Lotus Notes
Tips and Tricks
I didn’t know
Notes could do that!!!
http://www.alanlepofsky.net
Rearranging Table Cells or List Items
• CTRL + UP, CTRL + DOWN




                         •    Ed                              •   Alan
                         •    Steve                           •   Ed
                         •    John                            •   John
                         •                                    •   Steve
                              Alan

  http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/re-arranging-values-in-a-list-or-cells-in-a-table
Keep Document Context When Switching Views

• Select document, press and hold CTRL, switch views




      http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/where-was-that-document-again
Copy Selected As Table




http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/copy-selected-as-table
Copy Selected As Table to Spreadsheet




http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/copy-data-from-notes-to-a-spreadsheet
Powerful Text Formatting Shortcuts

• Increase/Decrease Font size
   – Select text, press F2
   – Select text, press Shift + F2


• Convert to bulleted list
   – Select text, press Alt + T, then L, then L

• Indent/Outdent
   – Select text, press F8
   – Select text, press Shift + F8
Re-arranging Mail Addresses
• You can’t drag and drop in the email itself, but you can in
  the Address Dialog box.




    http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/drag-and-drop-recipient-names
Attachment Viewers
• You don’t always have to launch the native application,
  use “View” instead.
   – Magnify
   – Rotate
   – View and extract zip files!




       http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/viewing-an-attached-file
Drag and Drop Attachments
•   From Notes to OS
•   From OS to Notes

•   Hover over
    Windows taskbar
    buttons to make
    Notes active.
•   Within Notes,
    hover over
    window tab to
    make that
    document active


           http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/drag-and-drop-files
Picture Properties
• A little formatting can make a document look
  much better.




       http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/picture-properties
Picture Links
•   Add links to pictures to make them “come to life”
•   Image maps
•   Fancier DB, View, or document links




              http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/picture-hotspots-1
              http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/picture-hotspots-2
              http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/picture-hotspots-3
Picture Wrap
• Wrap Text
• Align Images




      http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/wrap-text-around-images
      http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/text-wrap-for-images-part-2
Create New Folder
• Easily create a document from any database




        http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/create-new-toolbar-icon
StartUp Folder
• Automatically start databases, links, application, files!




              http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/startup
Extended Accelerators
• Press the ALT key, and numbers appear on the Action Buttons in
  the current document or view
• Press ALT + W, numbers appear over the Windows tabs
• Press ALT + B, numbers appear over the bookmark icons




        http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/extended-accelerators
Tabbed Window Interface
• Now every program wants to look like Notes! (IM clients,
  newsreaders, web browsers)
• Drag and Drop Re-order
• Open In New
• Notes 7 = Close All
• Saved Windows State




             http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/tabbed-window-ui
            http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/open-in-new-window
    http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/new-window-tab-options-in-notes-7
Navigation History
• If you prefer your keyboard to the mouse, you can use
  ALT+LEFT ARROW to go back, and ALT+RIGHT
  ARROW to go forward.




       http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/go-back-go-forward
Creating Groups
•   Copy Into New Group




•   Add Recipients to Group in Address Book




               http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/quickly-create-groups
      http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/add-recipients-to-group-in-address-book
Suggested Meeting Times
• Let Notes find the best
  time for a meeting.




     http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/meeting-scheduler-assistant
Summarize Calendar




http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/summarize-calendar
Print Calendar To Document
• BEST HIDDEN FEATURE IN NOTES!

• Weekly, Monthly, Calendar List
• Forward via email




      http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/print-calendar-to-a-document
Tools!
Content Paste
• Do you have bits of information that you reuse over and over again?




      http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/paste-information-application
Share Documents
•   Have you ever wanted to easily copy or move information from your mail file to a
    TeamRoom, Document Library, Personal Journal, or any other database?




               http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/share-documents
Linker
• More “URL-link” database, document, or view links.




    http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/easy-to-use-notes-database-links
Map Address
• Have you ever wanted to generate a map to one of the contacts in
  your Personal Address Book?




       http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/google-map-an-address
Resources on alanlepofsky.net
•   Archives
•   By Category
•   RSS Feeds

•   Notes/Domino 7
•   Administration
•   Application Development
•   Product Catalog



•   Many, many, many more tips!

