- Видео 25
- Просмотров 20 276
PlatoForms
США
Добавлен 31 июл 2017
PlatoForms is your hub for creating exciting, interactive online forms to enhance your brand's engagement. Whether you're collecting feedback, managing event registrations, processing job applications, accepting payments, designing quizzes, or weaving captivating narratives, PlatoForms empowers you to accomplish your objectives effortlessly.
CLOUD DRIVE BASIC - Save Form Submissions in Cloud Drive with Custom Names Automatically (Easy!)
In this tutorial, I’ll show you how to automatically store your form submissions and attachments in your cloud drive-complete with custom file names and subfolder names! 🗂️
With support for Google Drive, Dropbox, OneDrive, and Box, this feature eliminates manual uploads and renaming tasks. Learn how to:
✅ Connect your preferred cloud drive
✅ Create automatic subfolders for better organization with variables
✅ Customize file names with variables
Say goodbye to messy folders and hello to productivity! 🚀 Try it now and transform how you manage your form data.
Text Tutorial:
1. Cloud Drive Integration Guide: www.platoforms.com/docs/integration-guide/cloud-drive/
2. Name Forms FAQ: www.platoforms.com...
With support for Google Drive, Dropbox, OneDrive, and Box, this feature eliminates manual uploads and renaming tasks. Learn how to:
✅ Connect your preferred cloud drive
✅ Create automatic subfolders for better organization with variables
✅ Customize file names with variables
Say goodbye to messy folders and hello to productivity! 🚀 Try it now and transform how you manage your form data.
Text Tutorial:
1. Cloud Drive Integration Guide: www.platoforms.com/docs/integration-guide/cloud-drive/
2. Name Forms FAQ: www.platoforms.com...
Просмотров: 180
Видео
How to Customize the Font Style in your form?
Просмотров 5814 дней назад
Katie is here to guide you through customizing your form’s font style like a pro. 👩🏼💻 🔡 Whether you’re applying universal field styles or adjusting specific fields, the process is quick and easy. 🔍 From bolding and italicizing to tweaking line spacing, discover how to give your forms that professional touch. 🎨Stick around for tips on previewing both web and PDF forms to ensure perfection. Elev...
New to PlatoForms? Take a Quick Tour!
Просмотров 6421 день назад
Watch this video to quickly learn how to create and manage your forms using PlatoForms! 🎉 In just 3 minutes, this step-by-step tutorial will guide you through: 1. Exploring the dashboard. 2. Choosing the right form type for your needs. 3. Building your first form effortlessly. 4. Managing your account efficiently. 5. Accessing additional help and support. We hope this video helps you get starte...
How to organize several forms in one form?
Просмотров 79Месяц назад
Say goodbye to form chaos! With the Form Entry feature of PlatoForms, you can organize several forms in one form, like a parent form hosting its child forms. 🗂️ Here is what you can learn step by step in the video: ✅ Add multiple sub-forms under one main form ✅ Use visibility settings to show/hide forms dynamically ✅ Set up logic for seamless workflows (e.g., HR-specific forms!) ✅ Monitor form ...
How to Restore Forms Previous Versions - Step-by-Step Tutorial (Fast!)
Просмотров 362 месяца назад
Never lose your work again with PlatoForms’ Version History feature! 💾 In this video, we’ll show you how to: • Automatically save your progress • Manually save versions with simple shortcuts • Restore any previous version of your form with ease No more stress over lost data or accidental changes. 🔄 With Version History, you’re in full control of your form’s evolution. Ready to time-travel throu...
Signature Certificates at Every Step - Workflow Magic
Просмотров 6 тыс.2 месяца назад
PlatoForms just made PDF signing easier! ✨ Now, you can merge all signatures in one! How it works: 1. Toggle on "Signature Certificate" in the invitation panel. 2. Turn on "Create Signature Certificate" for any step-done! Signatures are automatically combined if the same PDF is used throughout. Why users love it: → Save time, no extra work. → Everything is in one place. → A smooth signing exper...
FAQ: How can I ensure people know their submission was received?
Просмотров 1,6 тыс.2 месяца назад
Wondering how to let users know their form submission was received? 📩 Katie’s here with 3 easy tips: 1. Set the confirmation messages 2. Use redirect URL 3. Send automatic confirmation email. 🚀 Check it out and keep your users in the loop! For your reference: Text tutorial: bit.ly/4fctrJ7 Use variables in redirect URLs: bit.ly/4ePVTkf #formtips #platoforms #userexperience #onlineforms #formbuil...
