Lotus Training Overview

During this course you will learn about the advanced options you can select when you send mail. You will learn new ways to respond to messages you receive and establish Mail Rules to automatically process incoming messages.

Because Mail is a key business application, you will learn how to archive important messages.

You will learn how to configure your Calendar and about the advanced options you can select when scheduling Appointments and creating To Do’s.

This course also teaches how to delegate your Mail and Calendar and how to work in another person’s Mail if you have been delegated the responsibility of acting on their behalf.

Lotus Training Learning Objectives

In this course, you will learn how to:

• configure user preferences, Mail preferences, and delivery options
• create and use stationery to send boilerplate memos
• define basic Mail Rules to perform operations on incoming messages and to help eliminate spam
• archive messages into a local Archive database
• configure Instant Messaging preferences
• delegate your Calendar and Mail to a colleague when you are unable to respond personally.

Lotus Training Audience

This course is designed for Lotus Notes users who have mastered basic Mail and Calendar operations and who want to understand all the options and preferences related to these features. This course also contains valuable information for administrative assistants who have been delegated responsibility for their manager's mail.

This course is part of a series of training courses for Lotus Notes users. Follow these paths to master all aspects of using Lotus Notes 7:



The Lotus Notes 7 Basic Messaging and Calendar course or commensurate knowledge is a prerequisite to this course. There is no content overlap in the two courses.

This course is sold as a 1/2 day course.

Lotus Training Course outline

Mail Preferences and Options

Always keep a copy of sent messages
Use Letterhead
Delivery options
Spell check every message you send
Exercise: Mail delivery options
Advanced delivery options
Text signature
Set Notes as your default email program
Send phone message

Memo stationery
Personal stationery

New mail notification
Read next/previous message
Read next/previous unread message
Filtering a folder or view to show only unread messages
Marking messages read or unread
Preview Pane
Exercise: Preview Pane
Embedded mail thread view
Message Marking: Recipients

View sorting preference
Minor folder and view customization
Row colors

Create QuickRule
Exercise: Create QuickRule
Block Mail from Sender Rule

Why archive mail?
Configure local Mail archiving
Routine message archive
Recover archived message
Archive Log database
Schedule the archive
Remove expired messages from your Mail
Administrator control over archiving

User Preferences
Instant Messaging Contact List display options
Leave a message
Save chat transcript
Paste Notes links into Chat window

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: Specify a different time zone
Option 6: Categorize

Preference 1: International preferences
Preference 2: Current location
Display alternate time zone
Preference 3: Calendar 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
Import holidays

Create contact from message(s)
Create group from sent messages
Create contact from a directory lookup
View actions
Print labels from contacts
Contact preferences

By Category view
Incomplete and Complete views
Quick To Do
Copy into New To Do
To Do Preferences

Mail database is private by default
Delegation and your privacy
Delegate your Mail database
Exercise: Calendar delegation
Calendar delegation and time zones
Shortcuts to others Mail databases