Lotus Notes Tips
These instructions are for the full client Notes version, not
the web based version
Adding a signature
file to outgoing emails
Sorting your email
Using Folders
Managing your Mail (saving or
deleting emails to free up space)
Saving photos that come with emails
Filtering new mail using rules
To change fonts with your keyboard
To add a person's name to your
personal address book who is off campus
Making a group to mail to
Managing your trash
Accessing your Lotus Notes from the
web
Problems with Web E-Mail (some
buttons not showing)
Changing your email letterhead
Having your email automatically
spell checked
Marking a whole bunch of messages
Attachments
Changing the default web browser
IBM
Lotus Notes Hints, Tips, and Tricks from Alan L
Adding a signature
file to outgoing emails
- From your main inbox, click on tools,
then preferences
- When the preference window with options pops
up click on the tab called signature
- If you always want your signature file added,
check the box that says "Automatically append….".
If you don't always want it, don't click that box,
and see note below on how to add it when you want it. - Usually in the next "Use" option you'll want to select text not
HTML.
- In the white box is where you will type in
your signature text of name, title, whatever. It’s a good idea to
leave a blank line before you put anything there, to give you some space
between the body and the signature. After it’s the way you want
it, click on OK
If you did not choose to have your signature added
to every email you send, then you'll have to add it when you want it.
To do that, when you are in an email message:
- Go to where you want your signature to be placed.
- Click on the Tools option in the upper right
corner and then select "Insert signature"
- If you click "OK" on the next screen, it will
place the signature you created in the spot where your cursor was at.
Sorting your email
Sorting your email is nice when you want to organize it, either to
put all the email from one person in a folder, or to delete all the email
from one person. Below is an image of what the top of
your inbox looks like.
- If you click on the triangle on the right side of the "Who",
"Date" or "Size" button, it will resort your inbox by that variable.
The Date variable toggles back and forth between showing newest messages
first or oldest messages.
Using Folders Folders are nice for emails you
want to save but don't want cluttering up your main inbox
To create a folder
- From your main inbox screen, choose the option
in the green header called "Folders", then the "Create" option.
- In the box under "Folder Name" change
"untitled" to the name you want, then click on OK
- When back at your main inbox, you can then
drag one or several emails into the folder you want to save them in
- You can create subfolders inside other folders
as well, by selecting a folder you already have.
To rename, move or delete a folder
- From you main inbox view, goto and highlight
that folder
- Then at the top menu line Choose "Actions"
then "Folder Options", then choose the option you want.
Managing Your Mail
(deleting unneeded email to save space)
Tips from Information Services
1. Delete Email that is no longer needed.
2. Detach files that you will need in the future to appropriate folders
on your local hard drive. Then delete the Email. For example detach that
important Word document to an appropriate Word folder for use in that system
later.
Tips to help with the process:
-On the left side, click on the option "All documents". This will
show you mail in all folders, as well as your sent mail. Then click on
the "Size" option above the email to sort by size. Delete or save those
large files first (they probably contain attachements).
-Sort your Email by Who and delete emails that you receive on an ongoing
basis that is no longer relevant, the ones about events that are past,
the ones about meals past, the ones about group absence and etc.
-Sort your email by Date, then remove old email that is no longer relevant.
-Delete email on a day to day basis, it's much easier than waiting
to go through it later.
-Save attachments to appropriate locations on your hard drive as you
receive them. Then delete the email.
-Detach pictures to a picture folder.
-If you have family pictures on the system, save them to your hard
drive and then to some sort of media to take home. Unfortunately,
we don't have space to hold everyone's personal pictures on our servers.
Again, call us if you need help copying to a CD, not everyone has a CD
burner, we will be glad to help you with this.
Saving photos that come with emails
- To save phots that come as attachements that are at the end of your
email message, do a "right click" on the image attachment and you will then
see an option to "save" or "save all". When you do a left click to
select the option you want, you will then get a directory window and you
can choose where to save it at.
- To save photos that are inside the body of your email,
- go into message edit mode by clicking on the toolbar - Actions,
Edit Document
- then double-click in the body of the message
- after that you can right-click on each picture to copy the image,
and paste elsewhere
Filtering new mail using
rules
You can use mail rules to have Notes act automatically on new messages
you receive that meet certain conditions. For example, you could create
a rule that checks for messages from a certain sender or that contain a
certain subject and have Notes automatically move the messages to a certain
folder. This is good to have what looks like junk mail sent to a
junk mail folder, or just have it automatically deleted.
To create a rule
- Open your mail database and click the Rules folder on
the left side of the LN screen. Not on the far left but in the column under
your Inbox icon.
- Click "New Rule."
- Under "Specify Conditions," select a part of messages
to check (such as "sender" or "subject"), select a state (such as "contains"
or "is"), and type the criteria to check for (such as the name of a certain
person or a certain word).
- Click Add.
- Under "Specify Actions," select "move to folder," "copy
to folder," "change importance to," or "delete."
- Click "Add Action." and then "OK".
Of Course LN help menu has a lot more instructions on how to do more
specific things with rules.
To change fonts with your keyboard
Some of these are available via buttons on top
Select the text and use the keyboard combinations in the following
table to format your document.
Format option
Keyboard combination
Italicize text
CTRL+I
Bold text
CTRL+B
Underline text
CTRL+U
Return text to normal
CTRL+T
Enlarge text one point size
F2
Reduce text one point size
SHIFT+F2
To add a person's name to
your personal address book who is off campus
To add a person who sent you an email:
- Select their message
- Click Tools and choose "Add Sender to Address Book."
