Skip navigation

Pages > PDF workflow doubles my saves

360 Views 3 Replies Latest reply: May 11, 2013 2:02 PM by Yellowbox RSS
hotwheels 22 Level 1 Level 1 (0 points)
Currently Being Moderated
May 9, 2013 9:01 AM

i am having an issue using pages (newish mac user) where i create a new Pages document for a project, put the date in the header, save this document when complete and then print to pdf to send a client a stable (no format issues) archive copy (no accidental date changes or text deletions).


however, this means that i am saving TWO sets of documents which is a pain.


in part i save the pages document so that i can create a NEW document by opening this pages document, updating the DATE and then changing the text - and saving out with a different file name. then i PRINT this to pdf and i have two new documents with one being the Pages and one being the PDF that is sent to the client.


it seems like there are two issues to doing this with one being that i am always saving two sets of documents. the other is that the Pages document is really like some kind of "soft" copy since it can get accidentally over-written (happens) or can get the date accidentally changed (happens) or some other mistake over time. on the other hand i need this Pages document mostly to create a new updated version of this "template" but also if i have to copy and paste information from this doc into a new doc i am not sure if i can do this by going to the "archived copy" which is in ACROBAT PDF.


can anyone help me figure out if i can minimize this sort of clunky and unwieldy workflow?


one thing i am wondering is if there is a way to create an actual Template in Pages (after creating the first pages document) and then save this as a Template and always open this Template any time i need to create a new document of this type. the other thing i am wondering is if there is a "lock functionality" (i am on both Lion and Mountain Lion because i cannot update the Mac Pro to ML which is a bit of a pain) in Pages that would let me "archive" the Pages document so i knew this never got changed.


it seems like this would be helpful over here since the "template copy" would actually exist in Pages and all the "archive copies" would exist in the project folder.


anyone able to help me with some specific suggestions perhaps as to how it relates to their workflow?



MacBook Pro, OS X Mountain Lion (10.8.1), with 64 bit Win7 Boot Camp | iCloud
  • Yellowbox Level 4 Level 4 (3,990 points)
    Currently Being Moderated
    May 11, 2013 12:48 AM (in response to hotwheels 22)

    Hi hotwheels,


    Answer to first question: Pages > Menu > Share > (Send via Mail) > PDF


    'Send via Mail' is not a menu item, it is a heading (very unMac-like). Choose PDF below it. That creates a PDF and places it in a blank email, but doesn't require you to save it.


    Answer to second question: Pages > Menu > File > Save as Template...


    Template will remain unchanged when you open it (it opens an editable document based on that template).


    "template copy" would actually exist in Pages

    Yes, in your library.


    Possible answer to third question: Inspector > Document > Require Password to open.




  • Yellowbox Level 4 Level 4 (3,990 points)
    Currently Being Moderated
    May 11, 2013 2:02 PM (in response to hotwheels 22)

    Hi Hotwheels,


    Thanks for the feedback.


    I am not sure if you want the date to aotomatically change or not. This is what the Pages'09 User Guide says.



    To add and format the date and time, place the insertion point where you want the value  to  appear,  and  then  choose  Insert  >  Date  &  Time.

    To change the date and time format, Control-click the date and time value, choose Edit Date & Time, and then choose a date and time format from the pop-up menu. If you want the document to always show the current date and time, select “Automatically update on open.”


    The Guide is available from the Help Menu in Pages. Well worth a read.


    Send Via Mail is under the Share menu


    Screen Shot 2013-05-12 at 6.38.56 AM.png





More Like This

  • Retrieving data ...

Bookmarked By (0)


  • This solved my question - 10 points
  • This helped me - 5 points
This site contains user submitted content, comments and opinions and is for informational purposes only. Apple disclaims any and all liability for the acts, omissions and conduct of any third parties in connection with or related to your use of the site. All postings and use of the content on this site are subject to the Apple Support Communities Terms of Use.