How to use To Web Form

Welcome to the To Web Form Help Center. This guide will walk you through everything you need to know to convert your static PDF documents into smart, accessible, and shareable web forms.

1. Getting Started

To Web Form allows you to collect data from clients on any device without them needing to download apps or use clunky PDF editors. Once a client submits a form, the data is automatically injected back into your original PDF structure.

Creating your account

To begin, you will need to create an account. We offer a free trial on all paid plans so you can test the full functionality of the platform before committing.

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2. Creating Forms

Converting a PDF is a simple, automated process. You do not need to manually draw text boxes or map fields.

  1. Navigate to the New Form page: Click the blue "New form" button in the top right corner of your dashboard.
  2. Name your form: Give your form a recognizable name (e.g., "New Patient Intake" or "W-9 Tax Form"). If you leave this blank, the system will use the name of the PDF file.
  3. Upload your PDF: Drag and drop your PDF file into the upload zone, or click to browse your computer. We support files up to 10MB.
  4. Click Create Form: Our AI will analyze the document. It detects interactive AcroForm fields automatically. If your PDF is completely "flat" (like a scanned image), our AI Vision system will visually detect lines and boxes where text should go.

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3. Customizing Fields

After the AI processes your PDF, you will be taken to the form management page. Here, you can review what the AI detected and ensure the form behaves exactly how you want.

On the form management page, you will see a toggle between the Field Schema and the PDF Preview.

  • Field Schema: This list shows all detected fields. You can see the label that will be shown to the user (e.g., "First Name"), the technical field name, and whether the field is required.
  • Character Limits: Character limits are automatically calculated based on the physical size of the box on the PDF. This ensures the text won't overlap or spill out of the box when the final document is generated.

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4. Sharing & Collecting

Once your form is created, it is in a "Draft" state by default. To start collecting responses, you must Publish the form using the toggle in the top right corner of the form page.

Once published, click the Share settings button to access your sharing options:

  • Direct Link: A clean, branded URL that you can email to clients, post on social media, or link to from your website.
  • QR Code: Generate a high-resolution QR code that you can print on flyers, business cards, or display at your front desk. Clients can scan the code with their smartphone camera to instantly open the form.

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5. Managing Submissions

When a client completes your web form, several things happen instantly:

  • The data is mapped back onto the original PDF.
  • If the client typed more text than fits in a specific box, an Addendum page is automatically attached to the end of the PDF with the overflow text.
  • A notification email is sent to your account email containing the filled PDF as an attachment.

The Submissions Dashboard

You can view all historical submissions by clicking Submissions in your left-hand sidebar. This gives you a searchable, sortable list of every form filled out. Clicking on a specific submission allows you to view the raw data and download the generated PDF directly from your dashboard.

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6. Billing & Plans

To Web Form offers flexible plans based on your usage needs. You can view your current usage limits and upgrade your plan at any time by navigating to Billing in your dashboard sidebar.

Understanding Limits

  • Max Forms: The total number of unique PDF forms you can actively host on your account at one time.
  • Max Submissions: The number of form responses you can receive across all your forms within a given month.

If you approach your limits, you will see a warning banner in your dashboard. You can upgrade your plan seamlessly via our secure Stripe checkout integration without losing any data.