PlatoForms User Guide
Work on online forms
This section covers building, configuring, and publishing your online form. If you are starting from a document designed in PDF Document Creator, convert it to an online form first, then continue here to build and configure it.
Not sure where to start?
- Building from scratch? → Generate Forms with AI or Create Web Form from Template
- Already have a PDF? → Auto-detect form with AI
- Want a chat-style form? → Switch to Conversational Form
- Ready to publish? → Publish and share
On this page
- Manage web PDF form: Edit, reset, preview, and design web PDF forms.
- Manage online PDF form: Edit, preview, and design online PDF forms.
- Configure online form: Customize form settings, notifications, and enable multi-language.
- Manage Master Form: Fill multiple PDFs at once using a single online form.
- Generate Forms with AI: Describe the form you need in plain text, and AI builds it for you.
- Create Web Form from Template: Start from a ready-made template instead of building a form from scratch.
- Switch to Conversational Form: Turn your form into a chat-style, one-question-at-a-time experience to boost completion rates.
- More form features: Discover more form features, such as cloning and restoring to previous versions.
- Publish and share: Publish and share your form for immediate use.
- Voice Filling: Let authorized users complete a published form by speaking, then review the captured answers before submitting.
Looking for something else?
- Field-level validation and logic → Form fields
- Connect Canva, Zapier, Slack, and more → Integration Guide
- Prefer watching over reading? → Video tutorials
Once your form is configured, next explore Use form invitation to send it out, or Manage submissions to handle responses.