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Lotus Notes 8 (Standard) User Update
Lotus Training Overview

This course is designed for Lotus Notes 6.5 and 7 users who want to learn the most important and useful features of Lotus Notes 8 (Standard).

This course takes you on ten quick tours of the new features of Notes itself and of all the important changes to the Mail, Calendar, and Contacts applications. We will give you a tour of the new Sidebar and Lotus Symphony applications.

Lotus Training Learning Objectives

In this course, you will learn how to:

  • Tour 1: Home Page. Although Lotus Notes 8 has a new look and feel, most of what you already know about it is the same as in previous versions. Our job here is to show all the new things that you will encounter when you first start using Notes.
  • Tour 2: New Menu Choices. Although Lotus Notes 8 has a new look and feel, the menu is mostly the same. We’ll show a few of the new menu choices that you will want to know about now.
  • Tour 3: New Message. Mail has been improved with a number of new features that make it easier to create and address messages.
  • Tour 4: Mail Inbox. The Inbox (and all the other folders and views in Mail) has been redesigned to make you more efficient in how you read and respond to messages.
  • Tour 5: Other Mail Changes. Notes now has a message recall feature, which attempts to recall a message that you accidentally sent prematurely or that you have second thoughts about having sent. The user interface for enabling out-of-office has been improved, and the reply can now be configured to instantaneous. And when you return, out-of-office notification is automatically disabled.
  • Tour 6: New Calendar Entry. The Calendar Entry form has been reworked, making it cleaner and easier to use.
  • Tour 7: Calendar Views. The Calendar views have been given a new look, and you should find it easier and quicker to create and manage your Calendar Entries.
  • Tour 8: Contacts. The Contacts application is the new name for the previous Address Book. It still serves the same purpose, only with a new look and a few new features.
  • Tour 9: Sidebar Applications. Notes comes with four Sidebar Applications. We’ll take a closer look at three of the applications: Sametime Contacts, Day-At-A-Glance, and RSS Feeds.
  • Tour 10: Symphony Applications. Notes comes with three productivity tools that take the place of the three main applications in popular office suites. Although they look a little different than other office suite applications, it won’t take you much time to learn how to use them.
Lotus Training Audience

This course is designed for proficient Notes 6.5 and 7 users.

If you are new to Notes 8 or think your Notes skills may be rusty, we recommend our full Lotus Notes 8 User Essentials course, which assumes you know nothing about Notes and want to build your skills from the ground up.


Lotus Training Course duration

This course is sold as a 1/2 day course and may be taught in a seminar/demonstration style without hands-on computer use. Many of the step-by-step procedures in the course can be performed either in a computer-equipped classroom or back at the desk to reinforce the concepts and build your competence.

Lotus Training Course outline

    Tour 1: Home Page
      Two Notes configurations, three platforms
      Start Notes
      Tour the Home Page
      Home Page actions
      Toolbar Search
      Right-click search
      Web-style search
      Open button
      Legacy Workspace
      New Web Browser
      Show Thumbnails button
      Sidebar
      Symphony Applications
      Custom Home Pages

    Tour 2: New Menu Choices
      File Open
      File Preferences
      File Locations
      File Make Available Offline
      File Close All
      File Application
      View Advanced Menus
      View Toolbar
      Tools menu
      Help Help Contents
      Help Search
      Help Support

    Tour 3: New Message
      Create a new message
      More action button
      New letterhead
      Attachments
      Display action button
      Type-ahead addressing
      Multi-level undo
      Print tabbed tables
      Drag and Drop

    Tour 4: Mail Inbox
      Tour the Inbox
      Archive
      Document selection
      Show button, preview to right
      Hover over icon to see document type
      One-click actions
      Refresh action
      Mail quota reminder
      View Collaboration History
      Automatic Inbox clearing

    Tour 5: Other Mail Changes
      Recall message
      Out-of-Office notification

    Tour 6: New Calendar Entry
      Create a new Calendar Entry
      Check (your) Calendar action
      Mark Available
      Click links
      Display action button
      Find Rooms, Find Resources
      Find Available Times tab

    Tour 7: Calendar Views
      New look
      Appointments and meetings clearly defined
      View navigation
      New and Respond buttons
      Delete action button
      Show button
      Lists views
      Open others Calendars
      Open Group Calendars
      Show invitations on Calendar
      Show cancelled meetings on Calendar
      Calendar footer

    Tour 8: Contacts
      New views
      New action button
      Browse action button
      Show action button
      New Contact form
      Contact list synchronization
      Contacts delegation
      As a Contacts delegate

    Tour 9: Sidebar Applications
      Sametime Contacts application
      Day-At-A-Glance application
      Feeds application
      My Widgets application

    Tour 10: Symphony Applications
      Why use Symphony?
      Create new file
      Create new file from template
      Common elements
      Create a Presentations file
      Create a Spreadsheets file
      Create a Documents file
      File formats

 
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