How can I transfer forms from one account to another?

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    KTyree
    Asked on June 12, 2015 at 10:07 PM

    I've managed to do it - I think the form had to be in the preview mode before it worked?

    Thanks

    Kevin

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    KadeJM
    Answered on June 13, 2015 at 10:48 AM

    Do you mean that you wanted to just transfer (move) your forms from this account to another account here within jotform? Did I understand you correctly?

    There are 3 Ways to do this which I will tell you about below.

    Option #1 - Let Us Do it for you. This is fastest and moves your entire form plus it's data. In order for us to do this we would need to know the form(s) and the from and to accounts that we would be moving your forms and we would let you know once this is done to confirm it.

    Option #2 - If you area DIYer then the second easiest way to do it is by cloning your forms into the new account that you wanted to move them into if you want to do it on your own. You can obtain the form link which sounds like what you've done already via preview or embed form. Doing this will basically make a copy of your form in the new account but be advised that cloning does not transfer your submission data if you wanted to move that too.

    Option #3 - The third and final way to do this only is available if you happen to be a Sub-Account User or Owner of Forms that are Shared with a Sub-Account User. Basically how this would work is you would go to the "Forms Shared with You" folder that would be visible and you would drag and drop your form there and you would then receive a pop-up warning asking you if you want to transfer ownership of the form and its data.

    If you are unsure just let us know and we can gladly check this for you.