PDF forms is an extremely common way of communication between businesses and customers, but the actual steps between handing out the form and collecting an actual PDF file that easily stored is not that simple. Customers often provide either an image or scan of a handwritten form as they may not know how to fill out a softcopy, making it extremely difficult to sort and manage such information. PlatoForms has been designed to solve all these issues by allowing you to convert PDFs to a clear and simple online web form that is easy to complete and comes back to you as a PDF containing all the information.
This tutorial will demonstrate how to convert a PDF form to an online web form.
First, log in to your account, the dashboard will come up.
Now click ‘start to build’ from the menu on the left. It will show 3 options which are 3 different modes to create fillable PDFs. For this video, we will click the first one ‘Create an online form for existing PDF’.
Upload your PDF either by dragging or by clicking ‘upload PDF’.
You are asked to choose between online PDF form and online web form which are 2 different types of forms that suit different types of PDFs. For this tutorial, we will click the online web form.
As you can see, our form editor has 2 parts: the right side your PDF and the left side is the basis of the web form we are going to build and show to your customers. Now we will add some elements to demo how we build the web form, and how it will look and print on your PDF.
Click the ‘add’ option on the top left and select text input. A yellow box pops up on the PDF side. Drag the box to where writing should be. The size of the box can be adjusted by clicking on it once and dragging the dots. A new highlighted box appears on the left. Click ‘single line text’ to edit the text box.
In this pop-up, you can see many attributes related to this text box; Generally, its divided into 3 sections: form attributes, PDF attribute and Preview. Here “Name” can be inputted as the label and “Fill your full name” as help text. The input can be seen here in the preview. You can also change the PDF font size, colour and etc.
In the preview section, you can fill in sample text which will only show up when PDF or Form is previewed and not in the actual online form. (type some name…)
Let’s try to add a different type of element, like a checkbox. Click ‘add’ again and select ‘choice’.
A yellow checkbox will again appear which has to be dragged to the correct position and resized.
Click ‘multiple choice’ on the highlighted box to add form attributes. The choice label is the statement from the PDF that the customer is agreeing to when clicking this checkbox.
Likewise, we can add more elements, such this signature element, which we can add then drag to the correct place in your PDF. (Click and open attribute) Let’s add a preview signature in its preview section.
OK, we have created a sample form which can be previewed at any time by clicking the preview button. Here is a very simple form that you can share with your customers. In preview mode, you can test the form by clicking ‘fill sample data’ and the form will be filled similar to how a customer will complete it. When the form is submitted, a PDF will be generated with the same information.
By clicking preview PDF, we can see a sample PDF you will receive after customers submit the online web form.
When you’re happy with everything, you can click ‘publish’. You can share this URL or embed the form into your website. Once your customers click submit, a completed PDF will be sent to you via email, or you can check them out here in submissions.
That is all for this video and thank you for watching.