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. 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. 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. 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 allows one to have access to the mail database which contains the action tab for filing reports.

The second step when archiving documents in the lotus notes software is checking to file size. The main reason as to why one should pay attention to the size of the data is because there is a limit of the size of the information that can be archived. The third step to follow when archiving documents in the lotus notes is that of understanding the organizations’ predetermined settings. Understanding the organization’s predetermined settings involves classifying the documents following the organization’s specifications. 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. The fifth step to follow when archiving documents in the lotus notes is that of 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. To make sure that one follows the rule of filing criteria details one should consider using the website when it comes to naming the documents being filed in the right order.