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Documentation and Tutorials for your BestWebSoft products

User Guide Portfolio Plugin

Portfolio

User Guide

WordPress

5.5.1 *

Portfolio

2.53 *

Custom Search

1.46 *

*When using other versions some differences are possible to occur;

** Screenshots were taken from a PC

Table of contents

1. Introduction

2. Add new

2.1. Add Title

2.2. Add text

2.3. Images

2.4. Executor

2.5. Categories

2.6. Technologies

2.7. Services

2.8. General

2.9. Client

2.10. Page attributes

2.11. Featured Image

3. Settings

3.1. Portfolio Page

3.2. Number of Columns

3.3. Number of Image Columns

3.4. Image Size

3.5. Cover Image Size

3.6. Slider Image Size

3.7. Sort Projects Option

3.8. Sort Projects by

3.9. Arrange Projects by

3.10. Lightbox Helper

3.11. Lightbox Helper Type

3.12. Text Link

4. Project Settings

5. Miscellaneous Settings

5.1. Portfolio Slug

5.2. Search Portfolio Projects

5.3. Track Usage

5.4. Default Settings

6. Custom Code

7. Import/Export

7.1. Demo Data

8. License Key

8.1. Portfolio Pro License

8.2. Check License Key

8.3. Manage License Settings

9. Projects

9.1. Screen Options

9.1.1. Columns

9.1.2. Pagination

9.2. Filter

9.3. Bulk Actions

10. Executors

10.1. Add New Executor

10.2. Edit the Executors list

11. Technologies

11.1. Add New Technology

10.2. Edit the Technologies list

12. Categories

12.1. Add New Category

12.2. Edit the Category List

13. Sectors

13.1. Add New Sectors

13.2. Edit the Sectors List

14. Services

14.1. Add New Service

14.2. Edit the Service List

15. Shortcode

You can download Portfolio plugin here:

https://bestwebsoft.com/products/wordpress/plugins/portfolio/

1. Introduction

Note: Click the “Save Changes” button in order to apply any changes.

1.1. Open your WordPress Admin Dashboard and find the menu on the left.

1.2. Open the ”Portfolio” > “Add new” page.

1.3. The “Portfolio Add New page will appear.

2. Add new

Open the “Add new” page to create a new portfolio.

2.1. Add Title

Use the “Add Title” field to enter the title of the project.

2.2. Add text

Use the “Add text” section to enter the text that will be displayed.

2.3. Images

Use the “Images” section to add media to your project.

2.3.1. Click add images and choose from the existing media.

2.3.2. To upload image click “Upload Files” and then “Select Files” button choose media and click “Add to post”.

2.4. Executor

Use the “Executor” section to acknowledge who provided the content.

2.5. Categories

Use the “Categories” section to select the category of the project. To be able to identify it later.

2.6. Technologies

Use the “Technologies” section to add tools that were used for creating the content.

2.7. Services

Use the “Services” section to display services that were provided.

2.8. General

Use the “General” section to write details about the project. Things like Short Description, Date of completion, URL of a project, URL of source Files can be written.

2.9. Client

Use the “Client” section to add information in terms of text and media about the customer.

2.10. Page attributes

Use the “Page attributes” section to add a parent project if needed and select the order in which the current project will be shown.

2.11. Featured Image

Use the “Featured Image” section to add a picture that will be used as a thumbnail.

2.11.1. After publishing, the portfolio may look on a page as follows:

3. Settings

Use the options of the “Settings” page to make the global settings for the plugin.

3.1. Portfolio Page

Use the “Portfolio Page” option to choose a page on which all existing projects will be displayed.

3.2. Number of Columns

Use the “Number of Columns” option to set the necessary number of portfolio columns.

3.2.1. After publishing, portfolios may look on a page as follows:

3.3. Number of Image Columns

Use the “Number of Image Columns to set a number of image columns that will appear on the project`s page.

3.3.1. After publishing, portfolio images may look on a page as follows:

3.4. Image Size

Use the “Image Size option to select the size of images in your portfolio. “Custom” uses image Dimension values.

3.4.1. After publishing, portfolio images may look on a page as follows:

3.5. Cover Image Size

Use the “Cover Image Size option to select the size of the cover image of the portfolio.

 

3.5.1. After publishing, the portfolio cover image may look on a page as follows:

3.6. Slider Image Size

Use the “Slider Image Size option to select the size of images in the slider.

3.6.1. After publishing, the portfolio slider image may look on a page as follows:

3.7. Sort Projects Option

Enable the “Sort Projects Option'' to display sort projects manually by date or title.

3.8. Sort Projects by

Use the “Sort Projects By option to select projects sorting order on your portfolio page.

3.8.1. Projects sorted by title may look on a page as follows.

3.9. Arrange Projects by

Use the “Arrange Projects by option to choose in which order will projects arrange.

3.9.1. Choose the “Ascending to organize projects in ascending order.

3.9.2. Choose the “Descending to organize projects in descending order.

3.10. Lightbox Helper

Use the “Lightbox Helper option in order to get help in navigating between images.

3.10.1. The lightbox helper may look on a page as follows:

3.11. Lightbox Helper Type

Use the “Lightbox Helper Type option to select the type of the lightbox helper.

