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March 19, 2007

How do I prevent people from saving a form

  • March 19, 2007
  • 25 replies
  • 18222 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 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
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 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 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 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.