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

On this page

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

Browse the guide

The guide starts with the three ways to create a form or document, then the core document features built on them. Each card opens the first article in that part of the guide. Use the sidebar to go page by page.

Get started Create an account, compare form types and build your first form.

Form foundations

Fillable PDF forms Start from a PDF, detect fields with AI and design the form. Web forms Build a web form with AI, a template or a Google Forms import. PDF documents Design a new document with AI, a template or a blank canvas. Form fields Every field type and its settings, for web and PDF forms. Logic, settings and publishing Logic, notifications, languages and sharing for every form.

Core document features

E-signature Collect e-signatures, with a signature certificate you can verify online. Workflows Route a form through steps, approvals and branches. Document requests & renewals Collect files from people and track renewals. Import from paper Turn filled-in paper forms into submissions.

Daily management

Send forms to people Invitations, pre-filled links, reminders and text messages. Submissions and completed PDFs View, filter and export submissions and completed PDFs. Insights Charts, visitor journeys and AI summaries of your submissions.

Team and platform

Team Invite members, set permissions and organize forms. Plans, usage and billing Plan usage and limits, AI credits, usage credit and your subscription. Integrations and API Connect payments, cloud drives, Zapier, AI assistants and the API. Security and compliance HIPAA, two-factor sign-in, passkeys, data retention and SSO. Resources What's new, video tutorials and free PDF tools.

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; a web form's PDF output is optional. Core document features: e-signature, workflows, and document requests and renewals; also payments, integrations and insights. 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 (PDF output optional) Template · AI · Blank Completed original PDF Original layout · ready to file CORE DOCUMENT FEATURES E-signature · Workflows · Document requests & renewals Also: Payments · Integrations · Insights
Use PlatoForms directly in your browser No installation required. Your work saves automatically, and you can restore previous versions anytime.
Open PlatoForms

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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