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March 19, 2007

How do I prevent people from saving a form

  • March 19, 2007
  • 25 replies
  • 18256 views
All,



I created a form for online fill in, but I do not want anyone to have the ability to save their data on the original form; they can "Save As" and rename it anything else with their data, but I want to keep the original form blank...not sure if this is so simple I am tripping all over it, but I can't find this simple procedure anywhere...



..any help?



thanks



Ed
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25 replies

March 19, 2007
Hi Ed - Unless you enable document rights in Professional, NO ONE will be able to save their data in that form. You should see a little default message when you open the form in Reader that says "Please fill out the following form. You cannot save data typed into this form..."



Try testing yourself. Hope that answers your question.
March 20, 2007
Gretchen,<br /><br />Thanks for the response..I'm using Lifecycle Designer 7.0 and I don't see the default message. When I open my form, it opens fine with reader, I can fill it in, print it, email it fine. But when I close it without saving, it asks me if I want to save it; I do and the data is there next time I open it. I have gone into Form Properties, Security Tab and tried the different options to no avail. I am really new to this program so I could easily be building my form completely wrong from the ground up. But it just seems it would be much easier (like in <shudder> Word) to make a document "Read Only" and allow people to fill it in and, if they wanted a copy saved, to rename their copy something else. That is what I am looking for...<br /><br />Ed
March 20, 2007
Hi again Ed -



The default message is only found when viewing the form/PDF using either Reader or Professional, NOT while in Designer. Designer is the program to CREATE the PDFs - so anything you place on that form, will naturally save. It is NOT meant to be the program you fill in the forms, save as, etc. I'm guessing when you're in Designer, you're viewing the form in the PDF Preview tab? Despite it looking like Reader and showing you how the form "looks in Reader", this ISN'T Reader.

Close out of Designer completely and try re-opening the form with Reader only (close out your Professional if it opens...Professional WILL save your data).

See if that doesn't work for you.

You can email me directly too, if you need more assistance:

gretchen.payne@wch-rcc.com
March 22, 2007
Hey there,



I am creating forms for my office and I want the people in my office to be able to save their documents but not the original. Is there any way that I can do a "SAVE AS" ONLY??



Help...
March 22, 2007
Is your "original" a PDF form (interactive and fillable?) If it is, the only way anyone could save their data, is if the form is enabled through Professional. Without that, they'll be unable to save it. If you open your form with Reader, you'll only get the options to either "Save As Text" or "Save a Copy".

Does this answer your question?
March 22, 2007
Thank you for your help. When I opened my document in Reader I was not allowed to save it but I could print it. (I could only save a "Blank Copy") Is there any way I can make it so it will "SAVE AS" or "SAVE a COPY"?



Thanks
March 22, 2007
To "Save As" or "Save a Copy", the form must first be enabled using Acrobat Professional (you may or may not have this). If you do, open Pro, then open your form (or document). From the menu bar, select Advanced>Enabled Usage Rights in Reader. It'll prompt you to save the document again.

Close out your professional and try reopening the newly-saved/newly-enabled form from Reader. It should now allow you to "Save As" or "Save a Copy."
July 27, 2007
Hi, I have created a form and do not want the information saved if a person closes the form. Could you tell me where the setting is to disable that? (if there is such a thing).



Thanks

Sheryl
July 29, 2007
I have a similar question. I created a survey form in LiveCycle Designer 8.0 that I want to be submitted by email as PDF but not allow those who fill the form to save the form. First I included a Submit by Email button which when clicked sends an email but the form is attached in XML format. The filled form cannot be saved.



One of the postings here suggested changing the Submit by Email button to a regular button, define it as Submit, enter the email address, and use PDF as the format. And use Enable Usage Rights in Reader under Advanced of Acrobat Pro. This time, when the Submit by Email button is clicked, the email is triggered, the form is attached in PDF format and the filled form CAN be saved.



But is there a way to allow sending the form by email in PDF format and DO NOT allow saving of the filled form?



Thank you for your help.
August 29, 2007
I understand that when opening the fillable document in Reader, they cannot save it, only print it. However, a few people in our company do have the Acrobat Pro as their default and when they open my fillable document, they may be able to save is with their info when they close it. Anyway around that???