Online Form Hacks: How to Set Up Default Functionalities on Multiple PDF Forms

Maximize the functions of your online PDFs—save time and energy using these hacks!
Sunny Gonzales
Reading time: 3 minutes.

how to change page setup in pdf
Image by PlatoForms

From workflows to automation, online PDF form functions have evolved over time. More than just being an easy-access file, we can now do more with online PDFs.

Today, you can set specific functionalities on each form to make your life more convenient. For example, you can now set up email notifications that’ll automatically send you and your users the data of filled-out forms for quick monitoring and record keeping. On the other hand, if you want to allow users to edit their form answers, you can set up an “edit submission” button. You can also set one style for all the online PDFs you’ll create, and more things you can do if you explore your online PDF tool.

These types of settings will help you communicate better with your audience without spending much time—because it’s just a matter of clicks and a little analysis. You’ll surely enjoy using these settings, not until you have to set them for every form that you make. What if you have to do this with hundreds of forms?

Good thing there are what we call “default settings”. PDF tools like PlatoForms have a default setting that allows you to set up style, notifications, confirmation messages, and more for multiple PDFs at just one time.

Let’s say you have to build hundreds or more forms, and you want all these forms to have the same style. You can set this up using the default form settings. In this article, we’ll teach you how to access the default forms settings using PlatoForms.

Read more: Online Form Hacks: How To Simplify Forms With Conditional Logic

How to setup default functionalities on multiple PDF forms

To set up default functionalities for your online PDF forms, it’s crucial to know how and where to access the Default Form Settings window first. Here’s how you can do it:

  1. Go to your PlatoForms account.
  2. Click on your Account Name.

Online PDF tool dashboard

  1. After clicking your account name, then you’ll see a list of options including the Form Default Settings.
  2. Click on it and wait until the Settings window appear.

Pro Tip: Doesn’t have a PlatoForms account yet? You can create your account here first.

Now that you have found where you can set up the default functions for your online PDF forms, it’s time to get working.

The settings window comes with four sections— Form Settings, Notifications, Form Style, and Invitation Settings.

Form Settings

Online PDF tool settings

If you’re looking to edit and set up the General Form Settings, Confirmation Message, Loading Message, Save Later Email, and Multi-languages Settings, you can visit the Form Settings window. In this section, you can add a custom confirmation and loading message for your form. You can also enable and disable PDF form functions such as the Tracking Code display, Edit Submission button, Download PDF button, Save for Later function, PDF preview, and the IP address collection.


Online PDF tool notification settings

Looking to set up email notifications to yourself or to your audience? Just visit the Notifications tab. Here you can edit the recipients, email subject, and content of email notifications for your future forms.

Form Style

Online PDF tool form style settings
Online PDF tool form style settings

One style for all your forms? Yes, that’s possible!

To set up the default style for your PDF forms, navigate to the Form Style section. From there, you can edit the font style, size, and color. The board is pretty easy to understand, so you’ll set this up quickly for sure.


Online PDF tool invitation settings

If you usually send email invitations to your users for them to fill out your forms, then you can set up the email here. It works like a normal email dashboard, so you can add subjects, messages, and other fields you prefer.

That’s it! Just visit the right tabs specifically for the setup you want to do, turn on and off functions, or write the custom messages. Lastly, don’t forget to click the Save button! A gentle reminder that Form Default Settings changes affect all of your future PDF forms and not the current ones. To learn more about the Form Default Settings, you can visit our FAQ.

Setup default functionalities on your online PDFs with PlatoForms

With PlatoForms online PDF tool, you can put specific functionalities on all your online PDF forms like custom messages, form style, notifications, and more. From converting your PDF files to fillable forms to customizing functions–you can surely do all that with PlatoForms. You can sign up here to try it!

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