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Participant
January 22, 2025
Question

edits being saved to original document even after saving as a copy

  • January 22, 2025
  • 1 reply
  • 354 views

I have created a fillable pdf document for maintenance department work orders. Maintenance staff will fill out the fillable sections and then have customers sign their signature at the bottom as well as their own signature. I have figured all of that out. However, when I save this document as a copy so that I can save it in the appropriate folder, the original copy also saves with the edits that were made. I need the original copy to remain blank so that maintenance staff can return to it each time they need to start and fill out a new work order.

1 reply

Community Manager
January 22, 2025

Hi @social_worker,

 

Thanks for reaching out. 
When you save the file as a copy, try saving it with a different name and then try working on the original file. 
Let us know if that works for you. 

If the issue still occurs, share a video of your workflow, so we can look into it and share our findings. 


~Tariq

Participant
January 22, 2025

Each work order is for a separate case, a separate place. the title of each will be made accordingly. I have tried to save it in every way i know how to withouth it affecting the original copy and nothing is working. My workflow is I edit my pdf, hit save as copy, do so, and the original is altered, as well as the copy.

Participant
January 22, 2025

i've been told to duplicate the file before working on it, it still affects the main copy and duplicating creates too many copies and causes confusion. i want the process to be as clean and streamlined and easy as possible.