Reuse Fields for Boosting Form Creation - Clone Feature (Part 2)
Просмотров 252 месяца назад
Want to speed up your form updates? 🚀 Clone and remap PDFs with ease-reuse fields while keeping your form’s settings and URL intact. Perfect for quick updates! If you have added, removed, or rearranged pages in your PDF and don’t want to rebuild the online form for it from scratch, you will need to remap. The video is a step-by-step tutorial for your reference. Material: 1. Clone Form feature p...
How to Clone a Form Without Starting from Scratch - Tutorial (Part 1)
Просмотров 543 месяца назад
Clone Forms Instantly! 🚀 Discover how to 1. Reuse PDFs without the original fields 2. Create a master form that can be a template for future forms. 👀 Learn more in this text tutorial: bit.ly/4eZ8h1d 👉🏻 Follow me for more tips! #FormDuplication #smartforms #worksmarter #productivity #MasterForm
How to Turn Your PDF into Interactive Fillable Forms Online? (Simple!)
Просмотров 723 месяца назад
Leave behind the confusion of traditional PDFs! With our user-friendly online fillable forms, information gathering becomes a breeze. Experience the ease of data collection with PlatoForms, making the process smoother and more efficient for you.🚀 This will help you with: 1. Instant Sharing, Effortless Embedding 2. All Browsers and Devices Compatible 3. Streamlined Submission Management 4. Unloc...
Convert Your Static PDF Into a Fillable Online Form in Seconds (Step-by-step Tutorial)
Просмотров 10 тыс.3 месяца назад
Join Katie in this quick tutorial to learn how to turn your PDFs into fillable, interactive forms-without losing their original look-using PlatoForms! In just a few clicks, you can upload, customize, and share your forms with ease. Streamline your workflow today! bit.ly/4er9he9 Brief: 1. Upload your desired PDF 2. Choose "Online PDF Form" 3. Adjust/Add the fields and preview the form 4. Edit th...
E-Signature Certificates - A Secure and Convenient Feature
Просмотров 244 месяца назад
Now, you can collect e-signatures AND generate a tamper-proof certificate in your form with crucial details like: ✅ Timestamp ✅ IP Address ✅ Email Address Brief: 1. Upload a PDF that needs a signature to sign 2. Add a Signature field to it 3. Enable the "Collected to Signature Certificate" option and publish it. 4. Send an Invitation and ensure to enable the "Signature Certificate" option 5. Ch...
Master Form Demo - One Form, Unlimited Efficiency Across Multiple PDFs
Просмотров 734 месяца назад
How to build Master Form: Click Start to build ➡️ Create Master Form for Multiple PDFs ➡️ Add the fields that need to be used across multiple PDFs ➡️ Link your desired PDF ➡️ Add the widgets according to your needs ➡️ Share the PDFs to your users. Learn more in the video. Imagine creating one form and using it across multiple PDF forms-seamlessly! 📄💡 With our Master Form feature, you can effort...
Workflow Feature - Break Down Tasks into Simple Steps
Просмотров 1065 месяцев назад
Need multiple people to fill out your online form? With the PlatoForms Workflow feature, it's now possible. Curious about how it works? Watch as our Head of Marketing, Katie Woon, explains the step-by-step procedure of creating your online form workflow using PlatoForms. With our workflow feature, you can: 1. Breaks down complex form-filling into manageable steps 2. Automatically alerts the nex...
How to create signature certificate for Workflow
Просмотров 566 месяцев назад
🌟 Simplify your Workflow with Signature Certificates! 🌟 Hey everyone! Did you know that now, every step in Workflow lets you create a signature certificate? Here’s how to get started! In this video, we’ll walk you through the simple steps to set up and manage signature certificates in your Workflow. Whether it’s your first step or any subsequent ones, we’ve got you covered. Additional Resources...
