How to share a form with another account holder

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    Therapy_MedCare
    Asked on August 20, 2020 at 07:35 PM

    Hello, I made a form in a personal account, then I just purchased a work account.  I would like to send my forms created in my personal account to the new work account so I don't need to recreate them.  How can I do this?  Thanks

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    EltonCris
    Answered on August 21, 2020 at 02:18 AM

    Sharing the form and its data is only possible with Enterprise. Anyway, we can transfer the form and its data to your other account. Just let us know which form in your account to transfer and the target account.

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    Therapy_MedCare
    Answered on August 21, 2020 at 11:28 AM
    Hello,
    I created a free account as: medcaretherapyservices@gmail.com
    Then I created our Paid Silver Account as medcare@medcaretherapyservices.com
    .
    I would like to transfer or Clone the Form created under the free account (
    medcaretherapyservices@gmail.com ) to the new paid account.
    The form name is: MEDCARE THERAPY ASSIGNMENT OF INSURANCE BENEFITS,
    CANCELLATION POLICY, PRIVACY POLICY
    ...
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    JohnRex
    Answered on August 21, 2020 at 12:48 PM

    For us to proceed with the request, please log in to this account: medcaretherapyservices (medcaretherapyservices@gmail.com)and reply here to confirm. 

    We understand that it would be inconvenient on your part, but we can only transfer forms if it's the registered owner is the one requesting it. Having them logged on to the account while making the request is our way of verification.

    Thank you for understanding.