LotusNotesClient

Version8.5
ReferenceGuide

rev.11/19/2009

LotusNotesClientVersion8.5ReferenceGuide

AccessingtheLotusNotesClient
Fromyourdesktop,doubleclicktheLotusNotesicon.

LoggingintotheLotusNotesClient
Theclientisconfiguredwithyourusername.EnteryourpasswordinthepasswordfieldandclicktheLogInbutton.

NavigatingtheLotusNotesClient

MenuBartoolsforusewithLotusNotes
WindowTabsswitchbetweenopenwindows
ToolbarstoolsfordocumentsandApplications
BookmarkBarcontainsbookmarkicons/folders
StatusBarinfoabouttheactivewindow

TheLotusNotesHomePage
ByDefault,theHomePageisthefirstscreenyouseewhenyoustartLotusNotes.ItcontainslinkstoLotusNotes
Applications.TheHomePagecanbeaccessedatanytimebyclickingtheHometab.Belowisanexampleofthedefault
HomePage.

TheHomePagecanbecustomizedusingapredesignedHomePageorlayoutthatyoudesignyourself.
1. ClickthetopborderoftheHomePagethatsaysClickHereforHome
Pageoptions.
2. Dooneofthethefollowing:
a. Touseapredesignedlayout,clickthedownarrowintheCurrentHomePageselectionlistboxand
selectanoptionfromtheresultingmenu.
b. Tocreateyourownlayout,clicktheCreateanewHomePagebuttonandfollowthedirectionsinthe
NewPageWizard.

Security
ChangingYourPassword
TochangeyourLotusNotesClientpassword,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.

Documents
AdocumentisanyApplicationentryorrecordthatcontainsinformation.Forexample,anemailmessageisadocument
intheMailApplicationandaCalendarentryisadocumentintheCalendarApplication.Toopenadocument,double
clickthedocumententryfromanyviewintheopenApplication.

ManagingOpenApplicationsandDocuments
AllApplicationsordocumentsthatareopenwillbeshownintheWindowTabslocatedabovetheViewPane.

ToswitchtoanopenApplicationordocument,clickonitsWindowTab.
Tocyclethroughallopenitems,pressCtrl+Tab.
TocloseanopenApplicationordocument,clicktheXbuttononitsWindowTab,presstheEsckey,orselectClose
fromtheFilemenu.

Refresh

Torefreshtheviewofanysectionyourarein,clickonthebluearrowicon,whichislocatedalongtheViewPanemenu
bar.TheF9keywillalsorefreshtheviewyouarein.

Preferences

PreferenceforbothMailandCalendarcanbefoundbychoosingtheMorebutton,locatedalongtheViewPanemenu
bar.

AutomaticSignatures

Tosignyournametooutgoingemailautomatically,clickonMore,PreferenceslocatedalongtheViewPanemenubar.
Anewwindowwillappear;selecttheMailtabandthenselectSignature.ChecktheboxnexttoAutomaticallyappend
asignaturetothebottomofmyoutgoingmailmessagesandthentypeapersonalsignatureinthetextboxwhichwill
automaticallyappendtoallofyouroutgoingmessages.ClicktheOKbutton.Hint:Add2blankspacesbeforeyoubegin
typing.

MAIL
TheMailApplication
TheMailApplicationallowsyoutocommunicatewithotherLotusNotesandInternetemailusers.ToopentheMail
Application,clicktheMailiconontheBookmarkBar.

Panes
Panesarethedifferentareasoftheworkspacethatshowa
partofanopenApplication.
NavigationPanedisplaysnamesoffoldersandviewsinan
Application,suchasMail,Calendar,andContacts.
ViewPanedisplayscontentsofcurrentfolderorview
selectedintheNavigationPane.
PreviewPaneallowsyoutoquicklypreviewthedocument
selectedintheViewpane.

