Quickr Efficiency & Data Integrity Tips

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REMEMBER!

• Lotus Quickr can ONLY work efficiently and the way it is supposed to work if everyone knows how to use it. And, knows what it can actually DO.

• Be sure to ask for the Intro to Quickr presentation. It’s a quick read!

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EFFICIENCY TIPS

• Quickr in the Notes Sidebar: You can open a Place in the browser version of Quickr very

quickly by RIGHT-clicking the Place name. Select “Open in browser”

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EFFICIENCY TIPS (cont.)

• The Place Library is to be used for actual files. Word docs, Excel, Powerpoint presentations, etc.

• Consider User folders for each project just for your own documents. In a Place, you can create your own folder with your name.

Other users can access your files, but you can find them quickly.

AND, can have a known, safe place to store them.

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EFFICIENCY TIPS (cont.)

• Drag and drop in the Notes sidebar is VERY powerful! You can drag and drop from everywhere to anywhere.

For instance, drag and drop a file from an email, your Desktop, or My Documents directly to a folder in a Place.

You can drag right from the preview pane!

• Alternatively, you can drag and drop from a file in a Place to an email.

This will send a link to the file in the Place. It will not send the file as an attachment.

This makes sure everyone is always looking at the latest version.

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EFFICIENCY TIPS (cont.)

• You can even drag and drop an entire email. Perhaps a vital communication email with a customer directly

related to the project that the Place was created for. This way you don’t have to paste the contents of the email

into a Word document, and then save it to the Place.

Simply drag the email from your Inbox into the Place. It files the email in the Place as an .eml file.

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DATA INTEGRITY TIPS

• Use versioning to always know what the current version of the file you are all working on is. And, you don’t have to clutter up your Sidebar view with several

variations of the same file!

• To create a new version, you first create a backup of the original file. Right-click the file and select VersionsNew Version.

This will create a backup of the original. Then, work on the file as normal.

The one you are working on is considered the “new” version.

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DATA INTEGRITY TIPS (cont.)

• You can see version history at any time. Right-click the file and choose Versions.

In the window, you will see all versions that have been created of the file.

• Now, when sending a file to someone, always send the link to the file in Quickr, not as an attachment. This way, the user will always have the current version of the

file!

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DATA INTEGRITY TIPS (cont.)

• Consider folder names when naming your files. For example, if you are putting a file in a folder called Meeting

Minutes, you don’t need to name your file “Meeting Minutes 7-12-2011”.

• Remember: The more complex a naming standard is for file names, the less it will get used!

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DATA INTEGRITY TIPS (cont.)

• Picture this:

MEETING MINUTES>Meeting Minutes 7-26-2011Meeting Minutes 7-28-2011Meeting Minutes 7-30-2011

CUSTOMER SERVICE>Customer Service Review TasksCustomer Service Project Status 7-28-2011Customer Service project status 7-31-2011

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DATA INTEGRITY TIPS (cont.)

• Vs this:

MEETING MINUTES>7-26-20117-28-20117-30-2011

CUSTOMER SERVICE>Review TasksPROJECT STATUS>

7-28-20117-31-2011