Guest Logins for uploading estimates

Updated 7 days ago in Client Document Manager
4 on June 26, 2018

My client would like users to be able to upload files without having an account. Is this possible?

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0 on June 27, 2018

Hey hows it going, that is not currently possible. It could be built some with modification, maybe a custom shortcode that when used would be a file uploader and on the processing side you insert the file into the designated folder. Let us know if you need custom development!

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0 on June 27, 2018

Thanks, Anthony. Was digging around for the proper hooks and hoped asking might yield a shortcut. Hi ho, hi ho…it’s into the code I go!

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well you could integrate something like gravity forms, hook into gravity forms and insert the document into the CDM database tables.

7 days ago

I decided that having a single form for both estimates and production made sense, so I am using a highly limited guest account that is auto-logged in if someone is submitting an estimate as a guest and then logs them out after submission. The credentials are being handled completely outside of any code so as to prevent hacking.

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