Contact person: Business Client

Phone:Show

Email:Show

Location: GREENSBORO, United States

Budget: Recommended by industry experts

Time to start: As soon as possible

Project description:
"Goal

Deliver a production-ready Zoho Creator portal app that allows Contractor and Super User portal users to invite employees to complete a public affidavit form and sign via Zoho Sign, then track progress and download signed PDFs securely.

Users and Access

Employee: receives a link, submits form, signs affidavit; no portal access.

Contractor (Portal): can invite employees and view/export/download for their company only.

Super User (Portal): can invite employees and view/export/download for all companies.

Admin (Internal): can add companies, manage portal users/roles, and manage the system.

Must-Have Capabilities

Invite creation

Single invite: create and send one invite

Bulk invite: CSV upload and/or paste emails, send many invites

Resend invite

Tracking dashboard

Landing page shows counts by stage (Invited, Submitted, Signed, Error, optional Expired)

Below counts, a table view with each invite/submission and its current stage

Filters: month/year/date range, stage/status, search by email/name

Actions from table: view details, resend invite, download affidavit (when signed)

Submission details

Table-style view of submission data from Zoho Forms

Download link/button for signed affidavit PDF (only when signed)

Exports

Export filtered table results to Excel and/or PDF

Export must enforce the same security rules (no cross-company export)

Company onboarding

Admin can add new companies

Admin can authorize portal users and assign roles (Contractor, Super User)

Zoho Sign template

System must use the designated template that is currently integrated with Zoho Forms:

Template ID: 428951000000481001

The final system must reliably associate each signed affidavit back to the correct invite/submission and make the signed PDF available for download.

Security (Non-Negotiable)

Contractor users must not be able to view, download, or export any other company’s records, even with direct URLs or guessed IDs.

Authorization must be enforced at the server side for:

record view

download signed PDF

exports

Super User and Admin have broader access as defined above.

Integrations (High Level)

Zoho Forms is a public form and is integrated to create the Zoho Sign request automatically.

The system must:

capture form submission data

track signing status

store or securely provide access to the signed PDF

Consultant may choose the implementation method (webhook/Flow/polling), but must meet reliability and security requirements.

Deliverables

Working Zoho Creator app (portal + admin)

Documentation:

how to add a company

how to add portal users and assign roles

how invites work (single/bulk)

troubleshooting guide for errors/mismatches

Test plan + evidence that acceptance criteria passed

Acceptance Criteria

Contractor sees only their company’s data in UI, downloads, and exports.

Super User sees all companies’ data.

Admin can add companies and manage portal users.

Single and bulk invites work end-to-end.

Dashboard counts match underlying records and filters.

Signed affidavit downloads work only when signed and authorized.

Duplicate prevention is handled (no duplicate records created from retries)." (client-provided description)