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

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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. In the panel that opens, select Transfer under Quick Actions.

    Settings panel on a form card showing Manage form, Quick Actions with Share, Clone Form, Submissions, and Transfer option below Move to Folder

  3. In the Transfer Form to Another Account window, enter the Email of Destination Account.

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

    Transfer Form to Another Account dialog with Email of Destination Account field and Preserve Folder Structure toggle

  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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