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Lotus
Notes
Client
Version8.5
ReferenceGuide
rev.11/19/2009
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LotusNotesClientVersion8.5ReferenceGuide
AccessingtheLotusNotesClient
Fromyourdesktop,doubleclicktheLotusNotesicon.
LoggingintotheLotusNotesClient
Theclientisconfiguredwithyourusername.EnteryourpasswordinthepasswordfieldandclicktheLogInbutton.
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NavigatingtheLotusNotesClient
MenuBartoolsforusewithLotusNotes
WindowTabsswitchbetweenopenwindows
ToolbarstoolsfordocumentsandApplications
BookmarkBarcontainsbookmarkicons/folders
StatusBarinfoabouttheactivewindow
TheLotus
Notes
Home
Page
ByDefault,theHomePageisthefirstscreenyouseewhenyoustartLotusNotes.ItcontainslinkstoLotusNotes
Applications.TheHomePagecanbeaccessedatanytimebyclickingtheHometab.Belowisanexampleofthedefault
HomePage.
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TheHomePagecanbecustomizedusingapredesignedHomePageorlayoutthatyoudesignyourself.
1. ClickthetopborderoftheHomePagethatsaysClickHereforHomePageoptions.
2. Dooneofthethefollowing:a. Touseapredesignedlayout,clickthedownarrowintheCurrentHomePageselectionlistboxandselectanoptionfromtheresultingmenu.
b. Tocreateyourownlayout,clicktheCreateanewHomePagebuttonandfollowthedirectionsintheNew
Page
Wizard.
Security
ChangingYourPasswordTochangeyourLotusNotesClientpassword,fromtheMenuBar,chooseFile,Security,UserSecurity.Youwillbe
promptedforyourcurrentpassword.EnterthepasswordandclickLogIn.Thefollowingwindowwillopen.
ClicktheChangePasswordbutton.Youwillagainbepromptedforyourcurrentpassword.Enterthepasswordandclick
LogIn.Thefollowingwindowwillopen.
Enteryournewpasswordintobothfields.Donotchangethe
EncryptionStrengthfieldorclickGeneratePassword.
Ifyournewpasswordisnotstrongenough,thefollowingboxwill
appear:
Thepopupboxbelowwillnotifyyouofsuccessfullychangingyour
password. ClickOKandOKtoexit.
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LockingYourSession
Ifyouwillbesteppingawayfromyourcomputer,pressingtheControl(Ctrl)andF5keytogetherwilllockyourLotus
Notessession.Tounlockyoursessionwhenyoureturn,clickonthesplashscreen.Enteryourpasswordwhenprompted
andclicktheLogInbutton.
Applications
Applicationsallowuserstoperformtaskspertainingtoaspecificareaofinterest.Mail,Calendar,andContactsareall
examplesofApplications.
DocumentsA
document
is
any
Application
entry
or
record
that
contains
information.
For
example,
an
message
is
adocument
intheMailApplicationandaCalendarentryisadocumentintheCalendarApplication.Toopenadocument,double
clickthedocumententryfromanyviewintheopenApplication.
ManagingOpenApplicationsandDocumentsAllApplicationsordocumentsthatareopenwillbeshownintheWindowTabslocatedabovetheViewPane.
ToswitchtoanopenApplicationordocument,clickonitsWindowTab.To
cycle
through
all
open
items,
press
Ctrl
+
Tab.
TocloseanopenApplicationordocument,clicktheXbuttononitsWindowTab,presstheEsckey,orselectClosefromtheFilemenu.
Refresh
Torefreshtheviewofanysectionyourarein,clickonthebluearrowicon,whichislocatedalongtheViewPanemenu
bar. TheF9keywillalsorefreshtheviewyouarein.
Preferences
PreferenceforbothMailandCalendarcanbefoundbychoosingtheMorebutton,locatedalongtheViewPanemenu
bar.
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AutomaticSignatures
Tosignyournametooutgoingemailautomatically,clickonMore,PreferenceslocatedalongtheViewPanemenubar.
Anewwindowwillappear;selecttheMailtabandthenselectSignature. ChecktheboxnexttoAutomaticallyappend
asignaturetothebottomofmyoutgoingmailmessagesandthentypeapersonalsignatureinthetextboxwhichwill
automaticallyappendtoallofyouroutgoingmessages.ClicktheOKbutton. Hint:Add2blankspacesbeforeyoubegin
typing.
