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:

Create your first online form

This article guides you through creating your first online form with PlatoForms.

Access the Dashboard

  1. Log in to PlatoForms after setting up your account.

  2. Here’s what you’ll discover on the Dashboard:

    • On the left, access options for Workflows, Invitations, and more.
    • At the top, switch between different forms by tabs and use folders to organize them.
    • In the middle, your forms are displayed.

Create form

  1. Click Start to build in the bottom left of the Dashboard.

    Click Start to build button

  2. In the pop-up window, select the desired form type you want to create:

    Start to build window

    • To create an “Online PDF Form” or “Online Web Form”, click Create Online Form for an Existing PDF.
    • To create a “Master Form”, click Create Master Form for Multiple PDFs.
    • To create an “Online PDF Form” from scratch, click Create PDF Form from Scartch.
    Note

    For a detailed comparison, refer to the Form types section.

(Optional) Upload PDF

If you choose Create Online Form for an Existing PDF, you’ll need to upload a PDF for conversion into an online form.

Upload pdf

Automatic PDF Compression

There’s no strict upload size limit, but surpassing 10MB may disrupt email notifications due to our 10MB email size limit. To address this, our system defaults to enabling Automatic PDF Compression, reducing the PDF size while preserving 100% of its formatting and styles.

Note

You may encounter issues related to compression.

  • If you discover any broken elements in the generated PDF files, disable the Automatic PDF Compression option and attempt to upload the PDF again.
  • If the PDF size exceeds 10MB after compression and you need to send a notification email, find solutions by visiting here.

Add form fields

After creating an online form, you’ll go to the form builder to add form fields. These are spaces on the form where people can type or choose information, like names, emails, or other details.

  1. Click the icons in the Toolbar to add form fields.

    Add form fields

    • To add fields for Online Web Form, check here.
    • To add fields for Online PDF Form, check here.
  2. Customize fields as needed.

    Note

    For more details about fields, refer to the Form fields section.

Customize form design

After finishing your form fields, you can go to the preview and design page to customize the appearance.

  1. In the top left of the form builder, click Preview & Design.

    Open form designer

  2. Design your form look on the preview page.


Adjust form settings

Before sharing your form with form fillers, customize settings like notifications and multi-languages for a personalized experience.

  1. In the top left of the form builder, click the ••• icon button and then click Form Settings.

    Form settings button

  2. Switch between tabs to customize your form settings.

    Form settings window

  3. Click Save to confirm your settings.

    Note

    For more details, refer to the Manage form settings section.

Publish your form

Once your online form is complete, return to the form builder and click the Publish button at the top left.

Publish your form button

Once published, you’ll receive a Public URL, Embed Script, or QRCode for sharing with others:

Share your form

  • Public URL: A direct link to your published PDF form. You can simply share this link with others, and they can access and fill out the form using their web browser.

  • Embed Script: A snippet of code that you can embed on your website or web application. When you add the Embed Script to your web page, it will display your PDF form directly on that page, allowing users to fill it out without leaving your website.

  • QRCode: A simple and efficient way to share your PDF forms. Like Embed Script, which integrates forms into your website, QR Codes let users access and complete forms easily. Display the QR Code on your website or materials, and users can scan it with their mobile devices to quickly access and fill out the form. Just like Embed Script, QR Codes enhance interaction while maintaining a seamless journey.

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