Creating forms for our clients

  • Profile Image
    Asked on February 14, 2018 at 07:04 PM

    hello, we would like to refer our clients to jotform.

    Is there any way for us to act as an admin on their account? (most of our clients are either too busy or tech intimated)

    Or can we export forms from our jotform account to be used in client jotform accounts?

    Thank you!

  • Profile Image
    Answered on February 14, 2018 at 09:06 PM

    You can create a separate account for your clients if you want. You may also add them as a sub-user of your account. Here's a guide: How-to-Share-Forms-with-a-Sub-Account-User.

    If you want to transfer the forms from one account to another including the submissions, please let us know. You just need to provide the form ID/URL and the username where the forms will be transferred to.

    If you just want to copy or clone the form, please check this guide: How-to-Clone-an-Existing-Form-from-a-URL.

    Hope that helps. Thank you.

  • Profile Image
    Answered on February 14, 2018 at 11:43 PM
    Perfect! I appreciate the quick and thorough reply.
    Traci Bacchetti Lowery
    Hold That Thought
    Sent from my iPhone