How can I transfer a form (with or without submissions) to a client's account

  • Moats
    Asked on April 9, 2018 at 12:11 PM

    Is there a way to transfer a published form in my JotForm account to a clients' JotForm account? (I don't necessarily need the existing submissions to transfer but that would be an added bonus.)

    Thanks!

  • David JotForm Support
    Replied on April 9, 2018 at 1:16 PM

    If you just need a copy of the form in the clients account, you can create a new copy by cloning the form:

    https://www.jotform.com/help/42-How-to-Clone-an-Existing-Form-from-a-URL

    Alternately, if they add you as a sub-user for their account:

    https://www.jotform.com/help/232-How-to-Share-Forms-with-a-Sub-Account-User

    You can drag and drop the form in to the shared folder and it will transfer the form to their account, submissions included.