Saving files on IPad 4

make mt wrote:

EG: Budget 2023 to Budget 2024 - Saving the layout, tables and formulas and clearing the cells of any data on the new (2024) and leaving the original (2023)in place.

Let’s discuss this excellent example.

Here’s how I accomplish this task.

I use the iPad’s Files app to locate Budget 2023. I then select that file (all in the Files app) and duplicate it. It turns out the duplicate copy is already named properly (Budget 2024) because it’s numbered sequentially. If that were not the case, the new file could be renamed in the Files app.

Unfortunately, you’re on your own to clear the obsolete data from the new file.

If this were the sort of thing you did frequently (perhaps weekly instead of annually), you might consider starting with a data-free template file to use and duplicate.

You have asked us to guess the context of your question.

Some examples:

• Might you be referring to some document you're changing in some way?
• If so, using what software ...
  • Name
  • Version
• What other software might be involved (e.g., Mail)?
• What iPadOS version?
• Do you use iCloud Drive?

I’m glad you found the discussion helpful and productive.

You be well also.