Gupta Family Foundation Donation Site

GFF Renewal Form Documentation

📝 GFF Renewal Form Documentation

Last Updated: 2025-02-11 10:59:09

Welcome to the GFF Renewal Form documentation. This guide will help you understand and use the plugin effectively.

🎯 Overview

The GFF Renewal Form plugin is a custom WordPress solution developed for the Gupta Family Foundation. It streamlines the organization renewal application process with automated file management, notifications, and administrative tools.

✨ Key Features

  • 🔄 Custom Renewal Form: User-friendly submission process integrated with Gravity Forms
  • 📁 Google Drive Integration: Automatic file organization and storage
  • 📧 Notification System: Automated email notifications and reminders
  • 📄 Document Management: Secure handling of legal and financial documents
  • ⚙️ Admin Interface: Comprehensive management tools
  • 🚧 Invitation System: Controlled access through email invitations (In Progress – Currently implementing automated organization invitations and access control)
  • 📊 Export Capabilities: Excel export functionality
  • 📑 PDF Generation: Automatic PDF generation of submissions

🔧 System Requirements

  • WordPress 5.0 or higher
  • PHP 7.4 or higher
  • Gravity Forms plugin (latest version)
  • Google Cloud Console account
  • MySQL 5.6 or higher
  • Write permissions for wp-content/uploads directory

🚀 Google Drive Setup Guide

1. Create/Select Project in Google Cloud Console

  1. Visit Google Cloud Console
  2. Click on the project dropdown at the top
  3. Click “New Project” or select an existing one
  4. Name your project (e.g., “GFF Renewal Form”)
  5. Click “Create”

2. Enable Google Drive API

  1. Go to “APIs & Services” > “Library”
  2. Search for “Google Drive API”
  3. Click on “Google Drive API”
  4. Click “Enable”

3. Create Service Account

  1. Navigate to “IAM & Admin” > “Service Accounts”
  2. Click “Create Service Account”
  3. Fill in the details:
    • Name: “GFF Renewal Form Service”
    • Description: “Service account for GFF Renewal Form application”
  4. Click “Create and Continue”
  5. Select “Editor” role
  6. Click “Continue” and then “Done”

4. Generate Service Account Key

  1. Find your service account in the list
  2. Click on the service account name
  3. Go to the “Keys” tab
  4. Click “Add Key” > “Create new key”
  5. Choose “JSON” format
  6. Click “Create” and save the downloaded file

5. Set Up Google Drive Folder

  1. Go to Google Drive
  2. Create a new folder (e.g., “GFF Renewals”)
  3. Right-click the folder and click “Share”
  4. Share with the service account email (ends with @project-id.iam.gserviceaccount.com)
  5. Give “Editor” access
  6. Copy the folder ID from the URL (the string after /folders/)

6. Configure Plugin

  1. Create directory: wp-content/plugins/gff-renewal-form/credentials/
  2. Save the JSON key file as service-account.json in this directory
  3. Set secure file permissions (chmod 600)
  4. In WordPress admin, go to GFF Renewal Form settings
  5. Enter the Google Drive folder ID
  6. Test the connection

⚠️ Important: Make sure to keep your credentials secure and never commit them to version control.

⚙️ Plugin Configuration

General Settings

  1. Navigate to ‘GFF Renewal Form’ > ‘Settings’
  2. Configure:
    • Form ID
    • Notification settings
    • Email templates
    • Reminder schedules

Organization Management

  1. Access ‘GFF Renewal Form’ > ‘Organizations’
  2. Available features:
    • Add/Edit organizations
    • Manage invitations
    • View submission status
    • Export data

🛡️ Security Best Practices

  • Keep service account credentials secure
  • Regularly rotate API keys
  • Monitor API usage in Google Cloud Console
  • Maintain secure file permissions
  • Perform regular security audits

❓ Troubleshooting

Google Drive Connection Issues

  • Verify service account credentials
  • Check folder permissions
  • Confirm API is enabled

Form Submission Errors

  • Check file size limits
  • Verify document types
  • Review form validation rules

Notification Issues

  • Verify email settings
  • Check spam filters
  • Review notification logs

📞 Support

For technical support or feature requests, please contact:

Version: 1.0.0

Developed by Restontechwiz.com for the Gupta Family Foundation