Transfer forms to another account

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    Asked on July 27, 2015 at 07:24 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.  

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    Answered on July 27, 2015 at 09:22 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.

    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.