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:

Create Web Form from Template

You can speed up your form creation with Web Form templates. Instead of starting from a blank page, you can pick a ready-made template, such as an application, checklist, or survey, and customize it to fit your needs. Browse all 2,000+ templates to find one that matches your use case.

Note

Web Form templates open from Start from a template under Web Form in Start to build. Templates support both Classic and Conversational modes. Document templates also exist: choose Start from a template under PDF Document Creator. The template site offers both.

Create a Web Form from template

Follow these steps:

  1. Log in to your PlatoForms account.

  2. On the Dashboard, click + Start to build at the bottom left.

    Click Start to build button

  3. In the pop-up window, under Web Form, click Start from a template. (The other tiles, Classic Web Form, Conversational Form and Start with AI chat, start without a template; Classic Web Form opens a blank builder.)

    Select Web Form

  4. The Create from a template window will open. Here you can:

    • Create a Classic Form or Create a Conversational Form: the first tiles create a blank Web Form.
    • Choose a Template: pick from ready-to-use templates.

    Create from a template window

  5. Use the options at the top to filter your templates:

    • Both / Classic / Conversational - choose your preferred form style.
    • Search bar - quickly find a specific template by name or description.
    • Types / Industries - browse by category (e.g., Application, Checklist, Survey, Healthcare).
  6. Hover over a template and click Preview Template to try it, or Use this Template to open a copy in the Web Form builder.

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