Account Management: Transferring Existing Forms to a New Account

Hello,

id like to create a separate account for a different branch of our business. Is it possible to transfer existing forms to a new account?

Hi Hampshire,

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

Yes, it is possible to transfer your existing forms to a new Jotform account for another branch of your business. When you transfer a form, all its submission data moves with it, and the receiving account becomes the new owner.

Here are a few important points before you start:

• If you're using a custom URL, it will 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:

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. Click on the Data tab on the left.

4. In the Transfer Form section, click on Transfer Form.

5. Enter the Authentication Code that is sent to your email address, then 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 new account (the other branch) that you want the forms to be transferred to.

8. 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 needed.

Once the forms are transferred, the owner of the new account will receive an email notification. From that email, they can click on the View Transfer button and then click on Accept to complete the transfer:

Also, make sure that the form(s) you’re transferring are not connected to Jotform products like Jotform Apps, Jotform Store Builder, or Jotform Workflows. If they are, remove those connections first.

Let us know if you have any other questions.

so if the we have live forms with a url. that url will change when transferred? so we shouldnt transfer live forms or risk breaking links

Hi Hampshire,

When you transfer a form to another account, Jotform automatically updates only the custom form URLs to match the new owner’s username.

What this means for your live links:

• If you are using a custom form URL (with the username in it), it will change to use the new account’s username. Any links that use the old custom URL will no longer point to the form after transfer.
• Jotform will update the custom URL itself on the platform, but it cannot update places where you’ve already shared or embedded that URL (website buttons, emails, PDFs, QR codes, etc.). Those would need to be updated manually to the new URL.
• To keep a link active, you must not delete or disable the form and ensure your account remains in good standing, but a transfer does change the custom URL owner part.

Because of this, transferring actively used live forms can indeed break existing shared links if they rely on the old custom URL. If avoiding broken links is critical, you may want to:

• Plan the transfer for a low-traffic time and then update all published links to the new URL right after the transfer, or
• Consider copying/importing the form into the new account instead of transferring it, and keep the original live until you have updated everything.

Let us know if you have any other questions.