How to transfer forms I built for my clients

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    garybaileydesign
    Asked on March 29, 2017 at 04:28 PM
    I wish there was a way to export my forms so that I can transfer them between accounts. I built the forms for my client using my own personal account, now I am forced to rebuild all the same forms for their account. 3) I wish I could change my username because that would have made it easier to hand the account over to my client.
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    jonathan
    Answered on March 29, 2017 at 04:46 PM

    There is a feature for accounts called sub accounts. Please take a look on the user guide: https://www.jotform.com/help/232-How-to-Share-Forms-with-a-Sub-account-User

    Your clients can be the main account and you can be the sub account. 

    Basically you can work for the clients by building their form (they are the owner). So there will be no need for you to transfer forms everytime to different clients. After your project (building forms) the client can just remove you from their sub accounts.

    Another option is transferring your form to the clients.  Another jotform account can actually copy/clone a form if you give the permission to do so.

    User guide: https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL

    With these options I mentioned, the #3 question becomes unnecessary.

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    For the #3, only us from support can change username.

    This is for security reason and also to minimize users committing mistakes about changing their account/username.

    Let us know if there is more we can help you with.