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Lotus Notes R5

All of the courses in this curriculum are 90 Minute Workouts®. Click a course title below for more information. (Note: Lotus Notes 6.5 courses are also available.)


Lotus Notes R5 Moving from 4.5 or 4.6

Objective:
Learn which features from previous versions of Notes have changed in Lotus Notes R5.

Prerequisite Skills:

  • Comfortable with the Windows environment.

  • Comfortable with Lotus Notes 4.5 or 4.6.

Course Description:
Have you been using Lotus Notes R4.5 or 4.6 and now need to prepare to move to R5? This class identifies the features from previous versions of Notes that have changed in R5.

Attend this course if you want to:

  • Understand the Welcome page.
  • Use the Bookmark Bar, Universal Navigation Bar, and SmartIcon Bar.
  • Work with the task buttons.
  • Understand how to access databases in R5.
  • Access the Workspace.
  • Create and send memos.
  • Format Text.
  • Use the permanent pen.
  • File messages into folders.
  • Use the Out of Office feature.
  • Work with the Calendar and Calendar entries.

Class Length: 90 minutes

Delivery Format: On-site instructor-led


Lotus Notes R5 New Features

Objective:
Learn some of the new features of Lotus Notes R5.

Prerequisite Skills:

Course Description:
In addition to the features that have changed from previous versions, Lotus Notes R5 offers a variety of new features as well. This class identifies and helps you make the most of some of these features.

Attend this course if you want to:

  • Use and customize the Welcome page.
  • Use Lotus Notes as a Web browser.
  • Create bookmarks and bookmark folders.
  • Set up automatic spell checking in Mail.
  • Add a signature to your Mail memos.
  • Use advanced delivery options.
  • Create Mail rules.
  • Work with group calendars.
  • Add holidays to your calendar.
  • Use new calendar printing options.
  • Specify new calendar preferences.

Class Length: 90 minutes

Delivery Format: On-site instructor-led


Lotus Notes R5 Mail Basics

Objective:
Learn to use Lotus Notes Mail for basic electronic messaging functions.

Prerequisite Skills:
Comfortable with the Windows environment.

Course Description:
Are you new to Lotus Notes and need to learn how to open your mail, send mail memos to others, and file, print, or delete memos you receive? Do you want to use the spell check feature to ensure increased accuracy and professionalism? Do you want to transfer Word, Excel, or PowerPoint files easily and efficiently?

Attend this course if you want to:

  • Start Lotus Notes.
  • Understand the Welcome Page.
  • Open your notes mail. 
  • Create a mail memo.
  • Address a mail memo.
  • Format text in a memo.
  • Send or save a memo.
  • Read new memos.
  • Reply to a memo you received.
  • Forward a memo to someone else.
  • Spell check a mail memo.
  • Attach files to Notes memos.
  • Work with file attachments you received.
  • Understand Notes mail views.
  • File memos in folders.
  • Edit existing memos.
  • Print memos.
  • Delete memos.
  • Log off Lotus Notes.
  • Use Help.
  • Exit Lotus Notes.

Class Length: 90 minutes

Delivery Format: On-site instructor-led


Lotus Notes R5 Mail Advanced

Objective:
Learn to use some of the advanced capabilities of Lotus Notes for more effective electronic messaging.

Prerequisite Skills:

  • Comfortable with the Windows environment.

  • Comfortable with the basics of Lotus Notes Mail.
    (Suggested Course: Lotus Notes R5 Mail Basics)

Course Description:
Have you mastered the basics of Lotus Notes Mail, but want to build on what you know and take advantages of some of  the more advanced features Notes Mail has to offer? Do you want to save time addressing memos by building your own personal address book and distribution lists? Do you want to adjust the user preferences to better suit your needs? Do you want an easy way to notify people when you are out of the office and unable to respond to their memos?

Attend this course if you want to:

  • Understand public and personal books.
  • Add contacts to your personal book.
  • Create and use mailing lists.
  • Edit contacts and mailing lists in your personal address book.
  • Change preferences for individual memos.
  • Change Mail user preferences.
  • Add a signature to memos.
  • Use the Out of Office feature.
  • Display the SmartIcon Bar.
  • Use the permanent pen.
  • Work with the hierarchy.
  • Rename folders.
  • Delete folders.

