Can we separate client specific forms into their own account?

  • Profile Image
    harvestdesign
    Asked on December 29, 2016 at 10:27 AM

    Hello

    We manage forms for multiple clients in our account.

    Is there a way to duplicate our account so we can separate client specific forms?

    Or can we create an account for each client then transfer their forms accordingly?

    That way we can determine which subscription is appropriate on a client by client basis.

  • Profile Image
    Welvin
    Answered on December 29, 2016 at 11:20 AM

    I would suggest creating an account for your clients. We can move the forms thereafter. Just let us know the username of your client's account as well as the form name or URLs. 

  • Profile Image
    harvestdesign
    Answered on December 30, 2016 at 11:45 AM
    Thank you Welvin
    The new account we created for our client is as follows:
    Username: hansfahden
    1st Form URL: https://form.jotform.com/51376341377155
    2nd Form URL: https://form.jotform.com/51344713720145
    Let us know if you have any questions or if we need to anything else on our
    end.
    ...
  • Profile Image
    AIDAN
    Answered on December 30, 2016 at 11:50 AM

    Hi, I have moved the two forms mentioned above to the account "hansfahden".

    If you need further assistance please let us know. We will be happy to help. Thank you.