How can I transfer the form to my client and ownership of the form?

How can I transfer form and ownsership of the jotform?

Hi Touseef,

Thanks for reaching out to Jotform Support. Let me help you with that:

To transfer your form and ownership to your client, follow these steps:

1. Go to the Data page of your Jotform account.
2. Click the Transfer Forms button at the bottom of the page.
3. Enter the verification code sent to your registered email.
4. Select the forms you want to transfer.
5. Click Transfer Forms to send the transfer request.

Your client will need to accept the transfer request to complete the process.

Give it a try and let us know how it goes.

Best regards,
Jotform Support

I havent found that button

Hi Touseef,

The Transfer Forms button is located on the Data page of your Jotform account, not on the My Forms page.

Here’s how to find it:

1. Go to the Data page by visiting your account settings or directly at https://www.jotform.com/myaccount/data.
2. Scroll down to the bottom of the Data page.
3. Click the Transfer Forms button there to start the transfer process.

Make sure your forms are not connected to Jotform Apps, Workflows, or other integrations, as this can prevent the transfer option from appearing.

Give it a try and let us know how it goes.

Best regards,
Jotform Support

Form is connected with google sheet

Hi Touseef,

Since your form is connected to Google Sheets, the transfer option may not appear. Forms linked to integrations like Google Sheets often cannot be transferred directly.

To proceed, you might need to disconnect the Google Sheets integration first, then try the transfer again.

Let us know if you need further guidance on disconnecting the integration.

Best regards,
Jotform Support

How to transfer a form that is already linked I need to transfer that

Hi Touseef,

To transfer a form linked to Google Sheets, you need to first disconnect the integration, as forms connected to integrations cannot be transferred directly.

Here’s what to do:

1. Go to your form’s Settings and select Integrations.
2. Find the Google Sheets integration and remove or disable it.
3. Return to the Data page in your account and use the Transfer Forms button to transfer the form.

After the transfer, you can set up the Google Sheets integration again in the new owner’s account.

Best regards,
Jotform Support

Hi Touseef,

To be able to transfer the form, I'm afraid you will need to remove all integrations added to the form, including the Google Sheet integration.

Let us know if you have any other questions.

When I transfer the form where is appear to the client account to accept that?

Hi Touseef,

You can forward the instruction below to your client to accept a form transfer request.

1. On the Form Transfer Request email, click on View Transfer Request.

2. Or, on your My Workspace page, click on your Profile Image/Avatar in the upper right.

3. In the menu that opens, click on Settings.

4. Go to the Data tab on the left side of the page.

5. Then, in the Transfer Forms section, under Pending Transfer, click on View Details.

6. On the Form Transfer Request Received menu that pops up, click on Accept.

7. In the next smaller pop-up menu, click on Accept.

8. Finally, on the last pop-up modal, click on View in My Workspace.

On your My Workspace page, a new folder called Transferred Forms will be automatically created with the forms moved to your account, like you can see here:

You'll also get an email confirming the form transfer once completed:

Let us know if you need any more help.