TheMailNavigationPane
Inboxmessagesthathavebeenreceived.
Draftsmessagesthathavebeensaved,notsent.
Sentmessagesthathavebeensent.
Followupmessagesmarkedforfollowupaction.
JunkMailjunkmailfromblockedsenders.
NOTE:SEEQUICKRULES
Trashdocuments,withtheexceptionofcalendarentries,thathavebeensentto
trash,butnotyetdeleted.
AllDocumentsprovidesaviewofalldocumentsintheMailApplication.
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MailThreadsprovidesaviewofmessagesgroupedwithreplies.
Folderscontainsusercreated/personalfoldersforstoringdocuments.
Archivestoresoldorunusedmessages.PleasecontacttheHelpDeskforinstructionsinsettingupanarchive.
Rulescontainsrulesforsortingordeletingincomingmessages.
Stationarycontainsavailablestationary(messagetemplates)fortheMailApplication.

ViewingMail
1. ClicktheInboxiconintheNavigationPaneoftheMailApplication.Alistofmessagesyouhavereceivedwill
appearintheViewPane.
2. ClickonceonamessagetoviewitinthePreviewPaneordoubleclickamessagetoopenitinanewtab.
3. ToCloseanopenMessage,selectClosefromtheFilemenu,presstheEsckey,orclicktheClosebuttononthe
WindowTab.

*Note:Toviewunreadmessagesonly,checktheViewUnreadboxatthetopoftheViewPane.Toviewallmessages,
checktheViewAllboxatthetopoftheViewPane.

OpeningthePreviewPane

TherearetwowaystodisplaythePreviewPane:
1. ClickonPreviewatthebottomoftheactivewindow.
2. ClickthePreviewPanebuttonontheViewtoolbar.

ComposingMail
Tocreateanewmessage,ClicktheNewMessagebuttonintheViewPane.

AddressingaMessage
1. ManuallytypeanaddressintheTofield.

2. UsetheTypeAheadfeature:begintypingapersonsnameintheTofield.Pressingenteratanypointwhile
typingwilleither:InserttheaddressofthepersonintotheTofieldifthenameisunique,orifthereare
multiplematches,alistofnameswillappear.

3. AnotherwaytolocateanaddressistoclicktheTo:button;awindowwillappearfromwhichyoucan
browsethroughcontactbooksandsearchforcontacts.

Options2and3canalsobeusedtoselectcontactstobeassignedtotheCC(CarbonCopy)andBCC(Blind
CarbonCopy)addressfields.

SendingMailwithAttachments

PlacethemousepointerintheMessagebody.Theattachmentwillbeplacedexactlywhereyourcursorlies.Clickthe
Attachmenticon
locatedalongtheViewPanemenubar.Selectthefilesyouwanttoattach.(Toselectmultiple
files,presstheCtrlkeywhileyouclickoneachfile).Finally,clicktheCreateButton.

SpellCheck

Therearethreeoptionstospellcheckamessage.
1. InLinespellcheckingplacesaredsquiggleunderanymisspelledword.Rightclickingthemisspelledworddisplaysa
listofpossiblecorrections.
2. Thespellcheckicon
willopentheSpellCheckbox.ItwillsearchboththeSubjectandBodyofthemessagefor
anymisspelledwords.ForeachmisspelledwordyoucanchoosetoSkip,Replace,orAddtoDictionary.
3 ClickingSendwillautomaticallydisplaytheSpellCheckbox.YoucanchoosetousetheSpellCheckdescribedin
option2,orchoosetoSendAsIs.

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.

ReceivingMail
Toopenanewlyreceivedmessage,doubleclickonit.Thiswillopenthemessageinanewwindowtab.

ReplyingtoReceivedMail

Whenhighlightingorreadingamessage,thereisabuttonatthetopofthescreenlabeledReply.Clickingonthedown
arrownexttoReplywillprovideseveraloptions,allofwhichwillopenanewmessage.TheTo:fieldwillbefilledinwith
theoriginalSendersaddressandtheSubjectfieldwillcontaintheoriginalsubjectprependedwithRe:.

