Transfer Form Feature Doesn't Work

  • MDImen
    Asked on May 22, 2025 at 4:39 PM
    I build in client accounts because your "transfer form" doesn't work - it doesn't transfer anything that has been configured like .pdfs or emails.

    Please let me know when this has been taken care of so I can make sure this works.

    Thank you,

    A frustrated Jotform Builder

  • Deanne JotForm Support
    Replied on May 22, 2025 at 4:41 PM

    Hi Robert,

    I did some tests and I was able to transfer my forms with my Notification Email and Autoresponder Email intact, as well as the attached PDF. Can you tell us what emails and PDFs you're referring to that were not included in transferring your form? Can you take a screenshot so we can see and send it to us? This guide will show you how to do that. Ensure that the forms you will transfer are not connected to Jotform products, such as Jotform Apps, Jotform Store Builder, and Jotform Workflows. If they are, you should remove the connections for the transfer to be successful.

    After we hear back from you, we’ll have a better idea of what’s going on and how to help.

  • MDImen
    Replied on May 23, 2025 at 10:07 AM

    this wasn't an issue or a ticket.

  • Eliza JotForm Support
    Replied on May 23, 2025 at 10:22 AM

    Hi Robert,

    Did you mean that you no longer need assistance on transferring forms? If you meant otherwise, a screenshot of what issue you're getting when trying to transfer forms would help us to understand better what’s going on. Let me show you how to post a screenshot to our Help Center:

    1. On the Help Center page, scroll down to the Your Answer section and click on the Image icon.

    2. Drag and drop your image into the Upload box, or click on it and select your file.

    3. Then, click on the Add button in the bottom-right corner of the window.

    Transfer Form Feature Doesnt Work Image 1 Screenshot 30

    4. To resize it, click on your screenshot and then click on one of the boxes in the corners, and drag it inward.

    5. Once you're finished, click on the Post Answer button at the bottom right of the Your Answer section.

    Transfer Form Feature Doesnt Work Image 2 Screenshot 41 That's it. Once we hear back from you, we'll be able to help you with this.

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