❔Catch-up quick
Account Transfer lets you send a copy of a published Template from one account you administer to another. The copy arrives pending, and an admin in the receiving account opens it in the Template Editor and accepts it into a folder as a draft before it becomes part of that account. Your original Template never leaves the account you sent it from. Account Transfer is available on Enterprise plans.
Stop rebuilding the same Template in account after account. When you administer more than one GoFormz account, Account Transfer lets you build a Template once, publish it, and send a copy wherever it's needed.
With Account Transfer and as an Independent User, you can. . .
Send a copy of any published Template to one or more of the accounts you administer,
Review what another account has sent you before any of it reaches your Templates,
Choose the folder each Template lands in,
Decline a Template you don't want, without affecting the account that sent it.
As an example, you manage three regional accounts: "West Coast Operations", "East Coast Division", and "Midwest Regional". You've spent the morning perfecting a Template named "Field Service Work Order" in "West Coast Operations", and you want the other two regions using the same one.
In "West Coast Operations", you'd publish "Field Service Work Order", then access its Actions (. . .) menu and click Add to Another Account. You'd select "East Coast Division" and "Midwest Regional", then click Add. Your copy in "West Coast Operations" is untouched.
Now you'd switch to "East Coast Division", open Account Transfer, and find "Field Service Work Order" waiting under Templates as having come from "West Coast Operations". You'd open it, look it over in the Template Editor, click Accept, and file it in your "Work Orders" folder. It's saved there as a draft, ready for you to publish. You'd then repeat that review in "Midwest Regional".
🗒️ Note: Account Transfer is available on Enterprise plans. To send a Template, you'll need. . .
An Enterprise plan
Independent User status
Admin permission in the account you're sending from
Admin permission in at least one other account
A Template with at least one published version.
Reviewing a Template that's been sent to you requires admin permission in the receiving account. If you don't see Account Transfer in your account settings, contact your GoFormz account manager.
Send a Template
When you're ready, open the web app and navigate to your Templates tab.
Find the Template you want to send and access its Actions (. . .) menu. The Template's action menu will appear. If you don't see Add to Another Account, the Template has never been published, and you'll need to publish it first.
Click Add to Another Account. The Add to Another Account window will appear, listing every account where you hold admin permission.
Select the checkbox beside each account that should receive a copy. Use Search accounts to find an account by name, or select the checkbox in the Account name header row to select every account at once.
Click Add. A confirmation message will appear naming the Template and the number of accounts it went to.
What Account Transfer sends
Account Transfer always sends the most recently published version of a Template. If you've edited a Template since you last published it, those unpublished changes stay behind in the account you're sending from, and the receiving account gets the published version instead.
A Template needs at least one published version before it can be sent. Add to Another Account doesn't appear in the Actions (. . .) menu for a Template you've never published.
Sending a Template doesn't move it. Your original stays exactly where it is, and the receiving account gets a separate copy that they own from the moment they accept it.
What happens on the receiving end
A Template you send is pending until an admin in the receiving account reviews it. Pending Templates aren't in that account's Templates tab, can't have Forms created from them, and are only visible on the Account Transfer page.
Where to find Account Transfer
You'll send Templates from the Templates tab, using the Actions (. . .) menu on any published Template.
You'll review what's been sent to you on the Account Transfer page. Access your profile menu, click Settings, then click Account Transfer.
The Account Transfer page also shows Workflows and DataSources tabs. Those aren't active yet. For now, Account Transfer handles Templates.