Tuesday, December 28, 2010

Drag and Drop files:

Instead of using the "File-Attach..." menu or the "Attach" toolbar icon and then navigating to a file in the "Create Attachment" dialog box, it is much easier to just drag and drop the file right from the desktop directly into the body of the document.

Adjust the size of the Lotus Notes window so that we can see both the desktop and the Notes document. Simply click on the file, keep the mouse button pressed, drag over to the document, and release the mouse button. Tada.... the file is copied into Notes.

But that's only the start of this tip. In the example above we had to adjust the size of the windows so we could easily see where we were dragging and dropping. We don't have to do that. Try this... First start a new document in Lotus Notes. Next, select the file from your desktop, keep the mouse button pressed, and drag the file to the Window's taskbar button for Lotus Notes. Don't release the mouse button yet, pause over the taskbar button for a second, and Lotus Notes will pop up into the foreground.


Now (still holding down the mouse button) drag the selected file to the Notes document you want to drop it into, then release the mouse button. If the document you want is already showing on the screen you are all set. If not, you can even switch back and forth between Notes tabs while dragging.

You can use this technique when working with Document Libraries, TeamRooms, mail, calendar, or anywhere else you want to attach files to a rich text field. Remember though, one of the key attributes of Lotus Notes is that you don't have to send around attachments via email. Instead store them in a central repository/library and then send users links to the document instead.

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