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:

Get started

Go from sign-up to your first completed PDF in three steps. Every new account includes a 15-day free trial with access to all features, so you can choose a plan later.

1. Create your account

Sign up with your name, email and password, then verify your email address.

Create your account

2. Create your first form

Upload a PDF you already use, let AI detect the fields, then check each field. No PDF yet? You can build a web form from scratch or design a new document instead. Form types compares the three starting points and helps you pick one.

Create your first form

3. Publish, test and share

Publish the form, submit a test from a private browser window, and check the completed PDF under Submissions. Then share the form by link, embed script or QR code.

Publish and share Submit a test

Choose a plan

When you are ready to continue after the trial, compare plans on the pricing page.

Video tutorial

After your first form

Pick what you want to do next. Each card opens the first article in that part of the guide.

For team accounts, integrations, the API and security settings, see the full guide overview.

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