TheMailApplicationTheMailApplicationallowsyoutocommunicatewithotherLotusNotesandInternetemailusers.ToopentheMail
Application,clicktheMailiconontheBookmarkBar.
Panes
Panesarethedifferentareasoftheworkspacethatshowa
partofanopenApplication.
NavigationPanedisplaysnamesoffoldersandviewsinan
Application,suchasMail,Calendar,andContacts.
ViewPanedisplayscontentsofcurrentfolderorview
selectedintheNavigationPane.
PreviewPaneallowsyoutoquicklypreviewthedocument
selectedin
the
View
pane.
TheMailNavigationPane
Inboxmessagesthathavebeenreceived.
Draftsmessagesthathavebeensaved,notsent.
Sentmessagesthathavebeensent.
Followup messagesmarkedforfollowupaction.
JunkMail
junk
from
blocked
senders.
NOTE:SEEQUICKRULES
Trashdocuments,withtheexceptionofcalendarentries,thathavebeensentto
trash,butnotyetdeleted.
AllDocuments providesaviewofalldocumentsintheMailApplication.
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MailThreads providesaviewofmessagesgroupedwithreplies.
Folders containsusercreated/personalfoldersforstoringdocuments.
Archive storesoldorunusedmessages.PleasecontacttheHelpDeskforinstructionsinsettingupanarchive.
Rules containsrulesforsortingordeletingincomingmessages.
Stationary containsavailablestationary(messagetemplates)fortheMailApplication.
ViewingMail1. ClicktheInboxiconintheNavigationPaneoftheMailApplication.AlistofmessagesyouhavereceivedwillappearintheViewPane.
2. ClickonceonamessagetoviewitinthePreviewPaneordoubleclickamessagetoopenitinanewtab.3. ToCloseanopenMessage,selectClosefromtheFilemenu,presstheEsckey,orclicktheClosebuttononthe
WindowTab.
*Note:Toviewunreadmessagesonly,checktheViewUnreadboxatthetopoftheViewPane.Toviewallmessages,
checktheViewAllboxatthetopoftheViewPane.
OpeningthePreviewPane
TherearetwowaystodisplaythePreviewPane:
1. ClickonPreviewatthebottomoftheactivewindow.2. ClickthePreviewPanebuttonontheViewtoolbar.
ComposingMailTocreateanewmessage,ClicktheNewMessagebuttonintheViewPane.
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AddressingaMessage
1. ManuallytypeanaddressintheTofield.2. UsetheTypeAheadfeature:begintypingapersonsnameintheTofield.Pressingenteratanypointwhiletypingwilleither:InserttheaddressofthepersonintotheTofieldifthenameisunique,orifthereare
multiplematches,alistofnameswillappear.
3. AnotherwaytolocateanaddressistoclicktheTo:button;awindowwillappearfromwhichyoucanbrowsethroughcontactbooksandsearchforcontacts.
Options2and3canalsobeusedtoselectcontactstobeassignedtotheCC(CarbonCopy)andBCC(Blind
CarbonCopy)addressfields.
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SendingMailwithAttachments
PlacethemousepointerintheMessagebody.Theattachmentwillbeplacedexactlywhereyourcursorlies.Clickthe
Attachmenticon locatedalongtheViewPanemenubar.Selectthefilesyouwanttoattach.(Toselectmultiple
files,presstheCtrlkeywhileyouclickoneachfile).Finally,clicktheCreateButton.
SpellCheck
Therearethreeoptionstospellcheckamessage.
1. InLinespellcheckingplacesaredsquiggleunderanymisspelledword.Rightclickingthemisspelledworddisplaysalistofpossiblecorrections.
2. Thespellcheckicon willopentheSpellCheckbox.ItwillsearchboththeSubjectandBodyofthemessageforanymisspelledwords.ForeachmisspelledwordyoucanchoosetoSkip,Replace,orAddtoDictionary.
3 ClickingSendwillautomaticallydisplaytheSpellCheckbox.YoucanchoosetousetheSpellCheckdescribedinoption
2,
or
choose
to
Send
As
Is.
DisplayOptions
TherearethreeoptionsavailablethroughtheDisplaybutton.
1.BCCdisplaystheBlindCarbonCopyfieldwhenchecked.
