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. 4

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. 5

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. 6

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. 7

AddressingaMessage
1. ManuallytypeanaddressintheTofield. 2. UsetheTypeAheadfeature:begintypingapersonsnameintheTofield.Pressingenteratanypointwhile typingwilleither:InserttheaddressofthepersonintotheTofieldifthenameisunique,orifthereare multiplematches,alistofnameswillappear. 3. AnotherwaytolocateanaddressistoclicktheTo:button;awindowwillappearfromwhichyoucan browsethroughcontactbooksandsearchforcontacts. Options2and3canalsobeusedtoselectcontactstobeassignedtotheCC(CarbonCopy)andBCC(Blind CarbonCopy)addressfields. 8

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. 10

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. 12

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. 13

 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. Note:TochangethecolorofaCalendarEntry,selectMorefromtheActionsmenu,andselectPreferencesfromthe resultingmenu.ClickontheCalendar&ToDotabandclickontheColorstab.MakecolorselectionsandclickOK. Appointmenttoscheduletimeonyourcalendar. Meetingscheduletimeonyourcalendarandinviteothers.SeeCreatingandSendingMeetingInvitations. Anniversarytoaddanannualeventtoyourcalendar. Remindertoremindyourselfofsomethingataparticulartime. AllDayEventtoscheduleanentiredayorblockofdays. EventAnnouncementinviteotherstoanevent,noinviteereplyoptions.

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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. 16

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. MyContactsdisplaysallcontactsstoredinyourContactsBook ByCategorydisplayscontactsorganizedbycategory. ByCompanydisplayscontactsorganizedbycompany. Groupsdisplaysalistofgroups BirthdaysandAnniversariesdisplaysallBirthdaysand AnniversariesstoredinyourContactsbook 6. AdvancedcontainsaccesstoAccounts,Certificates, Connections,InternationalMIMR,andlocations. 1. 2. 3. 4. 5.

ViewingContactsintheContactsbook
ClickonMyContactsintheNavigationPaneoftheContactsBookapplication.AlistofcontactsstoreinyourContacts bookwillappearintheviewpane.DoubleclickaContacttoopenit. *Note:Tocloseacontact,selectclosefromtheFileMenu,presstheEsckey,orclicktheclosebuttonontheWindow tab.

AddingAContact
Anewscreenwillpopup,themostimportantfieldstofillin arefirstandlastnameaswellasemailaddress.Besureto clickSave&Closeatthetopofthewindowwhenyouare done. *Note:Toeditacontact,selectthecontactandclicktheEdit button. 18

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. 19

 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 20

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. 22

OpeninganApplication
SelectApplicationfromFilemenu.SelectOpenfromtheresultingmenu.EnterthenameoftheservertheApplicationis storedon,orselectaserverfromtheServerlistbox.SelectanApplicationfromtheApplicationbox,orenterthepath andfilenameoftheApplicationintheFilenamebox.ClicktheOpenbutton.

LoggingOutofLotusNotes
YoucanlogoutoftheLotusNotesClientbyeither;clickingtheXintheupperrighthandcorneroftheclient,or choosingFile,Exitfromthemenubar.

SHORTCUTS
ShortcutName KeyCommand Properties Save New EditDocument Forwardas Mail Print Cut Copy Paste CopyasLink Font FontSize Bold Italic Alt+Enter Ctrl+S None Ctrl+E None Ctrl+P Ctrl+X Ctrl+C Ctrl+V None Ctrl+K Ctrl+K Ctrl+B Ctrl+I ShortcutAction EditProperties File/Save File/New None None File/Print Edit/Cut Edit/Copy Edit/Paste Edit/CopyasLink Text/TextProperties Text/TextProperties Text/Bold Text/Italic ShortcutName IndentParagraph OutdentParagraph Bullets Numbers AlignParagraph Spacing Style InsertTable Attach Import Find/Replace CheckSpelling Ruler PermanentPen KeyCommand F8 Shift+F8 None none none none none none none none Ctrl+F none Ctrl+R None ShortcutAction Text/Indent Text/Outdent Text/List/Bullet Text/List/Numbers Text/Align/Paragraph 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 23

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. 24

2. Tomodifyaccess,selectthenameandclickonChangeAccess. 9. EnterAccessinformation. 10. ClicktheOKbutton.

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