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About stationery
FirstClass' electronic forms stationery feature allows you to create partially prefilled forms for your users (for example, a preaddressed message). Users access these forms using stationery pads that you create using FirstClass' Admin > New Stationery menu. When users double-click a stationery pad, they "tear a copy off" the pad. Users do not open the original form.
To create public stationery, you first create the stationery form, then the stationery pad that makes this form available to your users.
You can also use stationery with database extensions.
7202010_20004_0.png        Note
Users can also create their own private stationery by selecting "Stationery" on an object's Info form. This type of stationery is described in the Client Help conference.



Pure stationery versus dual-purpose forms
You can create a form strictly as a stationery form (it just appears in the Admin > New Stationery menu) or as a dual-purpose form.
A dual-purpose form serves as both a regular message or document form (the original form appears in the Message > New Message Special menu or the File > New > New Document Special menu) and as a stationery form (an alias of the form appears in the Admin > New Stationery menu). The alias is a pointer to the original form. This avoids the need to store two copies of the form in the resource file. Any updates to the original form also affect the alias.



Creating stationery forms
1       Create the form as a local form in FirstClass Designer.
81203_42935_18.png        Tip
If you want only the administrator and subadministrators to be able to edit certain fields, select the "Protectable" attribute for those fields. You can also hide these fields from regular users by selecting the "Hidden" attribute.
When you close the new form, the Properties/Info form opens.
2       Update the following fields as required:

Type
Form Stationery
Choose this for a strictly stationery form.
User Form
Choose this for a dual-purpose form.
Name
The name of the form as you want it to appear in the FirstClass menus.
Title
The name you want to show in the form window's title bar.
Range
Local Form
Choose this for a message form.
Document Form
Choose this for a document form.
ID
A unique identifier for the form. Enter an ID from 1000 to 1999 for a message form or 2000 to 2999 for a document form. To automatically generate a unique identifier, click Unique ID.
Update the rest of the fields on the Properties/Info form as required.
3       Choose Form > Make Alias with the form selected, if this is a dual-purpose form.
The alias is added to the resource list. It has the same name as the original form, but is in italics.



Giving users access to your stationery forms
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.
7202010_20004_0.png        Note
Bcc names won't be included in messages created from the stationery pad..
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.
7202010_20004_0.png        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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