Lotus Notes

Beginner’s Guide
 Contents
The Welcome Page ......................................................................................................... 2
Create a new Welcome Page....................................................................................... 3
Welcome Page Overview............................................................................................ 6
Elements...................................................................................................................... 6
Elements (continued) .................................................................................................. 7

Navigating in Notes ........................................................................................................ 7

Navigation Buttons ..................................................................................................... 7
Default Bookmark Bar Buttons .................................................................................. 8

Changing your Password .............................................................................................. 12

Locking your ID........................................................................................................ 13

Exiting Notes ................................................................................................................ 15

The Mail Inbox ............................................................................................................. 16

The Action Bar.......................................................................................................... 18

Selecting and Marking Mail.......................................................................................... 19

Reading your Mail ........................................................................................................ 20

Read and Unread Messages ...................................................................................... 21

Preview Pane................................................................................................................. 21

Creating Mail ................................................................................................................ 23

The Heading.............................................................................................................. 24
Addressing Mail........................................................................................................ 24
Completing the Message........................................................................................... 27

1
 The Welcome Page
When you open Lotus Notes you will prompted with the Welcome Page (as shown in
Figure 1.1). The main icons shown allow you to access your Mail, Calendar, Contacts,
To Do List and Personal Journal.

Figure 1.1

The Welcome
Page which is
displayed when
you open Lotus
Notes

You can customise the Welcome Page from the default setting to show a look more
suited to your needs. For example, you may wish the Welcome Page to show your Mail
box, Calendar and To Do List all on the same page. To do this, click on ▼where it says
‘Click here for Welcome Page options’. A section above the main icons will now appear
(as shown in Figure 1.2) and you can either choose one of the suggested options by
clicking within the Current Welcome Page selection menu or you can create your own
look by clicking on the Create a new Welcome Page.

2
 Change the current Welcome Page selection You can create a new Welcome page to suit
from one of the pre-customised views your requirements by clicking here

Figure 1.2

If you wish, you

can change the
Welcome page to
something that
suits your
requirements
more.

Create a new Welcome Page

If you decide to create a new Welcome Page you will be prompted first to enter a name
for this page, then you are asked to choose how you would like you page to look. You
have the choice of using Frames, Personal Page or My Work. These are explained
below.

Figure 1.3 &

1.4

The New Page

box where you
enter your page
name and then
choose how you
want to design
your page.

3
Frames

• Use only one content per frame

• Resize the frame area

• Change the contents of the frame using the switcher found at the right side of
each frame

Personal Page

• Choose from an assortment of prefilled layouts or create your own from scratch

• Add personal pictures, applets, Web links, Notes links, etc. to accompany the
prefilled layouts that we provide

• Customise the background graphics and colours

My Work

• Have commonly-used components at your fingertips, with a web-like user

interface

• Sort your work with Today, Collaboration, and Team tabs

The switcher is a tool used to switch the contents of a frame. If you set up your Welcome
Page to display more than one frame, the switcher appears on the right side of each
frame.

Once you have chosen which type from Frames, Personal Page or My Work you can
then customise the selection. In the example below the Frames selection is used. Figure
1.5 shows the contents that you can choose and Figure 1.6 shows how you’d like the
frame to appear on the screen.

You will then be asked how you wish how you would like the content to be placed on
screen which is shown in Figure 1.7. Lastly, you can choose if you’d like the Launch
Pad or Action bar buttons to appear (as shown in Figure 1.8). The Launch Pad lets you
open various Notes and Web links from the Welcome Page.

4
Figure 1.5 &
1.6

You can choose

the contents of
what you
require in the
Frame and then
how you wish
this to be
displayed.

Figure 1.7
& 1.8

In the Content
placement
options you
can select the
location for
each of your
items and
then whether
or not to show
the Launch
Pad or Action
bar buttons.

