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    I have two accounts, one work and one personal that i need to transition forms between

    Asked by Paul Walson on October 05, 2015 at 06:23 PM

    I originally set up a personal account to test forms and the system and have since had work take on an account for me to use and i need to transition forms from one to the other.

    Can you please help me with this.

    Personal account is under the name walsonpr (walsonpr@gmail.com) and the work account is paulwalson (paul.walson@perilya.com.au)  Even if I duplicate all my forms over to my work account that will do. I do not want to transition all the users or anything as I want to re-establish that in a different manner.

    Thank you 

    Paul Walson

    transition work two accounts transfer forms subuser sub account share account move forms
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    JotForm Support

    Answered by jonathan on October 05, 2015 at 10:47 PM

    Hi Paul,

    You can clone/copy the form FROM your personal account TO your work account.

    Follow this user guide: -How-to-Clone-an-Existing-Form-from-a-URL

    What you need to do is just get the URL of your forms from account walsonpr  and then login to your work account paulwalson  to clone the forms using the URL.

     

    OR

    We can do the transfer of the forms to you as well. We can transfer all the forms including its submission data from your personal account to your work account. 

    Let us now if you prefer this

    Another option:

    You may want to use sub-accounts instead.

    user guide: -How-to-Share-Forms-with-a-Sub-Account-User

    You can make the work account a sub user of the personal account. This way the work account will be able to maintain also the personal account forms.

    We will wait for your updated response.

    Thanks.