Secure documents etc

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Aaron Silver

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Feb 22, 2023, 2:04:43 PMFeb 22
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Hello colleagues and friends!

Looking for some advice. I have a client who wants me to build something into their WP site that can do the following:
  • customer can log in (after an admin creates their account)
  • customer is walked through a form that asks them questions and keeps track of what they have and haven't answered; can come back later to complete.
  • customer can upload confidential documents (tax forms, payroll) to a secure area (ideally the form knows if they've uploaded certain documents or not and keeps track of what they still have to do)
  • documents are automatically copied over to a client folder in Google Drive
I figure that I can probably cobble together something with Gravity Forms and some custom programming, but I'm wondering:
a) if there's a pre-existing plugin that would be a better starting point,
b) if the wp-content/ dir is really secure enough for such documents to be stored, and
c) what am I missing.

Thanks for anything you can tell me!
Aaron.
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