3.11.1. The “Buttons” type will look on a page as follows:

3.11.2. The “Thumbnails” type will look on a page as follows.

3.12. Text Link

Use the “Text Link option in order to display the link as a text for non-registered users.

4. Project Settings

Use the “Project Settings” tab to add enable or disable project fields and change their titles.

5. Miscellaneous Settings

Use the “Miscellaneous Settings” tab to change portfolio slug, track usage of the plugin or restore settings.

5.1. Portfolio Slug

Use the “Portfolio Slug option to create a URL prefix of the portfolio to make it easier to find.  

5.1.1. Customized portfolio slug will be displayed in the URL field of your web browser.

5.2. Search Portfolio Projects

Use the “Search Portfolio Projects option to enable search of your projects on the website. Download the Custom Search plugin by clicking the “Install Now” link.

You can download the Custom Search plugin here:

https://bestwebsoft.com/products/wordpress/plugins/custom-search/ 

5.2.1. Portfolio in the search results may look as follows:

5.3. Track Usage

Use the “Track Usage option in order to track plugin usage anonymously.

5.4. Default Settings

Use the “Default Settings button to return all the changes back to default state.

6. Custom Code

Use the “Custom Code” tab to insert a CSS, PHP or JavaScript code. To activate a custom code, enable the “Activate custom … code” option and save changes.

7. Import/Export

Use the “Import/Export” tab to install demo data.

7.1. Demo Data

Use the “Demo Data” option to install demo data to create portfolio projects with images, post with shortcodes and page with a list of all portfolio projects. Click the “Install Demo Data” button to make the appropriate action.

8. License Key

Use the “License Key” tab to activate or check the Pro plugin license.

8.1. Portfolio Pro License

After a successful plugin purchase, you will receive an email notification with a download link and a license key. Activate Pro license by pasting a license key into the “Portfolio Pro License” field and clicking the “Save Changes” button.

8.2. Check License Key

To check the license key, click the “Check license key” button. If the entered key is correct, the notification “The license key is valid. Your license will expire on XXXX-XX-XX will be displayed in the upper left corner of the page.

8.3. Manage License Settings

Use the “Manage License Settings option to change your license settings. Click the “Login to Client Area button to open your personal Client Area dashboard found on the https://bestwebsoft.com/ website. Browse and download purchased products, change the license domain and copy the license keys.

9. Projects

Open the “Projects” page to be able to search, edit, add and manage projects.

9.1. Screen Options

Open the “Screen Options” tab to change columns and pagination.

9.1.1. Columns

Select the “Columns” to enable which data will be seen.

9.1.2. Pagination

Use “Pagination” to indicate the number of items per page.

9.2. Filter

Use “Filter” to sort all the projects by different parameters.  

9.3. Bulk Actions

Use the “Bulk Actions” to, “Edit” or “Move to trash” to multiple projects.

10. Executors

Use the options of the “Executors” page to add information about the executor and add them to the list.

10.1. Add New Executor

Fill the fields of “Add New Executors” to add information about the new Executor. Enter the Name, Slug and Description.

10.1.1. After publishing, executors may look on a page as follows:

10.2. Edit the Executors list

Select any executor from the list to apply “Bulk Actions” or “Edit”.

11. Technologies

Use the options of the “Technologies” page to add information about the tools that were used.

11.1. Add New Technology

Fill the fields of “Add New Technology” to add information about the new technology. Enter the Name, Slug and Description.

11.1.1. After publishing, technologies may look on a page as follows:

11.2. Edit the Technologies list

Select any executor from the list to apply “Bulk Actions” or “Edit”.

12. Categories

Use the options of the “Categories” page to create a new category for easier sorting options.

12.1. Add New Category

Fill the fields of “Add New Category” to add information about the new Category. Enter the Name, Slug and Description.

12.1.1. After publishing, categories may look on a page as follows:

12.2. Edit the Category List

Select any category from the list to apply “Bulk Actions” or “Edit”.

13. Sectors

Use the options of the “Sectors” page to create and add a new sector for easier sorting options.

13.1. Add New Sectors

Fill the fields of “Add New Sectors” to add information about the new Sectors. Enter the Name, Slug and Description.

13.1.1. After publishing, sectors may look on a page as follows:

13.2. Edit the Sectors List

Select any Sector from the list to apply “Bulk Actions” or “Edit”.

14. Services

Use the options of the “Services” page to add services performed by the company.

14.1. Add New Service

Fill the fields of “Add New Services” to add information about the new Service. Enter the Name, Slug and Description.

14.1.1. After publishing, services may look on a page as follows:

14.2. Edit the Service List

Select any Service from the list to apply “Bulk Actions” or “Edit”.

15. Shortcode

Use the “Shortcode” in order to post the portfolio to your page.

15.1.Copy the necessary shortcode, create a new post or page or open the existing in the “Edit” mode, click on the “Plus” button and then on the “Shortcode” button.

15.2. Insert copied earlier shortcode into the appropriate field.

15.3.  Click “Publish...” and then “Preview” buttons in order to see the post. The portfolio slider will look on the page in the following way.

15.4. The latest portfolio projects will look on the page in the following way.

Thank you!

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