Transfer forms to another account

  • M732burke
    Asked on July 27, 2015 at 7:24 AM

    I have created large form banks for two clients.  They are ready to buy their own subscriptions so that I can transfer all their forms and data to them.  I will be doing the training for their employees to operate their forms beginning next month. They will share the forms with me so that I can provide them support until December 2015.  

     

    What is the best way to move all the forms from my control/files to theirs?  These are large public school systems and I am recommending the largest subscriptions for them.  

  • Mike_G JotForm Support
    Replied on July 27, 2015 at 9:22 AM

    We can handle transferring of forms for you. The request, however, should come from your account. 

    You have mentioned that you will provide them support until December 2015, which I would suggest you ask them to share the forms with you and make your account their Sub-user Account, so you would be able to edit or update the forms when needed. 

    Also, once you are a Sub-user Account of a Main Account, you can drag the forms from your account to the Main Account when you are on your MyForms page.

    Transfer forms to another account Image 1 Screenshot 20

    Everything that you might need to know can be found on this guide: How-to-Transfer-or-Share-Forms-and-Data-with-Another-Account

    You might want to have the Main Account check our Pricing Guide for reference.

    I hope this helps. Let us know should you need any further assistance and we will be glad to help you anytime. Thank you.