Unable to edit DTTG 3 PDF in PDF Expert - SOLVED

As it turns out, the workflow still has a problem in terms of lost annotations, and I’m wondering if there’s a simple fix. Let me say at the outset, that I (1) often work offline, particularly on my iPad, (2) generally have a slow wi-fi connection when I do have internet, and (3) often use my iPad for reading PDF books, which can be large files. When I use the PDF Expert files menu to open a file from DDTG3, the file is opening properly, and it saves properly if I prompt a save by opening DDTG3 again immediately after making changes in PDF Expert. But this only appears to work if I am online at the time. I had expected that any changes made in PDF Expert would be “saved” locally in that program AS LONG AS THE PDF FILE WINDOW REMAINED OPEN, and would then cascade up the cloud the next time I opened DDTG3. (When I say “opened” I mean shifted to the already open app.) This is not what I’m observing. Instead, many annotations I had made while offline disappeared between one day and the next, even though PDF Expert remained unclosed on my iPad and the file in question remained open on that app. (DDTG3 also remained unclosed.) I currently have PDF Expert’s “Download from cloud” set to “ask everytime,” though it did not ask me for the files I tested and I believe it is defaulting to “Preserve server path.” I assume changing this to “inbox” or “downloads” would be safer, but then I don’t know how to have my annotations cascade back up to DTTG3. I recall that DDTG2.7 had an option to overwrite the file in the database with the file from an external app, but, (1) I no longer see this option and, (2) even if such an option exists, I’m concerned about what this would mean for metadata: would metadata be lost if the external program (in this case PDF Expert) doesn’t use the metadata? I hope to have explained the situation sufficiently. I will be grateful for any suggestions.