PlatoForms User Guide
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  • 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 web form

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

Add fields

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

Field toolbar

In the old form builder, click the + Add button at the top left of the form builder.

Add-button

For details on each type, see Field types.

Adjust the fields

After adding a field to your form, you’ll see its widget at the bottom of the left Field Panel with a blue border.

If the field is compatible with both the online form and PDF, you’ll find its widgets in both panels, connected by a curved line.

Widgets

Reuse content on PDF

This feature makes your form automatically copy information from one field to another. For example, when a customer enters their name in one place, it’s copied to another field. This simplifies things for customers because they only have to enter their information once, and it’s automatically filled in elsewhere.

Note

The duplicated field is visible in the generated PDF but not on the online form. To make it visible online, reuse field with form logic.

  • In the new form builder:

    1. Hover over the field where content should be reused.

    2. Click the Duplicate button.

      Widgets

      A copy of the source field will appear on the PDF Form Area. Once filled, the content from the source field will be automatically copied into this duplicate field and can be included in the generated PDF.

  • In the old form builder:

    1. Find the field where content should be reused.

    2. Click the Edit button to access the field attributes panel.

      Access field attributes

    3. Scroll down the left panel to the PDF section, and click Reuse content on PDF.

      Reuse content on PDF

      A copy of the source field will appear on the PDF Form Area with the name “DUP + field ID (e.g., DUP 8).” Once filled, the content from the source field will be automatically copied into this duplicate field and can be included in the generated PDF.

Preview your form

To preview your form’s appearance:

  • In the new form builder:

    Preview form and PDF

    • To preview the online form, click the Preview & Design button in the top left corner.
    • To preview the PDF, click the ••• icon button and then click Preview PDF.
  • In the old form builder:

    Click the Preview Form and Preview PDF buttons in the top left corner. Check the Preview online web form section for details.

    preview online web form

For a more accurate preview, consider adding sample data. Find further information in the Add and preview sample data section.

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