Thursday, March 19, 2009

Copy Into:

"Copy Into" is a Lotus Notes mail template feature that enables you to select an existing Email/Calendar Entry/To-do, and create a new Email/Calendar Entry/To-do which automatically inherits information from the selected document. This is extremely useful, as it removes the need to manually copy and paste data from the selected document into the new one.

Let's say you get a memo from your manager. The memo discusses some details for an existing project, and requires you to call a meeting with the other recipients to discuss next steps. Rather than creating a new Calendar Entry for the meeting where you have to manually enter all the information, instead choose the action "Copy Into New - New Calendar Entry"


Lotus Notes prompts you for what type of Calendar Entry to create, and since this will involve others, you choose Meeting.


A new Calendar Entry is created for you with the Subject, Invitees, and Description fields automatically filled in for you.


The Required invitees will be the original Sender and all names that were in to To: field, and the Optional invitees will be all the names that were in the CC: field.

Now all you have to do is choose the date and time, and click Save and Send.

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