General Migrating information and Updating forms

  • ErikaRuano
    Asked on February 3, 2021 at 1:11 PM

    Good Morning,

    I would like to know if connect an individual account can be connected to a cooperate account? and if so how would I migrate the information that is active in the current account.

    Also I want to Update/create new forms with the exciting information that is originally in the current forms but with modifications. Is there a way of ,migrating those completed forms to the new Forms or do I have to discontinue one to make way for the other form.

    Thank you.

  • Welvin Support Team Lead
    Replied on February 3, 2021 at 4:49 PM

    If you mean to move forms from one account to another, we can do that. We only need the list of forms and which account to transfer.

    If you mean to give access to someone, you can do it by sharing the tables page.

    Guide to share: https://www.jotform.com/help/1010-how-to-share-your-jotform-tables-and-collaborate

    You can clone/copy a form to create a new form. Modify the cloned form to match your needs.

    Guide to clone: https://www.jotform.com/help/27-How-to-Clone-an-Existing-Form-from-Your-Account

    I hope that helps.