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:

Edit online PDF form

This guide walks you through the essential steps to refine the design and features of your online PDF form.

Add fields

To add form fields, click the field icons in the far left Toolbar.

Add fields

After adding the desired field, the field’s widget will appear on the left PDF Form Area, highlighted by a red border.

In the old form builder, click the corresponding field icons on the top to add fields.

Fields for PDF form

Available fields

PlatoForms provides a variety of field options for your online PDF form, including:

Field Description Scenarios
Text Input For entering text, numbers, or data. Collecting names, addresses, dates, and more.
Choice For selecting one or more predefined options. Single or multiple-choice questions.
Dropdown For displaying a condensed list of options. Saving space while offering multiple choices.
Signature For electronic document signing. Legal documents and consent verification.
File Upload For attaching files or documents. Uploading images, documents, and necessary files.
Photo For uploading images. ID cards, profile images, visual documentation.
Static Text For displaying uneditable fixed text or labels. Providing instructions, descriptions, headings, and guides.

Adjust the fields

When you select a field widget from the left PDF Form Area:

  • Drag the widget to your preferred position on the PDF.
  • Adjust a field widget’s size by dragging its sides or manually entering dimensions when selecting it.
  • Click the field widget to open and edit its attributes.

Reuse fields

This feature automatically copies information from one field to another. For instance, when a customer signs their name in one place, it’s copied to another signature field. This simplifies the process for customers as they only need to sign once, and it’s automatically filled in elsewhere. For more details, refer to this link.

Preview your form

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

Preview online pdf form

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