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Lotus Notes 8 Advanced Course







The Quick Source eLearning Series combines three levels of training: Learn It, Try It, and Evaluation. The Learn It section includes high quality video that shows you everything the instructor is teaching. The Try It section allows you to practice what you have learned right in our course. There is no need to switch between the course, and the software that you are learning. The Evaluation section gives you the ability to test your knowledge and receive immediate feedback.

Topics covered in this course:


  • Introduction
  • Blocking Mail from a Sender
  • Using QuickRules
  • Creating Mail Rules
  • Managing Mail Rules
  • Setting Up an Out-of-Office Message
  • Delegating Access to Mail
  • Working with vCards
  • Importing and Exporting vCards
  • Marking Messages
  • Recalling a Sent Message

Documents and Tables

  • Introduction
  • Importing and Exporting Documents
  • Creating a Section in a Document
  • Working with Sections
  • Creating a Link
  • Embedding Data in a Document
  • Creating a Table
  • Formatting a Table
  • Adding Color to a Table


  • Introduction
  • Creating a New Application
  • Customizing Application Properties
  • Creating and Editing an Application Subscription
  • Searching for an Application
  • Creating a TeamRoom Application
  • Setting Up a TeamRoom
  • Creating a Team Announcement
  • Working with TeamRoom Documents

Sharing Documents

  • Introduction
  • Creating a Group Calendar
  • Working with a Group Calendar
  • Setting Up Your Calendar for Others to Manage
  • Delegating Access to Your Schedule
  • Opening Another User’s Calendar
  • Creating a Shared Folder
  • Working with Shared Folders
  • Sharing Contacts

Customization and Preferences

  • Introduction
  • Customizing the View
  • Setting Startup, Shutdown, and Display Preferences
  • Customizing the Calendar and To Do List
  • Customizing Mail Preferences
  • Customizing Replication Preferences
  • Customizing Windows and Themes
  • Customizing the Home Page
  • Adding Items to the Launcher

Archiving and Automating

  • Introduction
  • Setting Archive Criteria
  • Archiving Documents
  • Scheduling Archiving
  • Restoring and Deleting Archived Documents
  • Marking Documents as Expired
  • Creating an Agent
  • Working with Agents
  • Working with Toolbars
  • Customizing Toolbars

Alerts and Security

  • Introduction
  • Using Notes Minder
  • Setting Notes Minder Properties
  • Working with Alarms
  • Creating a Secret Encryption Key
  • Encrypting Documents
  • Encrypting Messages
  • Locking Your Notes Display
  • Changing Your Password


  • Introduction
  • Creating a Personal Journal Entry
  • Working with the Journal
  • Viewing Web Pages in Notes
  • Bookmarking Web Pages
  • Working with RSS Feeds
  • Using Advanced Searching
  • Creating a Link Message
  • Creating a Phone Message