ReplywithHistoryOnly
Thisisthepreferredoption.Repliestothesenderwithoutanyattachmentsthatwereincludedintheoriginal
message.Itappendsthebodyoftheoriginalmessage.
ReplywithHistory&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.

ReceivingMailwithAttachments
Whenyoureceiveamessagewithanattachmentitwillbelocatedinthebodyofthemessageatthepointwherethe
senderplacedtheircursorwhentheyattachedthefile;simplydoubleclickandselectOpentoopenit.Youmusthave
theapplicationinstalled,inwhichtheattachmentwascreated.Forexample,ifopeninga.pdffile,youneedAdobe
AcrobatReaderinstalled.

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FollowUpMessage
FromMailview,selectthemessageyouwanttoflag.
icon.SelectAddorEditFlag
SelecttheFollowUp
fromtheresultingMenu.ChecktheUrgentPriority,
NormalPriority,orLowPrioritybox.Specifytheactionin
theEnteraFollowUpActionBox,thiscanbeabrief
descriptionfortheactionyouwilltakeatthetime
specifiedforfollowup.EnteradateandtimeintheWhen
toFollowUpbox.Tosetanalarm,checktheSetanalarm
onthismessageboxandfillintheappropriateoptions.
ClicktheOKbuttonwhenyouarefinished.TheFollowUp
iconwillappearnexttothemessageinthemail
viewandintheheaderofthemessage.

*Note:Toremoveaflagfromamessage,selectthe
message,selectFollowUpfromtheActionsmenu,and
selectRemoveFlagfromtheresultingmenu.

SavingMailinFolders
Therecommendedwaytosaveandorganizemessagesistofiletheminfolders.
Tosaveamessageinafolder,clickonthedownarrownexttothe
button
andselectMovetoFolderwhereyoucanchoosetoMoveorCopytoaparticular
folder.

SelectthedesiredfolderandpresstheMovebutton.

PleaserefertotheFolderssectionofthisdocumenttolearnhow
tocreateanddeletefolders.

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SettinganOutofOfficeMessage
Youcansetanoutofofficemessagetoletothersknowwhenyouareawayfromtheoffice.FromthemailViewPane,
selectMore,OutofOffice.

Thefollowingwindowwillappear;fillintheappropriatefieldsandpressEnableandClose.

TheLeavingandReturningfieldsshouldbesetaccordingtothedayyouwanttheOutofOfficetobeginandthedaythat
itshouldend.
ByenablingthecheckboxIamunavailableformeetings,thetimeyouhavescheduledtobeoutoftheoffice,willbe
markedasunavailableonyourschedule.
TheStandardNotificationwillbesentoncetoeachaddressthatemailsyouduringthetimethatyouareoutofthe
office.ThefieldsforSubject,Body,andAdditionalbodytextwillallappearintheoutofofficenotificationtoeach
addressthatemailsyou.
TheAlternateNotificationcanbeconfiguredtoalertspecifiedrecipientsofadifferentoutofofficemessage.Complete
theSubjectandBodyfieldsasyouhavefortheStandardNotification.FillintheTo:fieldjustasyouwouldforanew
message.
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TheExclusionsoptioncanbeconfiguredtonotsendtheoutofofficemessagetospecifiedpeopleorwhenthesubject
lineofanemailcontainsaspecifiedphrase.

Drafts
Whencomposingamessage,itispossibletosavethecurrentmessageandsenditoutatalaterdate.Inordertosave
themessageinDraftform,clicktheSaveasDraftbutton.ThisautomaticallystoresitintheDraftsfolder.Toretrievean
unsentmessage,clickontheselectionforDraftsfromwithintheNavigationPane.Doubleclickonthemessagetoopen,
edit,andsend.

