WP ERP Document Manager

Description

The Document Manager add-on adds to WP ERP a complete file hub, enabling upload, organization into hierarchical folders, and access permission control by user or department directly from the administrative panel. Built for those who need to centralize contracts, financial reports, and HR documents in the same ERP environment, the component eliminates the dependency on external services like Dropbox or Google Drive for internal document management.

Document Manager Key Features

• Upload multiple files
  Sends multiple documents at once directly through the WP ERP panel.
• Hierarchical folder structure
  Organizes files into directories and subdirectories by area, project, or department.
• Granular access permissions
  Defines which users, roles, or departments can view and download each item.
• Sharing across teams
  Releases specific folders for different teams without exposing the rest of the repository.
• Internal document search
  Finds files by name or description directly in the module interface in the admin.

Document Manager Benefits

• Everything in a single panel
  Consolidates HR, finance, and CRM documents in the same environment already used by the team.
• Control over who sees what
  Reduces the risk of internal data leaks by separating sensitive files through access hierarchy.
• Fewer external services
  Decreases costs and information sprawl by removing files from Drive or Dropbox.
• Traceable document history
  Keeps the repository auditable within the same user control of WordPress.

Who Is the Document Manager Intended For?

• Anyone already running WP ERP and needing to store contracts, pay stubs, and reports in the same system environment.
• Companies that want to move sensitive files out of shared folders on Drive or Dropbox.
• HR, legal, and finance teams that exchange internal documents with clear rules for who can access each file.

How to Download the Document Manager

The Document Manager is available for download here on Ultrapack. After downloading the .zip file, install it in Plugins > Add New > Upload plugin, select the file, and enable it with WP ERP already present on the site. The module starts appearing as a new tab within the WP ERP menu in the panel.

The component’s proposal is to consolidate document management within WordPress itself, using the WP ERP user control to define who can view and download each file. Instead of spreading contracts and reports across external services, the company keeps the repository under the same permission layer used by HR, finance, and CRM, with centralized search.

Frequently asked questions