Check the information Notes displays about the person and click OK.
To just add a person
- Open your address book (icon on left side of screen) and click
"Add Contact."
- Specify the person's name under Names.
- Type the person's mail address in the "E-mail address"
field. Click the button to the left of the field to select the type of
mail the person uses.
To make a group to mail to
- Open your address book (icon on left side of screen) and switch
to the Groups view.
- Click "Add Mailing List."
- Type a name in the Group name field.
- If you want you can type a brief description in the Description
field.
- Click on the "Members" option. Select names from an address
book and click on the "Add" button. For new off campus people who
aren't in an address book, click on new and type in their email address
- Click OK when done adding everyone, then "Save and Close" at
the next window
Managing your trash
In Lotus Notes if you have an email selected in your inbox or are reading
it, and you click on the delete icon, it puts that email in your trash
folder, but it also leaves a copy in your inbox. When you exit Lotus
Notes it asks you if you want to empty your trash.
I think a better option is to drag the email you wish to delete (or
you can select multiple emails with the check mark) and put them into
your trash folder. Then they don't clutter up your inbox.
And as long as you don't delete your trash right away, you can still go
back and read something if you decide you need to. If you get tired
of it asking if you want to delete your trash each time you exit Lotus Notes,
you can change that preference. To do that:
- From your main inbox page, select the File menu in the upper
left
- Then select "Preferences" and then "User preferences"
- Then under the option window called "Empty Trash folder", change
that to "Manually", and click OK
- Then you can go in your trash folder every so often and click
on the "Empty Trash" option.
Accessing your Lotus Notes from
the web
- Click on or type in this URL
www.hesston.edu/mail
and enter your user name and password - While this is the same
email account that you access on campus, when you access your email from
the web (ie. from some location other than your desk PC) it will still
require the original password you were given, until you change it if you
want to..
Problems with Web E-Mail (some
buttons not showing)
Information from I.T. Department
A number of you have experienced problems getting the upper buttons to
show when you check your E-Mail in your rooms or from off-campus computers.
If you don't see the "New Memo", "Reply", "Forward", etc. buttons, it probably
means the version of Java on your computer doesn't match what our E-Mail
system is expecting. There are several options to fix this; some may
work for some people but not others so try each one in order, trying your
E-Mail again after each one.
- If you have multiple web browsers installed on your computer, make
sure you try it in the other ones first. Firefox is an excellent web
browser and recommended to use instead of Internet Explorer (which has numerous
security issues making it easier to get spyware and viruses). You can
download Firefox from mozilla.org .
Other web browsers you may have that are worth trying are Netscape or Opera.
- Download the newest Java by going to java.com and following the links to download
it. After downloading it, make sure you install it and restart your
computer before trying your E-Mail again.
- If the above fail, the one web browser we know works all the time
with our E-Mail system is the old Netscape 4.7x or 4.8. You can download
it here
(choose the Base Install, and note that the 95/98/NT version DOES work in
Windows 2000 and XP). When you install it and run it, tell it NOT to
be the default web browser when it asks and use it only to check your Hesston
College E-Mail -- continue using your favorite web browser for all other
Internet pages.
If you still have problems getting the buttons to show, contact IT at
ext 8103.
Changing your email leaderhead
- From your main inbox view, click on the "Tools" option on the
far right
- Then select "preferences", then the "letterhead" tab
- Click on the various options named and get a preview of what
it looks like, then select the one you like
Spell Check
I'm a bad spellar. So I like LN to spell check automatically.
While it slows down the message sending, it can reduce errors that make
you look dumb. And when the spell check window comes up, you
can always click on the "Send as is" button.
To make it automatically check your spelling:
- From your main inbox view, click on the "Tools" option on the
far right side of your major options
- Click on preferences , then the "basics" tab
- On the bottom of that page you can click the box to automatically
do spell check.
Marking a whole bunch of messages
If you want to select a whole bunch of messages to move or delete,
remember the sorting tips listed above in the second tip. That
way you can sort all the messages from a certain user so they are all
together. Using n once a whole bunch are together, (or they
don't have to be together) click to the left of the message and then you
can drag them all to the trash or some folder. If you have alot
together, instead of clicking on each one, you can just drag your cursor
down the side and select a whole bunch real fast.
Attachments
To add an attachment to an email, be in the message where you want to
add an attachment. Click on the "File" top menu option, then
on the "attachment" choice and then browse to find the file you want to attach.
To add the paper clip "attachment" icon to your main LN main toolbar
• Click on the "File" top menu option in LN
• Then, in the drop down menu, go to "preferences"
then "toolbar preferences"
• Then choose customize
• Find the icon for attachments (paperclip) in the
visual menu (see below), and then click on the "add button" button.
Then "OK". The icon should then appear on your main toolbar
menu up top.
Changing the default web
browser
To change the default web browser for LN
• Click on the "File" top menu option in LN
• Click on the option under that for "preferences" ,
then choose "location preferences"
• Then choose the tab for "Internet Browser"
• You will see what your default browser is.
You can choose "other" to see if LN knows about another browser you want
to use instead, or you can you the flashlight icon to go and find the browser
executable file you want to use as the default, for example:
C:\Program Files\Mozilla Firefox\firefox.exe
If you have corrections or tips to add to this, let me know
Gary
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