Sent
Thisfoldercontainsallofthemessagesthathavebeensentout(new,forwarded,andreply).Asinallviewsandfolders,
youhavetheabilitytosortbythecolumnstohelpyoulocateamessage:byclickingonanyheading(Sender,Subject,
Date,orSize)thiswillcausetheentirechainofmailtoorganizeitselfbytherespectiveheading.

AllDocuments
AllDocumentsisareferenceview.Itcontainslinkstoalldocumentsthatarelocatedinthemaildatabase.Thisisa
usefulviewforsearchingpurposes.Toorganizethelistofitems,youcanclickonWho,Subject,Date,orSizeto
organizethecolumnbyeachrespectivechoice.

Trash
Whenmessagesaredeletedfromanyoftheviewsorfolders,theygetstoredintheTrashfolderwheretheyremainuntil
theTrashismanuallyemptiedorafterthedefaulttimeof48hours.Toquicklyfreeupspace,youshouldemptyyour
Trashfolderregularly.Todeleteamessage,highlightthemessageandhitthedeletebuttononthekeyboard,rightclick
andselectdelete,orclickonthetrashicon.ThiswillmovethedocumentintotheTrash.Toemptythetrash,select
TrashfromthenavigationpanelandclickontheEmptyTrashbutton.

UndeletingDocuments
WhilethemessageisstillintheTrashfolder,itcanberestoredtothelocationfromwhichitwasbeforedeletion.Once
adocumentisdeletedandbeforerefreshingthedatabase,adocumentthathasbeenmarkedfordeletioncanbeun
deletedbyhighlightingitwithintheTrashandclickingontheRestorebutton.
Note:Oncethetrashhasbeenemptied,themessageispermanentlygone.

Folders
Tocreateafolder,fromtheMenuBar,chooseCreate,Folder.
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Typethenameforthefolder,selectFoldersandclickOK.
ThenewlycreatedfolderwillbedisplayedundertheFolder
sectionwithintheNavigationPane.
Tocreateasubfolder,aftertypingthename,selectan
existingfolderthatwillbetheparentfoldertothenewsub
folder.
ToDeletefolders,youmustfirstdeleteormoveallmessage
containedwithinthefolder.Oncethefolderisempty,right
clickonthefoldernameintheNavigationPaneandselect
RemoveFolder.

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CALENDAR
Thecalendarapplicationallowsyoutoorganizeappointments,events,meetings,reminders,andanniversaries.

NavigatingtheCalendar
ToopentheCalendar,clicktheCalendaricon
ontheBookmarkBar.Usethecalendarformattabsatthetopof
theViewPanetochangethenumberofdaysthecalendardisplays.ClickthedownarrowontheFormatTabstodisplay
formattingoptions.ClicktheBackandForwardbuttonsnexttothemonthintheNavigationPanetocyclethroughthe
months.UsethesliderbarsontherightsideandbottomoftheViewPanetomovethroughtheCalendar.Clickon
TodayintheNavigationPaneatanytimetoreturntothecurrentdate.

CreatingaCalendarEntry
TocreateacalendarentryclickonthedownarrownexttotheNewbuttonandamenuwillappear.Fromhereyoucan
choosewhattypeofentryyouwouldliketocreate;onceanoptionisselected,aformwillopen.Fillouttheappropriate
informationandthenclickSave&Closeatthetopofthewindow;theentrywillthenbeaddedtoyourcalendar.

CalendarEntryTypes
1.
2.
3.
4.
5.
6.

Appointmenttoscheduletimeonyourcalendar.
Meetingscheduletimeonyourcalendarandinviteothers.SeeCreatingandSendingMeetingInvitations.
Anniversarytoaddanannualeventtoyourcalendar.
Remindertoremindyourselfofsomethingataparticulartime.
AllDayEventtoscheduleanentiredayorblockofdays.
EventAnnouncementinviteotherstoanevent,noinviteereplyoptions.

Note:TochangethecolorofaCalendarEntry,selectMorefromtheActionsmenu,andselectPreferencesfromthe
resultingmenu.ClickontheCalendar&ToDotabandclickontheColorstab.MakecolorselectionsandclickOK.

