PlatoForms User Guide
  • 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:

Switch between teams

Since you can be a member of multiple teams, this article explains how to switch between teams.

Teams and workspaces

When you create an account, you’re automatically assigned to a dedicated team, each with its own workspace. Your account can join an unlimited number of teams.

To view all the teams you’re a part of, click on your team name at the top of the left navigation.

Team list

Switch between teams

  1. Go to the Dashboard.

  2. Click on your team name at the top of the left navigation.

  3. In the dropdown menu, go to Switch to another team, and select the team you want to switch to.

    Switch team

By switching teams, you can access different workspaces, collaborate with different team members, and handle distinct sets of forms or projects within each team.

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