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Lotus noted 8.5

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    1

    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

    email

    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.

    MAIL

    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

    mail

    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

    Mail

    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.


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