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DraggingtoCreateANewCalendarEntry
DragaMailmessage,Calendarentry,orToDoitemontotheCalendaricon ontheBookmarkBar.Selecta
CalendarentrytypefromtheCopyIntodialogboxthatappearsandclickOK.Thenewcalendarentrywillappear.Fillin
theinformationandselectoptionsasdesired.(Ifyoucreateameeting,thenamesofthepeopleintheoriginalitemwill
becopiedintothenewmeetingasinvitees.)

Meetings

AcceptingaMeeting
Whensomeonesetsupameetingandincludesyouontheinvitationlist,youwillreceiveanemailinyourinboxfrom
thatperson.Toacceptthemeetingandaddittoyourcalendar,simplychoosetheAcceptoptionfromwithintheemail.
Upondoingthis,Noteswillautomaticallyenterthemeetingintoyourcalendar.Whetheryouchoosetoacceptor
declinetheinvitation,Noteswillsendanoticetothepersonchairingthemeetingtoletthemknowyourdecision.

CreatingandSendingMeetingInvitations
Tosendoutameetinginvitation,createaMeetingentryfromwithinthecalendarsection.Fillouttheappropriate
informationasyouwouldforanyothercalendarentry,buthereyouhavetheoptionofsendingoutmeetinginvitations
tootherpeople.Todothis,insertthenamesofthoseyouwishtoinviteandchooseSave&Sendwhenyouaredone.

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EditingorReschedulingaMeetingEntry
Doubleclicktheentryyouwanttoedit.Makechangestotheentry.ClicktheSaveandSendInvitationsbuttonfora
meeting,ortheSaveandClosebuttonforallotherentries.

PrintingaCalendar
InCalendar,selectPrintfromtheFilemenuorclickthePrintbuttonontheUniversaltoolbar.InthePrintCalendar
dialogbox,checkthePrintCalendarboxunderWhattoPrint.IntheCalendarStyleListbox,selectastyleforyour
Calendar.UnderthePrintRange,selectFromandToDates.ClicktheOKbuttontoPrint.

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CONTACTSBOOK
TheContactsBookisanapplicationusedtostoreinformationaboutpeopleyoucommunicatewith.Toopenthe
ContactsBook,clickontheContactsBook
iconontheBookmarkBar.

1.
2.
3.
4.
5.

MyContactsdisplaysallcontactsstoredinyourContactsBook
ByCategorydisplayscontactsorganizedbycategory.
ByCompanydisplayscontactsorganizedbycompany.
Groupsdisplaysalistofgroups
BirthdaysandAnniversariesdisplaysallBirthdaysand
AnniversariesstoredinyourContactsbook
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:Toeditacontact,selectthecontactandclicktheEdit
button.

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AddingaContactFromaMessage,aMeetingInvitation,oraToDoItem

Selectthemailmessage,meetinginvitation,orToDodocument.SelectMorefromtheActionsMenu.SelectAdd
SendertoContactsfromtheresultingmenu.ClickOK.

CreatingaGroup
AgroupisalistofusersorserversthatcanbeusedinDominoDirectories,Contactbooks,accesscontrol,maillists,etc...
InContacts,clickthegroupsfolderintheNavigation
Pane.ClicktheNewGroupbuttonintheViewPane
andselectGroup.EnteragroupnameintheGroup
box.ClickthedownarrownexttoMembers.Select
thecontactsyouwanttoaddtothegroupandclick
theAddbutton.Clickthespacetotheleftofthe
namesformultiplenames.ClicktheOKbutton.Click
theSaveandClosebutton.

PrintingContactLabels

IntheContactsBook,selectthecontactnamesyouwanttoprint.(Toselectnames,clickthecolumntotheleftofthe
namesorpressCtrl+Atoselectallcontacts).SelectPrintfromtheFileMenu.ClickonthedocumentsStyletab.Check
thePrintMultipleDocumentsoneachpagebox.Selectthelabelformatandpapertype.ClickOKbuttontoprintthe
labels.

