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:

Preview online PDF form

You can check your online PDF form’s appearance and functionality before publishing. This helps you make any necessary adjustments to ensure your form is perfect when it goes live.

Preview your form

To preview your form, click the Preview & Design button in the top left.

Preview online PDF form

In the form previewer, you can view your form in its final state. This enables you to fill out fields, submit responses, and test the form’s functionality just as if it were live.

Form validaiton

Form validation is crucial to verify user input accuracy. By default, the Form Validation Enabled button is on during the preview phase.


  • When Form Validation Enabled is on: You can preview the form with validation constraints. Be aware that enabling it might occasionally cause preview issues.

  • When Form Validation Enabled is off: You can preview the form without validation constraints. This simplifies assessing layout and functionality.

Preview sample data

Using sample data during the form-building process helps you fine-tune the presentation and layout of your form, ensuring it meets your requirements before you publish it.

To add and preview sample data in your form, follow these steps:

  1. Select the field widget you want to add sample data to.

  2. In the attributes panel, under Sample Text in your PDF, enter your sample data.

    Field id and label

  3. After setting up all your sample data, repeat the process for other fields.

  4. Click Preview & Design to open the preview page.

  5. On the preview page, click Fill Sample Data to automatically populate the fields with your sample data.

    Field sample data

View created PDF

On the preview page, you can complete and submit the form. After submission, you will receive a prompt confirming that “Your form has been submitted successfully.” Additionally, you’ll notice the View Created PDF button in the top right corner. Clicking this button allows you to preview the PDF version of the form you’ve just submitted.


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