1. Document Library Pro
  2. Getting Started

2. Document Library Pro Settings

The Document Library Pro plugin settings pages (Documents → Settings) let you configure your document libraries. Use the following video and the written information below to learn about the settings and how to use them. Please note that we have added some extra options since creating the video, which are documented below.

General tab

The General tab contains options which will affect all your document libraries, where you are using the table or the grid layout.

License key

Enter your license key here. This is essential for the plugin to work.

Document fields

Select which fields you would like to use for your documents. These fields will be displayed on the single document page if you are using it. The content, excerpt and featured image can also be displayed in your document lists.

  • Content - This field can be used for a description of the document, or to add the full content of the document if you want it to be available online without having to download it.
  • Excerpt - Use this field for a brief summary of the document.
  • Featured image - Upload an image if you plan to include an image in the document library.
  • Comments - Allow visitors to add comments for each document, just like they can with WordPress blog posts.

In addition to these fields, your documents will have all the standard WordPress fields such as the title, content, date, author, document categories, and document tags.

Document library page

Select which page you wish to use as your main document library page (if required).

When you install the plugin, it automatically creates a page called ‘Document Library’ and selects it here. You can select a different page if required.

The plugin will add the shortcode [doc_library] to whichever page is selected here. It lists all your documents using the default options. You can customize these settings below, or directly in the shortcode for more fine-grained control.

Default layout

Choose the default layout for your lists of documents. The options are:

  • Table - This is the default option and lists documents in a tabular layout with multiple columns of information. There are options for the table layout on the 'Document Tables' tab of the settings page.
  • Grid - Displays documents in a tile-based grid layout. The options for the grid layout are on the 'Document Grid' tab of the settings page.

More information

Folders

Enable this option to structure your document libraries into category-based folders.

If you have multi-level categories then it will work like this:

  • All the top level categories will be listed as closed folders when the page first loads.
  • When a user clicks on a folder, it will open to contain documents which are only in that top level category; with folders underneath for the sub-categories.
  • When the user clicks on a sub-category folder, they will see any documents which are only in that sub-category; or they will see any sub-sub categories listed as folders underneath.

Where applicable, the link options will apply to the links on the single document page, as well as on the main document library pages.

If you have included a link field in the document library, then the 'Link to document' option will display a link to the document. Use the link destination option below to choose whether the document link goes to the document itself, or to the single document page.

If the document library includes a link field but 'Link to document' is disabled, then the following will happen:

  • If the Preview option (below) is enabled then the preview button will appear, with no link to the actual document.
  • If Preview is disabled then nothing will appear. This may look strange if you are using the table layout because the link column will be empty, so we recommend removing the link column from the 'Document Tables' tab of the settings page.

If you have enabled document links, then this option controls how the link is displayed:

  • Button with text (the default) - a button containing the 'Link text' which you can set below.
  • Button with icon and text - a button containing the 'Link text' which you can set below, plus a download icon.
  • Button with icon - a button containing a download item and no text.
  • Download icon only - a download icon with no text, which is not within a button.
  • File type icon - automatically displays an icon representing the file type, or a generic icon for uncommon file types.
  • Text link - a text-only link.

More information

If the link style is set to 'button' or 'text link' then you can control the text that appears in the button here. The default is 'Download'.

More information

Choose what happens when someone clicks on a link to the document:

  • Direct access - this is the default and opens the document, rather than taking users to the single document page.
  • Open single document page - takes users to the single document page, from which they can click on a link to the actual document if required.

More information

Choose whether or not you would like documents to open in a new browser tab.

More information

Clickable fields

Choose whether users can access the document by clicking on other fields in the document library. The following fields can be formatted as links: idtitle, doc_categoriesdoc_tagsauthorimage, and any custom taxonomy.

Enter all to add links to all possible fields, none to disable all links, or add a comma separated list (without spaces) of the specific fields that should be clickable.

More information

Document preview

Document preview

Enable this option to enable users to preview documents in a lightbox before (or instead of) downloading them. The preview link will appear in the link field of the document library, and also on the single document page.

More information

Preview style

Choose a style for the preview buttons:

  • Button with text
  • Button with icon and text
  • Button with icon
  • Icon only
  • Text link

Preview button text

If you have chosen the 'Button with text', 'Button with icon and text' or 'Text link' style for the preview buttons, then you can replace the default 'Preview' text with any other text of your choice.

Library content

Image lightbox

If you have included images in the document library then enabling this option will make the featured image open in a lightbox/popup when someone clicks on it.

If you untick this box then clicking on an image will link visitors to the document instead. You can disable this behavior using the clickable fields option, above.

Shortcodes

Tick this box if you want content added by other shortcodes to appear within the text fields in the document library.

For example, you might be using a button shortcode to add other types of button; embedded audio or media players; icon shortcodes; etc. Alternatively, you might have added the content of a document using the Gutenberg editor and want to display the fully formatted information on the document library page.

More information

Content length

If you are displaying the document content in the library, then this option controls the number of words that will appear. Enter a whole number.

