Can I turn filled-in paper forms into online submissions?

Question Some of our clients still fill in our form on paper. Can I get those paper copies into PlatoForms with the online submissions, without typing them in?

Why do I see "Changed in another window" when I edit a form or document?

Question I’m editing a form or PDF document and a message says Changed in another window. What does it mean, and which button should I click?

How can I prove a PlatoForms e-signature is valid?

Question Someone signed a form in PlatoForms. How can I, or the other party, prove the signature is valid and the signed PDF hasn’t been changed?

Which email address are my form emails sent from?

Question Which email address do my form emails come from, and how do I change it? Answer Your emails come from mailer@platoforms.com unless you choose your own address. On a paid plan, you can send them from your own address instead, for example forms@yourcompany.com, once that address is verified. See How to use my company email for form invitations and notifications to verify it.

Does Insights change my form submissions?

Question Do filters, category cleanup, AI analysis, or data-quality flags in Insights change my original form submissions? Answer No. Insights analyzes and changes how data is displayed in a report; it does not edit the underlying form submissions.

What is PlatoForms Insights?

Question What is PlatoForms Insights, and what can I use it for? Answer PlatoForms Insights is a reporting tool for understanding form submissions and visitor behavior. Every form has a default Insights report with submission totals, changes over time, and charts for supported form fields.

Why is Visitor journey empty or missing data?

Question Why does Visitor journey look empty or show less information in my Insights report? Answer Visitor journey may be empty or show less information for one of these reasons:

PDF Fillable Form vs. Web PDF Form: which one should I use?

Question PlatoForms lets me turn my PDF into either a PDF Fillable Form or a Web PDF Form. What’s the difference, and which one should I pick?

How do I test Square payments? There's no test mode.

Question I set up Square payments on my form but I can’t find a sandbox or test mode. How do I test the payment flow without charging a real card?

Stripe vs. Square vs. PayPal: which should I use?

Question Stripe, Square, or PayPal — which one should I connect to my form? Answer All three let you collect payments through PlatoForms with no additional transaction fees on our end — the right choice comes down to how you want to test, what your customers already use, and whether you have an existing account with one of them.

Can I have more than one Team Admin?

Question I’d like to give another team member full Team Admin access. I’ve granted them every permission on the Team page, but their role still shows as Member — is there a way to make them a Team Admin too?

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:

Where can I find PlatoForms' security and compliance documentation?

Question Does PlatoForms have a security or trust page where I can review compliance certifications, data handling practices, and privacy guidelines?

Does PlatoForms support PayPal payments?

Question Does PlatoForms support PayPal? Can I collect PayPal payments through my form? Answer Yes. PlatoForms has a native PayPal Payment widget that lets you accept payments directly inside your form — no redirect to an external page required.

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Q: Can I get a text or a Slack message when something needs me?

Question I do not sit in PlatoForms all day. Can I get a text or a Slack message when an approval or something else is waiting on me?

Q: What is the Inbox and what does the number on the bell mean?

Question There is a bell with a number at the top of my dashboard and an Inbox entry in the left navigation. What is in there, and why does the number not match my unread updates?

Q: Why does this PlatoForms email have no unsubscribe link?

Question I want fewer emails from PlatoForms, but some of them have no unsubscribe link at all, and the trial reminder ends with “Why am I getting this?”. How do I stop them?

Q: Can PlatoForms read handwriting on scanned paper forms?

Question Our paper forms are filled in by hand. Can PlatoForms read handwriting, and what happens when it gets an answer wrong?

Q: How many paper pages can I import each month?

Question How many pages can my team import from paper, and what happens when we go over? Answer Every plan includes paper pages each month: Free 10, Bronze 40, Silver 120 and Gold 360. The count starts again each month, on the same day as your plan’s AI allowance.

Q: Why are my scanned pages marked "Not this form"?

Question I imported scans of our paper form, but the pages are marked Not this form and nothing was read. Why?

