Learning the Basic Steps to Archive in Lotus Notes
The chances of one losing important document in the olden days were quite high since there were no platforms where one would save such documents. 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. In most of the areas documents are being filed using the lotus notes software.
It’s for this reason that it’s essential for one to understand the steps to follow when archiving documents for in the lotus notes. In this page we are going to go through the various steps that one should follow when archiving documents 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. In a case where one might not be having the lotus notes software one can buy it from a reputable dealer. After running the software one will be able to have access to the mail database and then the action tab where you will get the options of archiving the document.
The second step that is worth considering when archiving documents in the lotus notes is that of checking the size of the file. 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. Getting to know the organization’s predetermined settings is the third thing that one should check out for when archiving documents in the lotus notes . Archiving the documents by the specifications of the organization are what understanding the organization’s settings are all about. When one is looking forward towards filing reports in the lotus notes the fourth guide to follow is that of identifying preferred archive settings.
When one is archiving notes in the lotus notes one can decide to archive specific notes or even all of them. The fifth step to follow when archiving documents in the lotus notes is that of narrowing down your options. The settings tab present within the software allows one to edit after selecting the name of your archive folder. The sixth step that one should consider when archiving notes in the lotus notes is filing the criteria details. This involves naming the document being filed in an orderly manner.