If I have created a bunch of forms and want to transfer them to someone else can I do that?

If I have created a bunch of forms and want to transfer them to someone else can I do that?

I have created a bunch, am moving into a different role but don't need like a full admin panel, just to move them to one other person.

Hi Holden,

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

You can transfer your forms to another person’s Jotform account without needing any special admin panel. Transferring Your Forms and Data to Another Account is easy. When you transfer a form, all its submission data moves with it, and the receiving account becomes the new owner. Keep in mind these points first:

• If you're using a custom URL, it’ll automatically update from https://form.jotform.com/{yourUsername}/{your-custom-url-slug} to https://form.jotform.com/{New_Owner_Username}/{your-custom-url-slug}.
• The transfer can’t be undone unless the new owner agrees to send the forms back.
• It's not possible to transfer forms to or from HIPAA-friendly accounts.

Let me walk you through it:

Start the transfer from your account

1. On your 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. You can select each of the forms you want to move to that other person.

7. In the New Email Owner’s Email Address field, enter the email address of the Jotform 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 request at a time. You also have the option to cancel a pending request if you change your mind.

Cancel a pending transfer (optional)

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.

What the other person needs to do

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.

Also, make sure the forms you’re transferring are not currently connected to Jotform Apps, Jotform Store Builder, or Jotform Workflows. If they are, remove those connections first before transferring.

Let us know if you have any other questions.