Transferring a form to another account takes just a few simple steps:
- Create a Transfer Code
- Send the code to the new owner
- Enter the code into the new owners FormKeep account
That’s it. Super simple to develop a Form for a client and then hand it over to them to manage billing and see the submissions themselves.
You can create a Transfer Code from https://formkeep.com/account/transfer. At the bottom of the page you’ll have to select the form to move and enter the email address of the FormKeep account that is going to receive the Form.
After you do that there’s a list of Pending Transfers that show the actual Transfer Code and the email associated with the code. You are able to cancel the code anytime prior it being used.
The code should have a link that you can send to the new owner that will take them directly to the Transfer page with the code filled in correctly.
If the code is mis-typed or if the account email differs from what you entered when the code was created then the code will not work and you’ll need to create a new one with the correct email.
The new owner can just put in the code and press the ‘Transfer form to me’ button to take control of it.
The Form will be removed from your account and moved to theirs. You will receive a confirmation email noting that this transfer has been completed.
If you have any questions, or need to do bulk moving of forms around, just reach out to support and we can help you out.