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Handoverly - Client Editing Manual

开发者 anu771063
更新时间 2026年10月14日 02:14
PHP版本: 7.4 及以上
WordPress版本: 7.1
版权: GPLv2 or later
版权网址: 版权信息

标签

pdf agency documentation onboarding client handoff

下载

1.0.0

详情介绍:

Handoverly solves a problem every WordPress agency and freelancer runs into: the client manual written by hand goes out of date as soon as the site changes, and nobody has time to rewrite it. The plugin reads your site's content types, navigation menus, categories and tags, and (when active) Advanced Custom Fields field groups and WooCommerce. It then produces a branded PDF that walks your client through everyday tasks: logging in, editing an existing page, adding new content, managing categories and tags, and updating the menu. What makes it useful How it works
  1. Go to Tools > Handoverly.
  2. Check the detected content types, menus and custom fields.
  3. Enter your branding (agency name, support contact) and the client's username and password.
  4. Click Generate Handbook PDF, then Download.
  5. Send the PDF to your client.
Privacy and security Third-party libraries These open-source libraries are bundled in the vendor folder, each with its license file:

安装:

  1. Upload the handoverly folder to /wp-content/plugins/, or install it from the Plugins screen.
  2. Activate the plugin.
  3. Go to Tools > Handoverly to generate your first manual.

常见问题:

Does it need an API key or an external service?

No. Everything runs on your own server using WordPress's own functions and the bundled PDF library. It works offline.

Is the client's password stored anywhere in plain text?

No. It is encrypted, never written into the PDF, and deleted after the link is used or expires.

Why does the secure link show a button first?

Email scanners and chat apps open links automatically to build previews. The button makes sure only a real person uses up the one-time link.

Can the illustrations be replaced with real screenshots?

Yes, by another plugin. Two filters let a developer supply real screenshots for each step: clem_capture_public_screenshots (homepage and login page) and clem_capture_admin_screenshots (editor, categories and menu screens). Each returns a map of step key to PNG file path. Files must be created with CLEM_Storage::new_file_path( 'screenshots', 'png' ), are checked before use, and are deleted after the PDF is built. The clem_screenshot_status filter changes the note shown on the plugin page.

Does it work with Advanced Custom Fields and WooCommerce?

Yes. When either is active, the manual gets a section for it automatically.

更新日志:

1.0.0