Changelog

Initial public release of ToolDocs™ document management for WordPress.

Added

Document upload and management with hash-based permalinks
Dual permalink system — gated and ungated links for every document
Bypass mode for direct download links
Category organization with drag-and-drop ordering
Whitelist approval workflow with secure email approve/deny links
Configurable token expiry for approval links (1–168 hours)
Drag-and-drop registration form builder with custom fields
Cookie-based (email-only) and WordPress authentication modes
Email verification via 6-digit code or magic link
Bot verification — reCAPTCHA v2, reCAPTCHA v3, Cloudflare Turnstile, and Honeypot
Download and page view tracking with spreadsheet export
Email notification system with customizable HTML templates and delivery logging
File version history with configurable retention (up to 4 versions)
File usage detection across all WordPress pages
Automatic file type icons via Font Awesome with filter hooks for customization
Color and UI customization with CSS variable system
Shortcode system — [td_file], [td_category_files], [td_document_registration], [td_document_login], [td_whitelist_registration]
Vue 3 admin dashboard with file management, categories, users, forms, emails, and settings
Debug logging with 15+ toggleable sections

Initial release of the Advanced Analytics addon for ToolDocs™ Premium.

Added

Session tracking with unique session IDs and configurable retention (30–365 days)
Traffic source detection — search, direct, social, referral, email, and paid
UTM parameter capture (source, medium, campaign, term, content)
Conversion tracking for registrations, logins, return visits, downloads, and form submissions (requires External Forms addon)
Conversion rate and time-to-conversion metrics
Specialized dashboards — Main Session Analytics, Downloads, Page Views, Form Submissions (requires External Forms addon)
Sessions and conversions over time chart with configurable intervals (hour/day/week/month)
Traffic source breakdown with donut chart visualization
Top referrers with per-referrer conversion rates
Campaign performance table with session and conversion counts
Top landing pages report
Downloads by category and top downloaded files reports
Authenticated vs. anonymous page view breakdown
Form submission analytics with paid traffic attribution (requires External Forms addon)
Customizable date range picker with preset ranges
Conversion type filtering across all dashboards
Data export to JSON and Excel with optional email/session ID inclusion
Cookie consent platform integration
IP anonymization and Do Not Track (DNT) support
Automatic data anonymization on consent withdrawal
Dark mode support across all dashboards

Initial release of the Sales Dashboard addon for ToolDocs™ Premium.

Added

Engagement-based lead scoring — downloads, categories, return visits, page views, and recency
Configurable scoring values with automatic recalculation every 6 hours
Score decay for inactive leads (5 points/week, up to 50-point cap)
Score tier classification (configurable) — Hot (50+), Warm (25–49), Cool (10–24), Cold (0–9)
Score trending indicators (increasing, stable, decreasing) based on 30-day history
Dashboard with four lead categories — Hot Leads, New Leads, Active Leads, and Returning Leads
Lead search and filtering by score range, registration date, last activity, document, category, source, and company
Saved filter segments accessible to all team members
Territory management by ZIP code prefix and state/country
Automatic territory assignment on user registration
Sales Manager and Sales Rep WordPress roles with scoped permissions
Per-user notification toggle for download alerts
One notification per user per day to prevent inbox flooding
Advanced notification rules — score threshold, high-value download, inactive return, and new lead source
Notification channels — email to assigned rep, all managers, specific addresses, or webhook
Per-lead activity export as Excel workbook (contact details, downloads, page views)
Manual score recalculation from settings
User hide/unhide from lead lists with data preservation
Webhook support for CRM and Slack integration

Initial release of the External Forms addon for ToolDocs™.

Added

Form-to-ToolDocs™ field mapping for user registration data (email, name, company, phone, title, address)
Document registration type — form submissions create ToolDocs™ users with gated document access
Whitelist registration type — form submissions create pending whitelist entries for admin approval
Auto-login after successful form registration
Smart redirect back to the originally requested document
Configurable fallback behavior when no source document is available
Form hiding for logged-in users with customizable replacement content
Duplicate handling — existing emails are logged in rather than duplicated
Form submission tracking as conversion events (requires Advanced Analytics addon)
Selective tracking with form inclusion/exclusion lists
Gravity Forms adapter with full field type support including compound fields
Entry notes added to Gravity Forms entries with registration status
Adapter architecture for adding new form plugin integrations

ToolDocs™ Core