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Why does this PlatoForms email have no unsubscribe link? Oct 26 What is the Inbox and what does the number on the bell mean? Oct 26 Can I get a text or a Slack message when something needs me? Oct 26 Why are my scanned pages marked "Not this form"? Oct 13 How many paper pages can I import each month? Oct 13 Can PlatoForms read handwriting on scanned paper forms? Oct 13

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All 96 FAQs are organized into the eight topics below.

Forms and fields Build forms, configure fields, and choose form layouts. 18 questions Publishing and sharing Publish, embed, protect, and share forms with respondents. 18 questions Submissions and PDFs Review submissions, export data, and manage generated PDFs. 19 questions Workflows and logic Route forms, automate field behavior, and manage workflow steps. 14 questions Notifications and integrations Configure emails and connect forms to other services. 18 questions Payments Collect payments and choose a supported payment provider. 5 questions Account, plans, and security Manage your team, plan, account settings, and data security. 10 questions Insights and reporting Analyze submissions, visitor journeys, and report results. 3 questions

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All questions

Browse every FAQ, newest first, or use a topic above to narrow the list.

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

CNAME record, custom domain setup, root domain, subdomain, website hosting, unique subdomain, conflict prevention, form hosting, custom domain verification, domain host support, contact support.

How can I troubleshoot missing details in invitation emails

Invitation email issues, missing email details, form name, invitation link, password, default email subjects, customized email subjects.

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

Configure submit button, send form to email, logic function, hidden field, recipient email address, form submission, form notification, form configuration, email setup.

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

pre filled form data, reduce customer input, PlatoForms pre-filling options, pre filled form feature, initial value in Text Input fields, save for later feature, convenient form filling, minimize customer effort, form customization, customer-friendly forms.

How can I enhance form embedding with URL parameters

Embed code, URL parameters, enhancing form embedding, form customization.

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

Master form creation, clone feature, web form duplication, form duplication, form cloning, reuse web forms, create master forms without starting from scratch, form efficiency, clone feature.

How to solve corrupted characters in exported csv file

Why accented letters, non-Latin scripts or symbols can look garbled when you open an exported CSV file in Excel, and how to open the file with the correct characters.

Why am I not receiving email notifications as a team member

Email notifications, team member, recipient, duplicate emails, notification settings, team settings, email configuration, troubleshooting, support.

Can I add pages to an existing PDF form

Add pages, existing pdf form online, update PDF, third-party PDF editor, online form, clone feature, remap page order.

Why am I not receiving notification emails

Learn how to troubleshoot missing notification emails in PlatoForms by checking your notification settings, verifying email addresses, and reviewing spam filters.

How to change font style for all fields in a PDF form

Apply a consistent font style across all fields in your PDF form using Universal Field Styles, or set a team-wide default so every new form starts with the same styling.

How to change the current Team Admin or add a new Team Admin

Team Admin, change team admin, replace the team admin, add team admin, replace team admin, account settings, account management, team management.

How to solve 'no valid signature found in this submission'

Can I obtain a signed certificate through a PlatoForms workflow

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

Obtain signature certificate after resubmit.

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

Signature pads, pre-filling signatures, multiple signatures, signature certificate, pre filled form, invitation settings, document signing, read-only fields, sign documents.

Can I generate a signature certificate through API

Generate a signature certificate using the PlatoForms Invitation API.

How to reuse fields on PDF

Streamline form filling, efficient data entry, field duplication, data copy, form enhancement, simplified form completion, field copying.

Can the form auto-fill details based on specific input

Automate data entry, data input automation, auto-fill form fields, input automation process, automate form population, form auto-population, data auto-populate, input-triggered automation, input-based data automation, dynamic form, populate fields from input, streamlined data entry, auto-sync form data, form response automation, input-driven form population.

Can I customize my web PDF form's appearance

Customize online form by modifying the background color, adding your logo, changing font styles, applying ready-made themes, and adding custom JavaScript for advanced features.

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