Transfer the Home Equity Line of Credit form

Hello!

I would like to transfer this form https://form.jotform.com/251956424485062 (Home Equity Line of Credit) from the yourmarketingymc@gmail.com account to mavila@vicinitycreditunion.com account.

Could you help with this please?

Thank you!

Hi DigitalYMC,

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

To transfer your Home Equity Line of Credit form to mavila@vicinitycreditunion.com, please follow these steps:

1. Go to your Data page in 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 form you want to transfer (Home Equity Line of Credit).
5. Click Transfer Forms to initiate the transfer.

The new owner 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

Hi DigitalYMC,

Note that due to recent updates, we can no longer transfer forms through our end. But transferring Your Forms and Data to Another Account is easy. When you transfer a form, all its submission data moves with it, and the receiving account becomes the new owner. If you're using a custom URL, it’ll automatically update from https://form.jotform.com/{yourUsername}/{your-custom-url-slug} to https://form.jotform.com/{New_Owner_Username}/{your-custom-url-slug}. The transfer can’t be undone unless the new owner agrees to send the forms back. Now, let me show you how to do it:

1. On your My Workspace page, click on your Avatar/Profile Image in the top-right corner of the screen.

2. In the window that opens, click on Settings.

3. Then, click on the Data tab on the left.

4. In the Transfer Form section, click on Transfer Form.

5. Next, enter the Authentication Code that is sent to your email address, and click on Verify.

6. In the window that opens, tick the box next to the name of the form you want to transfer.

7. In the New Email Owner’s Email Address field, enter the email address of the account that you want the forms to be transferred to.

8. Now, click on Transfer Form.

Keep in mind that you can only send one form transfer at a time. You can also cancel the current transfer request. Let me show you how:

1. While you are still on the Data page, click on the View Details button in the Pending Transfer section.

2. Then, click on Cancel Request.

3. Finally, click on Yes, Cancel.

Once the forms are transferred, the owner of the account receiving the forms will get an email notification. From that email, they can click on the View Transfer button, then click on Accept to complete the transfer. Check out the screencast below:

Don’t forget that the form(s) you’re transferring shouldn’t be connected to Jotform products like Jotform Apps, Jotform Store Builder, or Jotform Workflows. If they are, remove those connections first.

Reach out again if you have any other questions.