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How can I troubleshoot missing details in invitation emails

Question What should I do if my invitation email doesn’t contain the link, form name, or password? Answer If your invitation email is missing crucial details like the link, form name, or password, here’s what you can do:

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Can I modify EMAIL FROM details for form invitation

Question Can I customize the EMAIL FROM details for the form invitation? Answer Absolutely! Customizing EMAIL FROM details is available exclusively for premium plans.

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How to configure a form to send submissions to an email address based on user input

Question How to configure a form to send submissions to an email address based on user input? Answer To achieve this, you can set a hidden field and use form logic as follows:

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How to pre-fill data in a form before sending it out

Question I’d like to pre-fill some data in a form before sending it to a customer to minimize their input efforts.

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How can I enhance form embedding with URL parameters

Question Can I embed the form on my website using the embed code and also use a URL Value? How can I integrate this into the code?

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How can I create a master form from an exsiting web form

Question How can I create a master form from a web form I have already created without starting from scratch?

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How to solve corrupted characters in exported csv file

Question When I open the exported CSV file, I encounter corrupted characters. How to solve this problem? Answer The issue you’re facing with corrupted characters when opening the CSV file is related to encoding and isn’t a problem with our system.

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Why am I not receiving email notifications as a team member

Question As a team member, I’m not receiving email notifications. What should I do? Answer If you’re not getting email notifications, follow these steps:

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Can I add pages to an existing PDF form

Question Can I add pages to an existing PDF form? Answer PlatoForms does not have a direct feature for adding pages to an existing PDF form.

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Why am I not receiving notification emails

Question Why am I not receiving notification emails? Answer To resolve this issue, follow the suggestions below. If you’ve tried these steps and still don’t receive notifications, reach out to us for further assistance.

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How can I free up my plan capacity and publish new forms

Question How can I free up my plan capacity and publish new forms? Answer To free up your plan capacity and publish new forms, you have two options:

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How to solve 'no valid signature found in this submission'

Question Why the signature certificate of the PDF indicates “There is no valid signature found in this submission”? Answer To generate a valid signature certificate in the PDF, you need to check whether the option Collected to signature certificate is enabled for your Signature field.

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Can I obtain a signed certificate through a PlatoForms workflow

Question Can I obtain a signed certificate through a PlatoForms workflow or workflow invitation? Answer This feature is still under development, and it’s not available yet.

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Can I obtain a Signature Certificate if I edit and resubmit my submission

Question Can I obtain a Signature Certificate if I edit and resubmit my submission? Answer Unfortunately, the Signature Certificate is only generated upon the initial submission of the form.

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Can I add two Signature pads when signing a document first and sending it to my client

Question Can I add two signature pads when signing a document first and sending it to my client? Answer Absolutely! You can easily include two signature pads, one for yourself and one for your clients, in this scenario.

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Can I generate a signature certificate through API

Question Can I create a signature certificate using the PlatoForms Invitation API? Answer Yes, you can. The PlatoForms Invitation API, Create Form Invitation, allows you to generate a signature certificate.

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Can the form auto-fill details based on specific input

Question Can the form auto-fill details based on specific input? For instance, when my client enters information in a field like ‘student ID’, form fields like the student’s name, email, and phone number are automatically filled in.

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How to reuse fields on PDF

Question Can I make it easier for my customers to fill out forms? For instance, can they enter their personal info and order details once, and then have that information automatically applied to all the products they select?

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Can I customize my web PDF form's appearance

Question Can I customize my web PDF form’s appearance? For example, adding my company logo, adjusting the background color, and adding more customized settings with code snippets?

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How to filter multiple logics

Question Is there a simpler way to find and manage multiple logics in my online form, especially when there are many of them?

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