Documentation
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:

Field types

Explore and discover which fields are ideal for your form.

Form & PDF vs. Form Only

PlatoForms offers two categories of field types: Form & PDF and Form Only. Each category serves different purposes, allowing you to choose the best fields for your forms.

Category Description Fields Included
Form & PDF Fields that apply to both the online web form and online PDF form.
Form Only Fields that are exclusive to the online web form.

Form & PDF fields

Text Input

Text Input fields are versatile for collecting various types of responses from your respondents. PlatoForms offers seven types of Text Input fields to suit different data collection needs:

Fields Description
Single Line Text Ideal for short answers and brief information.
Multiple Lines Text Perfect for longer responses and detailed information.
Numbers Used for collecting numerical data like phone numbers.
Email Specifically designed to gather email addresses from respondents.
URL Used to collect website or URL addresses.
Date Enables you to gather date-related information.
Time Allows you to collect time-related data.
Date and Time Useful when both date and time information are required.

Choice

Choice fields provide a selection of options for respondents to choose from. They are commonly used for single or multiple-choice questions with predefined options.

Fields Description
Single Choice Allows you to create questions with multiple options and allows respondents to choose only one of them.
Multiple Choices Enables you to ask multiple-choice questions with several options. Unlike single choice questions, respondents may choose more than one option.

Dropdown field displays a compact list of options, allowing respondents to select one or multiple choices. It is a great choice when you need to save space while offering multiple options.

Additionally, you have the flexibility to:

  • Make the field required.
  • Enable searchability for the options.
  • Set a default selection and a placeholder, and more.

Signature

Signature field enables respondents to provide electronic signatures for verification or consent. They are commonly used for authorization purposes. Respondents can sign their name using a mouse or touchscreen, type in the Signature field, or upload a signature image under 250KB in size.

Signature

Photo

The Photo field lets respondents upload images, commonly used for identification purposes like ID cards or profile pictures. Only one photo can be uploaded per field. When printing the photo to PDF, PlatoForms automatically compresses it to avoid large file sizes.

Form Only fields

Break

Break fields help create visual or logical separations within the form, making it easier to organize and structure the form by dividing it into pages or sections.

Fields Description
Page Break Divides the form into multiple pages with buttons for respondents to switch between pages.
Section Break Divides a form page into sections with a visible line break.
Invisible Section Break for Logic Not visible in the form. When a form has multiple fields and the logic between the fields is complex, it can help achieve batch operations.

Description

The Description field allows you to include additional explanatory or instructional text in your form. It helps guide respondents, provide context, and clarify instructions for specific questions or sections.

reCaptcha

The reCaptcha field is currently applicable only to master forms. It requires respondents to perform an action to prove they are human, helping to prevent spam and bot submissions.

File Upload

File Upload field allows users to attach files or documents along with their form submission. This file can be a resume, design, report, and so forth. It supports uploading images, documents, or any other relevant files required by the form.

The File Upload field allows respondents to attach files or documents to their form submissions. These files can be resumes, designs, reports, or any relevant documents needed for the form. Respondents can upload images, documents, or other file types.

Additionally, you have the flexibility to:

  • Make file upload mandatory for form submission.
  • Set limits on the maximum number of files and their size.
  • Specify file types to collect.

Please note that the uploaded files will not be attached to the PDF. You can view them from the Submissions page or integrate with a Cloud drive to automatically upload files from PlatoForms to the Cloud Drive.

Is the content helpful?