Forms Management

  • Profile Image
    lawrenceink
    Asked on March 29, 2014 at 11:25 AM

    I want to keep all of our forms in my main account. I have one user that has created some forms I need to copy. Currently I am a sub-account user on her account. 

    So

    How can I best copy her forms to my main account?

    Secondly when I add sub-accounts on my main account will the forms be held in my main account?

  • Profile Image
    jonathan
    Answered on March 29, 2014 at 06:14 PM

    Hi,

    You can copy forms using this guide

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

    --

    The answer to 2nd question is Yes. As the main account, you own the forms. Sub-accounts/users can be given permission only by the main account(you). Please refer also to this guide

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

     

    Thanks!

  • Profile Image
    lawrenceink
    Answered on March 30, 2014 at 08:56 AM

    Yes, I have tried this, but it keeps saving the cloned form in the shared forms not my forms. How can I resolve this?

  • Profile Image
    Cesar
    Answered on March 30, 2014 at 03:15 PM

    Is the user in question a sub-account user? Please try the cloning step by not having the user as a sub-account of another account.

    Do let us know if the issue persists after performing such step. Thank you.