Lotus Notes 6.5 User Essentials

Topic 1: Get Started

What is Lotus Notes?
What is a Notes database?
What is a Notes application?
Personal and shared applications
Start Lotus Notes
Quick tour of the Notes interface
Get Help

Topic 2: Security and Notes User IDs

Notes User ID
Server access
User ID responsibilities
ID file actions
Recover a forgotten password

Topic 3: Send Message

Mail and company policies
Open your Mail database
Default email program
Starting window
Create Memo
Address fields
Type-ahead addressing
Select addresses
Search for names
Send mail outside your company
Content fields
Send message
Exercise: Create and send memo
Send phone message
How mail delivery works

Topic 4: Delivery Options

Delivery options
Exercise: Mail delivery options
Advanced delivery options

Topic 5: Read Messages

"You have new mail"
Read message
Mail preview
Exercise: Read mail
Read next/ previous message
View unread messages
Reply to mail
Exercise: Reply to mail
Re-send a message
Forward message
Copy Into New
Delete mail
Delete mail from the Sent folder
Print message

Topic 6: Folders and Views

Navigate in views
View sorting
Customize View
Row colors
Select multiple messages
Print view
Print messages from the view
Exercise: Print a view and messages
View extras
All Documents and Mail Threads views

Topic 7: Attachments

What is an attachment?
When not to attach a file
How to attach a file
View, Open, Edit, Save, Delete attachments
Exercise: Attach file

Topic 8: Organize Messages using Folders

Create folder
Send and File
Folder options
Drag messages to folder
Exercise: Organize mail into a folder
Remove message from folder
Exercise: Add and remove messages from folder

Topic 9: Advanced Mail Features

Feature 1: Mark message for follow up
Feature 2: Notes Minder
Feature 3: Out of Office agent
Feature 4: Mail Rules
Create Rule
Create QuickRule
Multiple Rules
Exercise: Rules
Feature 5: Block mail from sender Rule
Feature 6: Mail and Calendar delegation
Calendar versus Mail delegation
Exercise: Calendar delegation
Calendar delegation and time zones
Feature 7: Local mail archive
Routine message archive
Recover an archived message
Archive Log database
Schedule the archive
Delete expired messages via archive
Feature 8: Stationery
Memo stationery
Personal stationery

Topic 10: Instant Messaging
Log on to server

Change online status
User Preferences
Chat with email sender
Create an Instant Contact List
Open Instant Contact List
Chat from the Instant Contact List
Lotus Web Conferencing

Topic 11: Calendar

Calendar overview
Calendar format
Create Calendar Entry
Create Appointment
Date and Time entry
Exercise: Create appointment
Edit entry
Delete entry
Other Calendar Entry types
Print your Calendar
Print Calendar to document
View other Calendars
Shortcuts to other Calendars
Control who can open your Calendar
Create Group Calendar
View a Group Calendar
Exercise: Create Group Calendar

Topic 12: Meetings

The invitation process
Invitees
Send the Meeting invitation
Receive an invitation
Scheduler
Scheduler Summary view
Scheduler Details view
Exercise: Use the Scheduler
Availability schedule
Define your availability schedule
Control who can query your schedule
Reserve a room or resource
Meetings view
Invitation delivery options
Autoprocess invitations
Accidentally delete meeting from Inbox
Schedule online meeting
Schedule online meeting from Calendar Entry

Topic 13: Calendar Entry Options

Option 1: Repeats
Reschedule a repeated entry
Option 2: Notify Me
Alarm configuration
Missed alarms
Option 3: Mark Private
Option 4: Pencil In
Option 5: Categorize

Topic 14: Calendar Configuration

Preference 1: International preferences
Preference 2: Current location
Display alternate time zone
Preference 3: Display preferences
Preference 4: Default Calendar Entry type
Preference 5: Workday definition
Preference 6: Scheduling conflict handling
Enable conflict checking
Exercise: Conflict checking
Preference 7: Colors used to help distinguish entries
Exercise: Color code Calendar Entries
Preference 8: Holidays
Add holidays

Topic 15: Contacts

Open Address Book
Address Book views
New contact
Briefcase tab
Advanced tab
Create contact from a directory lookup
Finished contact
View actions
Exercise: Create contacts
Create contact from memo
Print labels from contacts
Group documents
Create groups from contacts
Exercise: Create group from contacts
Create group from sent memos

Topic 16: To Do List

To Do List overview
New To Do
Quick To Do
Exercise: Create To Do
By Category view
Incomplete and Complete views
To Do's on your Calendar
Complete a To Do
Copy into New To Do
Group To Do's
Exercise: Group To Do

Topic 17: Personal Journal

Create Personal Journal database
Exercise: Create/ specify Personal Journal
Quick tour of the Personal Journal
Create and edit document
Save document
Exercise: Create and edit documents
Delete documents
Forward document

Topic 18: Discussion Databases

Open database on Server
Exercise: Open Class Discussion database
Discussion user interface
Exercise: Author Profile
Main Topic form
View categories
Expand view categories with twisties
Read documents
Edit documents
Exercise: Start a discussion
Response documents
Exercise: Create responses
Dual-purpose view twisties
Automatic document locking
Manual document locking

Topic 19: Search for Information

Find text in view
Full Text Search
Search using Full Text Search
Search results
Exercise: Full Text Search
Valid search operators
Improve your results
More options
Exercise: Use the Search Builder
Domain Search
Conduct a Domain Search
Advanced Domain Search options
Exercise: Domain Search

Topic 20: Rich Text Formatting

What is Rich Text?
How to add Rich Text
Format Rich Text using the Text properties box
Minimized properties box
Borders around paragraphs
Bullets and numbers
Reorder lists
Indented numbering
Tables
Format a table
Add/ delete rows or columns
Cell width
Reorder table rows
Copy view into table
Permanent pen
Highlight text
Format helpers
Pictures
Document properties
Exercise: Format Rich Text
Spell check
Find and replace text
Print header and footer