I am using SW 2020 SP4 and PDM Professional.

I have a generic drawing of an assembly that I want people to be able to save-as to changes notes and other non-model specific information.  I am having trouble getting the data card for the new drawing to correctly fill in.  The data fields in question are linked to custom properties in the drawing.

Desired result:

Hit save-as, data card pops up, fill in Part Number and Description, hit save.  Those fields show in the data card and in the custom properties.  Ideally it would pull the Part Number from the file name, but it just pulled the Part Number from the generic drawing instead.

Actual result:

Hit save-as, data card pops up, fill in Part Number and Description, hit save.  The data I just entered is ignored, and the data card for the new file is the same as the old file.

One would think that manually entering data should overwrite pre-existing data.  The "Default overwrites" checkbox is UNchecked, but the default value is blank text anyways.

Any thoughts?