The right file, right when it is needed
Make documents easy to find.
And easier to keep current.
Residents search and filter one organized directory while authorized contributors add or update files from the front end—with role controls, dates, ownership, and download tracking built in.
- Search and stacked filters
- Card or table view
- Role-based management
- Google Docs/Sheets import
Document directory
The current file in a few clicks.
Architectural Request FormForms · HOA Office · v3.2
CurrentBoard Meeting MinutesGovernance · June 2026
NewClub Reimbursement PolicyFinance Committee · v2.0
ReviewThe friction it removes
A document is only useful when people can find the right version.
The directory brings filing discipline and resident-friendly discovery into the same WordPress experience.
Files spread everywhere
Minutes, forms, policies, and governing documents live across pages, folders, and email attachments.
Weak search context
A filename alone rarely tells residents who owns the document or when it applies.
Outdated versions
Old files stay visible because nobody remembers the date they should be reviewed or retired.
Administrator bottlenecks
Every small document update waits for the one person who knows WordPress administration.
A simpler operating method
The F.I.L.E. method
A dependable pattern for publishing, finding, and governing community documents.
File with context
Store a clear title, description, type, responsible owner, categories, tags, dates, and version with the file.
Invite the right access
Set minimum roles for viewing, downloading, and adding documents according to sensitivity.
Locate quickly
Residents combine keyword, category, type, owner, file type, and sort controls to narrow the directory.
Expire intentionally
Optional expiration dates flag older material and allow default views to hide it without erasing history.
Made for the whole community
Choose a perspective. See what gets easier.
01 / Residents
Find a form or policy without knowing its filename.
Search by ordinary words, stack filters, switch between card and table views, and download with one clear action.
- Keyword and metadata search
- Card or compact table view
- One-click downloads
02 / Committees & contributors
Publish updates without becoming site administrators.
Authorized contributors can add documents from the front end, classify them, set dates and ownership, and later edit their own records.
- Front-end add and edit forms
- Owner, type, version, dates, categories, and tags
- Replace a file without recreating the record
- Paste a Google Docs/Sheets link instead of uploading
03 / Administrators
Set governance once and let the directory enforce it.
Choose access thresholds, allowed file types and sizes, display defaults, download tracking, expiration behavior, and presentation colors.
- Role-based view, download, and add rules
- Expired-document controls
- Download counts and configurable appearance
The guided tour
From approved file to easy discovery in four steps.
The same metadata that supports governance also gives residents better search results.
Step 1
Add more than a filename.
Give the document a useful title, description, type, owner, version, effective date, and optional expiration date.
Step 2
Place it in the community’s filing system.
Assign hierarchical categories and flat keyword tags so related material can be browsed and searched together.
Step 3
Upload within the chosen permission boundary.
Authorized users add or replace PDF or DOCX files from the front end—or paste a Google Docs/Sheets link and it imports automatically as a PDF—while role and file rules are enforced.
Step 4
Let residents narrow the directory their way.
Search and stacked filters return matching records, with configurable sorting, paging, and card or table presentation.
The practical difference
Replace a file pile with a governed, searchable directory.
Before
- Upload to an unrelated page
- Use a cryptic filename
- Forget who owns the policy
- Leave the old version visible forever
With SVE Document Directory
Publish the file with context.
- Residents can search meaningful metadata
- Access follows configured roles
- Expiration is visible
- Authorized contributors maintain their work
Built for real community work
Resident-friendly discovery with practical document governance.
Search and stacked filters
Combine keyword, category, document type, owner, and file type to narrow results.
Card and table views
Choose a visual grid or compact rows, with paginated or infinite-scroll behavior.
Dates, versions, owners, and tags
Keep the operational context needed to identify the correct document.
Expiration awareness
Flag older documents and decide whether expired records show by default.
Separate role thresholds
Configure who may view, download, and add documents independently.
Front-end contributor tools
Trusted users add, edit, replace, and—when permitted—remove records without leaving the directory. A Google Doc or Sheet link imports automatically as a PDF instead of a manual upload.
Questions clubs usually ask
Clear answers before you commit.
Each feature below is based on the working plugin—not a future roadmap promise.
Can sensitive documents require a login?
Yes. Minimum roles for viewing and downloading are configurable separately; public Guest access is also available for non-sensitive material.
Can committee members add documents without being administrators?
Yes. The minimum role to add documents is configurable, and contributors can edit the records they created.
Can we link a Google Doc or Google Sheet instead of uploading a file?
Yes. Paste the share link (set to "Anyone with the link can view") and it imports automatically as a PDF that residents can view, download, and search like any other document. Saving the record again later re-imports the latest version.
What happens after a document expires?
It receives an Expired label and can be hidden by default. It remains available unless an authorized user deletes it.
Can residents switch how documents are displayed?
Yes. They can switch between card and table views and use search, filters, sorting, and pagination controls.
See the connected toolkit
Ready to map SVE Document Directory to your club?
We’ll define your document categories, owners, access thresholds, expiration practices, and the contributor roles that should maintain each area.