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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 latest 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. Wait for the connection page to reload and display the available Folderit accounts.
  5. Choose the Folderit account that should receive form submissions.
  6. Select Save connection.
  7. Confirm that the connection status changes to Connected.

If the credential fields display Configured, the credentials are already stored on the WordPress server. You can leave those fields blank when testing the connection again.

A status of Account required means the credentials have been stored, but a Folderit account has not yet been selected. Test the connection, choose an account, and save the connection before creating a form.

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

3. Create a Form

Once the connection status is Connected, open Folderit Forms > Add form. The form editor is located on this separate WordPress administration page.

Enter an internal name for the form at the top of the editor.

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 and check that all publishing requirements are complete.

You can select Save draft at any time to save an unpublished form.

Select Publish form when the form has an internal name, a Folderit template, at least one field, and a destination folder.

5. Add the Form to a Page

Edit a WordPress page and add the Folderit Form block.

  1. Open or create the WordPress page where the form should appear.
  2. Add the Folderit Form block.
  3. Select the published form from the block settings.
  4. Publish or update the WordPress page.

You can also use the shortcode shown under Folderit Forms > Forms:

[folderit_form id="123"]

Replace 123 with the form’s ID.

Connection Troubleshooting

If the form editor asks you to connect Folderit first, return to Folderit Forms > Connection and check the connection status.

  • Not connected: Enter the Folderit OAuth credentials and test the connection.
  • Account required: The credentials are stored, but you must test the connection, select an account, and save it.
  • Connected: The form editor is ready under Folderit Forms > Add form.

Other WordPress plugins may display their own notices above the Folderit Forms interface. These notices do not normally affect the Folderit connection or form editor.

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 when enabled.

Submission results can be reviewed under Folderit Forms > Activity.