Form Ownership Transfer: How to Transfer Forms to Another User

Hello

I created two forms in the free version for my friend. I now want to transfer ownership to her - how do I do this?

Thanks.

Hi Clare,

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

Transferring your forms and their data to your friend’s Jotform account is straightforward. When you transfer a form, all its submission data moves with it, and your friend’s account becomes the new owner. Please note a few important points first:

• 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:

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. 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 each of the two forms you want to transfer.

7. In the New Email Owner’s Email Address field, enter your friend’s Jotform account email address.

8. Click on Transfer Form.

Keep in mind that you can only send one form transfer request at a time, so if needed, repeat the process for the second form.

Optional: Cancel a pending transfer

1. While you are still on the Data page, click on the View Details button in the Pending Transfer section.

2. Click on Cancel Request.

3. Click on Yes, Cancel.

What your friend needs to do

Once you send the transfer, your friend (the new owner) will receive an email notification. From that email, they can click on the View Transfer button, then click on Accept to complete the transfer. Here is how it looks:

Important: The forms you’re transferring should not be connected to Jotform products like 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.

Thanks for the very clear instructions. The screenshots were very helpful.

Hi Clare,

I’m glad to hear the instructions and screenshots were helpful for you.

If you run into anything else while transferring the forms or if your friend has questions on her side, just share them here and we’ll be happy to help.

Reach out again if you need any other help.