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Can I make a fillable pdf read only?

New Here ,
Jul 07, 2021 Jul 07, 2021

I'm trying to find out if its possible to make a fillable pdf Read Only, the same way you make a Word document Read only.

 

Where the file is still fillable and savable, but users don't have the ability to over write the actual file and are forced to "save the file as" when they want to save their changes after filling out the form.

TOPICS
Edit and convert PDFs , PDF forms
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Community Expert ,
Jul 07, 2021 Jul 07, 2021

Save vs. save as is something you would have to enforce via file access control: You can make the file read-only on the operating system level, and that would then force a user to do a Save As. There is nothing inside Acrobat that would provide this functionality. 

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Community Expert ,
Jul 07, 2021 Jul 07, 2021

Hi,

can you explain how are users accessing the original?

If they get it by opening a file on a server, you can right click on the file, select Properties then check the box for read only option (see screenshot). Users will have to save it under a different name.

If the file is stored on SharePoint, or sent by email, just change the properties before you upload/attach it.

Consider adding a Signature Field as it locks the file and forces to save the document.

 

 

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New Here ,
Aug 09, 2021 Aug 09, 2021

What has been suggested worked flawlessly. So thank you.

 

However, I'm wondering if there is a way the "read only" property enforeced in operating system level can we carried over and over everytime the file is "saved as" a new file. 

 

we simply looking for a way to prevent users over writting the file everytime the make changes to it and enforce them to save it as a new copy.

 

 

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Community Expert ,
Aug 09, 2021 Aug 09, 2021

It does, but a user can easily change it manually, unless they don't have write permission to the file and the  folder where it's located from a higher authority, like the network admin.

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New Here ,
Apr 24, 2023 Apr 24, 2023
LATEST

If you're accessing the file over sharepoint, you can add the file as a "new template" in a document library.  It will save a new file that the user can edit everytime.

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