Enchanting Canva Integration: Easy Form Embedding with a Publish URL! | PlatoForms Video Tutorials
Просмотров 81Год назад
Enchanting Canva Integration: Easy Form Embedding with a Publish URL! | PlatoForms Video Tutorials
How to Export Form Submissions | PlatoForms Management
Просмотров 62Год назад
How to Export Form Submissions | PlatoForms Management
How to Configure Email Notifications | PlatoForms Video Tutorial
Просмотров 49Год назад
How to Configure Email Notifications | PlatoForms Video Tutorial
Elevate Your Online Web Forms with Stunning Visuals | PlatoForms Video Tutorial
Просмотров 53Год назад
Elevate Your Online Web Forms with Stunning Visuals | PlatoForms Video Tutorial
Craft A Form That Speaks Multiple Languages | PlatoForms Video Tutorial
Просмотров 84Год назад
Craft A Form That Speaks Multiple Languages | PlatoForms Video Tutorial
Master Cloud Drive Integration with PlatoForms | PlatoForms Video Tutorial
Просмотров 71Год назад
Master Cloud Drive Integration with PlatoForms | PlatoForms Video Tutorial
Slack Your Way to Speedy PlatoForms Submission Notifications | PlatoForms Video Tutorial
Просмотров 119Год назад
Slack Your Way to Speedy PlatoForms Submission Notifications | PlatoForms Video Tutorial
Unleash the Power of Pre-filled Forms | PlatoForms Video Tutorials
Просмотров 136Год назад
Unleash the Power of Pre-filled Forms | PlatoForms Video Tutorials
How to Set Conditional Logic | PlatoForms Video Tutorials
Просмотров 97Год назад
How to Set Conditional Logic | PlatoForms Video Tutorials
Automating form submissions to cloud drives can save a lot of time and effort.
Thanks for this!
This will definitely save your time!
I especially appreciate the step-by-step breakdown of the process.
Great tips for customizing forms!
This is a great tip for anyone looking to create more professional and engaging forms.
This feature is awesome!
I'll definitely try these out.
Great job on creating such a useful feature!
This is very helpful
Game changer 😍
This feature is useful
That's nice!
Thank you.
Great feature. Thanks for sharing this.
Thank you.
That's a cool feature, indeed!
Thank you.
Thanks for this tutorial.
Thank you.
Amazing!
Thank you. 😆
Such a game-changer! 🙌
Knowing I can easily restore previous versions gives me so much peace of mind. Thanks for making form-building stress-free! 🔄💾
I've been looking for a reliable e-signature solution for my business.
Amazing Demo
Thank you for the tutorial
I'm impressed with the features and functionality of PlatoForms.
This will save me so much time and effort.
I'm impressed with the level of innovation in PlatoForms.
I'm impressed with the level of innovation in PlatoForms.
This is really helpful when it comes to signing documents
🤗🤗
Useful infooos!
This is great news! We can now sign contracts without meeting face to face.
Yesss, give it a shot and be ready to WOW!!!
Thanks for the helpful tutorial
Let's gooo
Awesome tool!
Interesting!
Cool!
Love it!
🤗🤗
Thanks, Katie!
Such a nice feature!
Come on!
Thanks for all these details, Katie!!
This will save me so much time and hassle.
This really helpful
I love PlatoForms
I've struggled with form submissions in the past. These tips are really helpful!
I’m happy to assist you with your work!
Very informative ❤
Thank you so much! This means a lot💖
Nice sharing 👍
Thank you!!! This means a lot 😊
Hi Platforms Team, I’m currently building a form on your platform and have encountered an issue. The form includes several fields where I need to add my signature, but I don’t want the customer to access or modify these fields. Here is the intended process: The customer fills out and submits the form. I review the information. I then approve and sign the form. However, the problem I'm experiencing is that the customer can also sign in the fields designated for my signature. Could you please advise on how to restrict customer access to these specific fields?
Dear user, Thank you for your inquiry. Based on the scenario you described, I recommend using the workflow feature. You can find a tutorial for this feature here: ruclips.net/video/-vw_D4cywQ0/видео.htmlsi=d7d78_g1pB_u4h5v. I hope you find the video helpful. If you need further assistance with building the workflow, feel free to email our support team at support@platoforms.com. We’re always happy to help!
@@platoformspdfformbuilder Thank you for your response! I’ve watched that video, but my situation is a bit different. However, I wanted to appreciate not only your help but also the fantastic platform you’ve created. It’s been really great to use, and you gyz has made a big difference. Thanks again!
@@abdulmo3ed Thank you for your kind words. I recommend not adding the signature field in the first step of the workflow(for the customers) so that they will not be able to sign in the field designated for your signature. The signature field you can create as the second step and set yourself as the recipient. If you need more help, free feel to email support@platoforms.com
@@platoformspdfformbuilder Thank you, I've found a way. It's working fine now.
@@abdulmo3ed Glad to hear it's working now! Let me know if you need any further assistance.
Amazing feature!!
Let's try
Just tried this tool. Creating forms has never been so efficient and easy!
Thank you for your feedback! We're thrilled to hear that you found creating forms efficient and easy with our tool. If you have any suggestions or need assistance, feel free to reach out. We're here to help!