Help Center & Documentation
Everything you need to configure, embed, and run your client document intake portals.
You don't need a complex infrastructure to get started. Follow this quick guide to embed the portal on your site.
Download and activate the free IntakeFlow Bridge plugin directly from your WordPress admin or WordPress.org.
Download on WordPress.orgLog in to the visual Console, go to Profile & Settings › API Tokens and generate a new access token for your site.
Open ConsolePaste the token in the plugin settings in WordPress. Synchronize your workflows in one click and paste the shortcode into any page.
The IntakeFlow plugin ships by default with 3 built-in workflow templates, fully operational with no SaaS account required.
Classic 4-step document intake workflow: collect contact info, folder/brief request details, and structured attachments.
Firstname, Lastname, Email, Phone, RequestType, CaseSummary, Budget, PrimaryDocument, SupportingFile, Notes
[xpressui id="file-request"]
Guided flow for vehicle registration processes and secure collection of mandatory regulatory supporting documents.
Nom, Email, Phone, Address, ProcedureType, PlateNumber, Brand, Mandate, IdentityDoc, Signature
[xpressui id="demande-carte-grise"]
Enrollment, statuts, and membership approval dossier for non-profit organizations and student associations.
Firstname, Lastname, Email, OrganizationName, PurposeText, Category, RegistrationFile, BylawsFile, Signature
[xpressui id="association-registration"]
The XPressUI frontend runtime submits intake payloads directly to your WordPress site's internal REST endpoint.
All files submitted by the end-user are automatically uploaded to your WordPress Media Library directory (wp-content/uploads/xpressui/) and secured.
// Expected API Response
{
"success": true,
"message": "Submission received",
"entryId": 123,
"submissionId": "01JNY0F0P6T7Q3F2...",
"files": [
{
"field": "primaryDocument",
"attachmentId": 456,
"url": ".../uploads/identity-document.pdf"
}
]
}
The free plugin sanitizes requests before storing submissions under the custom post type "xpressui_submission".
We accompany professionals to ensure the integration of their document flows is a long-term operational success.