=== GovernDocs Document Management - Policies, Meetings, Reports ===

Tags: document management, documents, policies, reports, meetings
Contributors: quicksnail
Requires at least: 6.0
Tested up to: 6.9
Requires PHP: 7.1
Stable tag: 1.2.0
License: GPLv2 or later
License URI: https://www.gnu.org/licenses/gpl-2.0.html

Publish policies, reports, agendas, minutes, meetings & legal documents. Easy document management for council, government & organizations.

== Description ==

GovernDocs is a document management plugin for WordPress.

Built for organisations, governments & councils that need a clearer way to manage & publish important records without relying on regular blog posts or pages.

The plugin adds dedicated content types for policies, meeting documents and reports. These documents are stored in a structured way with dedicated fields for files, dates, versions, status information and other governance-related details. You can then display each document on your website using shortcodes.

GovernDocs is suitable for councils, associations, clubs, schools, law firms, committees, non-profits and other organisations that need a simple way to manage official documents in WordPress.

Upgrade to the PRO version to get a full audit log for Policies & Reports as well as the ability to add supporting docs.

GovernDocs PRO also adds shortcode access controls so you can hide a document from selected roles and show an alternative call to action instead.

##GovernDocs Document Management Features

* Dedicated content types for **Policy**, **Meeting** and **Report**
* Structured fields for governance-related content
* Attach files to records
* Publish documents as web content, file downloads or both
* Publish as PDF downloads, Word doc downloads
* Display items using shortcodes
* Show document metadata such as type, extension, size, dates, version and status
* Store previous versions for policies
* Clean admin editing experience for document-based content

GovernDocs helps separate governance content from normal website content so your official records are easier to manage and easier for visitors to find.

##Policy Features

Use Policies for official policy documents that are displayed on the front end of your website, or you can keep them as internal policies only. 

Users can download your PDF policy or other formats, or you can display the policy directly within any page or post type with a shortcode.

Each Policy has fields to include:

* Version
* Policy ID
* Status
* Policy Owner
* Responsible Role
* Approving Authority
* Downloadable file
* Effective Date
* Approval Date
* Next Review Date
* Last Review Date
* Department

Plus other fields relating to governance, compliance and records.

##Meeting Features

Use Meetings for meeting-related entries such as agenda and minutes. These can be published as web content, downloadable files or both.

Each Meeting has fields to include:

* Meeting Date
* Meeting ID
* Status
* Chair
* Minute Taker
* Location
* Description
* Agenda File
* Agenda Publish Date
* Agenda Notes
* Minutes File
* Minutes Publish Date
* Minutes Notes
* Department

##Report Features

Use Reports for annual reports, financial reports, strategic reports, operational reports and other formal publications.

Each Report has fields to include:

* Image cover for the report
* Report Type
* Report ID
* Status
* Author
* Published Date
* Report Date
* Description
* Department

##Shortcode support

GovernDocs includes shortcode output so you can place document records into pages, posts, templates or any area that accepts shortcodes.

Examples of the shortcodes:

`[governdocs type="policy" id="123"]`
`[governdocs type="meeting" id="123"]`
`[governdocs type="report" id="123"]`

`[governdocs
type="policy"
id="123"
show_icon="1"
button="1"
display="card"
desc_location="below_title"
class="custom-policy-card"
fields="ext,size,type,status,version,effective_date,approval_date,review_date,last_reviewed_date,owner,approving_authority,policy_id"
order="ext,size,type,status,version,effective_date,approval_date,review_date,last_reviewed_date,owner,approving_authority,policy_id"
]`

GovernDocs PRO can also restrict shortcode output for selected roles:

`[governdocs type="policy" id="123" blocked_roles="subscriber,customer" blocked_button_text="Request Access" blocked_button_url="https://example.com/request-access" blocked_button_new_tab="1" blocked_button_class="button button-primary" blocked_description="This document is not available for your account type."]`

You can also use `guest`, `logged_out`, or `not_logged_in` inside `blocked_roles` to show the fallback output to visitors who are not signed in.

If you want to invert the logic, use `allowed_roles` instead. When `allowed_roles` is set, only those roles will see the document and everyone else will see the fallback output.


= Who it is for =

GovernDocs is built for websites that need more structure than a normal blog or page setup, especially where documents need to be maintained over time.

Examples include:

* Local government and council websites
* Associations and member organisations
* Sporting clubs and community groups
* Schools and education providers
* Compliance-focused business websites
* Boards and committees

== Installation ==

1. Upload the plugin files to the `/wp-content/plugins/governdocs/` directory, or install the plugin through the WordPress plugins screen by searching for GovernDocs.
2. Activate the plugin through the WordPress plugins screen.
3. After activation, you will see new admin menu items for governance content.

###Add your Policies, Meetings and Reports
* You can now add your required documents
* Once you add a policy, meeting or report, simply copy the shortcode
* Insert the shortcode into pages or posts where you want the content displayed.

== Frequently Asked Questions ==

= What does GovernDocs add to WordPress? =

GovernDocs adds custom content types for governance-related documents, along with structured fields and shortcode output.

= Can I upload PDF files? =

Yes. You can attach document files to any policy, meeting agenda, meeting minutes or report.

= Can I show a document as a web page instead of only a file download? =

Yes. Documents can be published as web content, file-based content or both.

= Can I display documents on a normal page? =

Yes. Use the included shortcodes to output individual items or document lists inside regular WordPress content.

= Is this plugin suitable for local councils & government organisations? =

Yes. It is suitable for any organisation that publishes formal documents and wants a more structured way to manage them, perfect for local council and governments.



== Screenshots ==

1. Meetings list screen - sortable and searchable
2. Meetings edit screen for agenda and minutes content
3. Reports edit screen with file and metadata fields
4. Policies list screen - sortable and searchable
5. Reports list screen - sortable and searchable
6. Front-end shortcode output showing all document types

== Changelog ==

= 1.2.0 - 10 May 2026 =
* Styling and UI updates in admin
* Add new 'styles' for frontend document display
* Add new 'Report Front Cover' option to allow reports to be displayed with a front cover image
* Add new shortcode "governdocs_all" to display all documents of any type with filtering and pagination - [governdocs_all type="policy"]
* Fix bug with documents displaying to non-logged in users when it is set to Draft or Pending Review

= 1.1.1 - 29 Apr 2026 =
* Add global style setting with style override per shortcode
* Add new frontend style in the free version
* Improve frontend asset cache-busting so shortcode style changes load immediately

= 1.1.0 - 24 Apr 2026 =
* Add refreshed settings page layout with tabs, logo header, sidebar help panel and improved notice placement
* Add per-document-type status settings for Policies, Reports and Meetings
* Add permanent shortcode sidebar metaboxes on Policy, Meeting and Report edit screens
* Add shortcode rendering hook support for PRO feature extensions
* Add new shortcode attributes to support PRO access-control extensions
* Improve settings validation and admin feedback for saved options
* Improve settings page structure to support future type-specific configuration
* Minor admin UI polish and styling improvements across GovernDocs screens

= 1.0.3 - 22 Apr 2026 =
* Add upgrade button into settings

= 1.0.2 - 1 Apr 2026 =
* Fix issue CMB2 default $editor_id not being set

= 1.0.1 - 30 Mar 2026 =
* Fix issue with Department labels being called Category
* Minor styling updates

= 1.0.0 =
* Initial release
