Force Users to "Save As" or "Save a Copy"

Forum|Forum|3 years ago
June 6, 2022
2 replies
2741 views

I have an Adobe fillable form I designed from scratch. This will serve as a company-wide template. When I tested it in Adobe Reader, the app allows the user to "Save" the document and use the same filename. Therefore, the master template can be overwritten. I set what I thought were all the applicable security settings on the file. What can be done or what am I missing to accomplish this? I know this is do-able as I've seen government and corporate fillable forms behave in this manner.

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try67

Community Expert

> I know this is do-able as I've seen government and corporate fillable forms behave in this manner.

This is usually because they create the file in a special application called LiveCycle Designer and then don't apply to it the right it needs to be savable in Reader. You can always save a filled-in file in Acrobat, though, unless the file itself is read-only and can't be overwritten.

T

Test Screen Name

Legend

Actually, I'm not convinced these are designer forms, because if you can't use Save, because of document rights, you also can't use Save As.

try67

Community Expert

I think you could, but it saves a blank copy of it. Not 100% sure about it, though.

T

Test Screen Name

Legend

You need to use normal file protection to protect the file from overwriting, and also protect the directory it is in. This is outside the scope of Reader/Acrobat. It doesn't depend on the type of form at all.

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