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OverlordB1
Participant
September 12, 2024
Question

FILLABLE -How to keep original fillable after doing a SAVE AS?

  • September 12, 2024
  • 1 reply
  • 266 views

I have a fillable document that is being used for medical offices. So after a SAVE AS is done the orginal docment is blank and untouched.

I have used securtiy on the form to keep others from altering the form.

As of now if I go to the top of my pull down menu in the upper left SAVE is not illumianted and SAVE AS is. As they should be.

However, when I go to the opposite corner to the SAVE TO COMPUTER icon it is illuminated and if pressed does a SAVE  and keeps all the new information on the original document that I needed empty!

What am I doing wrong???

How can I get the original to stay blank while I SAVE AS the new document I need with the NEW PATIENT'S Information in it. 

I don't want other PATIENT's to see previous Pateints personal information.

This topic has been closed for replies.

1 reply

Souvik Sadhu
Legend
November 6, 2024

Hi @OverlordB1,

 

Hope you are doing well. Sorry for the trouble.

 

What I would suggest here is to create a submit button with a script.

Doing so will ensure saving a copy of the file everytime you fill in the data and click the submit button.

 

To do so, follow the steps below:

 

  • Open the PDF form in Adobe Acrobat.
  • Open the Prepare Form tool (found under "Tools" -> "Prepare Form").
  • Select or add a button to the form.
  • Right-click on the button and choose Properties.
  • Go to the Actions tab.
  • Choose Run a JavaScript from the dropdown.
  • Click Add, then paste the JavaScript code into the editor.
  • Click OK to save.

 

After pressing Add, paste this script: 

// Prompt the user to choose a location and filename for saving the form
var newFile = app.execMenuItem("SaveAs"); // This triggers the Save As dialog

// Check if the user actually selected a file (not canceled the dialog)
if (newFile) {
    this.saveAs(newFile);  // Save the form as the chosen file
}

 

This will allow you to save a copy of the form with all the entered data.

 

Hope this helps.

 


-Souvik