Clone forms: So that each client has thier own account

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    NorthwayDesigns
    Asked on February 13, 2018 at 03:22 PM

    I am going to split my account up into a few accounts so that I'm not paying for my customers, they can pay for their own.  Can I duplicate their forms from my account to the one I set up for them?  All paid accounts, none free.


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    aubreybourke
    Answered on February 13, 2018 at 04:28 PM

    A good way to manage your clients is by setting them up as subusers. You can decide which forms to share. Then you will both have access to the same form. 

    How-to-Share-Forms-with-a-Sub-Account-User


    Or if you really want to duplicate the forms that is also possible. However, when you clone a form there are a couple of points to mention.

    Email addresses of the account will change. The notification emails will be routed to the account email by default.

    Also the form URLs will be different as each form has its own unique ID. So you need to be careful to embed your clients copy.

    How-to-Clone-an-Existing-Form-from-a-URL


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    NorthwayDesigns
    Answered on February 13, 2018 at 04:36 PM

    I would love to manage clients as subsets but I'm getting killed by your view limit.  This really isn't a solution for developers, the view limit just fills up too fast.  I will need to create accounts for each client and they can pay and manage that themselves.  Thanks.

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    aubreybourke
    Answered on February 13, 2018 at 04:43 PM

    Understood.

    Yes that is also fully possible. You can signup your new accounts here:

    http://www.jotform.com/signup