- wakinggirlAsked on January 02, 2014 at 03:27 PM
i'm looking to pare things down into separate accounts, as-needed.
is it possible for you to transfer a folder to a new account?
will i lose the data?
let me know how we can do this!!
- JotForm SupportTitusNAnswered on January 02, 2014 at 03:48 PM
Thank you for contacting us.
Are you thinking of moving the forms completely to a different account, or do you simply need to share a folder that contains certain forms with another account?
If you want to share the folder, you can simply go to 'MyForms' and click on the Folder drop-down menu as show. Click on 'Share Folder'
Next, Click on 'Create New User' if you had not done so already by creating sub-accounts
Select the User and click on 'select from my forms'
Scroll down to your folders and add permissions to that user as shown:
Click on 'Update' to complete the changes.
This folder and all the forms it contains will have been shared with this user/sub-account.
If you want to move the folder altogether to a new account - submissions and all- please let us know and we shall formulate a way to assist you effectively.
- wakinggirlAnswered on January 02, 2014 at 08:41 PM
good to know about the sharing option. that is COOL.
but yes, i would like to move the forms in Sedore Stove West altogether to a new account.
open to ideas and ready to assist! :)
- CesarAnswered on January 02, 2014 at 11:55 PM
Moving the forms from one account to another with its respective submissions is possible. So that we may confirm your request. Kindly list the the accounts you want to process and the name of the forms you need to have transferred. This way we can help you with avoid any confusions. Thank you.