Sub-users can no longer transfer forms to Shared with Me folder

I still would like to know how a user is able to create a form and make it so I can see it to share it with other users. Previously, a user would create the form and drop it in our master folder (or folder I made for their team or them). Now I do not know what to tell our users on how to make a form and give me access to share it with everyone else. How is that process now handled?

Hi AlphaBESTEducation,

Due to our recent update, the shared folder structure is no longer visible to the user who has the shared folders. So, there is no option to move new forms to the shared folders. As a workaround, you can ask the sub-users to transfer the form to your main account. Moving 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.