How to Properly Configure Your Notes 8.x Client

This document assumes you have Notes already installed and you want to make sure it isconfigured correctly. Even though there are an infinite number of combinations of Notespreferences, there is, in my opinion, a right way to have it set up and this is it. After you follow thisdocument carefully and adjust your settings, restart Notes.

Starting with your Notes Preferences:

*Note if you are not given the option to select some of the preferences below it probably means your email template was not upgraded to version 8.x when you upgraded your client. Skip to the sectionat the bottom titled

Here is how you apply the Notes 8 mail template design to your mail file if it wasnot done during the upgrade" then return here.

Select File - Preferences from the menu to pull up the Notes Preferences UI

Select Basic Client Configuration

1.Select Autosave and set the interval to every "5" minutes -- This feature saves you from losingyour work if Notes or Windows crashes in the middle of you composing an email. When yourestart Notes you will be prompted to recover any documents that were opened in edit modewhen you crashed.In the additional Options box, keep the setting that are already checked and then make sure youalso have these options checked --1.Make Internet URLs (http://.....) into Hotspots -- This will automatically make urls in the body of an email clickable without having to manually create a hotspot.2.Retain View column sorting -- This allows you to change your default column sort in a viewand have it "stick" that way the next time you open the view.3.Disable embedded browser for MIME mail -- If you are finding Notes is slow at opening internetemail messages, checking this setting will speed it up. In Notes 8.x, MIME mail by default isrendered by Internet Explorer (if you use Windows) and Safari (if you use Mac). Checking thisoption reverts the way Notes renders the MIME email back to how it did it in previous versions.Checking this option may adversely affect the fidelity of the rendering but it will positivelyenhance the speed.4.Invoke Notes on vCard files -- This allows you to double-click on a vCard file that someonesends to you and have Notes prompt you to add the contact to your Address Book.5.Enable Icon Popup Help in View -- This allows you to hover over any of the smarticons in theNotes interface and see a description of what the icon does.6.Compress images pasted into documents -- This setting makes it so that if you paste a screenshot into the body of an email, the size of the email will be 120K instead of 1200K7.Show check marks in margin for selected documents. This is optional. It allows you to selectmultiple documents in a view with one hand by dragging your mouse down the selectionmargin (the old fashioned Notes way), instead of using Ctrl-Click or Shift-click Windowsconventions

Select Calendar and To Do - Display - Entries

1.Conference Call Information -- Enter your conference call information so that mobile deviceConference Call Information -- Enter your conference call information so that mobile deviceusers can highlight it and click dial and have the pass code automatically dialed for them. Useusers can highlight it and click dial and have the pass code automatically dialed for them. Usethe Blackberry friendly format with an x before the passcode, for example: 1-718-276-7205the Blackberry friendly format with an x before the passcode, for example: 1-718-276-7205x126642x126642

Select Calendar and To Do - Calendar and To Do - Display - Views

Select the following:1.Display new (unprocessed) notices -- This will display invitations on your calendar 2.Process cancelled meetings automatically & Show as cancelled in calendar -- This willautomatically remove cancelled meetings from your calendar so you don't have to manuallyopen them and click the Process button.

Calendar and To Do - Calendar and To Do - Display - Notices

Select the following:1.Display the following meeting notices in my Inbox = "All except Responses" (This way you willnot accidentally delete responses, you can see participant responses by going to the calendar entry)2.Remove meeting notices from my inbox after I have processed them (This way you will notaccidentally delete a calendar entry or have to manually move it to a folder)3.Don't display meeting invitations in the Sent mail view (this way you will not accidentally deletea calendar entry if you are deleting your Sent mail to get back under your quota.

Contacts

Select the following:Enable "Synchronize Contacts" on the Replicator -- This is important if you have a blackberry andwant your contacts to sync. This setting allows contacts to automatically be transferred to theserver so they can be sent to your mobile device.

Live Text

Select Enable Live Text -- so you're ready for any widgets you may want to install later

Mail - Recipient Icons

Select Mail sent to me only (at a minimum) and add your internet email address to the text box.This setting will put a solid blue circle next to emails in your inbox that were addressed directly toyou. You can then sort your inbox by "Recipient Icons" and all the email in your inbox addresseddirectly to you will go to the top.

Notes Ports

Select TCPIP then select Port Enabled and Compress network data

Spell Check

Select Enable Instant Spell Checking - with this selected, misspelled words will be underlined witha red line as you type. To correct the spelling, right-click on the red underlined word and acceptthe correct spelling. Example below.

Web Browser

Select "Use the browser I have set as the default for this operating system". This offers bestperformance when viewing web pages.

If you don't already have one, create a Local Replica of your Mail File

You can skip this step if one of these things is true:1.You are able to read your email even when you are not connected to a network2.You are able to read your email when your location setting is "Island (Disconnected)"3.You open your email and select File-Application-Properties and you see Server:

Local

4.You go to the replicator tab and see a line item for your mail5.You select File - Open - Lotus Notes Application - Select "On My Computer" - and see your name either in the main list or under the mail folder.