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:

Data security & Privacy

This chapter covers how PlatoForms handles data protection: HIPAA compliance with a signed BAA, configurable data retention policies, two-factor authentication for team accounts, and passkey sign-in. For a broader overview of security architecture, certifications, and downloadable compliance documents, see the Trust Center.

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