5
 Figure 1.9
Welcome Page Overview
The Welcome
Page with all the
Universal Buttons Editing Functions
Navigation Buttons features explained

Address Bar

Instant
Messaging

Mail
Calendar
Address Book
To Do
Replication
Hotspot
Favourite shortcuts for
Bookmarks your Mail
More Inbox,
Bookmarks Calendar,
Contacts, To Do
Databases List and the
History Personal
Journal.
Internet
Explorer
Links

Status Security Signature / Current Quickpick

Encryption Location
Elements

Elements Function

Bookmark Opens a database of a task when you click on the bookmark

Bookmark Buttons Each button opens a bookmark page or a list of bookmarks or

access documents, sites, or databases.

Hotspots These are text or pictures that you click on to perform an action
or follow a link

6
 Elements (continued)

Elements Function

Navigation Buttons These allow you to navigate through Notes, going forward or
backward, stopping an activity, refreshing pages, searching, or
opening URLs.

Status Bar This shows information about the selected item, displays your
location and indicates when you have new mail. Any error
messages will also be shown here.

Navigating in Notes
There are several ways of moving around in Notes, as well as opening tasks and
databases. Hotspots, which are shown on the Welcome page, are self-explanatory and
show a large graphical image as well as text which you can click on to go to the desired
feature. For example, by clicking on the Calendar hotspot, your calendar will open. You
can also use the navigation buttons and bookmarks.

Navigation buttons are located in the toolbars (as shown in Figure 1.9). When you point
at one of these buttons, a useful tip will appear that tells you the name of the button as
well as the keyboard shortcut (as shown in Figure 1.10).
Figure 1.10

When hovering
over a Navigation
button, a tip will
appear to explain
what this function
does.

Navigation Buttons

Button Name Description

Go Back Returns to the previous page, document or task. If you

click on the drop-down arrow to the right of the arrow, this
will show a list of the places you can go back to.

Go Forward This takes you to the page, document or task that was
displayed prior to you clicking on the Go Back button. If
you click on the drop-down arrow to the right of the arrow,
this will show a list of the places you can go forward to.

7
 Button Name Description

Stop Stops the current activity

Refresh Refreshes the current document, page, or view with the

latest data.

Search Opens the Search bar in the current view

Figure 1.11

When clicking on
the drop-down
arrow on the
Search button you
will see a menu
with the options
show.

Default Bookmark Bar Buttons

Bookmark buttons are located on the left-hand side of the Welcome Page. These buttons
are simply links that allow you to access databases, bookmark pages or web pages. By
selecting one of these it allows you easy access to you Mail Inbox, Calendar, Address
Book and many other features. These buttons are permanently viewable on the screen, so
no matter what part of Notes you are currently in, you will always be able to see them.

- This opens your Mail database. Within here you can access your Inbox, create and
send email, manage your email and many other functions.

- This opens the Calendar where you can create appointments, meetings, reminders,
open other calendars (that are available on your network and you have the sufficient
permission to access) and manage your time.

- This opens your Address Book where information is kept about your contacts.

- This opens the More Bookmarks page which enables you to enter any additional
bookmarks you wish to use.

8
 - This opens the Favorite Bookmarks pages. This will contain links to the databases
and pages that you visit frequently.

- This opens your History page, which is useful as it allows you to see web pages
and database pages you’ve previously visited.

- This opens the Internet Explorer Links page. If you have installed Internet
Explorer the bookmarks for the web browser appear here.

- This opens the Database bookmarks page.

- This opens the Replication page, which is something you will use when working in
a remote location and not connected to the server.

- This is the To Do list.

When a bookmark opens any task it will open this in a new tabbed window. Opening a
new window for each task is similar to the way a word processing application (such as
Microsoft Word) works, it will open a new window for each document you have open.
To change between each window, all you need to do is to click on the tab you wish to
open and the view will change accordingly. In Figure 1.13 you will see there are
currently 5 tabs open, they are for the Welcome Screen, the Inbox, the Calendar, the To
Do list and the Address Book. Other than the Welcome Page, each window has a close
button. You can close any tab by clicking on the ‘x’ on the tab, or click on the Close All
Open Window Tabs button on the Universal toolbar, which as the name suggests, will
close all the open tabs.
Click on the Close
Figure 1.12 All Open Window
Tabs to close all
The Close All open tabs at once.
Open Window
Tabs button on the
Universal toolbar.

Click on the x
to close the
selected
window tab.

