PlatoForms User Guide
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  • 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:

Advanced features

In this chapter, we will dive into the advanced capabilities of your online form in this chapter. Explore the following sub-chapters to unlock powerful functionalities that enhance your form management:

On this page

  • Create a PDF form: Learn how to create a PDF form from scratch and let PlatoForms convert it to a online form for you.

  • Custom form URL: Customize your form link. After setup, all your team’s forms will use this custom URL.

  • Send email with custom domain: Verify your entire domain enables you to use any email address under it.

  • Use signature certificate: Implement secure and legally binding electronic signatures on your forms, ensuring authenticity and integrity in your data collection process.

  • Customize confirmation messages and redirect links: Set up personalized confirmation messages and redirect links based on the user input.

  • Set address autocomplete: Enable Google Maps-powered address autocomplete on your forms.

  • Set up reminders: Send automated reminder emails for incomplete invitations, pending workflow steps, or form submissions.

  • Check activity log: Track form notification emails and submission deletions in the Activity Log.

  • API and Webhooks: A guide for developers using the API and Webhooks page. Gain insights on leveraging these tools.

  • API Playground: Understand the process of initiating the PlatoForms API Playground and uncover its capabilities.

  • AI Assistant (MCP): Connect Claude, Cursor, or OpenAI Codex to your account over MCP — read submissions, send prefilled links, and build forms by asking.

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