How do I merge forms from one account to another?

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    Asked on June 17, 2015 at 04:12 PM

    I have forms on my personal account and would like to give ownership to my workplace account. How do I "merge" the forms onto the one account?

    Thank you for your help and support!

    :) Kelle 

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    Answered on June 17, 2015 at 05:50 PM

    Hello Kelle,

    There are 3 ways for you to do transfer forms from your account to another:

    1 - One of the support staff can do it for you. This is fastest and moves your entire form plus the data. In order for us to do this we would need to know the forms and the accout where are moving from and the account that we would be moving your forms to.

    2 - If you would like to do it yourself then the second easiest way to do it is by cloning forms into the new account that you wanted to move forms to. You can have the form link via the preview button or embed form. When doing this you will 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.

    3 - The third way is available if you  have a Sub-user to share your forms. This would work if 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.

    What I would recommend you is the option 1, as soon as you let us know the forms you want to transfer and the account to be transfered to, we will do it for you, that only takes few minutes for us to complete.

    Let us know if we can assist you further.