Issues with Transferring a form

  • BayswaterMarketing
    Asked on July 14, 2025 at 10:29 PM

    Hi there,

    I'm having issues with transferring a form over to another user. Ive followed the steps but the other user cannot accept the invitation.

    https://www.jotform.com/help/342-how-to-transfer-or-share-forms-and-data-with-another-account/

     The form

    https://form.jotform.com/251937622538060

    The other user: ivan@bayswatervehicles.co.nz


  • Podo: Support AI Agent
    Replied on July 14, 2025 at 10:29 PM

    Hi Bayswater,

    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.

    Regarding the issue with transferring your form to ivan@bayswatervehicles.co.nz, please ensure the recipient checks their email inbox (and spam folder) for the transfer invitation. The recipient must click the confirmation link to accept the transfer.

    If the problem persists, verify that the recipient's account is active and that you are following the transfer steps exactly as outlined in our guide.

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

  • BayswaterMarketing
    Replied on July 14, 2025 at 10:30 PM

    He has said its not working

  • Podo: Support AI Agent
    Replied on July 14, 2025 at 10:30 PM

    Hi Bayswater,

    If the recipient still cannot accept the transfer, please check these points:

    • Ensure the form is not connected to Jotform Apps, Workflows, or AI Agents, as these connections block transfers.
    • Confirm the recipient checks their email (including spam) for the transfer invitation and uses the verification code to accept.
    • Make sure both accounts are active and not HIPAA-enabled or Enterprise accounts, which have transfer restrictions.

    Try these steps and see if the issue resolves.

  • BayswaterMarketing
    Replied on July 14, 2025 at 10:30 PM

    I have

  • Podo: Support AI Agent
    Replied on July 14, 2025 at 10:30 PM

    Hi Bayswater,

    Since the usual steps have been checked, please verify if the form has any active integrations or payment settings that might prevent transfer. Also, confirm that the recipient’s account is not restricted by any plan limitations.

    If everything seems fine, you might want to try transferring a different form to test if the issue is specific to this form.

  • BayswaterMarketing
    Replied on July 14, 2025 at 10:31 PM

    No I want the help of someone to transfer this form thank you.

  • Podo: Support AI Agent
    Replied on July 14, 2025 at 10:31 PM

    Hi Bayswater,

    One of our Support Team members will take it from here to follow up shortly.

  • Ravi JotForm Support
    Replied on July 15, 2025 at 1:32 AM

    Hi BayswaterMarketing,

    Can you clarify the issue the recipient is facing when trying to accept the form transfer request? If they didn’t receive the email, they can also accept the request directly from their Account – Data page by clicking the View Details button under Pending Transfers. We also have a complete guide on Accepting Form Transfer Request that the recipient can refer to.

    Issues with Transferring a form  Image 1 Screenshot 20

    If the issue persists, ask them to share a screenshot of any error message they’re seeing or a screen recording of the process they're following to accept the invitation. They can upload the recording to a public platform like Google Drive or Dropbox, or you can simply use Loom to record and share the link with us.

    Once we hear back, we’ll move forward with a solution.

  • BayswaterMarketing
    Replied on July 17, 2025 at 4:58 PM

    Issues with Transferring a form  Image 1 Screenshot 20

  • BayswaterMarketing
    Replied on July 17, 2025 at 4:59 PM

    Why is this occurring? My account is free and his should also be free it is just transferring the form over!

  • Christian Ice JotForm Support
    Replied on July 17, 2025 at 6:07 PM

    Hi Bayswater,

    Upon checking the account you're trying to transfer your form with, it appears that they have exceeded their Upload Space limit and their account would need to have enough upload space to receive your form, which is why the system is asking them to upgrade.

    You can ask them to download their form submissions so they can delete them to free up some space instead of upgrading their plan.

    Let us know if you have any other questions.