PlatoForms User Guide
  • 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 submission summary

The Summary tab in the Submissions page enables you to effortlessly view and download a summary report of all your form submissions.

Form submission report

Whether you have one form or many, this feature eliminates the need for manual searching, making form submission tracking a breeze.

Access Summary tab

  1. In the left navigation of the Dashboard, click Submissions.


  2. On the Submissions page, switch to the Summary tab.

    Summary tab

  3. Review all your form submissions here:

    Form submission review

    • Use All Form State dropdown to filter “Draft”, “Archived”, and “Published” form submissions.
    • Utilize the time selector to search for form submissions within a specified time range.
    • Use the search box to find forms or folders by name.

Export the summary report

After applying any necessary filters to display the desired form submissions, click Export as CSV to download a summary report in CSV format. This report can be easily shared or used for reporting purposes.

Export as CSV

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