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| Description |
| During this course you send and reply to electronic mail using Notes.
Once you have the basics of mail mastered, you will learn all the optional ways to send mail. You will also learn how to configure your mail to be more powerful using mail agents and rules.
To help you manage your relationships as well as assist in mail addressing, you will create contacts and groups in your Address Book database. |
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| Course Goals |
In this course, you will learn how to:
- send and receive electronic mail
- configure your Mail database to take advantage of all of the possible options
- forward Notes documents and send Link messages
- use your personal Address Book as a contact manager
- define mail agents and rules to automate message handling
- set up Notes Minder to alert you of new messages while you are working in other applications.
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| Intended Audience |
This course is part of a series of courses. Follow these paths to master all aspects of using Lotus Notes:
Courses later in the series assume that you have mastered the content of earlier courses.
The
Basics
course is designed for individuals who have never used Notes but who can:
· start and stop software applications in Microsoft® Windows™
· use Microsoft Windows Explorer to find and organize files
· create, format, and print documents using a graphical word processing software package. |
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| Course Overview |
This course guides you as you experience the most widely used Notes features. It does not, however, delve into the details of how Notes works, how to develop applications, or administer Notes servers.
The procedures in this course are clearly outlined in step-by-step tables. You may find, however, that some procedures leave you hanging in a dialog box for you to figure out yourself. Take this time to investigate all the options, and when you are done, be sure to close the dialog box before continuing.
Feel free to experiment as you learn to navigate through Notes. You may just find a faster way to transform the way you work!
Topics
Topic 1: Basic Mail
Key points
Mail policy
Open your Mail database
Starting window
Create memo
Addresses
Type-ahead addressing
Lookup addresses
Mail outside your company
Content fields
Send a memo
Exercise: Send memo
Ambiguous Names
Mail delivery to others
If the mail doesn't get through
Mail delivery to you
Read memo
Exercise: Read mail
Reply to mail
Re-send a memo
Exercise: Reply to mail
View/folder sorting
Mail folders
Delete mail
Exercise: Organize mail
Topic 2: Contact Management
Key points
Personal Address Book
Open Address Book
Create Contact - Basics
Create Contact - Details
Create Contact - Advanced
Create a contact from a directory lookup
Create a contact from a memo
View actions
Exercise: Create contacts
Create contact from memo
Group documents
Create Groups from Contacts
Exercise: Create Group from Contacts
Exchange public keys
Topic 3: Mail Options
Key points
Other ways to create a Memo
Attachments
View, Launch, Detach attachments
Exercise: Attach file
Search for names
Delivery options
Exercise: Mail delivery options
Advanced delivery options
Delivery Information
Phone Message
Forward document
Send a document link
Exercise: Send Link Message
Track Messages
Topic 4: Mail Preferences and Delegation
Key points
Mail setup
Mail preferences
Letterhead
Signature
Personal stationary
Mail and calendar delegation
Delegation access permissions
Topic 5: Mail Automation
Key points
Notes Minder application
Rules
Multiple Rules
Exercise: Rules
Out of Office agent
Mail Archive
ArchiveNow Agent
Automatic archiving execution |