9
Figure 1.13

When you open a

new item a new
tab will appear at
the top with the
name of what this
refers to.

To create a bookmark from an open window or document you have a few different
options in how you may create this. You can either create the new bookmark by holding
your mouse button down on the title of the tab and dragging until you reach the
Bookmark Buttons on the left-hand side of the screen and then releasing the mouse
button. The other way is to right-mouse click on the title of tab you wish to create a
bookmark for and a menu will appear (as shown in Figure 1.14). Click on Create
Bookmark and then a dialog box called Add Bookmark will appear (as shown in Figure
1.15). To place the bookmark on the Bookmark Buttons list, in the Add to section click
on Bookmark Bar and then OK. This will now create the bookmark as wished.

Figure 1.14 Figure 1.15

By right-mouse Choose where to

clicking on any add the bookmark
Tab you can click to
on Create
Bookmark to
create a bookmark
so that you can
easily access this
again.

10
 You can also create bookmarks for files located on your PC like a Microsoft Word file by
dragging the file from Windows Explorer to the Bookmark bar. For this, you will need to
resize the Notes window to allow you to view Windows Explorer and Lotus Notes
together so you are able to drag the desired files without any problems.

Figure 1.16
In the example on
the right, Lotus
Notes and
Windows
Explorer have
been resized,
which has allowed
the user to view
both at once so
that they can
create a new
bookmark for their
Word file easily
by dragging the
file from
Windows
Explorer to the
Bookmark bar.

Once you have created the bookmark, you may wish to change the actual icon. For
instance, if you add two address books to your Bookmark bar they will, by default, have
the same icon. To change the icon of a bookmark, right-mouse click on the bookmark
and click on Change Bookmark Icon (as shown in Figure 1.17). The Insert Image
Resource dialog box will then appear and you can select one of the available images from
within the Insert Image Resource box. If you wish to select a graphic image stored on
your PC instead, click on New and you can then browse your computer to find the desired
image. You can choose from one of the following types; GIF, JPEG or BMP.

Figure 1.17 Figure 1.18

Right-mouse click Choose the

on the bookmark desired image for
and select Change your bookmark
Bookmark Icon. from the list
available, or
create your own
by clicking on
new.

11
 Changing your Password
The first time you use Lotus Notes, your system administrator will have set you with a
password. It is best practice to change this so nobody else can access your Mail and
other databases. In order to access your Lotus Notes account there are two things that are
required. One is a file typically stored on your computer (but can be stored on a server)
called a User ID file. The other is your password. There is no way of accessing your
mail file without having both the User ID file and the password.

A password can have any combination of keyboard characters, as long as the first
character is alphanumerical. Your systems administrator may have set a certain length
that the password must be, for example, a minimum of six characters, but you would
need to speak to them to find out as each organisation has different policies. When
setting your password, be careful when using capital letters as Notes passwords are case
sensitive, and PASSWORD is different to password.

To change your password, follow this procedure:

• Choose File, Security and then User Security

Figure 1.19

To change your
password you
need to access the
User Security
screen.

• Now enter your current password in the box that appears:

12
Figure 1.20

You need to enter

your current
password in order
to change this to a
new one.

Now click on the Change Password option. You will be prompted to enter your current
password again. Next, the Change Password dialog box will appear (as shown in Figure
1.21). Enter your new password and also type the new password in the Re-enter new
password box. You will get a confirmation message telling you that your password was
successfully changed.

Figure 1.21

Enter your new

password by
entering it twice in
the boxes as
shown.

Locking your ID
When you start Lotus Notes you enter your password. Once this password has been
accepted you can run Notes without the need for entering this again unless you exit Notes
and restart the application. The only concern though is that if you walk away from your
desk, you stand the risk of others accessing your personal information. A way of getting

13
 around this without having to close down Notes is to lock your ID. What this will do is
stop anybody having the ability to access your data unless your password is re-entered.

To lock your ID, either go to the File menu, select Security and then Lock Display, or a
more simple way is by pressing the F5 key. Lotus Notes will now display a splash
screen and is locked. To access your account again you need to press any key, or click
the mouse button and you will be prompted to enter your password (see Figure 1.22).
When you enter the correct password you will have access to your mail file again.