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Notes tips

  • 2. I didn’t know Notes could do that!!!
  • 4. Rearranging Table Cells or List Items • CTRL + UP, CTRL + DOWN • Ed • Alan • Steve • Ed • John • John • • Steve Alan http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/re-arranging-values-in-a-list-or-cells-in-a-table
  • 5. Keep Document Context When Switching Views • Select document, press and hold CTRL, switch views http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/where-was-that-document-again
  • 6. Copy Selected As Table http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/copy-selected-as-table
  • 7. Copy Selected As Table to Spreadsheet http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/copy-data-from-notes-to-a-spreadsheet
  • 8. Powerful Text Formatting Shortcuts • Increase/Decrease Font size – Select text, press F2 – Select text, press Shift + F2 • Convert to bulleted list – Select text, press Alt + T, then L, then L • Indent/Outdent – Select text, press F8 – Select text, press Shift + F8
  • 9. Re-arranging Mail Addresses • You can’t drag and drop in the email itself, but you can in the Address Dialog box. http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/drag-and-drop-recipient-names
  • 10. Attachment Viewers • You don’t always have to launch the native application, use “View” instead. – Magnify – Rotate – View and extract zip files! http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/viewing-an-attached-file
  • 11. Drag and Drop Attachments • From Notes to OS • From OS to Notes • Hover over Windows taskbar buttons to make Notes active. • Within Notes, hover over window tab to make that document active http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/drag-and-drop-files
  • 12. Picture Properties • A little formatting can make a document look much better. http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/picture-properties
  • 13. Picture Links • Add links to pictures to make them “come to life” • Image maps • Fancier DB, View, or document links http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/picture-hotspots-1 http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/picture-hotspots-2 http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/picture-hotspots-3
  • 14. Picture Wrap • Wrap Text • Align Images http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/wrap-text-around-images http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/text-wrap-for-images-part-2
  • 15. Create New Folder • Easily create a document from any database http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/create-new-toolbar-icon
  • 16. StartUp Folder • Automatically start databases, links, application, files! http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/startup
  • 17. Extended Accelerators • Press the ALT key, and numbers appear on the Action Buttons in the current document or view • Press ALT + W, numbers appear over the Windows tabs • Press ALT + B, numbers appear over the bookmark icons http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/extended-accelerators
  • 18. Tabbed Window Interface • Now every program wants to look like Notes! (IM clients, newsreaders, web browsers) • Drag and Drop Re-order • Open In New • Notes 7 = Close All • Saved Windows State http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/tabbed-window-ui http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/open-in-new-window http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/new-window-tab-options-in-notes-7
  • 19. Navigation History • If you prefer your keyboard to the mouse, you can use ALT+LEFT ARROW to go back, and ALT+RIGHT ARROW to go forward. http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/go-back-go-forward
  • 20. Creating Groups • Copy Into New Group • Add Recipients to Group in Address Book http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/quickly-create-groups http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/add-recipients-to-group-in-address-book
  • 21. Suggested Meeting Times • Let Notes find the best time for a meeting. http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/meeting-scheduler-assistant
  • 23. Print Calendar To Document • BEST HIDDEN FEATURE IN NOTES! • Weekly, Monthly, Calendar List • Forward via email http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/print-calendar-to-a-document
  • 25. Content Paste • Do you have bits of information that you reuse over and over again? http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/paste-information-application
  • 26. Share Documents • Have you ever wanted to easily copy or move information from your mail file to a TeamRoom, Document Library, Personal Journal, or any other database? http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/share-documents
  • 27. Linker • More “URL-link” database, document, or view links. http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/easy-to-use-notes-database-links
  • 28. Map Address • Have you ever wanted to generate a map to one of the contacts in your Personal Address Book? http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/google-map-an-address
  • 29. Resources on alanlepofsky.net • Archives • By Category • RSS Feeds • Notes/Domino 7 • Administration • Application Development • Product Catalog • Many, many, many more tips!