• 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:

Edit online PDF form

This chapter navigates you through the fundamental steps to shape and refine your online PDF form’s design and functionality.

Add fields

To add fields, click the corresponding field button on the top Toolbar. This will add the selected field type to your form. PlatoForms provides a variety of field options for your online PDF form, including:

Fields for PDF form

Field Description Scenarios
Input Lets users type in text, numbers, or data directly. Ideal for collecting info like names, addresses, dates, and more.
Choice Provides options for users to pick one or more answers. Ideal for single or multiple-choice questions with predefined choices.
Dropdown Shows a condensed list of options. Users can choose one option from the list, making it great for saving space while offering multiple choices.
Signature Lets users electronically sign documents for verification or agreement. Often used for legal matters, it allows users to sign using a mouse or touchscreen, confirming their consent.
Photo Allows users upload pictures. Ideal for visual documentation, like ID cards, profile images, or submitting pictures.
File Allows users include files or documents with their form submission It supports uploading images, documents, or any other needed files for the form.
Text Shows fixed text or labels in the form. Unlike an input field, users can’t type into it. Ideal for instructions, descriptions, headings, or non-editable text to guide users about the form’s purpose or use.

After selecting the desired field, the field’s widget will appear on the right panel, highlighted by a red border.

Adjust the fields

When you select the widget for a field from the right panel:

  • Drag the widget to your preferred position on the PDF.
  • Change the widget’s size by dragging any of its four sides.
  • In the left panel: Adjust the properties of the field.

For online PDF forms having multiple pages, use the page toggle located at the bottom of the right panel to navigate pages, as shown below:

Switch Page

Preview your form

To preview your PDF, click the Preview Form button located in the top left. For more details, refer to the Preview online PDF form

Preview online pdf form

Publish and share

Once you’ve finalized your form, click the Publish button at the top left. After publishing, you’ll get a Public URL, Embed Script, or QRCode for easy sharing:

Share your form

  • Public URL

    A direct link to your published form. Share this link with others, and they can access and fill out the form using their web browser.

  • Embed Script:

    A piece of code you can add to your website. This code will display your PDF form directly on your page, letting users fill it out without leaving your site.

  • QRCode

    A simple way to share PDF forms. Like Embed Script, QR Codes let users access and complete forms with ease. Display the QR Code on your site or materials, and users can scan it with their mobile devices to quickly access and fill out the form. Just like Embed Script, QR Codes improve interaction while keeping things seamless.

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