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:

Field types

Explore and discover which fields are ideal for your form.

Form & PDF vs. Form Only

PlatoForms has two field categories: Form & PDF and Form Only, each with its specific use cases.

Category Description Fields Types
Form & PDF Applicable to both the online form and the associated PDF. Edits sync between both versions.
Form Only Online form-specific. Changes apply solely to the online form and don’t affect the PDF.

Form & PDF fields

Text Input

Text Input fields are versatile for collecting responses. PlatoForms offers seven types to suit different data needs:

Fields Description
Short Text For short answers and brief information.
Long Text For longer responses and detailed information.
Numbers Collect numerical data like phone numbers.
Email Gather email addresses from respondents.
URL Collect website or URL addresses.
Date Gather date-related information.
Time Collect time-related data.
Date and Time For both date and time details.

Choice

Choice fields offer predefined options for respondents to select from, commonly used for single or multiple-choice questions.

Fields Description
Single Choice Create questions with multiple options for respondents to choose one.
Multiple Choices Ask multiple-choice questions with several options; respondents can choose more than one.

The Dropdown field presents a concise list of options, perfect for when you want to conserve space while providing multiple choices. You can also:

  • Allow multiple selections.
  • Require a response.
  • Enable search functionality for the options.
  • Specify a default choice and a placeholder, among other features.

Signature

The Signature field allows respondents to provide electronic signatures for verification or consent. Typically used for authorization, respondents can sign their name by using a mouse or touchscreen, typing in the field, or uploading a signature image under 250KB in size.

Signature

Photo

The Photo field enables respondents to upload images, often used for purposes such as ID cards or profile pictures. Each field allows the upload of a single photo. When converting the photo to PDF, PlatoForms automatically compresses it to prevent large file sizes.

Picture Choice

Take Picture Choice as a field presenting options through images, not text. You can upload images in PNG, JPG, JPEG, WEBP, and GIF formats, either individually or in batches. Organize images with a simple drag-and drop, immediately witnessing the changes. Tailor the image size and format as needed. Customers can choose one or more options through the image preview on the form page.

Picture Choice

Rating

Rating fields in online forms allow respondents to rate items using a scale, ideal for collecting quantitative feedback on various subjects like customer satisfaction, product performance, or event experiences.

Rating

Slider

Slider fields let respondents easily select values or ranges by sliding a marker along a scale. They enhance interactivity and are ideal for scenarios like rating satisfaction, quantity selection, or specifying price ranges.

Slider

Table

This field is designed with cells arranged in rows and columns. Its flexibility allows respondents to input, compare, and organize diverse information neatly. It proves handy for surveys, facilitating selections, and efficiently entering lots of details. For more details, check here.

Table showcase

Form Only fields

File Upload

The File Upload field lets respondents attach various files to their submissions, such as images and documents. You can customize the field by setting requirements for size and file types. Uploaded files can be viewed on the Submissions page or integrated with a Cloud Drive for automatic uploads. Use this field to collect files in your forms. For more details, check here.

Description/Static Text

Description (online Web form)/Static Text (Online PDF form) field allows you to add static info and dynamic form-filler answers! This helps you craft clear descriptions and cut repetition by incorporating form filler responses.

Section Break

A Section Break acts as a divider in your form, creating distinct sections. Settings applied to it affect fields after it until another Section Break is reached. For instance, setting a Section Break as “read-only” makes all following fields read-only. This helps establish specific rules for different form sections.

When you set a section break as “Visible Section Break For Logic”, it is visible in the form. When a form has multiple fields and the logic between the fields is complex, it can help achieve batch operations.

Page Break

Page breaks, which include “Add a new page” and “Break a new page,” help you organize your form into separate sections, improving user experience and navigation.

Page break

  • Add a New Page inserts a new page after the current one.
  • Break a New Page moves all fields after a selected one to a new page. This is handy for creating conditional sections or tailored questions based on user choices.

Description

The Description field lets you add explanatory text to your form, providing guidance and context for respondents.

Embed

The Embed field enables you to embed rich media, such as tweets, videos, or other oEmbed-supported content, into your form.

Note

oEmbed is a format for embedding content from different websites into your web page. It’s widely supported by many platforms, simplifying the integration of external content.

Decorative Image

This field allows you to add decorative images to your forms, enhancing their visual appeal and organization without conveying essential information. Use it for branding, section separation, or to create a more engaging form layout.

ReCaptcha

This field is like a security guard for your online form, telling apart real people from computer bots, stopping spam, and protecting against computer attacks. This not only keeps the data accurate but also shows users that your online space is safe and trustworthy.

ReCaptcha

Stripe Payment

Connect your Stripe account to this field to securely collect payments within your forms.

Video

The Video field enables you to embed video to your online form.

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