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Lotus Notes Tips

These instructions are for the full client Notes version, not the web based version
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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
  1. From your main inbox, click on tools, then preferences
  2. When the preference window with options pops up click on the tab called signature
  3. If you always want your signature file added, check the box that says "Automatically append….".

  4. 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.
  5. Usually in the next "Use" option you'll want to select text not HTML.
  6. 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
image from Lotus Notes

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:
  1. Go to where you want your signature to be placed.
  2. Click on the Tools option in the upper right corner and then select "Insert signature"
  3. 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.
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  1. 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

  1. From your main inbox screen, choose the option in the green header called "Folders", then the "Create" option.
  2. In the box under  "Folder Name" change "untitled" to the name you want, then click on OK
  3. When back at your main inbox, you can then drag one or several emails into the folder you want to save them in
  4. You can create subfolders inside other folders as well, by selecting a folder you already have.
from LN

To rename, move or delete a folder

  1. From you main inbox view, goto and highlight that folder
  2. 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
  Saving photos that come with emails
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

  1.   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.
  2.   Click "New Rule."
  3.   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).
  4.   Click Add.
  5.   Under "Specify Actions," select "move to folder," "copy to folder," "change importance to," or "delete."
  6.   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:

To just add a person To make a group to mail to 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:

  1. From your main inbox page, select the File menu in the upper left
  2. Then select "Preferences" and then "User preferences"
  3. Then under the option window called "Empty Trash folder", change that to "Manually", and click OK
  4. Then you can go in your trash folder every so often and click on the "Empty Trash" option.
trashcan in LN

Accessing your Lotus Notes from the web

     
  1. Click on or type in this URL

  2. www.hesston.edu/mail
    and enter your user name and password
  3. 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.

  1. 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.
  2. 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.
  3. 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

  1. From your main inbox view, click on the "Tools" option on the far right
  2. Then select "preferences", then the "letterhead" tab
  3. 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:

  1. From your main inbox view, click on the "Tools" option on the far right side of your major options
  2. Click on preferences , then the "basics" tab
  3. 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.
 
LN screen grab  

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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