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How can we move the forms to a new account?Asked by jax555 on August 18, 2015 at 03:39 PM
I'm a designer and I've created form for one of my clients in Jotform. I would now like to create their own account for them and move their forms over to their accounts. Can you please advise me how to do that?
There are 2 ways, both very simple, just depend on which is available for you.
The first option would be to move the forms yourself by following the steps here: How to Transfer or Share Forms and Data with Another Account
- This utilizes sub account users, so if you are not able to create new sub-account users the second option is better.
You can simply let us know which forms you want to have moved and to what account. The only important thing is that we need the request to come from the account holding the forms. As soon as this is done, we can simply move the forms to that other account.
So feel free to explore both options and let us know if you need any assistance :)
Awesome. Thanks Ben. I will have the client setup their account tomorrow. Then I'll reach back out to you for helping moving them.
Sent on the new Sprint Network
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