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An Overview on Fundamental Procedures 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 archiving of essential documents has become entirely possible today due to the presence of one of the archiving platforms known as the lotus notes. One of the reasons as to why the lotus archiving software is quite famous is because of its efficient archiving features. In most of the areas documents are being filed using the lotus notes software.

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. By reading this article, one will acquire the knowledge on the varsity steps that one should follow when filing the document in the lotus notes. The first step that one should follow when archiving documents in the lotus notes is that of running the lotus notes software. Where one does not have the lotus notes software one should consider purchasing a reputable one from an authorized 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.

Confirming the size of the data to be archived is usually the second step when archiving documents in the lotus notes software. Usually, there is a limit of the size of the file that one can archive, and therefore one must be keen on the size of the data. The third step to follow when archiving documents in the lotus notes is that of understanding the organizations’ predetermined settings. Archiving the documents by the specifications of the organization are what understanding the organization’s settings are all about. Getting to know the preferred archive settings is the fourth thing that one should pay attention to when archiving documents in the lotus notes.

One of the unique features of the lotus notes is that which allows one to save some of the records all even all of them. Narrowing down your choices is the fifth thing that one should consider doing when filing reports in the lotus notes. One of the ways one get to discover more about narrow down options is by doing editing after saving the folder with the help of the settings tab. 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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