Download the eProductivity Reference App (It’s Free!)

Quick Links:

  • If you are new to eProductivity Reference App, click the button to begin your download

Jump to setup instructions for new eProductivity reference users... Setup instructions for new eProductivity reference users

  • If you have an existing eProductivity Reference App you want to upgrade:

The above links are for new eProductivity Reference users only. If you are an existing eProductivity Reference user, please see the upgrade instructions for existing eProductivity reference users.

icon Learn more about the eProductivity Reference Application:

The eProductivity Reference App is a member of the eProductivity product family. It is available to you free of charge. Whether you are an eProductivity customer or not, the reference app is our gift to you.

We hope that you will explore the eProductivity Reference App as well as the eProductivity Integrated or Stand-alone apps so that you can experience the full range of eProductivity's world-class information management features.

Learn more about the eProductivity Reference Application

3 steps for new Reference users:

1. Save the eProductivityReference.nsf file

Click here to download eProductivity Reference (if you haven't already).

You should see a dialog similar to this:

Download eProductivity Reference

Click 'Save' to specify a location for the file.

2. Move the eProductivity file to your Notes/Data folder

Your eProductivity Reference database file must be stored in this location to work properly.

For help finding this folder, see here.

Download Save As

3. Open the file and follow the prompts

Installing eProductivity Reference is simple: just double-click the file to open it. The file will open up inside of Lotus Notes. Follow the prompts to complete the setup.

Welcome Screen


You may receive 'Execution Security Alerts' during setup. This is normal.

Depending on how your system is configured, you may receive one or more 'Execution Security Alerts' during the setup process. This is a normal. If you receive any alerts, be sure to select "Start trusting the signer to execute this action" to continue.

ECL Security Alert Example

Need help? Please visit our FAQs or our Support page.

Note: To help you get up and running quickly, this eProductivity Reference application is not encrypted. For most users this will be fine, as your local computer and Lotus Notes password will control who may access the information. If you need to create an encrypted version of this application, please download the eProductivity Integrated templates and follow the instructions provided to create a new application.

Upgrade instructions for existing eProductivity Reference users:

Note: We recommend that you make a backup of your reference database before you upgrade.

To upgrade eProductivity Reference to the latest version, follow the three steps below:

Step 1: Download the current eProductivity Reference Template

Download the current eProductivity reference template.

Your browser may automatically save the template to your computer.
If it doesn't, click 'Save' to save the template to your Lotus\Notes\DATA folder, like this:




  1. You must save this file in the Lotus\Notes Data folder on your local computer or the upgrade will not work! (It won’t hurt anything, it just won’t work.)
  2. If you already have an eProductivity template in your Notes\Data folder you will be prompted to overwrite the file. Do this in order to keep the most recent template.
  3. You can easily locate your Lotus\Notes\Data folder by searching for the file “names.nsf”.

Step 2. Refresh the design of eProductivity Reference with the new Template

Go to the Notes Workspace and close any open applications. Then, select the eProductivity Reference application on the Lotus Notes workspavce and right-click on it to display the list of menu options. Select "Application", then “Refresh Design…” as shown in the screen shot below:



  1. In Lotus Notes version 6.x or 7.x substitute “Database” for “Application” in the example above.
  2. If you are using Lotus Notes 8.x and the “Refresh Design…”option is not visible, see here

When prompted to refresh the design of eProductivity reference, click OK to continue…


When you see the confirmation screen, click OK to refresh eProductivity Reference…


The Lotus Notes Status bar will show the progress. Wait for the design refresh process to complete before continuing to the final step.


Step 3. Open eProductivity Reference and complete the setup wizard

You are almost done. When you open eProductivity Reference, the setup wizard will show that a software update has been applied. Follow the prompts to accept the license and complete the setup.


Congratulations! You have upgraded your application with the latest eProductivity template.

If you encounter problems upgrading eProductivity Reference:

Here are the two most common issues users encounter when upgrading eProductivity Reference:

“Design refresh failed”
“cannot locate design template” error appears on the Lotus Notes Status bar during the design refresh process:


Or, you see an error dialog like this:


Lotus Notes cannot find the template in the Lotus\Notes\Data folder on your computer.

Download the template again (see step 1.) and make sure to put the saved file in the Lotus\Notes\Data directory. TIP: You can easily locate your Lotus\Notes\Data folder by searching for the file “names.nsf”.

The “Refresh Design” menu option is not visible on the Application Menu
Depending on how your Lotus Notes administrator set up your Lotus Notes 8.x, the “Refresh Design…”option may not be visible to you. The good news is that you can usually enable it by selecting “View” and “Advanced Menus” from the Action Bar, like this:


If, after selecting the option above, the “Refresh Design…” option still does not appear, your Notes Administrator may have disabled it. Contact your Notes Administrator for assistance.

Need help? Please visit our FAQs or our Support page.

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