2.AdditionalMailOptionsdisplaysthefollowingoptionsaboveaddressfields:HighImportance,ReturnReceipt,Sign,
Encrypt,andMarkSubjectConfidential.
3.SenderInformationdisplaysbelowtheaddressfields,whothesenderisandwhattimethemessagewassent.
*Note:TheAdditionalMailOptionslistedatthetopofeachnewmessagecanalsochosenbyselectingDelivery
Options.
SendingMail
Oncethemessage(new,forwarded,orreply)hasbeencomposed,thereisachoicebetweenSend,SendandFile,Save
asDraft.TheSendbuttonsendsthemessageouttoalltheaddressesandsavesapersonalrecordintheSentfolder.The
SendandFilebuttonsendsoutthemessagetoalltheaddresses,savesapersonalrecordintheSentfolder,andallows
filinginafolder.TheSaveasDraftbuttonsavesthemessageintheDraftsfolderandholdsitthereuntilalatertime.
ReceivingMailTo
open
anewly
received
message,
double
click
on
it.
This
will
open
the
message
in
anew
window
tab.
ReplyingtoReceivedMail
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Whenhighlightingorreadingamessage,thereisabuttonatthetopofthescreenlabeledReply. Clickingonthedown
arrownexttoReplywillprovideseveraloptions,allofwhichwillopenanewmessage.TheTo:fieldwillbefilledinwith
theoriginalSendersaddressandtheSubjectfieldwillcontaintheoriginalsubjectprependedwithRe:.
ReplywithHistoryOnly
Thisisthepreferredoption.Repliestothesenderwithoutanyattachmentsthatwereincludedintheoriginal
message. Itappendsthebodyoftheoriginalmessage.
Replywith
History
&
Attachments
Repliestothesenderandappendsthebodyoftheoriginalmessage,includinganyattachments.
Reply
Repliestothesenderwithoutappendingthebodyoftheoriginalmessage.
ReplyingwithInternetStyleHistory
ThismethodofreplyingisusefulforMaristlistservs(MARSTAFF,MARFAC,courselistservs).
ReplyToAll
TheReplytoAlloptionsarethesameasReply. Themessagewillalsobesenttoallrecipientsoftheoriginalmessage
andtheywillbeplacedintheCC:field. Warning:Donotreplytoallformessagesreceivedfromlistservsunlessyou
intendforalllistservrecipientstoreceiveyourreply.
*Note:Whenyoureplytoamessage,aRepliedToicon appearsnexttothemessage.
Forward
Toforwardareceivedmessagetoanotherparty,clickonthebuttonmarkedForward,whenhighlightingorreadingthe
message. ClickingonthedownarrownexttoForwardwillprovideseveraloptions,allofwhichwillopenanew
message.TheSubjectfieldwillcontaintheoriginalsubjectprependedwithFw:. TheForwardoptionsaresimilartothe
Replyoptions.
*Note:Whenyouforwardamessage,aForwardedicon appearsnexttothemessage.
ReceivingMail
with
Attachments
Whenyoureceiveamessagewithanattachmentitwillbelocatedinthebodyofthemessageatthepointwherethe
senderplacedtheircursorwhentheyattachedthefile;simplydoubleclickandselectOpentoopenit. Youmusthave
theapplicationinstalled,inwhichtheattachmentwascreated. Forexample,ifopeninga.pdffile,youneedAdobe
AcrobatReaderinstalled.
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FollowUpMessage
FromMailview,selectthemessageyouwanttoflag.
SelecttheFollowUp icon.SelectAddorEditFlag
fromtheresultingMenu. ChecktheUrgentPriority,
NormalPriority,orLowPrioritybox.Specifytheactionin
theEnteraFollowUpActionBox,thiscanbeabrief
descriptionfortheactionyouwilltakeatthetimespecifiedforfollowup.EnteradateandtimeintheWhen
toFollowUpbox. Tosetanalarm,checktheSetanalarm
onthismessageboxandfillintheappropriateoptions.
ClicktheOKbuttonwhenyouarefinished.TheFollowUp
iconwillappearnexttothemessageinthemail
viewandintheheaderofthemessage.
*Note:Toremoveaflagfromamessage,selectthe
message,selectFollowUpfromtheActionsmenu,and
selectRemove
Flag
from
the
resulting
menu.
SavingMailinFolders
Therecommendedwaytosaveandorganizemessagesistofiletheminfolders.
