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Complete reference for every shortcode provided by Dantian Policy Management. Place any shortcode on any WordPress page using the block editor’s Shortcode block or the Classic Editor.

All shortcodes respect role-based visibility — users only see the documents, FAQs, and acknowledgements their role is authorised to access.


Discovery & Navigation

Recently Updated Documents

The Document Hub — the primary staff-facing browsing page, which the setup wizard creates as a page titled “Document Hub”. Renders the visitor’s outstanding acknowledgements, a search bar, a tab per document type with documents grouped by category, popular documents, recently updated documents, and (optionally) recently viewed documents.

Basic usage:

		

Recently Updated Documents

Attributes:

Attribute Default Description
show_obligations true Show the logged-in visitor’s outstanding-acknowledgements summary at the top
show_search true Show or hide the AJAX search bar
show_tabs true Show or hide document type tabs
show_recent true Show the “Recently Updated Documents” section
show_popular true Show the “Popular Documents” section
show_recently_viewed true Show the per-user “Recently Viewed” section. Only appears when Track View User Identity is on (Settings → System Configuration)
popular_count 5 Number of documents in the Popular section
recent_count 5 Number of documents in the Recently Updated section
initial_show 5 Documents shown per category before a “Show Remaining” button appears
doc_types policies,procedures,guides,forms Order of the type tabs (comma-separated type slugs or names; singular or plural both work). Types not listed still appear afterwards, alphabetically
tag (none) Limit the hub’s search results to documents with this tag (comma-separate several tags to require all of them). Tabs and side lists are not filtered

Examples:

Procedures tab first, then Policies:

		

Recently Updated Documents

Hub whose search only finds HR-tagged documents:

		

Recently Updated Documents

Minimal search-only hub:

		

A documentation portal for guides, help articles, or product and topic documentation — separate from the Document Hub. Every document carrying the portal’s tag gets a docs-style reading view: category landing cards, a collapsible category sidebar, an On this page table of contents, Previous / Next navigation, and its own clean address under the portal page. An optional facet bar adds top-level sections you can link to directly.

Only document types switched on for portals are included — by default just Guide (plus documents with no type). Change this per type with Show in Document Hub () under Settings → Content Management. Ordering follows each document’s and each category’s Portal order.

Acknowledgements & compliance

Administration & settings

Administration & settings

Administration & settings

Administration & settings

Administration & settings

Assessment & grading

Compliance tracking & reporting

Documents & the knowledge base

Emails & the student experience

Evidence & storage

Getting started

Getting started

Getting started

Getting started

Getting started

Guides by role

Guides by role

Guides by role

Guides by role

Guides by role

Logging & student progress

Organisation & integrations

Planning & calendars

Pro governance tools

Reference & help

Reference & help

Reference & help

Reference & help

Reference & help

Reports & analytics

Sessions & attendance

Staff, credentials & evidence

Supervision, review & cohorts

Timelines & prompts

is a separate shortcode, not an alias — see

Acknowledgements & compliance

Administration & settings

Administration & settings

Administration & settings

Administration & settings

Administration & settings

Assessment & grading

Compliance tracking & reporting

Documents & the knowledge base

Emails & the student experience

Evidence & storage

Getting started

Getting started

Getting started

Getting started

Getting started

Guides by role

Guides by role

Guides by role

Guides by role

Guides by role

Logging & student progress

Organisation & integrations

Planning & calendars

Pro governance tools

Reference & help

Reference & help

Reference & help

Reference & help

Reference & help

Reports & analytics

Sessions & attendance

Staff, credentials & evidence

Supervision, review & cohorts

Timelines & prompts

below. requires a tag and renders a tag-scoped portal;

Acknowledgements & compliance

Administration & settings

Administration & settings

Administration & settings

Administration & settings

Administration & settings

Assessment & grading

Compliance tracking & reporting

Documents & the knowledge base

Emails & the student experience

Evidence & storage

Getting started

Getting started

Getting started

Getting started

Getting started

Guides by role

Guides by role

Guides by role

Guides by role

Guides by role

Logging & student progress

Organisation & integrations

Planning & calendars

Pro governance tools

Reference & help

Reference & help

Reference & help

Reference & help

Reference & help

Reports & analytics

Sessions & attendance

Staff, credentials & evidence

Supervision, review & cohorts

Timelines & prompts

needs no attributes and renders a category-grouped knowledge base.

