How to Tranfer forms to a new account

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    pinkjelly
    Asked on November 29, 2017 at 09:01 AM

    The client that is using up the submissions wants to create there own account with a seperate submission allowance.  All of their forms are in a seperate folder, is it possible to transfer them to their own account?

    Many thanks,

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    TREVON
    Answered on November 29, 2017 at 09:05 AM

    Yes this is possible. You can send us a request to transfer the forms including submissions to the user account. When making the request kindly share the username of the account that we need to transfer to and the forms that need to be transferred.

    Kindly do note that we will only initiate the transfer if the request is from you.

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    pinkjelly
    Answered on November 29, 2017 at 09:43 AM

    Hi, Thanks for the response.  Once my client has set-up the account I will submit the request.  Can I confirm that there will be no changes to the form codes currently embedded in their website?  and that they will retain the submission data?

    Many thanks,

    Vikki

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    Kevin_G
    Answered on November 29, 2017 at 11:18 AM

    The form will stay the same, the form's link will be the same and the submissions data will be transferred to so the forms functionality should not be affected by the transference. 


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    pinkjelly
    Answered on December 01, 2017 at 12:20 PM

    Hi, could you arrange the transfer of all the forms and submissions in the folder Improving Treatments to the user account - cendersbee@medinovaresearch.com, please?

    Many thanks,

    Vikki

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    Kevin_G
    Answered on December 01, 2017 at 01:39 PM

    The forms have been moved now, please check and confirm that the target account sees the forms. 

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    pinkjelly
    Answered on December 06, 2017 at 06:50 AM

    Hi Kevin,

    That has worked perfectly, thank-you.

    Could you also arrange the transfer of all the forms and submissions in the folder THH/KM to the user account - cendersbee@medinovaresearch.com, please?

    Many thanks,

    Vikki

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    Kevin_G
    Answered on December 06, 2017 at 08:08 AM

    I already moved the forms, please also check this guide that will help you moving forms and data to another account: https://www.jotform.com/help/342-How-to-transfer-or-share-forms-and-data-with-another-account 

    Thanks. 

  • Profile Image
    pinkjelly
    Answered on December 06, 2017 at 09:31 AM

    Many thanks for your assistance.

    With kind regards,

    Vikki