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:

Form types

Start from a PDF, build a web form, or create a new document. Pick the path that matches what you have today and what you need to produce.

What are you starting with?

PDF-first path
An existing PDFMake it fillable in the browser and get a completed PDF back.
Same starting PDF. Different filling experience.Choose based on what the person filling the form should see.
Original document view PDF Fillable Form

People fill directly on your PDF pages. The completed file keeps the exact original layout.

Best for official, regulated, or branded documents Learn about PDF Fillable Forms →
Responsive web view Web PDF Form

People use a mobile-friendly web form. On submission, PlatoForms generates the completed PDF.

Best when easy mobile completion matters most Learn about Web PDF Forms →
Filling several PDFs with the same answers?Use a Master Form to collect information once and map it to multiple PDFs.
Upload a PDF
A form from scratchCollect answers with a modern web form.

Start with AI, a template, or a blank form. Use a Classic or Conversational filling experience, and add a PDF output layout later if needed.

Best for: surveys, registrations, requests, and lead capture Start a web form
A new documentDesign the output before collecting answers.

Create a contract, letter, certificate, or report with AI, a template, or the canvas editor. Export it as a PDF or publish it as an online form.

Best for: documents that do not exist yet Create a document

Quick selection guide

I need the filled document to look exactly like my PDFPDF Fillable Form →
I want to turn a PDF into a mobile-friendly formWeb PDF Form →
I need the same answers inserted into several PDFsMaster Form →
I only need to collect answers onlineWeb Form →
I need to design a new contract, letter, or certificatePDF Document Creator →
Note

AI and templates are ways to start; Classic and Conversational are filling experiences. They are not separate form types.

When you are ready, click Start to build in the PlatoForms dashboard to open the same three starting options shown above.

Start to build window

For a detailed side-by-side breakdown, see Compare PlatoForms form types.

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