How to transfer form to another account?

  • lareitaellicott
    Asked on April 25, 2024 at 1:04 PM

    Hi!


    I am retiring and want to transfer the use of this form to the person who is taking over my position. I just can't seem to figure out how to do that. Can you help me?



  • Karlo JotForm Support
    Replied on April 25, 2024 at 1:32 PM

    Hi Lareita,

    Thanks for reaching out to Jotform Support. We can transfer your form ID (220595421024043) to the other Jotform account. Could you provide us with the username or email address to which you want to transfer the form? Check out this guide on How to Transfer Your Forms and Data to Another Account.

    Once we hear back from you, we'll be able to help you with this.

  • lareitaellicott
    Replied on April 25, 2024 at 5:09 PM

    Please transfer to chandra.mills@calvarywestlake.org.


    Thanks so much.


  • Ericson_B JotForm Support
    Replied on April 25, 2024 at 5:43 PM

    Hi Lareita,

    Thanks for getting back to us. I am unable to find any Jotform accounts with the email address you provided. Can you double-check that the email is correctly typed? Make sure the person who is taking your position has a Jotform account. If the user does not have a Jotform account. You can let her take over your account by helping her in changing the email address associated with your account to hers. Let me show you how:

    1. Click your Avatar/Profile picture on the right side of the screen.
    2. In the dropdown, click on Settings.
    3. Now, go to the Account tab.
    4. Click Edit in the Email section and enter the New Email and click Save.

    Unable to Change Email Address Image 1 Screenshot 20 Screenshot 10You will get an email message to verify the email address change request on your account's email address.

    Give it a try and let us know if need any more help.

  • lareitaellicott
    Replied on April 26, 2024 at 5:58 PM

    Chandra's account has now been created. Please transfer forms to:


    chandra.mills@calvarywestlake.org


    Thanks!


  • Ericson_B JotForm Support
    Replied on April 26, 2024 at 6:09 PM

    Hi Lareita,

    Thanks for getting back to us. The form was transferred to the account associated with the email address chandra.mills@calvarywestlake.org. Please note that if you generated custom URLs with your forms, the old URLs will no longer work. 

    Let us know if there's anything else we can help you with.

  • lareitaellicott
    Replied on April 26, 2024 at 6:38 PM

    Thank you so much!!!

 
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