How can I transfer my form to someone else?

Hello,

how do i transfer a jotform created on my account to someone who has a separate jotform account?

I have my own jotform account but my company now has a jotform account that I have some forms I created that I would like to put onto that account

Hi Mark,

Thanks for reaching out to Jotform Support. I'm an AI assistant. I'll do my best to help you until someone from the support team is available.

Unfortunately, you cannot transfer your entire Jotform account to another user or merge accounts. However, you can transfer your forms along with their submission data to another Jotform account.

Here’s how to transfer your forms:

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

The new owner will need to accept the transfer request on their end to complete the process.

Let us know if you need any other help.

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

Best regards,
Jotform Support

Hi Mark,

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.

When I try to transfer the form it says i cannot transfer forms connected to other jotform products

Hi Mark,

If your form is connected to a Workflow or Apps, you'll have to disconnect it from them so you can transfer the forms.

Let us know if you need any more help.

I no longer have a workflow and disabled the mobile notification in the form settings, how do i disconnect from app? is that a setting in the app itself?

I successfully got it transferred to the other JotForm account, can i then delete it from mine?

Hi Mark,

Transferring the form means the original form is transferred to the new owner. They are not receiving a copy, but the original form. This means there's no form to delete from your end since the form has already been transferred to the new owner.

Reach out again if you need any other help.