SHARING INFORMATION WITH OTHER APPLICATIONS


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 objectWith the document in Edit mode, right-click the object and choose Copy. Click outside the object and choose Paste.
Copy data into a Notes documentSelect 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 objectClick [Object menu] -> Open, edit the data in its original application, then choose File -> Exit & return to Notes.
Embed an entire file into a documentClick Create -> Object -> Object from a file, then browse to your file.
Embed new data into a documentClick Create -> Object, and select an object type.
Embed part of a file into a documentSelect the data to embed, copy it to the clipboard, and choose Edit -> Paste special
Expand an embedded objectClick 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 applicationIn 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 automaticallyOpen 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 manuallyOpen 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 filesClick File -> Import, and select ASCII text as the file type.
Import graphics filesClick File -> Import, and select graphic the file type.
Import HTML filesClick File -> Import, and select HTML file as the file type.
Import rich-text filesClick File -> Import, and select Microsoft RTF as the file type.
Import spreadsheet files into documents that have rich-text fieldsClick File -> Import, and select the spreadsheet file type.
Import word processing filesClick 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 filesClick File -> Export, and choose Microsoft RFT in the Save as type list.
Export documents into rich text format (rtf) filesClick 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 filesClick File -> Export, and choose Structured Text in the Save as type list.
Export view data in CSV filesClick 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 filesClick File -> Export, and choose Tabular Text in the Save as type list.

Parent topic: Sharing information with other applications