Requires the tag attribute. Without it, editors see a setup hint and other visitors see nothing.

		

Attributes:

Attribute Default Description
tag (required) The tag that defines this portal (e.g. induction, iso-27001)
facet (none) Comma-separated tag slugs to show as a section bar across the top of the portal
show_search true Show or hide the search bar within the portal
title (none) Optional main heading rendered above the portal content

Examples:

Basic product portal:

		

Portal with a faceted section bar grouping documents into four areas:

		

ISO 27001 Document Library

Portal without search:

		

Acknowledgements & compliance

Administration & settings

Administration & settings

Administration & settings

Administration & settings

Administration & settings

Assessment & grading

Compliance tracking & reporting

Documents & the knowledge base

Emails & the student experience

Evidence & storage

Getting started

Getting started

Getting started

Getting started

Getting started

Guides by role

Guides by role

Guides by role

Guides by role

Guides by role

Logging & student progress

Organisation & integrations

Planning & calendars

Pro governance tools

Reference & help

Reference & help

Reference & help

Reference & help

Reference & help

Reports & analytics

Sessions & attendance

Staff, credentials & evidence

Supervision, review & cohorts

Timelines & prompts

A category-grouped knowledge base — lists documents grouped under each document category (documents with no category appear under Uncategorised), with an optional category filter. Unlike , it requires no attributes and is not tag-scoped. With nothing to show, logged-in visitors see “No documents found.” and logged-out visitors are asked to log in.

		

Acknowledgements & compliance

Administration & settings

Administration & settings

Administration & settings

Administration & settings

Administration & settings

Assessment & grading

Compliance tracking & reporting

Documents & the knowledge base

Emails & the student experience

Evidence & storage

Getting started

Getting started

Getting started

Getting started

Getting started

Guides by role

Guides by role

Guides by role

Guides by role

Guides by role

Logging & student progress

Organisation & integrations

Planning & calendars

Pro governance tools

Reference & help

Reference & help

Reference & help

Reference & help

Reference & help

Reports & analytics

Sessions & attendance

Staff, credentials & evidence

Supervision, review & cohorts

Timelines & prompts

Attributes:

Attribute Default Description
type (none) Restrict to a single document type slug
category (none) Restrict to a single category slug
show_filter false Show a category filter nav above the list

Acknowledgements & compliance

Administration & settings

Administration & settings

Administration & settings

Administration & settings

Administration & settings

Assessment & grading

Compliance tracking & reporting

Documents & the knowledge base

Emails & the student experience

Evidence & storage

Getting started

Getting started

Getting started

Getting started

Getting started

Guides by role

Guides by role

Guides by role

Guides by role

Guides by role

Logging & student progress

Organisation & integrations

Planning & calendars

Pro governance tools

Reference & help

Reference & help

Reference & help

Reference & help

Reference & help

Reports & analytics

Sessions & attendance

Staff, credentials & evidence

Supervision, review & cohorts

Timelines & prompts

and are distinct surfaces. Use for a tag-scoped product/topic portal; use

Acknowledgements & compliance

Administration & settings

Administration & settings

Administration & settings

Administration & settings

Administration & settings

Assessment & grading

Compliance tracking & reporting

Documents & the knowledge base

Emails & the student experience

Evidence & storage

Getting started

Getting started

Getting started

Getting started

Getting started

Guides by role

Guides by role

Guides by role

Guides by role

Guides by role

Logging & student progress

Organisation & integrations

Planning & calendars

Pro governance tools

Reference & help

Reference & help

Reference & help

Reference & help

Reference & help

Reports & analytics

Sessions & attendance

Staff, credentials & evidence

Supervision, review & cohorts

Timelines & prompts

for a browse-everything category index.


Standalone AJAX search bar. Results appear below it once the user has typed three characters; logged-in users also get a Save Search button. Use this to embed search on a page that does not use the full hub.

		
		

Attributes:

Attribute Default Description
placeholder Search documents and FAQs... Placeholder text inside the search input
tag (none) Limit search results to documents with this tag (comma-separate several tags to require all of them)

Example:

		
		

Searches are logged and viewable in Policy Management → Analytics.


