As a team's account owner, you can copy or move forms from your account to any Workspace you have access to.
You can consolidate your accounts as an account owner (for example, if one of your team members created a form in the wrong account), or help your clients as an agency. What’s more, this feature is available to everyone on your team, even those on a free plan.
If you are a Workspace owner, but not an account owner, you'll be able to move forms between Workspaces in the same account, but won't be able to move forms to Workspaces in different accounts.
Copy a form to a different account
1. Click the three dots on the form you want to copy.
2. Select Copy to.
3. Select an organization from the list.
4. Then select a workspace.
Make sure that the latest changes to the form have been published. Additionally, remember that the form's results (if it has any), follow-up messages, custom system messages, and meta information won’t be copied over. Only the form's structure will be transferred to the new workspace.
Move a form to a different account
Account owners can move forms to another account that they are a member of.
Warning! When moving a form to a different account/organization, this will change the form's original URL. Form URLs are specific to the account they're in. Respondents will see a redirect message letting them know that the form has moved to a new address and they can click Continue to view the form. To avoid respondents viewing the redirect message, we recommend updating any embed codes or URLs where you have shared your form.
1. Click the three dots on the form you want to move.
2. Click Move to.
3. Select an organization from the list.
4. Then select a workspace.
You can move forms from your account to a different organization you belong to, but you can't move or delete them from a workspace that's not in your account.