Description
Gooviweb Client Document Requests gives site administrators a simple workflow for requesting documents from clients without requiring the client to create a WordPress account.
Features:
- Create document requests from WordPress admin.
- Specify the documents the client should provide.
- Generate a long, random, expiring request link.
- Upload PDF, JPG, PNG, DOC and DOCX files.
- See pending, received and expired requests.
- Receive an email notification after an upload.
- Privacy Policy helper text for site administrators.
- No external service, tracking, telemetry or remote code.
Uploaded files are stored in the site’s normal WordPress uploads directory. Site owners are responsible for configuring suitable server access controls, retention policies, backups and privacy notices for the sensitivity of the documents they request.
Installation
- Upload the
gooviweb-client-document-requestsfolder to/wp-content/plugins/, or install the ZIP from Plugins > Add New > Upload Plugin. - Activate Gooviweb Client Document Requests.
- Open Document Portal in the WordPress administration menu.
- Create a request and send the generated link to your client.
FAQ
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Does the client need a WordPress account?
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No. A client can use the generated request link without a WordPress account.
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Does the plugin send files to an external service?
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No. This version does not use an external document-processing or storage service.
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Where are files stored?
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Files use the standard WordPress upload mechanism and uploads directory.
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What file types are accepted?
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PDF, JPG/JPEG, PNG, DOC and DOCX.
Reviews
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Contributors & Developers
“Gooviweb Client Document Requests” is open source software. The following people have contributed to this plugin.
Contributors
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Interested in development?
Browse the code, check out the SVN repository, or subscribe to the development log by RSS.
Changelog
1.0.5
- First public WordPress.org release.
- Updated plugin metadata for the final WordPress.org slug.
1.0.4
- Final WordPress.org review cleanup and nonce-prefix consistency.
- Updated security and compatibility checks.
1.0.1
- Updated plugin name and slug for WordPress.org review.
- Added unique prefixes to plugin declarations and stored data.
- Updated contributor and plugin metadata.
1.0.0
- Initial release.