Transfer a form to another user

You can quickly transfer a form to a different agent, while the ‘Created by’ tag for the form will continue to show it’s original creator.

Either in the dashboard or form view, click the options button (⋮) and select ‘Change Agent.’

Realworks form details page with the Edit form menu open and Change agent option highlighted.
Realworks All Forms page with the form actions menu open and Change agent option highlighted.