Tosaveamessageinafolder,clickonthedownarrownexttothe button
andselectMovetoFolderwhereyoucanchoosetoMoveorCopytoaparticular
folder.
SelectthedesiredfolderandpresstheMovebutton.
PleaserefertotheFolderssectionofthisdocumenttolearnhow
tocreateanddeletefolders.
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TheExclusionsoptioncanbeconfiguredtonotsendtheoutofofficemessagetospecifiedpeopleorwhenthesubject
lineofanemailcontainsaspecifiedphrase.
DraftsWhencomposingamessage,itispossibletosavethecurrentmessageandsenditoutatalaterdate. Inordertosave
themessageinDraftform,clicktheSaveasDraftbutton. ThisautomaticallystoresitintheDraftsfolder. Toretrievean
unsent
message,
click
on
the
selection
for
Drafts
from
within
the
Navigation
Pane.
Double
click
on
the
message
to
open,edit,andsend.
SentThisfoldercontainsallofthemessagesthathavebeensentout(new,forwarded,andreply). Asinallviewsandfolders,
youhavetheabilitytosortbythecolumnstohelpyoulocateamessage:byclickingonanyheading(Sender,Subject,
Date,orSize)thiswillcausetheentirechainofmailtoorganizeitselfbytherespectiveheading.
AllDocumentsAllDocumentsisareferenceview. Itcontainslinkstoalldocumentsthatarelocatedinthemaildatabase. Thisisa
usefulviewforsearchingpurposes. Toorganizethelistofitems,youcanclickonWho,Subject,Date,orSizeto
organizethecolumnbyeachrespectivechoice.
TrashWhenmessagesaredeletedfromanyoftheviewsorfolders,theygetstoredintheTrashfolderwheretheyremainunti
theTrash
is
manually
emptied
or
after
the
default
time
of
48hours.
To
quickly
free
up
space,
you
should
empty
your
Trashfolderregularly. Todeleteamessage,highlightthemessageandhitthedeletebuttononthekeyboard, rightclick
andselectdelete,orclickonthetrashicon. ThiswillmovethedocumentintotheTrash. Toemptythetrash,select
TrashfromthenavigationpanelandclickontheEmptyTrashbutton.
UndeletingDocuments
WhilethemessageisstillintheTrashfolder,itcanberestoredtothelocationfromwhichitwasbeforedeletion. Once
adocumentisdeletedandbeforerefreshingthedatabase,adocumentthathasbeenmarkedfordeletioncanbeun
deletedbyhighlightingitwithintheTrashandclickingontheRestorebutton.
Note:Oncethetrashhasbeenemptied,themessageispermanentlygone.
FoldersTocreateafolder,fromtheMenuBar,chooseCreate,Folder.
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Typethenameforthefolder,selectFolders andclickOK.
ThenewlycreatedfolderwillbedisplayedundertheFolder
sectionwithintheNavigationPane.
Tocreateasubfolder,aftertypingthename,selectan
existingfolderthatwillbetheparentfoldertothenewsub
folder.
ToDeletefolders,youmustfirstdeleteormoveallmessage
containedwithinthefolder. Oncethefolderisempty,right
clickonthefoldernameintheNavigationPaneandselect
RemoveFolder.
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CALENDARThecalendarapplicationallowsyoutoorganizeappointments,events,meetings,reminders,andanniversaries.
NavigatingtheCalendar
Toopen
the
Calendar,
click
the
Calendar
icon
on
the
Bookmark
Bar.
Use
the
calendar
format
tabs
at
the
top
of
theViewPanetochangethenumberofdaysthecalendardisplays.ClickthedownarrowontheFormatTabstodisplay
formattingoptions.ClicktheBackandForwardbuttonsnexttothemonthintheNavigationPanetocyclethroughthe
months.UsethesliderbarsontherightsideandbottomoftheViewPanetomovethroughtheCalendar.Clickon
TodayintheNavigationPaneatanytimetoreturntothecurrentdate.
CreatingaCalendarEntryTocreateacalendarentryclickonthedownarrownexttotheNewbuttonandamenuwillappear. Fromhereyoucan
choosewhattypeofentryyouwouldliketocreate;onceanoptionisselected,aformwillopen. Fillouttheappropriate
informationandthenclickSave&Closeatthetopofthewindow;theentrywillthenbeaddedtoyourcalendar.
