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FluentCRM

How to display user-specific documents in Fluent Community user area?

Hi team,

We’re currently building a private client area integrated with FluentCRM and Fluent Community, and we’d love your insights.

Here’s the use case:

We want logged-in users to be able to see not only their email preferences and community notifications (as already handled by FluentCRM and Fluent Community), but also to access documents specific to their account — such as signed contracts or personalized PDFs.

Ideally, these documents would be:

  • Uploaded automatically via webhook/API
  • Linked to the user based on their WordPress ID or FluentCRM contact,
  • And displayed inside the same user area they already use to manage their profile and notifications.

Has anyone implemented something similar?

Would you suggest using a custom tab or section inside the Fluent Community area?

Or maybe a shortcode/endpoint that can fetch files from a secure folder or a FluentCRM custom field?

Any tips or examples would be greatly appreciated.

Thanks in advance!

  • 2 likes
  • 2 comments

William Beem

Do you have something like this existing elsewhere or is this a new feature? Doing it is beyond me, but it seems like something similar to what the other Wp Manage Ninja tools already do. Build the code, put a shortcode on the page, and the user sees only their information. That works with support tickets, project management boards, etc. Putting it on the profile menu is the easiest part - just add a menu link to the page with the shortcode.

Perhaps someone with more development experience can show how to create the system that the shortcode reaches, but it sounds like you need a custom plugin.

Jorge de los Reyes

William Beem thank you William!

I’ll be toying around with plugin creation for this for sure!

But I was looking for something similar to how Fluent Community manages Docs from specific Spaces.

Something visual.

Nothing fancy. Or complex. Just being able to show docs on the private area.

I’m doing something similar now. Just showing the URL to the docs. But I am just curious if there is any other approach, that is more alike to how FC manages docs.