This document provides tips and tricks for using Lotus Notes. It includes shortcuts for rearranging table cells and list items, keeping document context when switching views, copying selected text as a table, powerful text formatting shortcuts, and creating and managing groups. It also describes tools for content pasting, sharing documents, mapping addresses from contacts, and accessing additional resources on using Lotus Notes on the website alanlepofsky.net.

1. Lotus Notes
Tips and Tricks

2. I didn’t know
Notes could do that!!!

3. http://www.alanlepofsky.net

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

22. Summarize Calendar
http://www.alanlepofsky.net/alepofsky/alanblog.nsf/dx/summarize-calendar

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

24. Tools!

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!