Download eProductivity Stand-alone

Quick Links:

  • For new users of eProductivity Stand-alone:

Note: If your stand-alone trial expires early, let us know and we'll send you an extended trial key.

For: IBM Notes 8.5.x or 9.x
Version 3.5.5 for Notes 8.5.x & 9.x

Jump to setup instructions for new stand-alone users... Setup instructions for new stand-alone users

  • For existing users of eProductivity Stand-alone:

The above links are for NEW eProductivity Stand-alone users only. If you are an existing eProductivity Stand-alone user and want to keep your information, do NOT download a new database again. Instead, please follow these upgrade instructions for existing stand-alone users.

icon Learn more about the free Essentials Edition:

The free Essentials Edition is a member of the Stand-alone product family. When you first install eProductivity Stand-alone, your software will run in Trial Mode for 21 days. During that time, you can experience the full range of eProductivity's world-class information management features.

After 21 days, your software will automatically convert over to the free Essentials Edition. In the free Essentials Edition, you will continue to have access to most of eProductivity's features. However, you will be limited to 25 open actions. If you need more, you can always purchase a key.

See which features are included in the Essentials Edition

  • Learn more about eProductivity Stand-alone vs eProductivity Integrated
  • Learn more about the free eProductivity Reference App

Setup instructions for new stand-alone users:

Follow these three steps to setup eProductivity Stand-alone:

1. Save the eProductivityStandalone.nsf file

When you click on the download button above, your browser should automatically save the file to your computer. 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 a safe location

Since this file will contain all your eProductivity information, store it somewhere safe on your computer. We strongly recommend that you save the file to your IBM\Notes\Data folder*.

*If you don't know where your Notes Data folder is, see here for instructions on how to locate it.

Download Save As

3. Open the file and follow the prompts

Installing eProductivity Stand-alone 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 Stand-alone 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.

How to import your email into eProductivity Stand-alone

To import your email into Stand-alone, open the Inbox and click the Import Mail button: Import Mail.png

Upgrade instructions for existing stand-alone users:

Watch the overview video (4 minutes)

Note: We recommend that you make a backup of your stand-alone application before you upgrade.

To upgrade eProductivity Stand-alone to the latest version, follow the three steps below:

Step 1: Download the current eProductivity Template

Choose the appropriate link below to download the current template:

  • If you are using Lotus Notes 8.5x or higher, click here
  • If you are using Lotus Notes 6.x, 7.x, or 8, click here

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, as shown below.

If you need assistance locating your Notes\Data folder, see here.




  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.

Step 2. Refresh the design of eProductivity Stand-alone with the new Template

Go to the Notes Workspace and close any open applications. Then, select the eProductivity Stand-alone 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 stand-alone, click OK to continue…


When you see the confirmation screen, click OK to refresh eProductivity Stand-alone…


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 Stand-alone and complete the setup wizard

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


When the setup wizard has completed, exit and restart Lotus Notes as instructed.


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

If you encounter problems upgrading eProductivity Stand-alone:

Here are the two most common issues users encounter when upgrading eProductivity Stand-alone:

“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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