How can I transfer my forms to another account

  • Profile Image
    ronprosky
    Asked on December 04, 2017 at 09:25 PM

    my partner and i split up i need to transfer my client forms to a new account and leave him with his. what's the best way to accomplish this?

  • Profile Image
    tina
    Answered on December 05, 2017 at 02:57 AM

    We can transfer your client forms to the new account if you provide us your new account username and which forms you want to transfer. 

    We will wait for your response.

    Please inform us.

    Also, you can check this guide:

    How to transfer or share forms and data with another account

  • Profile Image
    ronprosky
    Answered on December 05, 2017 at 10:43 AM
    new username is designlaine.
    please transfer all forms to new account and then i will go to old
    account and delete the ones not needed. thank you.
    Quoting JotForm :
    ...
  • Profile Image
    John_Benson
    Answered on December 05, 2017 at 11:26 AM

     The account username (designlaine) is a free account. Unfortunately, it can only accommodate up to 5 forms. 

    The account username (ronprosky) has 54 forms. If you want to transfer all the forms to the account username (designlaine), you need to upgrade it to the Silver plan.

    You can also move the forms by yourself. Here's a guide that you can follow: https://www.jotform.com/help/342-How-to-transfer-or-share-forms-and-data-with-another-account


  • Profile Image
    ronprosky
    Answered on December 05, 2017 at 11:39 AM

    i upgraded to silver. please transfer all forms thank you

  • Profile Image
    John_Benson
    Answered on December 05, 2017 at 12:05 PM

    I have transferred all forms to the account username (designlaine) as you have requested.

    Let us know if you need further assistance. Thank you.

  • Profile Image
    ronprosky
    Answered on December 05, 2017 at 12:58 PM

    ALL forms were supposed to be copied from ronprosky to designlaine.

    Forms missing from designlaine:

    Sobriety Experience (all)

    Victory Detox (all)

    Freedom Detox (all)

    (This is from memory since you deleted all froms in ronprosky.)


    Forms that need to remain in ronprosky:

    Ketamine (all)

    AWMP (all)

    Reach IPA (all)

    Steps Recovery (all)

    LBR (all)

    Misc Contact Form

    Master Insurance VOB



  • Profile Image
    John_Benson
    Answered on December 05, 2017 at 01:16 PM

    Hi,

    I did not delete any forms on any account. I just transfer all the forms as you have requested. I have returned all transferred form again to the account (ronprosky).

    Are you referring to the folder? Could you please provide the form link or name you want to move? 

    We'll wait for your reply. 

  • Profile Image
    designlaine
    Answered on December 05, 2017 at 01:52 PM

    i am sorry we are have some misunderstanding.

    ALL forms should be in designlaine (edit and submissions)

    Forms (edit and submissions) to be in ronprosky:

    Ketamine (all)

    AWMP (all)

    Reach IPA (all)

    Steps Recovery (all)

    LBR (all)

    Misc Contact Form

    Master Insurance VOB


  • Profile Image
    Kevin_G
    Answered on December 05, 2017 at 03:05 PM

    All forms were moved to the account designlaine except these: 

    Ketamine (all) - 4 Forms

    AWMP (all) - 1 Form

    Reach IPA (all) - 1 Form

    Steps Recovery (all) - 3 Forms

    LBR (all) - 4 Forms

    Misc. Contact Form - 1 Form

    Master Insurance VOB - 1 Form

    Now, if you need these forms to be only copied to the other account then you will need to provide the links to the other account and this guide that will help you cloning the forms: https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL 

    Cloned forms will be created without any submission. 

    If you have questions, please let us know.