Figure 1.22

You can lock

Lotus Notes which
requires you to
enter your
password again to
get access to your
account.

If you would like to have your ID locked after a certain amount of time if you haven’t
used Notes, there is a feature available which allows you to do this. To do this, go to
File, Preferences and then User Preferences. In this dialog box, tick the ‘Logout (and
lock Notes display) if you haven’t used Notes for xx minutes’ box. You can set how many
minutes you would like this to be and your ID will be locked if you don’t use Notes for
this set period of time.

Figure 1.23

Change the
amount of time
before your
account
automatically
locks itself in the
User Preferences.

14
 Exiting Notes
Once you’ve finished using Notes, you can close the program. This can be done in the
following ways: The Control
menu button
• Go to the File menu and select Exit Notes

• Double-click the Control menu button (the image in the top-left hand corner)

• Click once on the Control menu button and choose Close from the menu.

• Press Alt + F4

• Click the Close (x) button in the top right-hand side corner of the application.

Whichever way you decide to exit Notes, you will prompted with a dialog box asking
you if you are sure you want to exit. Click Yes to exit, or No to stay in Notes. If you
don’t wish to see this message each time you exit, check the ‘In the future, exit without
prompting’ tick box. If you do tick this and later wish to have the prompt appear each
time you exit, you can turn this feature back on by going to the File menu, Preferences,
User Preferences and un-ticking the ‘Do not prompt when exiting Notes’ option within
the Additional Options box.

Figure 1.24

You will be
prompted when
exiting Notes
asking if you are
sure

Figure 1.25

Turn on or off the

prompt when
exiting Notes.

15
 The Mail Inbox
All information that is within Lotus Notes is stored in a database. The mail feature
includes all copies of messages that you’ve sent and received, as well as entries for the
Calendar and Tasks. To open the Mail inbox, click on either the Mail hotspot on the
Welcome Page or click on the Mail icon located on the bookmark buttons section which
is on the left-hand side of the screen .

When you first open the Mail database, the display is split into two panes called the
Navigation and the View pane. The Navigation pane is the pane of the left which shows
the titles of the available views and the View pane which is located on the right shows
more specific information.

The Navigation pane lists views and folders which include the Inbox, Drafts, Sent,
Follow Up, Junk Mail and Trash. This pane also includes containers called Views,
Folders and Tools.

The View pane changes depending on what you select on the Navigation pane. An
example would be if you clicked on the Inbox, the View pane would change to show your
incoming mail messages, who sent them, the date and time they were sent, the size of the
email and the subject. All unread messages have a red star in the selection bar to the left
of the message.

Unread
emails have
a red star
next to
them.

The View
pane.

The
Navigation Figure 1.26
pane.
The Inbox
showing the View
and Navigation
panes.

Select MiniView here

16
You can change the size of the Navigation and View panes to see more of one side or the
other. Point to the line that separates the two panes until your mouse pointer turns into a
two-headed arrow, separated by a black line. Drag that line to the left or right. You can
also resize the columns in the View pane. Use the method that was described for resizing
panes, but drag the lines between columns.

At the bottom of the Navigation pane, you can display a MiniView. There are three
possible MiniView options:

• Follow Up - Shows any messages you have flagged for follow up.

• New Notices - Displays all Calendar notices to which you have not yet
responded.

• To Do - Shows outstanding To Do items.

To change the MiniView display, click the arrow next to Follow Up (or whatever the
current choice is) and select the option you want to see. To expand/collapse the
MiniView display, click just to the right of the MiniView tab.

All the views found in the Mail Navigation pane are described below:

View Description

Inbox Displays mail that has been sent to you.

Drafts Displays mail messages you’ve elected to save as drafts instead of

sending, which allows you to edit or make changes to the message
before you send it.

Sent Displays copies of messages you have sent if you chose to keep a
copy of the message when you sent it.

Follow Up Displays copies of messages you have marked for follow up, so
you know that you still have to do something about the message.

Junk Mail Any mail you block from your Inbox using the Mail Tools appears
in this view until you decide what you want to do with it, either
delete it or move it back to the Inbox or a folder.