CalendarEntryTypes
1. Appointmenttoscheduletimeonyourcalendar.2. Meetingscheduletimeonyourcalendarandinviteothers.SeeCreatingandSendingMeetingInvitations.3. Anniversary toaddanannualeventtoyourcalendar.4. Reminder toremindyourselfofsomethingataparticulartime.5. AllDayEvent toscheduleanentiredayorblockofdays.6. EventAnnouncementinviteotherstoanevent,noinviteereplyoptions.
Note:TochangethecolorofaCalendarEntry,selectMorefromtheActionsmenu,andselectPreferencesfromthe
resultingmenu.ClickontheCalendar&ToDotabandclickontheColorstab.MakecolorselectionsandclickOK.
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DraggingtoCreateANewCalendarEntryDragaMailmessage,Calendarentry,orToDoitemontotheCalendaricon ontheBookmarkBar.Selecta
CalendarentrytypefromtheCopyIntodialogboxthatappearsandclickOK.Thenewcalendarentrywillappear.Fillin
theinformationandselectoptionsasdesired.(Ifyoucreateameeting,thenamesofthepeopleintheoriginalitemwillbecopiedintothenewmeetingasinvitees.)
Meetings
AcceptingaMeetingWhensomeonesetsupameetingandincludesyouontheinvitationlist,youwillreceiveanemailinyourinboxfrom
thatperson. Toacceptthemeetingandaddittoyourcalendar,simplychoosetheAcceptoptionfromwithintheemail
Upondoingthis,Noteswillautomaticallyenterthemeetingintoyourcalendar.Whetheryouchoosetoacceptor
declinetheinvitation,Noteswillsendanoticetothepersonchairingthemeetingtoletthemknowyourdecision.
CreatingandSendingMeetingInvitations
Tosendoutameetinginvitation,createaMeetingentryfromwithinthecalendarsection. Fillouttheappropriate
informationasyouwouldforanyothercalendarentry,buthereyouhavetheoptionofsendingoutmeetinginvitations
tootherpeople. Todothis,insertthenamesofthoseyouwishtoinviteandchooseSave&Sendwhenyouaredone.
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EditingorReschedulingaMeetingEntryDoubleclicktheentryyouwanttoedit.Makechangestotheentry.ClicktheSaveandSendInvitationsbuttonfora
meeting,ortheSaveandClosebuttonforallotherentries.
PrintingaCalendarInCalendar,selectPrintfromtheFilemenuorclickthePrintbuttonontheUniversaltoolbar.InthePrintCalendar
dialogbox,checkthePrintCalendarboxunderWhattoPrint.IntheCalendarStyleListbox,selectastyleforyour
Calendar.UnderthePrintRange,selectFromandToDates.ClicktheOKbuttontoPrint.
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CONTACTSBOOKTheContactsBookisanapplicationusedtostoreinformationaboutpeopleyoucommunicatewith.Toopenthe
ContactsBook,clickontheContactsBook iconontheBookmarkBar.
1. MyContactsdisplaysallcontactsstoredinyourContactsBook2. ByCategorydisplayscontactsorganizedbycategory.3. ByCompanydisplayscontactsorganizedbycompany.4. Groupsdisplaysalistofgroups5. BirthdaysandAnniversariesdisplaysallBirthdaysandAnniversariesstoredinyourContactsbook
6. AdvancedcontainsaccesstoAccounts,Certificates,Connections,InternationalMIMR,andlocations.
ViewingContactsintheContactsbook
ClickonMyContactsintheNavigationPaneoftheContactsBookapplication.AlistofcontactsstoreinyourContacts
bookwillappearintheviewpane.DoubleclickaContacttoopenit.
*Note:Tocloseacontact,selectclosefromtheFileMenu,presstheEsckey,orclicktheclosebuttonontheWindow
tab.
AddingAContact
Anewscreenwillpopup,themostimportantfieldstofillin
arefirstandlastnameaswellasemailaddress. Besureto
clickSave&Closeatthetopofthewindowwhenyouare
done.
*Note:To
edit
acontact,
select
the
contact
and
click
the
Edit
button.
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AddingaContactFromaMessage,aMeetingInvitation,oraToDoItem
Selectthemailmessage,meetinginvitation,orToDodocument.SelectMorefromtheActionsMenu.SelectAdd
SendertoContactsfromtheresultingmenu.ClickOK.
