Easily Create A New Document In Any Database

During the course of your workday, do you create lots of new documents in several different Notes databases? If so, this tip is for you!!!

Lotus Notes provide you many ways to create new documents. Most databases provide you an action button at the view level to create a new document. For example in your mail file you open to the Inbox or Calendar and then click on "New Memo" or "Schedule a Meeting"


In a Document Library you click on "New Document"


Instead of opening a database to a view, you can select its Workspace Icon and use the Create menu...



or you can right click on the Database's Bookmark and choose Create.



Ok, so if you're still with me you see that there are several options, but here is today's tip...

Have you ever used the "Create New" toolbar icon ? Click on the icon and you will see that by default it provides a way to quickly create a new Memo, Calendar Entry, Contact, or To Do. This is extremely convenient since this icon is available all the time, you don't need to be in the database, nor select the Database's Workspace Icon or Bookmark.



So knowing about (and using!) the "Create New" toolbar icon is a tip of it's own... but there is more! The really cool part is that you can easily add new entries to the list for any documents you create no matter what database they are in.

The list of entries in the "Create New" toolbar icon come from the entries found in the "Create" Bookmark. On your Bookmark bar (the left side of Lotus Notes) open the "More Bookmarks" folder, and then open the "Create" folder. You will see that by default the folder contains entries for "New Memo", "New Calendar Entry", "New Contact", and "New To Do". Do those sound familiar? They were the options we saw when clicking on the "Create New" toolbar icon.



Now let's look at how we add our own entries to the list, using a Document Library as the example.

First I open the Document Library, and click on "New Document". (or use any of the other methods explained at the start of this tip)



This opens a new document, accessible via its "Window Tab" along the top of the screen.
Next open the Create folder again from your Bookmarks.
With the Create folder open, move your mouse back over to the window tab for the "New Document" and click on it (but not on the "x", that closes the tab) and without releasing your mouse button drag and drop it into the "Create" folder.



Now when you click on the "Create New" toolbar icon, you'll see "New Document" has been added!



But wait, that's not all! You can rename "New Document" so that you may better understand what database it is creating the new document in. This is especially handy if you add several new document types to the Create folder.

Go back into your Create folder, right click on "New Document" and choose "Rename Bookmark..."



You can rename the entry to whatever you would like, for example "Domino Information Document"



Now when you click the "Create New" toolbar icon you see "Domino Information Document"



I know this tip was a little long, but it is actually very easy to take advantage of this feature. I think once you've added your own entries to the "Create New" toolbar icon, you'll wonder how you ever used Notes without this.