Welcome
Automating tasks using simple agents
You can program Notes® to perform tasks automatically using agents (also known as macros). Agents can help you perform repetitive tasks, such as managing documents and sending memos.
Advanced agents topics
These topics contain additional information about agent conditions and triggers, for more advanced users.

What's new in HCL Notes 14
Learn about the many new features and enhancements in HCL Notes 14.
About HCL Notes
The following topics provide information about HCL Notes.
Elements of Notes®
The HCL Notes® user interface is comprised of views menus, toolbars, navigation panes, and a sidebar that you can use for easy access to some frequently used applications.
Using the Discover page
HCL Notes® opens to the Discover page by default, unless you set up Notes to open to an application, such as Mail or Calendar, or to a customized home page. The default Discover page is a central location from which you can find targeted Notes client information more quickly and easily, including new features in the release, introductory material for new users, and helpful hints and tips. There is also a Quick Links tab that allows you to launch your workspace, Mail, Calendar, and other Notes applications you have recently used.
Using the Notes workspace
The HCL Notes® workspace, the legacy user interface for Notes, displays pages containing Notes application icons.
Using bookmarks
Bookmarks are links that point to HCL Notes® applications, views, documents, or Internet elements, such as Web pages and news groups. Bookmark folders organize your bookmarks. They can contain bookmarks or more folders.
Notes views and folders
Views display specific documents with similar criteria. For example, your Mail has an All Documents view that displays every document contained in the mail application, and a Sent view that displays only documents that you sent.
Printing
You print a single document or multiple documents at the same time. You can also print views (lists of documents in an HCL Notes® application) and the framesets found in both Notes and the Web.
Getting Started - Advanced
The topics in this section have been written for more advanced Notes users.
Tasks
The following topics provide details for common tasks in HCL Notes.
Mail
You can send and answer email, create signatures, and customize the look of your Inbox. You can also do things, like cancel an email sent by mistake or set up out of office notifications.
Calendar
You can schedule meetings, manage your schedule, add other calendars, and more.
To Do
You can keep track of what you need to do, and assign tasks to others.
Contacts
You can save information about people, such as title, addresses, birthdays, and more. You can also do things such as create groups to use as mailing lists, or print contacts as labels.
Notes applications
An HCL Notes® application contains information about a particular area of interest, such as the forms and policy documents for a department, or it might contain documents of a similar type, such as email messages. In addition, some companies create "discussion applications," where employees can post responses to particular topics.
Blogs (web logs)
You can create your own personal Web logs (blogs) using the Notes® blog template (dominoblog.ntf). After you create a blog application, you can then open it as you would any other Notes® application (NSF) file. From your blog application, you can create and manage content and blog discussions.
Locations and accounts
This topic describes connections to servers, ways to connect to servers, and things you should know before setting up a server connection.
Automating tasks using simple agents
You can program Notes® to perform tasks automatically using agents (also known as macros). Agents can help you perform repetitive tasks, such as managing documents and sending memos.
- Working with agents
  You can program HCL Notes® to perform tasks automatically using agents (also known as macros). Agents can help you perform repetitive tasks, such as managing documents and sending memos.
- Sample agents
  These topics contain sample agents that you can use to better understand how to create your own agents.
- Advanced agents topics
  These topics contain additional information about agent conditions and triggers, for more advanced users.
  - Table of document selection conditions
    Define the documents that you want the agent to run on by setting the document selection conditions.
  - Table of simple agent actions
    Define the action performed by the agent using a predefined simple action.
  - Agent security
    You can set up basic security for an agent by using the Security tab of the Agent Properties box.
  - Triggering an agent on an event
    Configure the agent to run on an event when you want the agent to run only when a specific event occurs, such as after new mail arrives.
  - Triggering an agent on a schedule
    Configure an agent to run on a schedule if it is an agent that should run regularly.
  - More Addressing Options dialog box
    This dialog box lets you create addresses for the SendTo, CopyTo, BlindCopyTo, and Subject fields by typing entries, writing formulas, or selecting names from Contacts.
Sharing information with other applications
You can share files and graphics between HCL Notes® and other applications using a number of different techniques.
Notes roaming user
As a Notes® roaming user, you can log in to and use Notes from any computer in your organization on which Notes is installed, and use your personal data while doing so. Your personal data includes many of your Notes preferences and personal information such as your contacts, bookmarks, notebook, feeds subscriptions, and optionally your Notes workspace. Notes widgets also participate in roaming.
Replication
You can create an offline (local) duplicate of any HCL Notes® application you use. Such a duplicate is called a replica.
Search
You can use search to find documents, text in a document, applications, and people. You can also set search preferences for type of search query syntax and scope of search.
Securing your data
HCL Notes® security enables you to protect your workspace and data at all times, so only you and the people you designate have access to your data.
Widgets and Live Text
Widgets and Live Text enables end users to see and act on Live Text in a document, including mail, using widgets (.XML files) created for their use. Power users and administrators can create and edit widgets, and deploy them to users to engage a Notes® form, view, XPage, document or Composite Application, or third party services such as Web page, feed, or Google Gadget™, or automatically install or update a client plug-in for specific Notes users.
Error messages
Notices

Advanced agents topics

These topics contain additional information about agent conditions and triggers, for more advanced users.