Trash Displays messages that are marked for deletion until you empty the
trash or permanently delete the message.

Views Click the + sign next to Views to access the All Documents and
Mail Thread views as described below.

17
View Description

All Documents (Available when you click the + next to Views). Displays all
messages, including those you’ve sent, received, saved in folders,
saved as drafts, and so on. The subject line of reply messages are
indented, so it is easy to see the relationship between messages and
their replies.

Mail Threads (Available when you click the + next to Views). A list of mail
messages organised by conversation, with an initial message listed
first and the responses to that message listed directly below it.

Folders Contains the folders that you create to organise your mail. When
you first open Lotus Notes, this folder is empty.

Tools Click the + sign next to the Tools icon to reveal the Archive, Rules,
and Stationery views.

Archive (Available when you click the + next to Tools). Contains a view of
documents that have been archived, or saved in a way that
compacts the size of the database.

Rules (Available when you click the + next to Tools). Displays a list of
mail rules you have created. When you first open Lotus Notes, this
view shows no rules.

Stationery (Available when you click the + next to Views). Displays a list of
custom stationery you have created and saved. If you are new to
Notes, this shows no stationery.

The Action Bar

The Action bar contains command buttons which help to assist you with the current task
at hand. The Action bar will change according to which function you’re in within the
Navigation pane. For example, if you click on the Inbox the Action bar will change to
show buttons which allow you to create a new message, reply to an email you’ve been
sent, forward an email on, delete an email, select an email to follow up, manage folders,
copy the email into another item within Notes, such as a Calendar entry, chat with an
online colleague, set your personal preferences in the Tools option and also choose
whether to view unread emails only, or all of your inbox. In you clicked on Trash within
the Navigation pane, then the list on the Action bar would change accordingly and give
you options to restore a deleted email, delete emails, empty the trash folder and change
settings to block mails from a specified sender. On the next page is shown the
differences between the Inbox Action bar and the Trash Action bar.

18
 The Inbox Action bar comprises of 11 different options

Figure 1.27

The Inbox Action

bar with all the
available options.

Figure 1.28
The Trash
Action bar
The Trash Action comprises
bar with all the only 5 options
available options. and is
completely
different to
the Inbox
Action bar.

Selecting and Marking Mail

In order to be able to read, delete, print, or carry out any other action with an email, you
must first select it. As long as you have an email in your inbox, the last accessed email
will be selected when you open your mailbox. To select a message, click once on the
message in the View pane. You will notice that the message will have a black rectangle
around the email to help you distinguish which one is currently selected.

To select a different email either click on it or use the up and down arrow keys on your
keyboard. To select multiple messages click in the column to the left of the ‘Who’
column. Although this has no visual name, it is called the Selection Margin. Once
you’ve clicked in this column you will notice a tick will appear and this indicates that the
message is selected. You may select as many messages as you like with this procedure.
Now any action you decide to carry out, such as clicking on Delete, will affect all
selected messages.

Figure 1.29

This example
show two
messages which
have been selected
that are indicated
by a 9 next to the
email

If you wish to select all messages, you can do this easily by going to the Edit menu and
choosing Select All. To deselect all messages go to the Edit menu then Deselect All. To
deselect a message you have checked, click on the tick and this will disappear.

19
Reading your Mail
To read a mail message, either double click on the message or select it and then press the
Enter key on the keyboard.

Every mail message contains the following elements:

• Heading – The heading contains the name of the person who sent the message, as
well as the date and time the message was sent. Depending on who sent it, you
may also see a domain name, company name, or other information next to the
sender’s name.

• To: - The To: line shows the name of the person to whom the mail is being sent.
The domain name might also be included. If the message is coming to you, your
name is displayed in the To: line.

• cc: - The cc: (carbon copy) line displays a list of anyone who also received a copy
of the message, as determined by the sender.

• bcc: - The bcc: (blind carbon copy) line is similar to the cc: line and displays a
list of anyone who received a copy of the message, but the difference is that only
the sender will sees the contents of the bcc: field, so for example, John wishes to
send an email to Sue and Mike but he doesn’t want Sue and Mike to know that
the other person has also been sent the email. If he copied both their names in to
the cc: field, when they received the email from John they would both see that
they were both sent the email. However, if John puts their names in to the bcc:
field, neither Sue nor Mike will know the other one has also been sent the email.