A document list, sorted by title, without any hub chrome. Use to embed a curated subset of documents in a page or widget area. Only documents the visitor can see are listed.

		
		

Attributes:

Attribute Default Description
type (all) Filter by document type slug (e.g. policy, procedure)
category (all) Filter by category slug
limit 20 Maximum number of documents to show
columns 1 Grid columns for the listing: 1, 2, or 3

Examples:

HR policies, two columns:

First five documents in the “onboarding” category:


FAQ Shortcodes

No FAQs found. Check back soon — FAQs will appear here once published.

Displays a list of FAQs with a “Was this helpful?” feedback prompt on each item.

No FAQs found. Check back soon — FAQs will appear here once published.

Attributes:

Attribute Default Description
category (all) Filter by FAQ category slug
limit 200 Maximum number of FAQs to show (values below 1 use the default)
style accordion Display style: accordion, list, or grid
show_search false Show a search box within the FAQ list
search_only false Hide the FAQs until the visitor searches (shows the search box automatically)
orderby order Sort by: order, title, date, or views
order ASC Sort direction: ASC or DESC (ignored when sorting by order)
heading_level 3 Heading level (1–6) for each question in the list and grid styles

Examples:

Technical FAQs with search, accordion style:

No FAQs found. Check back soon — FAQs will appear here once published.

The 6 most-viewed FAQs in a grid:

No FAQs found. Check back soon — FAQs will appear here once published.


Displays a single FAQ by its WordPress post ID.

FAQ not found.

Find the ID by hovering over the FAQ title in FAQs → All FAQs and reading the post= value from the URL. If the id is missing, editors see a reminder and other visitors see nothing.

Attribute Default Description
id (required) The FAQ’s ID
heading_level 2 Heading level for the question

Compliance Shortcodes

Shows the logged-in user every document they must acknowledge, with its status (Acknowledged, Pending, Expired, or Outdated), the date acknowledged, the expiry date, and the version. When reading-time capture is on, a Reading record column can show their own reading time and reach. Read-only — no editing.

Attribute Default Description
show_pending true Include documents not yet acknowledged
show_acknowledged true Include documents already acknowledged
user_id — Show a specific person’s records instead. Only users who can manage other users may view it; everyone else sees a permission message
heading_level 2 Heading level for the title shown when viewing another person’s records

Place this on a page accessible to all staff (e.g. a “My Compliance” page in the staff portal). The setup wizard creates a My Acknowledgements page with it.


A manager/admin lookup tool, not a personal view. Restricted to users who can manage other users (administrators, by default) — logged-out visitors are asked to log in and everyone else sees a permission message. Renders a user-selector dropdown; picking a name loads that person’s acknowledgement records. There is no fallback to the current user — for staff to see their own status, use

instead.


Attribute Default Description
role subscriber Restrict the user-selector dropdown to a single role
role__in — Comma-separated roles to restrict the dropdown to (used only if role is empty)
show_pending true Include outstanding/pending acknowledgements in the results
show_acknowledged true Include completed acknowledgements in the results
orderby display_name Sort order for the user dropdown
order ASC Sort direction: ASC or DESC
heading_level 3 Heading level for the selected person’s name

Displays the acknowledgement compliance breakdown for one specific document — who in the document’s target audience has acknowledged the current version and who is still outstanding, with an optional role filter. Restricted to administrators by default; other visitors see “This report covers the whole organisation and is limited to compliance administrators.” with a link to their own acknowledgements where a My Acknowledgements page exists.

Scope. This report is org-wide in Free: for the given document it shows every targeted user’s acknowledgement status. It is not self-scoped and is not gated behind Pro. For an aggregate cross-document view, the Compliance Overview admin screen (Policy Management → Compliance Overview) complements it.

Pro adds a per-document compliance dashboard and scheduled compliance digests (see the Pro docs) — separate features from this shortcode.

document_id is required. Without it, editors see a reminder explaining how to add the document ID (find it in the address bar when editing the document); other visitors see nothing. For a person’s own status across all documents, use

or instead.

Attribute Required Default Description
document_id Yes 0 The document (post) ID to report on.
roles No — Comma-separated role slugs to restrict the breakdown, e.g. roles="editor,author".
limit No 200 Maximum number of users listed.