Class Length: 90 minutes

Delivery Format: On-site instructor-led


Lotus Notes R5 Mail Tips & Shortcuts

Objective:
Learn tips and shortcuts for more effective electronic messaging with Lotus Notes Mail.

Prerequisite Skills:

Course Description:
Are you using Notes Mail as efficiently and effectively as you can? Do you want to learn ways you can navigate through and find messages in your Inbox or folders more quickly and easily? Do you want to customize the SmartIcon Bar to contain the tools you use most often? Do you want to save time by creating stationery for memos you send often or make your memos more personalized by choosing a new letterhead style?

Attend this course if you want to:

  • Customize the Welcome page.
  • Use the Discussion Thread view.
  • Display or hide the Preview Pane.
  • View an original memo from a reply.
  • Use the Parent Preview Pane.
  • Display the horizontal scroll bar in a document or view.
  • Sort memos with a view.
  • Customize the SmartIcon Bar.
  • Use the Out of Office feature.
  • Set up automatic spell checking.
  • Choose a different letterhead style.
  • Create and use stationery.
  • Use mouse and keyboard shortcuts.

Class Length: 90 minutes

Delivery Format: On-site instructor-led


Lotus Notes R5 Building Mail Management Skills

Objective:
Learn file management strategies for Lotus Notes Mail, including using folders, working with views, and working with attachments.

Prerequisite Skills:

Course Description:
Your Mail database is like an electronic file cabinet, and managing its size and keeping it organized is just as important as managing your paper files. In this class, you'll learn how to use folders and mail rules effectively to keep your mail organized. You'll also learn strategies for reducing the total size of your Mail databases so it consumes less space on the server or your hard drive.

Attend this course if you want to:

  • Understand the importance of effective mail management.
  • Understand views.
  • Sort memos in a view.
  • Learn file management strategies.
  • Work with folders.
  • Organize folders.
  • Create and use mail rules.
  • Preview memos.
  • Learn different methods of sending and saving memos.
  • Delete memos.
  • Launch, detach, modify, and delete attachments.
  • Copy or export a memo into a word processing document.

Class Length: 90 minutes

Delivery Format: On-site instructor-led


Lotus Notes R5 Calendaring Basics

Objective:
Learn the basic features for effective electronic calendaring with Lotus Notes.

Prerequisite Skills:

  • Comfortable with the Windows environment.

  • Comfortable with the basics of Lotus Notes Mail.
    (Suggested Course: Lotus Notes R5 Mail Basics)

Course Description:
The Lotus Notes Calendar makes it easy to keep track of your own appointments and commitments and also to schedule meetings with others. If you are new to the Notes Calendar, this class will teach you what you need to know to schedule several types of calendar entries and to customize each entry with the options and features that work best for you.

Attend this course if you want to:

  • Open the Calendar.
  • Navigate Calendar views.
  • Create appointments.
  • Schedule meetings with other users.
  • Respond to a meeting invitation.
  • Add anniversaries, reminders, and events to your calendar.
  • Schedule repeating entries.
  • Select special options for a calendar entry.
  • Select alarms.
  • Modify and delete calendar entries.
  • Customize your Notes Calendar.
  • Print your calendar.

Class Length: 90 minutes

Delivery Format: On-site instructor-led


Lotus Notes R5 Calendaring Tips & Shortcuts

Objective:
Learn tips and shortcuts for more effective electronic calendaring with Lotus Notes.

Prerequisite Skills:

Course Description:
Are you comfortable with the basic features and functionally of the Notes Calendar, but want to learn ways to use it more efficiently or effectively? In this class, build on your existing skills in Notes Calendaring and learn about additional options when creating and responding to meeting invitations and checking other users' availability. Also, learn to use the To Do list to keep track of tasks you must complete or assign tasks to others.

