Question 1

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

Accepted Answer

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?

Question 2

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

Accepted Answer

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?

Question 3

Why does this PlatoForms email have no unsubscribe link?

Accepted Answer

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?

Question 4

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

Accepted Answer

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?

Question 5

Can PlatoForms read handwriting on scanned paper forms?

Accepted Answer

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

Question 6

How many paper pages can I import each month?

Accepted Answer

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.

Question 7

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

Accepted Answer

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

Question 8

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

Accepted Answer

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?

Question 9

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

Accepted Answer

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?

Question 10

Which email address are my form emails sent from?

Accepted Answer

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.

Question 11

Does Insights change my form submissions?

Accepted Answer

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.

Question 12

What is PlatoForms Insights?

Accepted Answer

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.

Question 13

Why is Visitor journey empty or missing data?

Accepted Answer

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:

Question 14

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

Accepted Answer

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?

Question 15

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

Accepted Answer

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?

Question 16

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

Accepted Answer

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.

Question 17

Can I have more than one Team Admin?

Accepted Answer

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?

Question 18

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

Accepted Answer

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:

Question 19

Where can I find PlatoForms' security and compliance documentation?

Accepted Answer

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

Question 20

Does PlatoForms support PayPal payments?

Accepted Answer

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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