CreatingaGroupAgroupisalistofusersorserversthatcanbeusedinDominoDirectories,Contactbooks,accesscontrol,maillists,etc..
InContacts,clickthegroupsfolderintheNavigation
Pane.ClicktheNewGroupbuttonintheViewPane
andselectGroup.EnteragroupnameintheGroup
box. ClickthedownarrownexttoMembers.Select
thecontactsyouwanttoaddtothegroupandclick
theAddbutton.Clickthespacetotheleftofthe
namesformultiplenames. ClicktheOKbutton. Click
theSave
and
Close
button.
PrintingContactLabels
IntheContactsBook,selectthecontactnamesyouwanttoprint.(Toselectnames,clickthecolumntotheleftofthe
namesorpressCtrl+Atoselectallcontacts).SelectPrintfromtheFileMenu.ClickonthedocumentsStyletab.Check
thePrintMultipleDocumentsoneachpagebox.Selectthelabelformatandpapertype.ClickOKbuttontoprintthe
labels.
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TODOLIST
TheToDoListDatabaseThe
To
Do
List
allows
you
to
organize
personal
tasks
and
assign
tasks
to
others.
To
open
the
To
Do
List,
click
the
To
Do
iconontheBookmarkBar.
1. IncompletedisplaysToDoitemsnotcompletedbytheirduedate2. AllToDo'sdisplayspersonalToDoitemsanditemsyouhaveassignedtoothers.
3. PersonaldisplaysonlypersonalToDoitems.4. GroupdisplaysgroupToDoitems.5. ByCategorydisplaysToDoitemsbycategory6. CompletedisplayscompletedToDoitems
CreatingaPersonalToDoItem
ClicktheNewToDoItembuttonatthetopoftheViewPane.FillouttheappropriateinformationandthenclickSave&
Closeatthetopofthewindow.
Note:ToquicklycreateanewToDoitem,dragaMailmessage,Calendarentry,orToDoitemontotheToDoicon.
MarkingaToDoItemCompleteIntheToDoList,selecttheToDoItemyouwanttomarkascomplete.ClicktheMarkCompletebutton
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AssigningaToDoItemToOthersFollowthestepsforCreatingAPersonalToDoItem.IntheAssignTofield,checkOthers.IntheParticipantsselection,
fillintheRequired,Optional,andFYIfieldsorclicktheContactsBookbuttontoselectcontactsfromaContactsBook.
ClicktheSaveandSendAssignmentsbutton
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OtherFeatures
MoreonBookmarks
Bookmark
Folders
BookmarkFolderscontainBookmarksorotherBookmarkfolders.SeveralBookmarkFoldersappearontheBookmark
Barbydefault.
1. FavoriteBookmarksstoresyourmostfrequentlyusedbookmarks2. ApplicationsprovideaccesstotheNotesworkspaceandallowsyoutosearchorbrowsefordatabases.
3. MoreBookmarkscontainstheLotusLinksfolder,theInternetSearchfolder,aCreatefolder,theWorkplaceLauncherfolder,andtheStartupfolder.
4. Historycontainsachronologicallistingofbookmarksforallitemsyouvisit.TheHistoryfoldercandisplayitemsbydate,site,ortitle.YoucanalsousetheHistoryfoldertofindrecentlyused
documentsordatabases.
Note:ToopenaBookmarkFolder,clickonitsiconintheBookmarkBar
RemovingBookmarksandBookmarkFolders1. Rightclickthebookmarkorfolderyouwanttoremove.2. SelectRemoveBookmarkorRemovefolderfromtheresultingmenu.3. ClicktheYesbuttontoconfirm
Note:Whenyouremoveabookmarkfolder,youremoveallthebookmarksinthatfolder.
ManagingYourLotusNotesMailDatabaseSizeRefertothelinkhttp://www.marist.edu/it/pdfs/managingsize.pdfontheMaristCollegewebsiteformoreinformation
onmanagingyourLotusNotesmaildatabasesize.
Applications
ANotesApplicationisasinglefilethatcontainsmultipledocumentsusuallyrelatingtoasingleareaofinterest.Mail,
Calendar,Contacts,RoomReservations,areallexamplesofapplications.Yourapplications,suchasMailandCalendar
arealreadybookmarkedforyou.Otherapplicationssuchasanotherpersonsmailorcalendarcanbeaccessedifthat
userhasdelegatedaccess.
