PlatoForms User Guide
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  • Form Builder

    Creating an Online Form for an Existing PDF

  • Custom Domain

    With Builder you can build three types of forms: online web forms, online PDF forms, and master forms.

  • Master Form Builder

    you will arrive at the Form Builder. On the form Builder, there are three main sections:

What's new? API Docs

Transfer forms to another account

Tabs

In this chapter, you’ll learn how to transfer your form to another PlatoForms account.

This feature is useful when you need to hand over form ownership to a teammate, client, or another account, without recreating or duplicating the form.

Transfer a form

  1. Hover over the desired form on the Dashboard.

  2. Click the Settings (gear) icon in the top right corner and select Transfer.

    Transfer option

  3. In the pop-up window, enter the email address of the destination account.

  4. (Optional) Toggle Preserve Folder Structure if you want the form to appear inside a new folder with the same name in the recipient’s dashboard.

    Preserve Folder Structure

  5. Click Transfer, then confirm the action.

Once confirmed, the form and all of its submissions will be moved to the specified account.

Note

This action cannot be undone.

When the transfer fails

If you see the error “The specified account does not exist”, double-check that the entered email address is associated with an active PlatoForms account.
Only existing accounts can receive transferred forms.

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