Move forms to new account

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    Asked on February 28, 2018 at 09:08 AM

    We had an employee leave and would like to create a new account and move her forms to the new account.  Her account is a sub account of my account and she also has a sub account under her.  We have determined that it would be best to start a new account with the three forms that are needed.

    How do we do this?

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    Answered on February 28, 2018 at 11:17 AM

    To transfer forms, please check the 3 options available here at this link:

    Please let us know how you want to proceed. We'll wait for your reply.

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    Answered on February 28, 2018 at 12:15 PM

    Thanks for your help.  I'll do it myself!