkout redirect.” Your developer configured a custom field with a non-obvious format. Leave a note on the field itself explaining what values are expected, so the content team doesn’t have to guess. You’re onboarding a new team member. Instead of writing a separate training doc, scatter helpful Attention banners across the pages they’ll use most – guidance that shows up exactly where they need it. You’re running a staging review before launch. Pin notes to every area that needs a final check, and let your team reply with updates as they work through the list. Key Features Pin Notes Anywhere Click any element on any admin page to leave a note. Your note stays anchored to that exact element – a form field, a menu item, a settings toggle, a table row. When your teammate visits the page, they see the note marker right where it belongs. Rich Text Editing Format your notes with bold text, links, and text colors. The floating toolbar appears on text selection. Three Note Types: Pinned Note – Appears as a marker on the page. Click to open and manage a threaded discussion. Open Note – Always visible inline. Choose a color to highlight the note based on its importance. Sticky Note – Bold square note that sticks in place for highly visible reminders and warnings. @Mention Teammates Type @ to mention any allowed user. They’ll receive an email notification with your note. Autocomplete helps you find the right person fast – just keep typing to filter. Private notes Mark any note as private so only you can see it. Perfect for personal reminders and work-in-progress notes. Threaded Replies Pinned notes support full threaded replies. Keep conversations organized and contextual without cluttering the page. Drag & Relocate Notes can be dragged to a new element if the page layout changes. Grab the drag grip and drop it on the right spot – all replies move with it. Note Scoping On entity pages (posts, terms, users), choose whether your note applies to this specific item or all items of this type. For example, a note on the “Blue T-Shirt” edit page can be scoped just to that product – or to the edit page of all products. Configurable Permissions Control exactly who can add notes and who can edit or delete: Role-based access – Choose which roles can use the plugin (Administrator is always included). User-level access – Whitelist specific users regardless of role. Edit/Delete/Relocate policies – Author only, role hierarchy (strict or relaxed), or everybody.