PDF Setting - restrict to save form with content

Community Beginner ,
Feb 26, 2021 Feb 26, 2021

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Hello,

is it possible to save the PDF with the setting, that the user can edit the form and print it, but cant save the form with the typed content?

 

Thank you so much in advance

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Create PDFs, How to, JavaScript, PDF forms

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Most Valuable Participant ,
Feb 26, 2021 Feb 26, 2021

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No, but you can add a command to reset the form data when the file is saved, or opened.

I would advice against doing it, though. Your users are not going to be happy with you if you do...

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Community Beginner ,
Feb 26, 2021 Feb 26, 2021

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The users are salesmen and the document is a form to create an order.

The salesmen should not be able to override the template-file thats the idea behind.

Dont ask me why they want it as pdf, but that was the request...

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Most Valuable Participant ,
Feb 27, 2021 Feb 27, 2021

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So just set the file as read-only (as well as the folder where it's saved).

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Community Beginner ,
Feb 27, 2021 Feb 27, 2021

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Thank you for your reply.

Is the user then still able to fill out the fields?

And how to set the file to readonly?

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Most Valuable Participant ,
Feb 27, 2021 Feb 27, 2021

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Presumably the files are stored on a server in the office? If you don't know how to set security on a file, AND the folder it's in (do both), talk to your server administrator. It's nothing specific to PDF files. 

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Community Beginner ,
Feb 27, 2021 Feb 27, 2021

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The file will be on the tablet of the field personnel. After saving it will be send via email to the customer

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Community Beginner ,
Feb 27, 2021 Feb 27, 2021

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May it could be able to implement a button with "Save" and a code which saves the file readonly?

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Most Valuable Participant ,
Feb 27, 2021 Feb 27, 2021

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I doubt it can be done in this case. Have you tested it on a tablet at all? There are many limitations.

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Community Beginner ,
Feb 27, 2021 Feb 27, 2021

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Ah no not yet. Thought its the same on tablet. Which limitations i have to expect?

 

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Most Valuable Participant ,
Feb 27, 2021 Feb 27, 2021

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You really need to test on the specific tablet chosen. It's a whole different world view. Things you may struggle with

- having local files on the tablet

- filling a form

- sending an email

- printing the form 

- any and all JavaScript

A lot depends on the PDF filling app you choose. 

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Most Valuable Participant ,
Feb 27, 2021 Feb 27, 2021

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In fact, in Acrobat Reader on a tablet (now I think of it) there is no SAVE function, so nothing to disable! Saving happens as you type, there is no such thing as a not-yet-saved file. This is because tablets will close an app without warning, so saving is pretty much a thing of the past.

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Community Beginner ,
Feb 27, 2021 Feb 27, 2021

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Would it be possible to use a button which saves the file as new file with new filename and clearing the fields of the main file? Would that work on a tablet?

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Most Valuable Participant ,
Feb 27, 2021 Feb 27, 2021

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There is no concept of saving to a new name, so far as I know. You only have the file you are working on. Probably needs a rethink. Maybe a "Clear form" button for your salesmen.

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Community Beginner ,
Feb 27, 2021 Feb 27, 2021

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Problem is, that the salesman needs the filled out file to send it via email and this file should not contain the fields.

But if there is no possibility to save the file with javascript, maybe i should think about a pdf-printer for the tablet.

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Most Valuable Participant ,
Feb 27, 2021 Feb 27, 2021

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"PDF printer for the tablet" - never heard of anything like that.

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Community Beginner ,
Feb 27, 2021 Feb 27, 2021

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PDF Creator
Let's Print PDF
PrinterShare™ Mobile Print
iCanPrint

 

All examples for apps which can convert files into pdf using the printing button.

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