• Subject – The subject of an email describes the topic of the message, which is
defined by the person who sent the message. It is always good practice to put a
brief description of what the email is about in the Subject field so the person(s)
who receive the email will know the relevance of the email without even opening
it.

The rest of the email form is the body field. The mail body is where you type the actual
message itself. The text used in the mail body is called rich text, which means you can
read and create text with attributes such as bold and italics, as well as being able to view
images in the email. Some emails are very short, others a lot longer and if you are unable
to view the entire message on the screen at once, use the vertical scroll bar located on the
right-hand side of the screen. You can also use the up and down arrow keys on your
keyboard to move a line at a time, or to go up and down the page quicker use the Page Up
and Page Down keys. If you wish to go the bottom of an email, press Ctrl + End together,
whereas pressing Ctrl + Home together will take you to the beginning of an email.

Once you have finished reading an email, press the Esc to return to your inbox, or click
on the x at the top right of the message window.

20
 Read and Unread Messages
To make it easier for you, all emails that are sent to you are highlighted in red and a red
star is placed in the selection margin. Once you have read the email the star disappears
and the colour of the message changes to black.
Figure 1.30

All read messages

are displayed in
black, all unread
messages are in
red with anext
to the email.

Once a message has been read and has changed colour to black, you can change this back
to being unread if you wish. To do this, first select the email and then go to the Edit
menu. Now select Unread Marks and within this submenu you have the following
options:

• Mark Selected Read - This will mark the current selected email(s) as being read

• Mark All Read - This will mark all emails in the Inbox as being read

• Mark Selected Unread - This will mark the current selected email(s) as being
unread

• Mark All Unread - This will mark all emails in the Inbox as being unread

• Scan Unread - Notes opens the first unread document in the database.

• Scan Preferred - You can set up Notes to scan multiple databases for unread
documents, without having to open them.

Preview Pane
The Preview Pane enables you to view your messages in the View pane without having
to open the message. To turn this feature on, go to the View menu, Document Preview
and select Show Preview. To turn this off, go to the View menu, Document Preview and
select Show Preview (you’ll notice that there is a tick next to the words which indicates
that the feature is currently enabled).

When you preview the message, by default, the message will be read, but you can change
this setting by going to File, Preferences, User Preferences and then Additional Options
box. In here, un-tick the ‘Mark documents read when opened in preview pane’. Now,
any messages that are previewed will no longer be marked as read. To restore this setting

21
 to the default, just go back in to the location as described above and tick the ‘Mark
documents read when opened in preview pane’ setting.

Once the Preview pane is open, you can resize this by placing the cursor at the top of the
pane and when the cursor turns in to a double-headed arrow, drag the mouse up or down
the screen to obtain the size pane you prefer.

When the Preview pane is activated, the mail message that is selected in the View pane is
the message that displays in the Preview pane (see Figure 1.31 for an example). To
navigate through mail using the Preview pane, you can do the following:

• Use the up and down arrow keys on your keyboard

• Use the Navigate View buttons (Next, Previous, Next Unread and Previous
Unread) on the toolbar
Figure 1.31
• Use your mouse to select a message
The Preview Pane
shows you a
preview of the
message without
having to open it.

22
 Creating Mail
An email within Notes uses a form called the Mail Memo form. This can contain
formatted text, tables, graphics, attachments, graphs and embedded objects.

You can create mail messages from any area of Notes, even when you’re working in
other databases. Use one of the following methods to create a mail message from your
inbox:

• Click the New Memo button on the Action bar.

• Choose Create and then Memo from the menu.

To create a new mail when Mail isn’t open, choose Create, Mail and then Memo from the
menu.

Figure 1.32 shows an example of a new memo. Your name and today’s date and time
are displayed in the Heading of the email. The tag of this window will be labelled New
Figure 1.32 Memo. The heading is the top part and the body is the bottom part of the email.

Creating a new
email.

