Unable to move forms to Shared with Me folder

Hi there! We've been experiencing an issue today where we're unable to move forms from My Workspace to the Shared with Me folder, specifically for the American Heart Association. Additionally, no folders are appearing under the Shared with Me section.

Could you please look into this and advise on a resolution? Thanks!

Hi Surabhi,

Thanks for reaching out to Jotform Support. Regarding the issue of moving forms from a personal account into a shared folder, due to recent update, the shared folder structure is no longer visible to the user who has the shared folders. Instead, you can transfer the form directly to the account you want to share it with.

Moving your forms to another Jotform account is easy. Just keep in mind that all submission data will be transferred along with the form. 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:

Reach out again if you have any other questions.