Introduction
Introduction
This new Fast & Easy book will help you get the most out of Notes 6. Notes is one of the most powerful groupware applications used in business today. The basic features of Notes, E-mail, Calendaring, To Do's, and Contacts will allow you to be more organized and productive.
Lotus Notes R6 Fast & Easy
will help you get the most out of these features in a quick and
Who Should Read This Book?
Understanding and Using This Book
The idea behind Lotus Notes R6 Fast & Easy is to give you the basics of Notes to get you up and running quickly. Each chapter is set up to cover a single area of Notes and has easy-to-follow steps to get you going in the right direction. We've also included two items that give you extra information that will help you get more out of Notes.
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Notes provide extra information about a feature or ideas on how to make a feature work better for you.
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Tips give you hints and suggestions about similar ways to reach the same goal.
This book will give you a fast and easy way to get the most out of Notes 6. Good Luck!
Part I: Introducing Lotus Notes
Chapter List
- Chapter 1: Getting Started
- Chapter 2: Working with the Welcome Page
- Chapter 3: Exploring Notes Tasks
- Chapter 4: Getting Help
- Chapter 5: Setting up Your Personal Preferences
Chapter 1: Getting Started
Overview
How do I start using Lotus Notes you ask? Don't worry about being overwhelmed by the tremendous number of things that Lotus Notes 6 can do to help you organize, manage, and coordinate your e-mail, calendar, to do list, personal notes, documents, and more. After we've walked through some of the basic
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Start Lotus Notes
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Manage the First-time Setup Screen
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Customize the Notes Welcome Screen
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Exit Lotus Notes
Starting Lotus Notes
The first thing that you need to do is start the Lotus Notes Application. A basic knowledge of Windows will
| Note |
In this example, it is assumed that Notes 6 is already installed on your computer. |
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Click on the Start button in the lower-left corner of the Windows Taskbar. The Start Menu will appear
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Click on Programs. The Programs submenu will appear.
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Click on Lotus Applications. The Lotus Applications submenu will appear.
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Click on Lotus Notes. The program will launch.
Note When the program launches, you may be asked to enter a password depending on how Lotus Notes was set up. If you are not sure of your password, contact your system administrator.
Managing the First-Time Setup Screen
The first time you start Lotus Notes, a setup screen will appear. This first-time setup screen helps you to customize your work environment. The display can be personalized to fit your daily needs as well as provide a
Creating Your Welcome Page
The Welcome Page is fully customizable to meet your individual needs.
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Click on Click here to create a new Welcome Page. A wizard will appear to walk you through creating your very own personalized Welcome Page.
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Type a
name for your Welcome Page in the space provided. -
Click on
Next to continue. -
Choose whether you want to design your Welcome Page using resizable rectangular
regions (Frames ) or customizable rich text fields ( Personal Page ). -
Click on Next to continue.
Frames
If you chose the Frames option, the wizard will walk you through personalizing the frame sizes and content for your Welcome Page.
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Choose the options that you would like to appear on your personalized Welcome Page.
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Choose whether you would like to use the Preview Pane option to view documents as you highlight them in the individual frames, by either leaving or removing the checkmark next to this option in the dialog box.
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Click on Next to continue.
Tip When items appear
underlined , such as in thepreceding Note, the item is a hyperlink. When you click on a hyperlink, a popup box will appear to give you more information about the item.The next screen of the Welcome Page Wizard gives you options on how you want the frames laid out based upon how many items you chose in the last step.
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Click on the Frame Layout that you
desire . -
Click on Next to continue.
The next step of the Welcome Page Wizard for Frames is the Content placement. This step lets you choose which type of item will be in which frame.
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To change placement of an item, choose that Item from the drop-down list.
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To switch frames, click on the hyperlink and the drop-down arrow will appear.
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Click on Next to continue.
The Wizard will now let you further customize what you see on your Welcome Page.
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Choose whether you would like the launch pad to be displayed on your Welcome Page by either leaving or removing the checkmark next to this option in the dialog box.
Note If you choose to have the preview pane, you cannot choose the launch pad.
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Choose whether you would like the action bar
buttons to appear on your Welcome Page by either leaving or removing the checkmark next to this option in the dialog box. -
Click on Next to continue.
Congratulations! Your personalized Welcome Page is complete.
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Click on Finish to see your customizations.
Personal Page
If you chose the Personal Page option, the wizard will walk you through personalizing the layout and content of your Welcome Page.
The first step for the Personal Page options is to choose a layout from the Welcome Page gallery.
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Click on the Layout of your choice.
Tip Click twice on a Layout to get more information about it.
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Click on Next to continue.
If you chose a Prefilled layout, the personalization of your Welcome Page is complete.
If you chose an Advanced layout, you will now be prompted to choose the Background you would like.
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Click on the Background you would like.
OR
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Choose not to have a background by checkmarking the appropriate box.
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Click on Next to continue.
Congratulations! Your personalized Welcome Page is complete.
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Click on Finish to see your customizations.
Note Setting up an advanced Welcome Page is outside the scope of this book as it is
neither fast nor easy.
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