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15

Fillable PDF form requires "save as" instead of a simple "save"

New Here ,
Aug 10, 2023 Aug 10, 2023

I created a fillable form template, and then I copy/paste that file into individual folders I create for customers. When I then open the file, fill in the required information for a particular customer, then hit "save", it automatically does a "save as". This is creates 3 additional steps to save the file:

 

  • An Acrobat "save as" dialogue box pops up asking me to choose a recent folder, or choose another folder.
  • Then the Windows "save as" box pops up asking me to hit "Save".
  • After I hit "Save", another dialogue box pops up telling me the file name already exists and asks if I want to overwrite it.

 

Isn't there a way for me to just "save" instead of "save as"?? I create individual fillable forms for multiple customers and this process gets very tedious.

 

I did search other questions in this community and couldn't find much specific to this problem. There was one question from a member that was this exact problem, but the "solved" answer said this shouldn't be happening unless you download the file and need to save it to the computer for the first time. That isn't this problem - the file already exists in the folder its meant to. I should be able to just "save" the file with the new changes.

 

I'm using Windows 11 Pro on an HP Pavilion with a 64-bit operating system, x64-based processor.

TOPICS
Edit and convert PDFs , General troubleshooting , PDF , PDF forms
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1 ACCEPTED SOLUTION
Community Expert ,
Aug 10, 2023 Aug 10, 2023

Go to Edit (or the Acrobat app menu on a Mac) - Preferences - Security (Enhanced), and uncheck the "Enable Enhanced Security" box, as well as "View in Protected Mode", "Run in AppContainer" or anything else with a similar name.

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Community Expert ,
Aug 10, 2023 Aug 10, 2023

Go to Edit (or the Acrobat app menu on a Mac) - Preferences - Security (Enhanced), and uncheck the "Enable Enhanced Security" box, as well as "View in Protected Mode", "Run in AppContainer" or anything else with a similar name.

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New Here ,
Aug 10, 2023 Aug 10, 2023

Thank you, that worked!!

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Community Beginner ,
Jul 25, 2024 Jul 25, 2024

Hello! I followed your instructions and it didn't worked for me. Form still having a behaviour "Save as" instead of "Save".

What else can I do?

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New Here ,
Aug 09, 2024 Aug 09, 2024

I am also having the same issue.  I had fixed it once before doing the above, but that no longer works for me. 

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Community Beginner ,
Aug 27, 2024 Aug 27, 2024

@try67could you help us, please? 🙂

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Community Expert ,
Aug 27, 2024 Aug 27, 2024

If the suggestions above didn't work, not really, sorry.

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New Here ,
Oct 28, 2024 Oct 28, 2024

I am trying to do the opposite. I have a PDF form that I WANT people to have to save under a new name. I saw a thread from 2019 that said to mark the document as "Read Only" but I am not finding that option in Preferences or Document Properties. My document does have "Enable Enhanced Security", "Enable Protected Mode at Startup", and "Run in AppContainer" checked. Most of the time I am frustrated because I make a change and have to save it under a new name and the one time where I want to require it be saved under a new name, it doesn't. I don't want to have to keep going in and re-creating this form because someone didn't read the instructions.

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Community Expert ,
Oct 28, 2024 Oct 28, 2024

You're not finding it there because it's a setting of the file itself, not a PDF setting. In Windows, right-click the file and select Properties, then tick the "Read Only" check-box under the General tab:

 

try67_0-1730134985708.png

 

Note that anyone with the file could just do the same and untick that box , making it editable once more...

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New Here ,
Oct 28, 2024 Oct 28, 2024
LATEST

Thank you! I was looking everywhere but there. I'm not worried about any of our staff changing it. I would actually be impressed if they did. 😉

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