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1 reply

O
Old23637762c23c
New Participant
March 22, 2022

Hey Sophie Ièm trying to do the same thing. I created a checklist that i want to save as a template instead of creating it over and over.

If I come across a solution I will share it with you. Crossing my fingers I can figure it out.

O
Old23637762c23c
New Participant
March 22, 2022

So far all I can figure is to first save it enhanced

File - Save as Other - Reader Extended PDF - Enable more tools (includes form fill-in & save)

then open it and save as a copy

File - Save a Copy

Being that I am usng the checklist for multiple clients orders I ‘Save a Copy‘ with a clients name

Then I can go back and open the Extended file and repeat for each client, saving their checklist as a copy with their name on it.

Im not sure if that helps but hope so.

Old Goat

 

 

J
jennifer_1339
New Participant
February 11, 2025

This is a really round-about way of doing something very simple.

Just define the original file as read-only and it will not allow you to overwrite it. You will have to specify a new file name when trying to save it.


Two questions:
1) IS there a way to add notes to the "read only" non-saveable option? As in, can one indicate, when a user presses SAVE, for a message to indicate "This is a template. Please go to Save As to save edits you have made."
2) (FYI) I am inquiring on behalf of non-desktop publisher attorneys who will send this file out to potentially even less savvy non-desktop publishers. 
Thanks for any useful suggestions!

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