A compact progress bar showing the current user’s overall acknowledgement completion — for example “75% complete — 3 of 4 documents acknowledged”. Suitable for sidebars, dashboards, and notification areas. Logged-out visitors are asked to log in.

Attribute Default Description
heading_level 2 Heading level for the widget title

Lists document versions awaiting approval, with Approve and Reject buttons. Document owners see versions of the documents they own; administrators see every pending version. Logged-out visitors are asked to log in.

Place this on a dedicated “Pending Approvals” page — the setup wizard can create one for you.


Personal Utility Shortcodes

Displays the current user’s Bookmarked Documents. Staff bookmark a document with the Add bookmark icon on the document page. This shortcode renders their saved list, oldest bookmark first, hiding any document they can no longer open. Logged-out visitors are asked to log in. See Bookmarks & Saved Searches.


Attribute Default Description
tag (none) Show only bookmarked documents with this tag slug (comma-separate several to require all of them). Filters the display only, not the person’s saved list

Displays the current user’s Saved Searches. Staff save a search by typing it into the hub or standalone search box and clicking Save Search. This shortcode renders their saved searches, newest first, with a remove (×) button on each, and lets them re-run each one. Logged-out visitors are asked to log in.

Clicking a saved search fills the

box on the same page; if there isn’t one, it opens your Document Hub Root Page with the search running.


Attribute Default Description
target dpma-search-input The ID of the search box to fill. The default is the box; use dpma-hub-search-input when the shortcode sits on the Document Hub page, so searches run in the hub’s own box without reloading

Suggested Page Setup

A typical staff portal uses these pages:

Page Shortcode Audience
Document Hub

Recently Updated Documents

All staff
My Acknowledgements All staff
My Bookmarks All staff
Pending Approvals Document owners
Compliance Report Administrators

The setup wizard creates the Document Hub, My Acknowledgements, and Pending Approvals pages for you.

For department-scoped pages, use a documentation portal per department tag (or a document listing per category):

		

Note that

Recently Updated Documents

only narrows the hub’s search results, not its tabs, so it does not produce a department-only hub.


Common Shortcode Problems

The shortcode text shows on the page as written. The shortcode is misspelt, or the plugin that provides it isn’t active. All shortcodes on this page come with the Free plugin unless marked Pro.

A list is empty, or visitors are asked to log in. Documents are only listed for people allowed to see them, and new documents are Restricted by default. Logged-out visitors see only Public documents.

Search says “You need to log in to search.” Search needs a logged-in user unless you turn on Settings → Search → Public REST API Access.

or shows nothing. The required tag or id is missing — editors see a setup hint on the page, other visitors see nothing. For , also check the documents’ type is switched on for portals.

ignores tag="…". It has no tag attribute — filter it by type and category, or use for a tag-based page.


Role-Based Visibility

All shortcodes respect each document’s Confidentiality and Target Audience (Roles), set on the document itself. A staff member who is not in a document’s permitted audience will not see that document anywhere — not in hub listings, not in search results, not in portals, and not in the document listing shortcode. Logged-out visitors only ever see documents classified Public. This is enforced on the server, not in the browser.

The compliance and acknowledgement shortcodes only surface data the current user is authorised to see.

and are limited to administrators by default.


Pro Shortcodes

🔒 Pro feature — requires the Pro plugin.

[dpma_user_selector]

Withdrawn — this shortcode no longer displays anything. It used to show a drop-down list of users, but choosing a name didn’t do anything: there was no form or screen that used the selection. It has been retired, and Pro keeps it registered only so pages that already contain it show nothing rather than the raw shortcode text.

[dpma_user_selector]
Attribute Type Default Example Description
— — — — The shortcode accepts no attributes. Anything you add, such as role="editor", is ignored.

User search. The shortcode doesn’t search or list users. Pro’s user search (type two or more characters to find a person by name, username or email) is only used inside the admin — in the Waiver Register and approval-chain reviewer pickers — and isn’t available on public pages.

Without an active Pro licence. If Pro isn’t installed, or your licence has lapsed past the grace period, the shortcode isn’t recognised and WordPress shows the text [dpma_user_selector] on the page as written. Remove it from your pages to avoid this.

What to use instead. To let a manager pick a person and see their acknowledgement records, use

(above). For staff to see their own records, use . If you find [dpma_user_selector] on an existing page, you can safely delete it.