---
title: Set Up Transfer to Myself
description: This topic describes how to set up your form to enable Transfer to Myself.
source_file: WorkManagement/SetUpTransferToMyself.htm
---

# Set Up Transfer to Myself

With the Transfer to Myself feature, mobile users can submit incomplete TrueContext Teamwork-enabled forms while keeping the record assigned to them. To do this, they transfer the form and select the option **Myself**. This sends a copy of the ongoing work to the server, making it available on any of the user’s other devices. Additionally, supervisors can view incomplete work from the TrueContext Web Portal. This topic describes how to set up your form to enable Transfer to Myself.

Available on the Intelligent and Elite tiers:

—Digital

Intelligent

Elite

[?](https://truecontext.com/pricing/)

## Prerequisites

- You must be an Admin user or a User with Can Create FormSpace permissions.
- Your users must have the Mobile App version 25.2 or later.

## Steps to set up Transfer to Myself

1. From the Forms & Integrations menu, navigate to the form you want to configure.
2. Select **Edit Form**.
3. Select **Settings**, and then select the **Workflow Settings**.
4. In the **TrueContext Teamwork** section, select the option **Allow users to transfer incomplete forms directly to another user**.
5. **SAVE AND DEPLOY** your form when you’re ready to make it available to your users.

## Related topics

- [Introduction to Transfer to Myself](ContinueWorkOtherDevice.md)
- [Steps to Transfer to Myself on the Mobile App](StepsTransferToMyself.md)
- [Steps to Enable TrueContext Teamwork on a Form](../Features/PF_Teamwork/TeamworkH3/Configuration/StepsEnablePFTeamwork.md)

../markdown/WorkManagement/SetUpTransferToMyself.md