23
The Heading
The heading of the mail memo consists of four fields, one from the top three has to be
filled out in order to send the mail: the Subject field is optional, although it is good
practice to complete this. Follow these steps to complete the heading information:

Type the name of the person who you wish to send the memo to in the To field. To send
to more than one person, separate the names in the To field with a comma.

In the cc (carbon copy) field, type in the name of the person who you wish to send a copy
of the message to. You would typically use the cc field to send a copy of the message to
somebody who is not directly affected by the message, but still needs to see it. The cc
field is optional and doesn’t have to be filled out.

In the bcc (blind carbon copy) field, type in the name of the person who you wish to send
a blind carbon copy of the message to. The recipients of the message and those listed in
the cc field do not know that the person(s) who is listed in the carbon copy field received
a copy of the message. The bcc field is optional and doesn’t have to be filled out.

In the Subject field, enter a descriptive title for your message. It is a good idea to fill this
out as it helps the recipient(s) see from the title what the email is about.

A useful feature within Notes is called type-ahead. This function searches your personal
and company address books to try and find a match for the name that you’re typing. This
will continue to search until it finds a unique match. If you wish to turn this setting off,
go to File, Mobile, Locations and then double-click on the location you are using. In the
Mail tab find the Recipient name type-ahead setting and change this to Disabled.

Addressing Mail
You will find that when using Notes, most places will have two address books. They are
the Personal Address Book and at least one Directory. Both these address books are
databases and the Personal Address Book is an address book that stores all your personal
contacts which only you will be able to see. This is typically stored on your local hard
drive, although can be on a network folder. It is best to check with your local
Administrator on how your Personal Address Book is set-up. Your Personal Address
Book will typically be set up with your surname being part of the database name (for
example, Young’s Address Book).

The Directory is stored on the Domino server and is available to everybody in your
company. The Directory is managed by your local Administrator and any changes to be
made will go through them. The Directory is typically set up with the name of your
company (for example DSKL’s Address Book).

When you write a memo, you can use either address book to add people to your To, cc
and bcc fields. This is useful if you aren’t sure of the spelling of somebody’s name. To
access the address book choose one of the following:

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 Click the Address button on the Action bar. The Select Addresses dialog box will appear
(as shown in Figure 1.33).

Figure 1.33

The Select
Addresses dialog
box where you
choose which
address book to
use.

Select the address book you wish to access.

Select the names of the people or groups available from the address book who you wish
the mail to be sent to. If you wish to send to more than one person, you can place a tick
next to their name by clicking in the margin to the left of the person’s name (see Figure
1.34 for an example of this).

Click on To, cc, or bcc, depending on which address field you wish to complete. You
can also click on the Copy to Local button to add this person to your personal address
book.

Click OK and the names of the people who you added will be filled out in the relevant
fields that you selected.

Figure 1.34

Select the
addresses that you
wish to use. You
can click next to
the names you
wish to send the
email to and a 9
will show next to
their name.

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 All the features in the Select Addresses dialog box are described below:

Prompt Description

Choose Address Book The names of the address books that you have access to.

Find names starting with Type in the first letter of the name you are looking for to
jump to the names that begin with that letter. As you
continue to type the name, Notes will narrow down the
suggested entries with each letter.

View by The choices in this drop-down box enable you to change

the order of the display of the names in the address books.
The default is List by name. Other choices are Notes name
hierarchy, Corporate hierarchy and Categorized by
language.

Details This opens up the Person or Contact Document of the

currently selected person in the Directory, where additional
information is stored about the individual. If you select a
group, the members of the group are displayed (see Figure
1.35).

To>, cc>, bcc> Fills in the heading fields with the names that are selected.

Remove Removes just the selected names from the recipient’s

window.

Remove All Removes all the names from the recipient’s window.

Figure 1.35

You can see more

details about a
person/group by
clicking on the
Details button
within the Select
Addresses dialog
box.

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Completing the Message
Type the message you want in to the lower half of the screen, which is known as the
body. Unlike fields in the heading, the text and paragraphs in the body of the message
can be formatted because this uses the rich text format which allows for the text to have
colours, be in bold, a different size as well as many other features.

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