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Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Using Lotus iNotes 8.5.1.

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Presentation on theme: "Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Using Lotus iNotes 8.5.1."— Presentation transcript:

1 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Using Lotus iNotes 8.5.1

2 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Accessing Your Link from University Intranet (Home) PageLink from University Intranet (Home) Page Directly by going to by going to When prompted, enter your e-ID (or username) and password and then click ‘Sign In’When prompted, enter your e-ID (or username) and password and then click ‘Sign In’

3 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 iNotes Launch Page – iNotes iNotes either (A) opens your inbox or (B) opens to a customizable Home pageiNotes either (A) opens your inbox or (B) opens to a customizable Home page If it launches to the Home page, you can click the ‘Edit Layout’ button to customize itIf it launches to the Home page, you can click the ‘Edit Layout’ button to customize it

4 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 iNotes Launch Page – Customize Home Page To customize the Home page… select the number of frames you want and then select content for each frame.To customize the Home page… select the number of frames you want and then select content for each frame. Content Types include your Inbox, Calendar, To-Do list, a web page or a set of quick linksContent Types include your Inbox, Calendar, To-Do list, a web page or a set of quick links

5 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 iNotes Launch Page – Skipping the Home Page If you want to keep it simple, you can also go to your preferences and configure iNotes to launch directly to your mail (if it is not already configured to do so).If you want to keep it simple, you can also go to your preferences and configure iNotes to launch directly to your mail (if it is not already configured to do so).

6 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 iNotes Launch Page – Skipping the Home Page Now iNotes launches directly to my inboxNow iNotes launches directly to my inbox

7 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Mail Familiar buttons, folders and toolsFamiliar buttons, folders and tools Self Explanatory Folders… Inbox, Drafts, Sent and user created Folders. The All Documents View contains just that, ALL Documents... all s and calendar entries sent or received. They show up in this view regardless of what other views or folders your documents are located in. The folders you have now will be carried over into Rules allow you to process mail automatically (put mail in folders, forward s, etc). Other Mail allows you to view other user’s calendar and mail (if they have granted you access to do so). Create New mail, calendar entries, contacts and more.

8 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Mail Double click an to open it.Double click an to open it. The Back button does not close a window… you will have to click the ‘X’ to close it.The Back button does not close a window… you will have to click the ‘X’ to close it.

9 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Mail You can drag and drop messages from your inbox to other folders.You can drag and drop messages from your inbox to other folders.

10 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Mail – buttons and menus Opens tabs for mail, calendar, contacts, to-do list and home page

11 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Mail You can also right-click on a message to see many of the same options…You can also right-click on a message to see many of the same options…

12 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Mail You can preview mail at the bottom of the screen or on the side…You can preview mail at the bottom of the screen or on the side…

13 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Mail New and Improved type-ahead features allow you to select the recipient or search for the recipient directly from the address fieldsNew and Improved type-ahead features allow you to select the recipient or search for the recipient directly from the address fields

14 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Mail rich text and attachments including spell-check functions rich text and attachments including spell-check functions

15 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Mail - Rules Create Rules to process mail – can enable or disableCreate Rules to process mail – can enable or disable Notice conditions – can have multiple – Also can have multiple actionsNotice conditions – can have multiple – Also can have multiple actions

16 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Mail – Copy Into New Try using Copy Into New Message or Calendar Entry – This takes the contents of an existing message and puts that content into a new message or calendar entry… similar to forwarding an except that the To: Cc: and Subject fields are retained.Try using Copy Into New Message or Calendar Entry – This takes the contents of an existing message and puts that content into a new message or calendar entry… similar to forwarding an except that the To: Cc: and Subject fields are retained.

17 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with the Calendar Fully functional calendar with multiple views (daily, weekly and monthly).Fully functional calendar with multiple views (daily, weekly and monthly). Small Navigation calendarSmall Navigation calendar Double-click to open calendar entriesDouble-click to open calendar entries The Today button jumps to todayThe Today button jumps to today Other Calendars opens other users’ calendarsOther Calendars opens other users’ calendars

18 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with the Calendar – Buttons and Menus Opens tabs for mail, calendar, contacts, to-do list and home page

19 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with the Calendar – New Meeting Similar to the appointment entry but this one has inviteesSimilar to the appointment entry but this one has invitees Notice date, start time, duration, alarm, subject and category fieldsNotice date, start time, duration, alarm, subject and category fields

