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CONVERSION TO NOTES R5 TEMPLATE

(also known as PAWS R5 COMBO II)

NOTE:  Before you convert, realize that this will increase the size of the mail database by approximately 5MB. Since space is at a premium with our mailbox limits, keep this in mind. To do the conversion, contact Library Systems. When the conversion is complete, your personal folders must be converted manually. Click here to find out how to do this.

Enhancements

• Several things have moved around, some into Tools, Preferences. Can now automatically include a signature; no longer a script to do this, can just enter text in box.
• Mail Rules - manage Spam. You can base rules on: sender, subject, body, importance, delivery priority, To, CC, BCC, body or subject, Internet domain, size. Those: contain, does not contain, is, is not. Parameters follow. You can make a rule to: move to folder, copy to folder, change importance, or delete.
• Calendar, Tools, Import Holidays.
• Group Calendar: more complete than 4.6.x.

NOTE: For PAWS mail to work properly after this conversion is done, you must turn off Sun Java. To get help with this, contact someone in Library Systems.
 

Filtering new mail using rules

You can use mail rules to have Notes act automatically on new messages you receive that meet certain conditions. For example, you could create a rule that checks for messages from a certain sender or that contain a certain subject and have Notes automatically move the messages to a certain folder. Notes stores the mail rules you create in the Rules folder in your mail database. You can go there to add new rules as well as work on the ones you've created. For example, you can edit rules, change their order so that one rule has priority over another, turn them off when you don't want to use them, or delete them entirely. Click any of these topics:

To create a rule

1. Open your mail database and click the Rules folder.

2. Click "New Rule."

3. Under "Specify Conditions," select a part of messages to check (such as "sender" or "subject"), select a state (such as "contains" or "is"), and type the criteria to check for (such as the name of a certain person or a certain word).

•     For example, you could select "sender," select "contains," and type Alice to filter all messages sent to you by Alice French, Alice Stearns, and anyone else named Alice. Or you could select "Size (in bytes)," select "is greater than," and type 2000 to filter all messages sent to you that are greater than 2000 bytes.

4. Click Add.

5. Do any of the following:

• Add more conditions Select Condition, select "AND" or "OR," and repeat Steps 3 and 4 for each new condition. Add an exception Select Exception and repeat Steps 3 and 4. Add more exceptions Select Exception, select "AND" or "OR," and repeat Steps 3 and 4 for each new exception. Remove a condition or exception Click it in the "When mail messages arrive" box and click Remove. Remove all conditions and exceptions Click "Remove All."

6. Under "Specify Actions," select "move to folder," "copy to folder," "change importance to," or "delete."

7. If you selected "move to folder" or "copy to folder," click "Choose Folder" and select a folder. If you selected "change importance to," select an importance level.

8. Click "Add Action."

9. Do any of the following:

• Add more actions Repeat Steps 6 through 8 for each new action.

10. Click OK.

Examples: Mail rules The following rule automatically changes the importance of all messages from Tom Jenkins to high (which means they are displayed with an exclamation point in the Inbox to catch your attention