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Folderit Forms WordPress Plugin

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Folderit Forms lets you publish e-forms on a WordPress website. Each successful submission creates a structured data item in a selected Folderit folder, including any uploaded files.

Before You Begin

You need:

  • WordPress 6.4 or later
  • PHP 7.4 or later
  • A Folderit account
  • Folderit OAuth client credentials

1. Install the Plugin

  1. In WordPress, open Plugins > Add Plugin.
  2. Select Upload Plugin.
  3. Upload the Folderit Forms ZIP file.
  4. Select Install Now, then Activate Plugin.

A new Folderit Forms section will appear in the WordPress administration menu.

2. Connect Folderit

  1. Open Folderit Forms > Connection.
  2. Enter your Folderit OAuth client ID and client secret.
  3. Select Test connection.
  4. Choose the Folderit account that will receive submissions.
  5. Save the connection.

Credentials remain on the WordPress server and are not exposed to website visitors.

3. Create a Form

Open Folderit Forms > Add form and give the form an internal name.

Choose one of the following template options:

  • Use existing: Import an e-form template already available in Folderit.
  • Create new: Build a new template in WordPress. The corresponding Folderit template is created when the form is published.

When using an existing template, its field structure remains controlled by Folderit. You can still adjust labels, help text, visibility, and other presentation settings.

4. Configure the Form

Use the guided setup sections:

  1. Template: Select or create the Folderit e-form template.
  2. Fields: Configure labels, required fields, help text, options, and file fields.
  3. Destination: Select the Folderit folder where new data items should be created.
  4. Behavior: Set confirmation messages, consent, upload limits, and optional email notifications.
  5. Preview: Review the form as visitors will see it.

Select Publish form when all readiness checks are complete.

5. Add the Form to a Page

Edit a WordPress page and add the Folderit Form block. Select the published form from the block settings, then publish or update the page.

You can also use the shortcode shown in the Folderit Forms list:

[folderit_form id="123"]

Replace 123 with the form’s ID.

What Happens After Submission?

After a visitor submits the form:

  • A new data item is created in the selected Folderit folder.
  • Uploaded files are attached to their corresponding fields.
  • WordPress records only basic delivery information, not the submitted field values or files.
  • Optional administrator and visitor confirmation emails are sent.

Submission results can be reviewed under Folderit Forms > Activity.