Attend this course if you want to:

  • Customize Calendar preferences.
  • Add holidays to the calendar automatically.
  • Preview entries without opening them.
  • Use the Meetings view.
  • Select multiple entries from the calendar.
  • File calendar entries into folders.
  • Create a calendar entry from a memo.
  • Create a doclink (document link) to a memo.
  • Create custom responses to a meeting invitation.
  • Understand meeting invitation and reply icons.
  • Track responses to an invitation.
  • Send a memo to meeting participants.
  • Send a meeting confirmation.
  • Create and use group calendars.
  • View someone else's calendar.
  • Create and assign to do items.

Class Length: 90 minutes

Delivery Format: On-site instructor-led


Lotus Notes R5 Document Formatting Basics

Objective:
Learn formatting techniques to enhance your documents and memos and improve their readability.

Prerequisite Skills:

Course Description:
Formatting the text in your memos and other documents can help you organize your documents and highlight important content. Using formatting attributes effectively can also help improve the readability of your documents.

Attend this course if you want to:

  • Understand what document formatting is. 
  • Select text in a document.
  • Format text.
  • Cut, copy, and paste information in a Notes document.
  • Change paragraph spacing or alignment.
  • View and insert page breaks.
  • Work with paragraph indents and margins.
  • Create bulleted and numbered lists.
  • Use tabs to align text consistently.
  • Insert headers and footers.
  • Create and use collapsible sections in a document.

Class Length: 90 minutes

Delivery Format: On-site instructor-led


Lotus Notes R5 Document Formatting Advanced

Objective:
Learn advanced formatting techniques to enhance your documents and facilitate more effective communication.

Prerequisite Skills:

Course Description:
In this class, learn how some more advanced formatting options can improve the organization and consistency of your documents. Also, learn to insert objects such as spreadsheets, word processing documents, and clip art in a Notes document and how to create links and hotspots that allow readers to jump to another document, view, database, or Web page.

Attend this course if you want to:

  • Use styles to format text quickly and consistently.
  • Create tables to organize information or control page layout.
  • Embed spreadsheets, graphics, word processing documents, and other objects into a Notes document.
  • Create links to a specific documents, views, or databases.
  • Create hotspots to display a pop-up window of information.
  • Create links to Web sites.

Class Length: 90 minutes

Delivery Format: On-site instructor-led


Lotus Notes R5 Database Overview

Objective:
Learn the terminology and capabilities of Lotus Notes groupware to access, share, and communicate information electronically using databases.

Prerequisite Skills:

  • Comfortable with the Windows environment.

  • Comfortable with the basic features of Lotus Notes Mail.
    (Suggested Course: Lotus Notes R5 Mail Basics)

Course Description:
Lotus Notes uses databases to share information electronically. The database most Notes users are most familiar with is the Mail database, which stores your mail, calendar, and to do list. You can also use other databases, however, to access, share and communicate information with other users. In  this class, you'll become familiar with some important database terminology and understand the capabilities of Notes databases and basic skills for working with databases and the document, view, and forms within them.

Attend this course if you want to:

  • Understand databases and database terminology.
  • Understand the different types of Notes users.
  • Use the Bookmark Bar.
  • Open databases to which you have access.
  • Add new databases to your Databases folders and Workspace.
  • Use the Notes Workspace.
  • Work with database bookmarks.
  • Work with views.
  • Open, close, and navigate in and between database documents.
  • Search for information in a database.
  • Understand Access Control Levels.
  • Create new documents.
  • Refresh the view.
  • Edit a saved document.

Class Length: 90 minutes

Delivery Format: On-site instructor-led


Lotus Notes R5 Searching for Information

Objective:
Learn to effectively search databases and documents to find information.

Prerequisite Skills:

Course Description:
If you're looking for a specific document or type of information within a Notes database, the searching tools available in Lotus Notes can help you find what you need more quickly. You can search not only for a specific text or documents within a database, but also use the Database Catalog to find a particular database you are looking for.

Attend this course if you want to:

  • Understand why searching is useful.
  • Find a specific Notes database.
  • Learn ways to search with a database view. 
  • Display and use the Search Bar.
  • Work with full-text indexes.
  • Perform advanced searches.
  • Use search options to change the sort order of results or include/exclude word variants.
  • Save searches to access again later.
  • Use Find and Replace in Notes documents.

Class Length: 90 minutes

Delivery Format: On-site instructor-led