How to Move Your Forms and Other Assets to Your Jotform Team

June 26, 2025

Moving your existing Forms, AI Agents, Boards, and other assets to Jotform Teams helps keep everything organized and accessible to your team. It simplifies collaboration, provides better control over resources, and removes the need to manage individual permissions.


You can move Forms, Tables, Apps, Sign Documents, Workflows, Reports, Boards, and AI Agents individually to a Team Workspace. Here’s how to do it:

  1. On your My Workspace page, click the asset you want to move.
  2. Then, click on Move to Team in the menu at the top of the page.
Select asset and click Move to Team in Jotform
  1. In the Dropdown menu that opens, select the Team you want to move your asset to, and then click on Move to This Team.
Selecting a team from the dropdown to move a form in Jotform
  1. Now, in the Confirmation window that opens, click on Move and you’re all set.
Clicking Move in the confirmation window to complete asset transfer in Jotform

Note

You can’t move multiple forms or assets to a team all at once, you’ll need to move them one at a time.

That’s it! Jotform Teams makes it easy to move and organize your assets. Keeping everything in one place and making teamwork simple and efficient.

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