JotForm User Guide / JotForm Enterprise /

How to Transfer Forms and Data to Another Account at Enterprise Server

How to Transfer Forms and Data to Another Account at Enterprise Server

If you are using JotForm Enterprise, you might encounter a case when you need to transfer ownership of a specific form to another employee. To do so, you can move form and its data to that user. 


First, please make sure that the other account (target account) is sharing access with your account (source account). It would be enough if a user creates an empty folder and shares it with you following our guide on How to Share Forms with Other Users on Enterprise Server

Once done, you should see a shared folder at your My Forms dashboard. Shared folder would have a username of account sharing it. 

To move a form to another user, you can simply drag and drop into to a shared folder. 


Afterwards, just confirm the transfer and that's it. From now on, the form and its data belong to a different user. 

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