Excerpt length

If you are displaying the document excerpt in the library, then this option controls the number of words that will appear. Enter a whole number.

Number of documents

Documents per page

Enter a whole number to control how many documents appear on each page of the library. If there are more documents than the number of rows per page then pagination links will appear linking to the other pages.

More information

Pagination type

Choose a style for the pagination buttons.

More information

Pagination position

Positions, shows or hides the pagination buttons.

More information

Totals

Positions, shows or hides the label which displays the number of documents (e.g. ‘Showing 1 to 10 of 50 documents’).

More information

Sorting

Sort by

Choose an option for how the documents will be sorted when it first loads. (If you are using the table layout then visitors can also sort the document library by clicking on any column header.)

More information

Sort direction

Choose whether the documents will be ordered in ascending or descending order.

More information

Document Tables tab

These options set defaults for your document tables. If you are only using the grid layout then you can ignore them.

Columns

Add a comma separated list (without spaces) of the columns to appear in the table.

The available columns are: idtitlecontentexcerptimagedatedate_modifiedauthordoc_categoriesdoc_tagsfile_sizefile_typestatuslink, or any custom field or taxonomy.

Example: title,content,date

More information

Image size

This option controls the size of the featured image in the image column. Enter the required image size in pixels, e.g. 50×70 will set the image to 50 pixels wide by 70 pixels high.

More information

Accessing documents

Choose from the following options to control how users will access the document:

  • Link to document - Display a button/icon/text link (depending on the 'Link style', below) linking to the document.
  • Multi-select checkboxes - Display a checkbox next to each document so that users can download multiple items at once.
  • Both - Display a link to the document and a checkbox.

More information

Multi-download button

If you have enabled the 'Multi-select checkboxes' in the 'Accessing documents' option above, then you can choose whether to display the 'Download Selected Documents' button above or below the table, or both.

More information

Multi-download button text

This option lets you replace the 'Download Selected Documents' text in the multi-download button with any other text of your choice.

Loading & performance

Lazy load

Tick this box if you want to load the contents of the document library table one page at a time, or if you want the list of documents to load after the rest of the content on your page. This option boosts performance for big document libraries but there are some limitations, so please read the full article about lazy load.

More information

Document limit

Enter a whole number to specify the maximum number of documents that can appear in the table.

Warning: If you are not using the lazy load option then increasing this number could cause performance issues or even server crashes. For big document libraries, we recommend activating lazy load so that only one page of documents are loaded at a time. If you do this then the document limit option is not applicable.

More information

Caching

This option allows the contents of your document tables to be cached to improve performance and speed up page load times.

If you tick the 'Caching' box then you can also set the 'Cache Expires After' time to control how often the cache is cleared. Enter a whole number of hours.

More information

Document library controls

Search filters

This option controls whether or not filter dropdowns will appear above the document library. You can add filters for document categories, tags, author or any custom taxonomy.

  • Disabled – no filters will be displayed.
  • Enabled – shows all possible filters based on the contents of the table. (This will only display filters if some of your columns are filterable.)
  • Custom – add a comma separated list (without spaces) of which filters to add.

More information

Page length

Positions, shows or hides the ‘Show [x] documents’ dropdown.

More information

Positions, shows or hides the keyword search box.

More information

Reset button

Positions, shows or hides the reset button which lets customers reset the table after performing a search or filter.

More information

Design

Default

The table styles (e.g. font size and color) will automatically be inherited from your theme.

Custom

Enable this option to override the default styling. You can change the styling of the following elements of the tables:

  • External, header and body borders - Color and width
  • Header background - Color
  • Header text - Color and size
  • Main background - Color
  • Alternating background - Color
  • Body text - Color and size
  • Spacing - Controls the amount of padding to add around the contents of each cell in the table

To change the color, select from the color picker or add any hexadecimal color value (e.g. #757575). To change the size, use the up/down arrows or enter the size in pixels. Tip: If you want to add an RGB color then you can use a color convertor to get the right value.

You can add more styling using additional CSS.

Document Grid tab

These options set defaults for the document layout. If you are only using the table layout then you can ignore them.

Library content

Display

Enable all the fields that you wish to display in the grid of documents.

The available columns are: image, title, file size, file type, categories, content/excerpt, and document link.

More information

Tip: If you want to display additional information then we recommend using the table layout instead.

Design

Background color

If you are displaying file type icons instead of images at the top of each tile then you can change the background color that appears behind them.

To change the color, select from the color picker or add any hexadecimal color value (e.g. #757575). Tip: If you want to add an RGB color then you can use a color convertor to get the right value.

Category background color

If you are displaying document categories in each tile then you can also change the color that appears behind the category names.

You can add more styling using additional CSS.

Next steps

The plugin settings page lets you set defaults for the most widely used options. You can override these and use additional options directly in the document library shortcode. Please see the complete list of shortcode options.

Next, it's time to start adding documents to your document library!

Adding Documents

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