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share a survey form with another account...Asked by mosaicforms on October 19, 2015 at 01:31 PM
I have recently built a survey on my account to test to see how it would work if I wanted to use it on a client's website. I would like to roll this out on a jot form account that I set up for the client. Is there a way for me to copy the form and then upload it to the account I set up for them so that I don't have to rebuild it? Preferably with out sharing it as a public template.
You can have them clone the form to their own account:
Or you can clone it to your account account:
Then share it with them as a sub-user:
Either of these methods should work. The first would give them their own copy of the form, the second would create a copy in your account that you would give the other account access to.
If you have any further questions regarding either, let us know and we will be happy to help.