• 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:

Manage submissions

Effectively managing submissions from online forms is essential to maintain well-organized, accurate, and easily accessible data. This practice empowers you to make informed decisions and offer a seamless user experience.

Once a user fills out and submits a form, you’ll receive an email containing the generated PDF in your inbox. Furthermore, a notification for the new submission will populate in your PlatoForms dashboard, ensuring you’re always in the loop regarding form activity. This seamless system keeps you connected and well-informed about incoming submissions.

Access Submission page

submission page
The Submission page

To access the submission page:

  1. Log in to your PlatoForms account.
    You’ll open the Dashboard page.

  2. In the left navigation, click Submission.
    You’ll open the Submission page.

Learn about the Submission page

The Submissions page offers a range of features to efficiently manage your form submissions:

  • View submissions data

    Easily access and view user-submitted data.

  • View workflow progress and submissions

    Keep track of submission progress and status within workflows.

  • Search submission data

    Easily locate specific submissions by utilizing the search function.

  • Export data in CSV format

    Download submission data in CSV format for analysis or record-keeping.

  • Manage PDFs

    Download, re-generate, or delete generated PDFs as needed.

  • Review submission revisions

    Access past revisions or updates to form submissions.

  • Download attached files

    Effortlessly retrieve and download files submitted via Upload File fields.

  • Manage shared links

    Take control of shared links for PDFs, attachments, and submission editors for streamlined collaboration.

Is the content helpful?