Can I save my pdf (with form fill fields) as a template?

New Here ,
Feb 16, 2021 Feb 16, 2021

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I've created a pdf with form fill fields, now I'd like to save this pdf as a template so that the user can open a new pdf each time, as a normal template file should.

Thanks.

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Edit and convert PDFs , General troubleshooting , How to , Mac , PDF forms , Share or review PDFs , View PDF

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New Here ,
Mar 22, 2022 Mar 22, 2022

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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.

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New Here ,
Mar 22, 2022 Mar 22, 2022

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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

 

 

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Adobe Community Professional ,
Mar 22, 2022 Mar 22, 2022

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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.

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