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clg-documents

A document library residents can actually find things in.

Plans, budgets, ordinances, and minutes in a real catalog — not a blog-post pile. Versioned files with previews and thumbnails, search that reads inside every document, and visibility rules enforced centrally.

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Highlights

Publish with confidence, retrieve in seconds

Three visibility tiers, enforced centrally

Every document is public, staff-only, or restricted — independent of publish status, and enforced in one place. A restricted file stays restricted in search results, downloads, previews, and REST responses alike.

  • Public / staff-only / restricted on every document
  • Central enforcement — no per-template access checks to forget
  • SHA-256 checksums verify every stored file

Visibility

FY27 Adopted BudgetPublic
Draft pavement studyStaff-only
Legal settlement exhibitRestricted

Download the traffic study

Get the document

Contact is created in the CRM with source “Document download.”

Lead-gated downloads, wired to the CRM

Optionally ask for a name and email before a resident downloads a file. Every submission becomes a CRM contact with the document on their activity timeline — outreach lists build themselves.

  • Per-document opt-in — most files stay one-click
  • Direct CRM integration for lead capture
  • View and download analytics with daily rollups

Search that reads inside every file

Text is extracted from PDF, Word, Excel, PowerPoint, and CSV files and fed to site search — WordPress-native by default, or Meilisearch with the optional provider. Residents find the ordinance, not just the page that links to it.

  • Full-text extraction feeding /search/
  • Automatic thumbnails for PDFs and Office files
  • Accessible <dialog> preview with proper focus return
Search

Noise ordinance 2024-18 PDF

“…construction noise is prohibited between 9 pm and 7 am…” — page 4

Council minutes, March 3 DOCX

“…amended the noise ordinance on second reading…” — page 2

Everything in the module

The full Documents feature set

A real document catalog

Title, description, category, tags, district, language, and multi-file attachments with version support — not a blog-post model.

Integrity built in

Per-file SHA-256 checksums, page counts, extracted preview text, and generated thumbnails on every upload.

Three-tier visibility

Public, staff-only, and restricted — enforced centrally and independent of publish status.

Lead-gated downloads

Optionally require name and email before download — with direct CRM integration for lead capture.

Automatic thumbnails

PDFs and Office documents get thumbnails automatically, with graceful degradation if rendering fails.

Full-text search

Extracted text feeds site search — native WordPress or the optional Meilisearch provider.

Usage analytics

View and download counts per document, with daily rollups for reporting.

Public pages included

A /documents/ archive, detail pages, and /search/ integration — plus an accessible dialog-based preview.

Blocks & shortcode

Document list and embedded file blocks, plus a [clg_documents] shortcode for placing documents anywhere.

Legacy migration path

A documented route for agencies moving off an older document system without losing their archive.

GDPR-style erasure

Per-document data-erasure workflow with the platform's dry-run count preview.

Try it

See the Documents module in action

Search a demo agency's library, preview a budget without downloading it, and watch a gated download create a CRM contact.