Find trending topics and quick answers here

Hi, how can we help?

There no matching results.
Can I obtain a signed certificate through a PlatoForms workflow

Question Can I obtain a signed certificate through a PlatoForms workflow or workflow invitation? Answer Yes, you can! Please refer to this video:

Read More
Can I obtain a Signature Certificate if I edit and resubmit my submission

Question Can I obtain a Signature Certificate if I edit and resubmit my submission? Answer Unfortunately, the Signature Certificate is only generated upon the initial submission of the form. If you make edits to the submission and resubmit it, a new Signature Certificate will not be created.

Read More
Can I add two Signature pads when signing a document first and sending it to my client

Question Can I add two signature pads when signing a document first and sending it to my client? Answer Absolutely! You can easily include two signature pads, one for yourself and one for your clients, in this scenario.

Read More
Can I generate a signature certificate through API

Question Can I create a signature certificate using the PlatoForms Invitation API? Answer Yes, you can. The PlatoForms Invitation API, Create Form Invitation, allows you to generate a signature certificate.

Read More
Can the form auto-fill details based on specific input

Question Can the form auto-fill details based on specific input? For instance, when my client enters information in a field like ‘student ID’, form fields like the student’s name, email, and phone number are automatically filled in.

Read More
How to reuse fields on PDF

Question Can I make it easier for my customers to fill out forms? For instance, can they enter their personal info and order details once, and then have that information automatically applied to all the products they select?

Read More
Can I customize my web PDF form's appearance

Question Can I customize my web PDF form’s appearance? For example, adding my company logo, adjusting the background color, and adding more customized settings with code snippets?

Read More
How to filter multiple logics

Question Is there a simpler way to find and manage multiple logics in my online form, especially when there are many of them?

Read More
How to use "else" condition in logic

Question How can I make my form respond differently based on choices or dates? Answer You can achieve this using the ’else’ condition, which allows you to add additional steps to your logic.

Read More
How to clear field values automatically

Question Can I make a field’s value clear automatically when a user selects an option in the online form? Answer Absolutely! With PlatoForms’s form logic feature, you can set up actions that happen automatically when certain conditions are met.

Read More
How to use my company email for form invitations and notifications

Question Can I use my company’s email address as the “Email From” details when sending form invitations and notifications? Answer Certainly! When using your company email for sending form invitations and notifications, you have two options for email verification. These verification methods enhance the trustworthiness and authenticity of the emails you send to your recipients. Please note that both options are exclusively available in premium plans.

Read More
How to use my own domain for form sharing

Question Can I use my company’s domain to share my published form? Answer Certainly! If you upgrade to a premium plan, you can set up a custom form URL, like “mydomain.com”.

Read More
How to make my online forms multilingual

Question Can I provide an option to translate my online forms from English to Spanish for my form respondents who prefer Spanish?

Read More
How to automatically save submitted form data to Google Sheets

Question Is it possible to automatically transfer data submitted through my online forms to Google Sheets upon submission? Answer Absolutely! You can connect your online forms to Google Sheets. Form submissions get neatly stored in a spreadsheet, making it easy to view and analyze the data in rows and columns.

Read More
How to set up Slack integration for instant form updates notifications

Question Can I set up Slack notifications to get real-time updates on our online forms for my team? Answer Certainly! You can activate instant notifications by using PlatoForms’ Integration feature for your Slack channels.

Read More
How to collaborate with Team members

Question Can I allow my manager to edit my forms without sharing my login credentials? How can I do this?

Read More
How to upload form submissions to my cloud drive folder

Question I’m using Google Drive to organize my files. Can I automatically save the submibtted forms to a Google Drive folder?

Read More
How to distinguish and use ‘Form Settings’ and ‘Form Default Settings’

Question Can we simplify customizations like “Confirmation Message” and “Show Edit Submission” for all our forms to save time when creating new ones?

Read More
How to save a published online form to my computer

Question Can I download my published online form as a PDF to my computer? Answer Absolutely! Once you’ve published your online form from the form builder, you can download it to your computer as a PDF for your records.

Read More
How to reorder pages when cloning a PDF form online

Question I’m in the process of cloning an older online form, but I need to change the order of some pages in the new version. Is it possible for me to delete certain old pages and insert new ones?

Read More