PlatoForms User Guide
Ctrl+K

  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

What's new? API Docs

Welcome to PlatoForms

Tabs

Turn the PDFs your team already uses into online forms—and get completed PDFs back in the original layout.

What you can do with PlatoForms

People can fill and sign your forms in any browser. You can also build a Web Form from scratch or design a new PDF document with AI, a template, or the canvas editor.

Turn an existing PDF into an online form people can fill and sign in a browser, then receive the completed PDF in its original layout. You can also design a new document or build a web form from scratch. THE CORE PLATOFORMS FLOW Your existing PDF Keep the document you already use Online form Fill and sign in any browser No PDF yet? Design a document or build a web form Template · AI · Blank Completed original PDF Original layout · ready to file THEN AUTOMATE Approvals · Filing · Payments · Integrations · Insights

Core features in this workflow

Everything you need to move an existing document online—from field detection to a completed, ready-to-file PDF.

AI field detection Detect fields in an uploaded PDF automatically. Browser-based filling Let people fill forms on any device—no PDF software required. E-signatures Collect signatures directly inside the form. Completed PDF output Put every answer back into the original PDF layout. Approval Workflows Route the document through multiple people or steps. Automatic delivery Email completed PDFs or send them to connected cloud storage.
More you can do: Build from scratch · Design PDF documents · Accept payments · Analyze with Insights · Keep data secure
Use PlatoForms directly in your browser No installation required. Your work saves automatically, and you can restore previous versions anytime.
Open PlatoForms

How to use this guide

This guide helps you get started, build forms, and explore advanced tools.

Choosing between PDF Fillable Form and Web PDF Form when creating your first form Get started Create an account, choose a plan, and build your first online form. PDF Document Creator canvas and AI assistant PDF Document Creator Design contracts, letters, and reports from a blank canvas, a template, or AI. Refining a Web Form through chat with the AI Form Assistant Work on online forms Edit web and PDF forms, generate forms with AI, use templates, and set logic. A field's properties panel showing label, format, validation, and PDF styling options Form fields Reference guide for every field type and its configuration options. Tracked form invitations showing open and completion status Use form invitation Send, password-protect, schedule, and track form invitations. A Workflow broken into sequential steps for form collaboration Collaborate with Workflows Break form filling into manageable steps for smoother collaboration. Team list showing members and workspace switching Collaborate with team Invite members, switch workspaces, and assign per-form roles. Summary report showing submission counts across all forms Manage submissions View, search, sort, filter, and export your form submissions. PlatoForms Insights report showing submission summary cards, a completion funnel, and where visitors leave the form Insights Analyze submissions with charts, KPIs, visitor journeys, and AI summaries. PlatoForms signature pad for collecting e-signatures Advanced features Custom URLs, custom email domains, e-signatures, and APIs. A PDF form accepting a Stripe payment Integration Guide Connect Stripe, Square, Google Sheets, Notion, Slack, Zapier, and more. Setting up two-factor authentication for a PlatoForms account Data security & Privacy HIPAA compliance, data retention, and two-factor authentication. Configuring jump logic to route respondents based on their answers Best practices Recommended approaches for designing clear, effective forms. The free in-browser PDF tools interface Additional Information Keyboard shortcuts, quick actions, free PDF tools, and video tutorials.

Contact & resources

Explore features and pricing on our homepage.
Browse ready-to-use forms at templates.platoforms.com.
Watch step-by-step tutorials on our YouTube channel.
See what's new in PlatoForms on the Updates & News page.
Need help? Contact our support team.
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