20 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with the Calendar – New Meeting Click Invite, Optional and FYI buttons to add invitees (similar to To: Cc: and Bcc: fields in )Click Invite, Optional and FYI buttons to add invitees (similar to To: Cc: and Bcc: fields in ) Click Room and Resource buttons to add rooms and resourcesClick Room and Resource buttons to add rooms and resources

21 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with the Calendar – Adding Invitees Select UHNotes1 DirectorySelect UHNotes1 Directory Can Search by last nameCan Search by last name Select invitees, click >> buttons to add them to the list then click ‘OK’ when finishedSelect invitees, click >> buttons to add them to the list then click ‘OK’ when finished

22 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with the Calendar – Adding Invitees Look at the Schedule tab to see if people are availableLook at the Schedule tab to see if people are available In this example I can see that Marilyn and Johnny both have a conflict from 12:30 PM to 2:30 PMIn this example I can see that Marilyn and Johnny both have a conflict from 12:30 PM to 2:30 PM

23 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with the Calendar – Repeating Entries Click the Repeat tab to set up a repeating meetingClick the Repeat tab to set up a repeating meeting Select the repeat interval (daily, weekly, monthly) and set the durationSelect the repeat interval (daily, weekly, monthly) and set the duration

24 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with the Calendar Meeting invitation with invitees, rooms and resourcesMeeting invitation with invitees, rooms and resources Click Save & Send when finishedClick Save & Send when finished

25 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with the Calendar – Summary View Calendar Summary View – Shows a list of all calendar entriesCalendar Summary View – Shows a list of all calendar entries

26 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with the Calendar – Viewing Others’ Calendars Click Open Calendar for…Click Open Calendar for… Select the employees calendar you wish to viewSelect the employees calendar you wish to view

27 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with the Calendar – Viewing Others’ Calendars Notice that I’m now viewing Susan’s calendar – it opens in a new windowNotice that I’m now viewing Susan’s calendar – it opens in a new window

28 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with the Calendar – Other Calendar Entries Appointments – almost identical to meetings except there are no inviteesAppointments – almost identical to meetings except there are no invitees Reminders – similar to appointments but they have no duration… just a start timeReminders – similar to appointments but they have no duration… just a start time Anniversaries – repeating, yearly reminders with no start time or durationAnniversaries – repeating, yearly reminders with no start time or duration All day events – similar to appointments but they block your entire day (duration is all day)All day events – similar to appointments but they block your entire day (duration is all day)

29 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Contacts Contacts are fairly straight forward and will not be covered in depthContacts are fairly straight forward and will not be covered in depth Be sure to enter their address so you can them from iNotesBe sure to enter their address so you can them from iNotes

30 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Contacts You can address s to your personal contactsYou can address s to your personal contacts I can type in their name (even their short name… cdemeyers in this case) or I can select them from my personal contactsI can type in their name (even their short name… cdemeyers in this case) or I can select them from my personal contacts

31 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with To-Do Lists To-Do lists are fairly straight forward and will not be covered in depthTo-Do lists are fairly straight forward and will not be covered in depth

32 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with To-Do Lists To-Dos show up on your calendarTo-Dos show up on your calendar

33 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Preferences We’ve already discussed the display (launch) optionsWe’ve already discussed the display (launch) options Do NOT make iNotes your default mail client if you also use Lotus NotesDo NOT make iNotes your default mail client if you also use Lotus Notes

34 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Preferences You should create an signature if you do not already have oneYou should create an signature if you do not already have one Include your name, phone, cell, etc.Include your name, phone, cell, etc.

35 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Preferences It’s a good idea to set your default “free/busy” schedule so other users can effectively invite you to meetings. Also, this is where you set your out of office agent when on leave or vacationIt’s a good idea to set your default “free/busy” schedule so other users can effectively invite you to meetings. Also, this is where you set your out of office agent when on leave or vacation

36 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Preferences Click the link below to change your internet (iNotes) passwordClick the link below to change your internet (iNotes) password

37 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Mail – Copy Into New This calendar entry (a Meeting invite) was created from an existing . The subject and body of the were brought into the invitation along with the recipient.This calendar entry (a Meeting invite) was created from an existing . The subject and body of the were brought into the invitation along with the recipient.

38 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Working with Preferences This is where you can give others access to view your calendarThis is where you can give others access to view your calendar Be VERY careful when allowing others to view your . It is NOT recommended.Be VERY careful when allowing others to view your . It is NOT recommended.

39 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Modifying the Signature Select “Preferences”

40 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Select “Signature”

41 Lotus Notes 8.5 Upgrade Lotus iNotes 8.5 Enter your information in the Rich text box and save the changes


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