How to move data & form to new account?

I created a form for a non-profit last Fall "emergency" for my husband. I would like to get it off of this account and let them open their own account. This is what I had created: https://www.jotform.com/build/252726172046152

I want to get them to have their own account and move all of this to it. Please tell me how to proceed. I'd love to delete them from this account. Thanks.

Hi Mabyn,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

Here’s how to move the form to the other account:

1. Go to your Workspace page.
2. Click your Profile Picture/Avatar on the top-right side of the screen, then select Settings.
3. Click Data page in the left menu.
4. Click Transfer Forms at the bottom of the page.
5. Enter the verification code sent to the email address linked to your account.
6. Search for and select the form you want to move.
7. Click Transfer Forms again to send the transfer request.

After that, the new account owner will need to accept the transfer request. You can also view any Pending Transfers in the same Data section.

Important:

• A single transfer request can include up to 15 forms.
• You can create up to 20 transfer requests in 60 minutes.
• When you transfer a form, its settings and styles are transferred too.
• You can’t transfer Sign Documents, Workflows, AI Agents, or Apps.

For deleting them from this account, the knowledge base only confirms that forms can be transferred and that account deletion is a separate process. It does not provide instructions for removing another person from an account.

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

Will it transfer the form code also?

Hi Mabyn,

Yes, the form transfer includes the form’s settings and styles.

The knowledge base also says Jotform will automatically update all Custom Form URLs after the transfer is accepted.

Important: the information provided does not say that the form’s source code is transferred as part of the form transfer. It only confirms that settings, styles, and custom form URLs are included.

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