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ctnr
Participant
August 10, 2023
Answered

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

  • August 10, 2023
  • 2 replies
  • 5106 views

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.

    This topic has been closed for replies.
    Correct answer try67

    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.

    2 replies

    O
    oklahoma dentalf75533127
    Participant
    October 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.

    try67
    Community Expert
    try67Community Expert
    Community Expert
    October 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:

     

     

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

    O
    oklahoma dentalf75533127
    Participant
    October 28, 2024

    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. 😉

    try67
    Community Expert
    try67Community ExpertCorrect answer
    Community Expert
    August 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.

    C
    ctnrAuthor
    Participant
    August 10, 2023

    Thank you, that worked!!

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