Skip to main content

Transferring forms from one user to another

note

Transferring forms from one user to another is not available in WA through REI Forms Live.

  1. Select Users in the left menu.

  2. Click the three dot icon in the row of the user whose forms you would like to transfer. Select Transfer Forms… from the drop down menu.

    Transferring forms logo

  3. Select the user you wish to transfer the forms to from the drop down box, then click Transfer

    Transferring forms logo

  4. A confirmation message will appear in the top right corner advising that the forms have been transferred. Transferring forms logo