How To Transfer Mailchimp Templates From One Account To Another

How to Transfer or Share Forms and Information with Another Business relationship

Concluding Update: Apr 21, 2022

It is actually very simple to move your forms and data from ane Jotform account to another.
This guide hither is designed to testify you how to exercise this in a very elementary and effortless mode, and so let'southward go started!

There are 2 easy ways for you to acquire how to motion or transfer your forms and information so we will tell yous about each of the two methods beneath.

Option #1: Let United states of america Do It for You

The fastest and easiest way to move or transfer your forms is to allow u.s. to motility them for yous. We tin can motion ane grade or even all forms. It can be done in an instant and information technology also includes your class submission data.

Log in to your Jotform business relationship.
Open a new ticket and create a request to motility your forms.
List the URL of the forms yous'd like motility.
Provide the username or email address of the business relationship to where you want your forms and data transferred.
Once this is completed, we volition respond to you to confirm information technology.

Notation:
It is non possible to move or transfer forms from and to HIPAA-enabled accounts due to security restrictions. Also, it is not appropriate to disable HIPAA to move or transfer forms.

Option #2: Transfer Form Ownership as a Sub-Account User

Note:
Constructive October 2018, the Sub-User feature has been discontinued and is no longer available for creating new sub-users. If you had been using this feature previously, you're grandfathered.

If you would like to take additional users added to your account, please bank check out our Jotform Enterprise plan.

Some other way to do this is by transferring the ownership of your forms and submission data to move them. This is only available if you happen to be a sub-account user or possessor of forms that are shared with a sub-account user as information technology works both ways.

Brand sure your second business relationship is set equally a sub-business relationship or vice versa.
Log into your starting time business relationship with the forms y'all want to move.
Next, go to the My Forms page.
Select and drag the forms you demand transferred, so drop them to the binder under the Shared with Me section.
Yous volition receive a warning message asking if you wish to proceed with transferring ownership of your form. Click the Ostend button to proceed.

If you lot are unsure or even so demand help just let us know in the comments section below and nosotros tin can gladly check and assistance you with this further.

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