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TODOLIST

TheToDoListDatabase
TheToDoListallowsyoutoorganizepersonaltasksandassigntaskstoothers.ToopentheToDoList,clicktheToDo
iconontheBookmarkBar.

1. IncompletedisplaysToDoitemsnotcompletedbytheirduedate
2. AllToDo'sdisplayspersonalToDoitemsanditemsyouhaveassignedto
others.
3. PersonaldisplaysonlypersonalToDoitems.
4. GroupdisplaysgroupToDoitems.
5. ByCategorydisplaysToDoitemsbycategory
6. CompletedisplayscompletedToDoitems

CreatingaPersonalToDoItem

ClicktheNewToDoItembuttonatthetopoftheViewPane.FillouttheappropriateinformationandthenclickSave&
Closeatthetopofthewindow.

Note:ToquicklycreateanewToDoitem,dragaMailmessage,Calendarentry,orToDoitemontotheToDoicon.

MarkingaToDoItemComplete
IntheToDoList,selecttheToDoItemyouwanttomarkascomplete.ClicktheMarkCompletebutton
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AssigningaToDoItemToOthers
FollowthestepsforCreatingAPersonalToDoItem.IntheAssignTofield,checkOthers.IntheParticipantsselection,
fillintheRequired,Optional,andFYIfieldsorclicktheContactsBookbuttontoselectcontactsfromaContactsBook.
ClicktheSaveandSendAssignmentsbutton

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OtherFeatures
MoreonBookmarks
BookmarkFolders
BookmarkFolderscontainBookmarksorotherBookmarkfolders.SeveralBookmarkFoldersappearontheBookmark
Barbydefault.
1. FavoriteBookmarksstoresyourmostfrequentlyusedbookmarks
2. ApplicationsprovideaccesstotheNotesworkspaceandallowsyoutosearchorbrowsefor
databases.
3. MoreBookmarkscontainstheLotusLinksfolder,theInternetSearchfolder,aCreatefolder,the
WorkplaceLauncherfolder,andtheStartupfolder.
4. Historycontainsachronologicallistingofbookmarksforallitemsyouvisit.TheHistoryfoldercan
displayitemsbydate,site,ortitle.YoucanalsousetheHistoryfoldertofindrecentlyused
documentsordatabases.

Note:ToopenaBookmarkFolder,clickonitsiconintheBookmarkBar

RemovingBookmarksandBookmarkFolders
1. Rightclickthebookmarkorfolderyouwanttoremove.
2. SelectRemoveBookmarkorRemovefolderfromtheresultingmenu.
3. ClicktheYesbuttontoconfirm

Note:Whenyouremoveabookmarkfolder,youremoveallthebookmarksinthatfolder.

ManagingYourLotusNotesMailDatabaseSize
Refertothelinkhttp://www.marist.edu/it/pdfs/managingsize.pdfontheMaristCollegewebsiteformoreinformation
onmanagingyourLotusNotesmaildatabasesize.

Applications
ANotesApplicationisasinglefilethatcontainsmultipledocumentsusuallyrelatingtoasingleareaofinterest.Mail,
Calendar,Contacts,RoomReservations,areallexamplesofapplications.Yourapplications,suchasMailandCalendar
arealreadybookmarkedforyou.Otherapplicationssuchasanotherpersonsmailorcalendarcanbeaccessedifthat
userhasdelegatedaccess.
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OpeninganApplication
SelectApplicationfromFilemenu.SelectOpenfromtheresultingmenu.EnterthenameoftheservertheApplicationis
storedon,orselectaserverfromtheServerlistbox.SelectanApplicationfromtheApplicationbox,orenterthepath
andfilenameoftheApplicationintheFilenamebox.ClicktheOpenbutton.

LoggingOutofLotusNotes
YoucanlogoutoftheLotusNotesClientbyeither;clickingtheXintheupperrighthandcorneroftheclient,or
choosingFile,Exitfromthemenubar.

