We have a Wordpress site that allows clients to submit financial information and upload documents of different types (PDF, JPG, DOC, etc.). We need some advanced features now to finish the site.
Please take a look at the site. [url removed, login to view] Username freelancer Password Freel@ncer - there are 2 sections. The "Modification Interview" is using Gravity Forms to collect personal and financial information about the user. It does very simple calculations and displays an analysis to the user at the end.
Document Management is a place for the user to upload different documents. When they have uploaded all of the required documents we need the site to combine all of the documents and create a single PDF file with watermarks on each page. I have purchased a license for SetaPDF ([url removed, login to view]).
Some important features:
The user should be able to return to the site at a later time and resume data entry without losing data.
Tooltips can be displayed on any field.
If the user has already uploaded one of the required documents it should show it, and allow them to delete it if necessary (example here [url removed, login to view])
Files can be uploaded one at a time.
Admin can search, view and edit data and uploads from all users.
If you have questions, please let me know. This is high priority and needs to be finished quickly.
I mentioned that we are using Gravity Forms to collect the data in the forms. This is NOT required, you can use any method to collect data, save to DB and display to users.
Please notice that the Document Management section prompts the user to upload different documents depending on the Lender they select from the Dropdown. The user has already selected a Lender in the Modification Interview, so they shouldn't need to select it again here.
I have reviewed your project - I'm ready to get started! One questions - since your dealing with financial info and pdf files how are securing the info?
15 freelanceria on tarjonnut keskimäärin 437 $ tähän työhön
Dear Sir, Greetings! We are Reform Consulting with 5 years of experience under our belt. We are really interested to work on your project. Please see PM. Thank you. Regards, RCPL.