PDF Online Form Frequently Asked Questions
What is Form Default Settings?
Question: Hi, our team is working with hundreds of forms, and we have to edit some of the functions like the “Confirmation Message” and “Show Edit Submission” for each form. It takes much time, so we would like to know if there’s a shortcut for this or if we could set up a default setting for all of those forms so that I won’t have to edit the setup each time I create a form?
Answer: Yes, PlatoForms has Form Default Settings that allow you to set up specific form functions for all new forms you’ll create. Once you set your preferred setting here, there’s no need to edit the form settings each time you make or upload your form.
Some functions are enabled by default once you create an online PDF form with PlatoForms. We know that not everyone will prefer to have these functions enabled, so you can always edit your form settings on PlatoForms PDF Form Settings.
Setting up the functions using PlatoForms PDF Form Settings is helpful if you prefer different settings for particular forms. Yet, if you have the same preferred settings for all of your forms and don’t like setting them up each time you create a form, you can use the PlatoForms Default Forms Settings.
What is PlatoForms Default Form Settings?
Let’s suppose you have to build 100 different online PDF forms, and you want all of these forms to have the same settings. You can set up a default setting for all of the online PDF forms you’ll make using PlatoForms Default Form Settings.
With PlatoForms Default Form Settings, you don’t have to go through each of these forms and modify their settings. However, changing the Default Form Settings will not affect the existing forms in your account.
The Default Form Settings has four sections: Form Settings, Notifications, Form Style, and Invitation Settings. When you modify settings under these sections, all changes will take effect in all of your online PDF forms.
You can edit the following under the Form Settings:
- General Form Settings
In this section, you can either enable or disable these online PDF functions: Tracking Code display, Edit Submission button, Download PDF button, Save for Later function, PDF preview, and the IP address collection. You can also set a time limit for your PDF’s sharing URL here.
- Confirmation Message
PlatoForms has a default confirmation message that you can use on your forms. Still, if you want to customize it for all of your forms, you can edit it under the Form Settings-Confirmation Message Section.
- Loading Message
A Loading message is a text that appears while your form is loading. It tells the users to stay and wait until the form is fully loaded. If you want a unique loading message for your forms, you can also edit it under the Form Settings- Loading Message Section.
- Save Later Email
The Save Later email contains the link to the user’s online PDF draft. Aside from enabling the Save Later function under the general section, you can customize the Save Later Email for all of your future forms under the Form Settings-Save Later Section.
Multi-Languages are also under the Form settings. In this section, you can enable and disable the language detector and the Languages Switcher.
Default Form Settings also has the Notifications section to edit the recipients, email subject, and content of email notifications for all of your future forms.
This settings section is for your PDF Style. You can edit the font size, color, and style here, and they will take effect each time you create new forms.
PlatoForms Default Form Setting also has a section for Invitation Settings that allows you to edit the invitation email’s subject, recipients, and email content.
- If you modify the form default settings, changes apply to newly created forms only. The settings of your old forms will not change.
- Form Default Settings is shared with all of your Team Members. Once you edit the Form Default Settings it applies to everyone in your team.
How to Access PlatoForms Default Form Settings?
It would be best to remember that Default Form Settings is different from Form Settings, so there’s another way to access it. To edit or modify the Default Form Settings, you must navigate to the upper right corner of your PlatoForms Dashboard.
Click on the Form Default Settings button and wait until the Setting windows appear. From there, you can start modifying all of your form’s settings.
Don’t forget to click Save after you edit each settings section. Lastly, when you edit Form Default Settings, the same settings are applied to your teammate’s future PDF form– it only requires one time edit for all of your newly created forms and for everyone in your team.
We hope you find this tutorial helpful! If you have other questions, just email us here.