SHORTCUTS

ShortcutName KeyCommand

ShortcutAction

ShortcutName

KeyCommand

ShortcutAction

Properties

Alt+Enter

EditProperties

IndentParagraph

F8

Text/Indent

Save

Ctrl+S

File/Save

OutdentParagraph

Shift+F8

Text/Outdent

New
EditDocument
Forwardas
Mail
Print
Cut
Copy
Paste
CopyasLink
Font
FontSize
Bold
Italic

None
Ctrl+E
None

File/New
None
None

Bullets
Numbers
AlignParagraph

None
none
none

Text/List/Bullet
Text/List/Numbers
Text/Align/Paragraph

Ctrl+P
Ctrl+X
Ctrl+C
Ctrl+V
None
Ctrl+K
Ctrl+K
Ctrl+B
Ctrl+I

File/Print
Edit/Cut
Edit/Copy
Edit/Paste
Edit/CopyasLink
Text/TextProperties
Text/TextProperties
Text/Bold
Text/Italic

Spacing
Style
InsertTable
Attach
Import
Find/Replace
CheckSpelling
Ruler
PermanentPen

none
none
none
none
none
Ctrl+F
none
Ctrl+R
None

Text/Spacing
Text/Style
Create/Table
File/Attach
File/Import
Edit/Find/Replace
Edit/CheckSpelling
View/Ruler
Text/PermanentPen

QUICKRULES
UsingQuickRulesisasimpleandeffectivemeasureforcombatingjunkmail.Thefollowingstepswillguideyouthrough
settingupquickrules.

ToCreateAQuickRuleForAMessageYouHaveReceived:
1.OpenyourInbox
2.Openthemessageyouwanttocreateaquickrulefor
3.ClicktheMoretab
4.ClickCreateQuickRule
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5.ThiswillautomaticallyfillintheSender/Domain/Subjectfieldswiththeinformationfromtheopendocument
6.CheckoffwhichfieldsyouwantthisQuickRuletocheckfor.
7.Checkoffwhentheruleshouldtakeaction
8.Checkoffwhattheactionshoulddounder
theabovecircumstances
9.ClickOK
10.ClickonRuleswhichislistedunderTools
fromtheViewPane.
11.Hereisalistofalltherulesyouhave
created,youmayedityourRulebyclickingon
theruleandselectingEdit.

ToCreateAQuickRuleFromScratch:
1.OpenyourInbox
2.OpenRuleswhichislistedunderToolsfrom
theViewPane.
3.ClickNewRule
4.CompletetheappropriateFields
5.ClickOK;Yournewrulewillnowbelisted.

HowToDisable/DeleteAQuickRule:
1.OpenRuleswhichislistedunderToolsfromtheViewPane
2.SelecttheRuleyouwishtoDisableand/orDelete
3.Youknowhavetwochoices
1.DisableOnly;ClicktheDisablebutton;Rulewillremainlistedbutnotbeactive
2.Disable/Delete;ClicktheDisablebutton(MUSTBEDONEFIRST);ClicktheDeletebutton.

***REMEMBER;WHENDELETINGARULE;YOUMUSTDISABLETHERULEBEFORECLICKINGDELETE!!!

DelegatingAccessToYourMail
YoucanallowspecifieduserstoaccessyourmailApplicationandsetdifferentlevelsofaccess.Otherscansimplycheck
yourmailwhileyouareawayorsend.
4. SelectMorefromtheActionsmenu.
5. SelectPreferencesfromthenew
menu.
6. ClickontheAccessandDelegation
tab.
7. ClickontheAccessToYourMail&
Calendartab.
8. Dooneofthefollowing:
1. Toaddapersonorgroup,click
onAddPersonorGroup.
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2. Tomodifyaccess,selectthenameandclickonChangeAccess.
9. EnterAccessinformation.
10. ClicktheOKbutton.

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