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October 28, 2021
Question

Requiring a user to SAVE AS after filling in a PDF

  • October 28, 2021
  • 1 reply
  • 222 views

Hi All, this is my first time using any Adobe forum, so I'm sorry in advance if I'm in the wrong place.  I have what I hope is a basic question.  Way, way back in the early days of my career, I would frequently encounter PDFs that had a bar across the top that let users know that any data they entered in the form would not be saved and they'd have to use "Save As" if they wanted to save it to their own directory.  This would preserve the "master" file and keep it blank.  So, with all of the new versions and interfaces that have happend with Adobe Acrobat since those days, I just can't figure out how to make this happen on my current "master" files.  I create many fillable Adobe forms for my staff to use, and they are stored on a server everyone can access (H drive).  On a separate server (U drive), everyone has their own secure directory that only they can access.  I want to make it so anyone who fills in a PDF form stored on H drive HAS TO "Save As" to their secure directory on U drive so it leaves all of the fillable PDFs on H drive blank.  I have looked all through the security and advanced security settings, assigned passwords and checked and unchecked numerous boxes, and it is not accomplishing this.  Can anyone help me with this?

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1 reply

try67
Community Expert
Community Expert
October 28, 2021

Set the file, and the folder where it's located, as Read-Only for all the users who will access it.