'Save As' Issue in Microsoft 365 - Has it changed?

If on AutoSave, use SaveAs immediately, before making any changes.

Best, though: Save your blank, ready to fill-in, form as a document template.

When you double-click on a template file, it will create a new document with the same content. You then save this new document. Do not use the web application for this. Word is designed to be using templates for files like this. https://www.addbalance.com/usersguide/templates.htm You can access such a template either by double-clicking on the icon in Windows Explorer or by using File > New. Once you have created a document from your template using File > New, it will show up in the suggestions when you use File > New in the future.

Look into using Workgroup templates to store collections of such templates. https://www.addbalance.com/usersguide/templates.htm#Workgroup
https://www.addbalance.com/word/workgrouptemplates.htm#PageStart

Hello C.L,

This happens when the contract is saved in OneDrive or SharePoint with AutoSave turned on. Word saves your changes to the original file as you type, so it shows Save a Copy instead of Save As. You can handle this in one of three ways.

Option 1: Turn off AutoSave for the contract

Open the blank contract and switch off the AutoSave toggle at the top left of Word before you make any changes. File > Save As will then be available again, so you can save the filled-in contract under a new name in the folder you want.

Option 2: Save a copy before editing

1. Open the blank contract.
2. Before typing anything, select File > Save a Copy.
3. Choose the folder, give the copy a name for the customer, and select Save.
4. Check that the new file name shows at the top of Word, then fill in the contract.

Word opens the new copy, so your edits go into the customer's contract and not the blank original. For more details, please refer to Save a copy before editing to prevent changing the original file | Microsoft Support

Option 3: Save the contract as a template (recommended)

Open the blank contract, select File > Save a Copy (or Save As), and choose Word Template (*.dotx) as the file type. From then on, when you open the template from File Explorer, Word creates a new document based on it, so the original contract always stays blank.

I hope this information helps clarify the situation and provides you with workable solutions. Should you have any further questions or need additional assistance, please don't hesitate to reach out. I'm always happy to help. Have a wonderful day! 

If the answer is helpful, please click "Yes" and kindly upvote it. If you have extra questions about this answer, please click "Comment".  

Note: Please follow the steps in the forum documentation to enable e-mail notifications if you want to receive the related email notification for this thread.