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Learning the Basic Steps to Archive in Lotus Notes

In the traditional days, there were no platforms where one would save documents and hence it was quite easy to lose them. With the improvement with the technology one has to worry no more about losing important documents. The lotus note is one of the platforms which has come up which makes it possible for one to be able to save an important document. The lotus notes is one of the popular archiving platforms which has very efficient archiving features. Due to the useful feature of the lotus notes most of the individuals are using the lotus notes.

Due to the extensive use of the lotus notes is very crucial for one to master the art of filing reports in the lotus notes. In this section we are going to discuss some of the crucial steps to follow when filing reports in the lotus notes . When one is looking forward towards saving documents in the lotus notes the first step is usually running the lotus notes. When one must install the lotus notes software for the best results one should consider getting it from a reputable dealer. When one runs the lotus notes software, it is expected that it will direct you to a mail database which contains the action tab which allows one to archive the documents.

The second step when archiving documents in the lotus notes software is checking to file size. This service comes handy when it comes to checking the size of the data to archive is very important because the lotus notes have a limit on the size of the file that can be archived. When one is archiving documents in the lotus notes the third thing that one should ensure one understands the organization’s predetermined settings. Archiving the documents by the specifications of the organization are what understanding the organization’s settings are all about. The fourth thing that one should do when filing documents in the lotus notes are identifying the preferred archive settings.

When one is archiving notes in the lotus notes one can decide to archive specific notes or even all of them. When one wants to submit records in the lotus notes the fifth thing that one should do is narrowing down your options. The settings tab allows one to narrow down choices by giving one the option of editing folders after saving them. When one is archiving notes in the lotus notes the sixtieth thing that one should do is filling the criteria details. This involves naming the document being filed in an orderly manner.

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