Templates: Fillable Form that can not be saved until new name to prevent changes to Template?

[rtholder]

Still in the learning stage for fill-in forms....Is there a way to setup a fill-in form and make it a template that the end user can open and fill in, but can only be saved with new name so the template does not get modified? 

[Bernd Alheit]

In your operating system set the template as read-only.

[rtholder]

Bernd,

Thanks for the quick reply.. These will be a large group of forms in the cloud that will be accessed by many devices and OS.  I was hoping there was some way of setting them to "Templates" meaning that they could not be modified and saved to the same file.  Only to a new file in the cloud to prevent a user from accidentally over writing the Template.

Thanks,

Richard

[Bernd Alheit]

This is not possible.

[rtholder]

Again, I am still learning the Adobe DC platform.  But it would nice if there was icon in the Tools "Convert To Template" that once a form was finished you could click and it would prevent/protect a user from replacing the original form.  A user could open and fill out data, even print but could not be saved, only "saved as" with or without the data as new name back to the cloud.

Hard to believe this platform has no way to do this...

Richard

[Bernd Alheit]

When the user has write access he/she can overwrite the file like as any other file.

[rtholder]

Understand/Learning

My understanding of the Adobe Cloud is to provide a central place that any device and OS can access PDF documents/Forms. So IMO any solution on the end user device would defeat the role of the cloud in the concept of a Template.  Being able to store forms as Protected Template Forms would be a big plus and needed feature IMO. Template Forms being defined as: "Once a form has been completed and stored in the cloud, it could then set as a Template so that it would be protected from being changed or accidentally replaced by end user.   But a end user could access, fill out and save back to the cloud as long as it was not exact name as Template.

Maybe possible work arounds would be ability to set a cloud form as read only, or once finished and in the cloud ability of setting password required to replace/overwrite to same name when saving back to cloud.  But password not needed to access, fill out and save back to cloud when using new name?

Thanks again any and all help!

Richard

[Bernd Alheit]

Without ID and password users can't save files on the Adobe Cloud.

[rtholder]

Thanks again Bernd, here is some more info:

I am trying to build a solution that will use the Adobe DC platform that eventually will have over 4 digit locations.  Each location will have the full Adobe Acrobat Pro DC with cloud account access.  So they will have all the default access rights to the cloud.  They will access one of the forms in the cloud that many other locations will be accessing and using.  They will fill in all the needed information provided by their customer.  Then they will then save it to the cloud with the customer's name as part of the file name so they will not replace the so called "template" that many other locations will be accessing and using.  In trying to prevent user error, I wanted a way to protect/prevent them accidentally overwriting/replacing a form that is a "template" for all other locations that will be using.  Hopefully this explains better why i am trying to find to provide a "Template" solution.

Having provided custom software solutions for over 30 years, I am also adding my two cents..  As I am learning the DC platform it seems to have been created as a central place in providing access PDF files with a focus on signatures and tracking changes and comments.  So these features will be needed/used with some of the PDF Documents.  But having a "Template functionality" like I have posted here that could be used for documents and forms to this platform would be a great resource in the versatility this platform could provide..IMO 

Richard

[gkaiseril]

One usually provides a public location to accumulate the responses in a file and not the completed forms.

the Document Cloud and Adobe Cloud are for an individual and a group of users. If you want a more general and open solution, then you may need to provide a web server and set the rules for accessing it within that server.

[rtholder]

gkaiseril,

Was thinking making sub folders for each location to store forms with data.  But in trying to make it "Idiot Proof" and proactive in preventing user error, the web server approach may be the only way.   As I dig deeper, finding out the forms have very limited field types and validation of data entered.  So looking like a lot of java Script will be needed.  

Richard