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How to set up signature certificates for Workflow Steps?

Question How can I create signature certificates for the steps within my Workflow? Answer Every step in the Workflow can create a signature certificate, but the setup process differs for the first and subsequent steps.

How can I ensure people know their submission was received?

Question How can I ensure people know their submission was received? Answer We understand the frustration people feel when they’re unsure if their form submission went through.

Can my online form calculate my customers' age

Question Can my online form calculate my customers’ age? Answer Yes, PlatoForms enables you to calculate a customer’s age based on their input.

How to obtain the CSV file of form submission

Question How can I obtain the CSV file of form submissions? Answer For All Submissions Choose a time range to export all submissions for a specific form in CSV format.

How to resolve the issues with failing to send notification email

Question Why am I experiencing failure to send the notification emails, and what solutions are available? Answer If you’re encountering issues with sending notification emails, it’s advisable to check if the size of your uploaded PDF is too large when creating an online form.

Why doesn't font size change show in generated PDFs

Question I adjusted the font size in the online PDF form. Why isn’t it reflected in the final form? Answer In PlatoForms, font changes can be divided into two scenarios based on the form type (Online web form, Online PDF form, or Master Form):

How can I change fonts for online forms and generated PDF

Question How can I change fonts for my online forms and generated PDF, and what are the differences between them?

Can I use my website's root domain as the CNAME record

Question My website is “www.mybrand.com”. Can I use my website’s root domain as the CNAME record? Answer In most cases, it’s not recommended to use your website’s root domain (e.

How can I troubleshoot missing details in invitation emails

Question What should I do if my invitation email doesn’t contain the link, form name, or password? Answer If your invitation email is missing crucial details like the link, form name, or password, here’s what you can do:

Can I modify EMAIL FROM details for form invitation

Question Can I customize the EMAIL FROM details for the form invitation? Answer Absolutely! Customizing EMAIL FROM details is available exclusively for premium plans.

How to configure a form to send submissions to an email address based on user input

Question How to configure a form to send submissions to an email address based on user input? Answer To achieve this, you can set a hidden field and use form logic as follows:

How to pre-fill data in a form before sending it out

Question I’d like to pre-fill some data in a form before sending it to a customer to minimize their input efforts.

How can I enhance form embedding with URL parameters

Question Can I embed the form on my website using the embed code and also use a URL Value? How can I integrate this into the code?

How can I create a master form from an exsiting web form

Question How can I create a master form from a web form I have already created without starting from scratch?

How to solve corrupted characters in exported csv file

Question When I open the exported CSV file, I encounter corrupted characters. How to solve this problem? Answer The issue you’re facing with corrupted characters when opening the CSV file is related to encoding and isn’t a problem with our system.

Why am I not receiving email notifications as a team member

Question As a team member, I’m not receiving email notifications. What should I do? Answer If you’re not getting email notifications, follow these steps:

Can I add pages to an existing PDF form

Question Can I add pages to an existing PDF form? Answer PlatoForms does not have a direct feature for adding pages to an existing PDF form.

Why am I not receiving notification emails

Question Why am I not receiving notification emails? Answer To resolve this issue, follow the suggestions below. If you’ve tried these steps and still don’t receive notifications, reach out to us for further assistance.

How can I free up my plan capacity and publish new forms

Question How can I free up my plan capacity and publish new forms? Answer To free up your plan capacity and publish new forms, you have two options:

How to globally customize the font style of all fields in the PDF form

Question Can I quickly and uniformly change the font style of all fields in the PDF form? Answer Absolutely! You can efficiently apply font styles to all fields in your PDF form by making uniform modifications to the field attributes.