Sharing information with other applications quick reference

This quick reference card is a list of instructions for common tasks and shortcuts for sharing information with other applications, which you can print and keep at your desk for easy reference.

Table 1. Embedding data in a Notes document
How do I... Action

Copy an embedded object or picture of an embedded object

With the document in Edit mode, right-click the object and choose Copy. Click outside the object and choose Paste.

Copy data into a Notes document

Select the data to copy and click Edit > Copy to place it on the clipboard. Open the target Notes document in Edit mode, and select Edit > Paste.

Edit an embedded object

 Click [Object menu] > Open, edit the data in its original application, then choose File > Exit & return to Notes.

Embed an entire file into a document

 Click Create > Object > Object from a file, then browse to your file.

Embed new data into a document

 Click Create > Object, and select an object type.

Embed part of a file into a document

 Select the data to embed, copy it to the clipboard, and choose Edit > Paste special

Expand an embedded object

 Click Edit > Properties, and select Size object to window.
Table 2. Creating links to other applications or data
How do I... Action

Create a link to a Notes document, view, or application

 In Notes, open the document, view, or application you want to link to. Click Edit > Copy as link, then select Document Link, View Link, or Application Link. Click where you want the link to appear and choose Edit > Paste Special.

Update a link automatically

 Open the document that contains the linked object. Click Edit > External links, select the link, and choose Automatic to update continuously as the object's data is edited.

Update a link manually

 Open the document that contains the linked object. Click Edit > External links, select the link, and choose Update Now. To update all linked objects in a document, click Open the document that contains the linked object. Click View > Refresh.
Table 3. Importing files into documents that have rich-text fields
How do I... Action

Import ACSII text files

 Click File > Import, and select ASCII text as the file type.

Import graphics files

 Click File > Import, and select graphic the file type.

Import HTML files

 Click File > Import, and select HTML file as the file type.

Import rich-text files

 Click File > Import, and select Microsoft RTF as the file type.

Import spreadsheet files into documents that have rich-text fields

 Click File > Import, and select the spreadsheet file type.

Import word processing files

 Click File > Import, and select the word processing file type.
Table 4. Exporting documents into text files
How do I... Action

Export documents into ASCII text files

 Click File > Export, and choose Microsoft RFT in the Save as type list.

Export documents into rich text format (rtf) files

 Click File > Export, and choose ASCII Text in the Save as type list.
Table 5. Advanced topics
How do I... Action

Export documents in a view into structured text files

 Click File > Export, and choose Structured Text in the Save as type list.

Export view data in CSV files

 Click File > Export, create or choose a file name, and click Comma Separated Value in the Save as type list.

Export view data into tabular text files

 Click File > Export, and choose Tabular Text in the Save as type list.