After creating the stationery form, you must create a stationery pad to give users access to your form. To add a stationery pad:
1 Log into FirstClass as the administrator, using a settings file that contains the new form.
2 Open the container in which you want to create the stationery pad.
The stationery pad must be in a container that your users can access.
3 Choose Admin > New Stationery, then the new form.
4 Fill in the fields that you want prefilled.
5 Choose File > Properties (Windows, Linux) or Get Info (Mac) with the stationery pad selected.
6 Specify a name for the stationery pad and, if desired, change the icon.
7 Select "Read only" to protect the information on the prefilled form.
Note
If users with permission to edit items open an unprotected stationery pad, they are actually opening the original form instead of tearing a copy off the pad. This means they could make changes to the original form.
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