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OpeninganApplicationSelectApplicationfromFilemenu.SelectOpenfromtheresultingmenu.EnterthenameoftheservertheApplicationis
storedon,orselectaserverfromtheServerlistbox.SelectanApplicationfromtheApplicationbox,orenterthepath
andfilenameoftheApplicationintheFilenamebox.ClicktheOpenbutton.
LoggingOutofLotusNotes
Youcan
logout
of
the
Lotus
Notes
Client
by
either;
clicking
the
X
in
the
upper
right
hand
corner
of
the
client,
or
choosingFile,Exitfromthemenubar.
SHORTCUTS
QUICKRULESUsingQuickRulesisasimpleandeffectivemeasureforcombatingjunkmail.Thefollowingstepswillguideyouthrough
settingupquickrules.
ToCreateAQuickRuleForAMessageYouHaveReceived:
1.OpenyourInbox
2.Openthemessageyouwanttocreateaquickrulefor
3.ClicktheMoretab
4.ClickCreateQuickRule
ShortcutName KeyCommand ShortcutAction ShortcutName KeyCommand ShortcutAction
Properties
Alt
+
Enter
Edit
Properties
Indent
Paragraph
F8
Text
/
Indent
Save Ctrl+S File/Save OutdentParagraph Shift+F8 Text/Outdent
New None File/New Bullets None Text/List/Bullet
EditDocument Ctrl+E None Numbers none Text/List/Numbers
Forwardas
None None AlignParagraph none Text/Align/Paragra
Print Ctrl+P File/Print Spacing none Text/Spacing
Cut Ctrl+X Edit/Cut Style none Text/Style
Copy Ctrl+C Edit/Copy InsertTable none Create/Table
Paste Ctrl+V Edit/Paste Attach none File/Attach
Copyas
Link
None
Edit
/Copy
as
Link
Import
none
File
/Import
Font Ctrl+K Text/TextProperties Find/Replace Ctrl+F Edit/Find/Replace
FontSize Ctrl+K Text/TextProperties CheckSpelling none Edit/CheckSpelling
Bold Ctrl+B Text/Bold Ruler Ctrl+R View/Ruler
talic Ctrl+I Text/Italic PermanentPen None Text/PermanentPe
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5.ThiswillautomaticallyfillintheSender/Domain/Subjectfieldswiththeinformationfromtheopendocument
6.CheckoffwhichfieldsyouwantthisQuickRuletocheckfor.
7.Checkoffwhentheruleshouldtakeaction
8.Checkoffwhattheactionshoulddounder
theabovecircumstances
9.ClickOK
10.ClickonRuleswhichislistedunderTools
fromtheViewPane.
11.Here
is
alist
of
all
the
rules
you
have
created,youmayedityourRulebyclickingon
theruleandselectingEdit.
ToCreateAQuickRuleFromScratch:
1.OpenyourInbox
2.OpenRuleswhichislistedunderToolsfrom
theViewPane.
3.ClickNewRule
4.CompletetheappropriateFields
5.Click
OK;
Your
new
rule
will
now
be
listed.
HowToDisable/DeleteAQuickRule:
1.OpenRuleswhichislistedunderToolsfromtheViewPane
2.SelecttheRuleyouwishtoDisableand/orDelete
3.Youknowhavetwochoices
1.DisableOnly;ClicktheDisablebutton;Rulewillremainlistedbutnotbeactive
2.Disable/Delete;ClicktheDisablebutton(MUSTBEDONEFIRST);ClicktheDeletebutton.
***REMEMBER;WHEN
DELETING
A
RULE;
YOU
MUST
DISABLE
THE
RULE
BEFORE
CLICKING
DELETE!!!
DelegatingAccessToYourMailYoucanallowspecifieduserstoaccessyourmailApplicationandsetdifferentlevelsofaccess.Otherscansimplycheck
yourmailwhileyouareawayorsend.
4. SelectMorefromtheActionsmenu.5. SelectPreferencesfromthenewmenu.
6. ClickontheAccessandDelegationtab.
7. ClickontheAccessToYourMail&Calendartab.
8. Dooneofthefollowing:1. Toaddapersonorgroup,clickonAddPersonorGroup.
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2. Tomodifyaccess,selectthenameandclickonChangeAccess.9. EnterAccessinformation.10. ClicktheOKbutton.