Guest Logins for uploading estimates

Updated on July 23, 2018 in Client Document Manager
5 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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2 on July 13, 2018

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

on July 13, 2018

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.

Support Specialist
on July 23, 2018

Great that works!

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