1 of 8 This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT. © 2006 Microsoft Corporation

1 of 8This document is for informational purposes only. MICROSOFT MAKES NO WARRANTIES, EXPRESS OR IMPLIED, IN THIS DOCUMENT.© 2006 Microsoft Corporation. All rights reserved.

Topics in this guide include:

NotebooksCreate multiple notebooks for different purposes. Each notebook contains sections.

Notes To begin taking notes, just click on the page and start typing.

FindTo find specific items, enter keywords in the Find box.

Digital InkCreate handwritten notes anywhere on the page using your digital pen. Just find an area and start writing.

Pages and Sub-pagesAdd new pages to sections as you take notes.

SectionsSections are like the tabbed sections of a notebook or binder. Sections contain pages.

Screen ClippingsCapture an area of a web page, document, or application and insert it directly into your notes.

• About Notes• Organize Your Notebooks

About OneNote 2007 Notebooks

Microsoft® Office OneNote® 2007 notebooks are digital notebooks patterned after paper notebooks. Each notebook has sections for organizing your work. Each section contains pages for note-taking. OneNote 2007 also has a search capability, audio and video recording, notebook sharing, and the capacity for displaying pictures within your notes. Use OneNote 2007 to gather and organize information that you would otherwise waste time searching for across e-mail, paper notebooks, digital files, and printouts.

New Page ButtonClick to create new page or sub-page.

New ButtonClick to create a new notebook or section.

• Share Note Taking with Others• Share a Notebook

Note The release version of OneNote 2007 has an updated file format. Notes created or opened in the release version cannot be opened in previous versions of OneNote.


About NotesAll content in OneNote is organized into notebooks that contain sections which, in turn, contain pages.

Notebooks are for grouping your sections. Each notebook can hold many sections.

Sections keep pages of a similar type grouped together. All pages are contained within sections.

Pages are where you actually create your notes. Write, type, and draw on pages just as you would on paper.

Use OneNote to copy images from your computer screen and insert them into your notes. These images are called screen clippings. Use screen clippings to add visual details to your notes.

Move your pointer to the note you want to change, and drag the Space line to create as much new space as you need.

On the OneNote toolbar, click the Insert Extra Writing Space button. If you don’t see this button, on the View menu, point to Toolbars, and click Writing Tools.

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Note Each time you create a new page, it resides in the section that is currently open in OneNote.

You can add extra space to a note by pressing Enter, but when you need more than an extra line or two, use this simple method to create more space.

Insert Screen Clippings

• To create a new section or notebook, click the New button’s drop-down arrow on the toolbar, and then on the list click Section or Notebook.

• To create a new page, click the New Page button above the page tabs on the right side of the window. You can also click the drop-down arrow, and then click New Page or New Subpage.

OneNote content is stored in files and folders on your hard drive, in your My Documents folder. By default, your notebooks are stored in a folder called OneNote Notebooks. Each notebook resides in a folder in the OneNote Notebooks folder. Each notebook folder contains a separate file for each of your sections. Pages are stored in these section files.

File Structure

Add Extra Space

Create New Notebooks, Sections, and Pages


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Click the Tuning Wizard button.

Complete the Tuning Wizard, and then click Finish.

Begin recording. On the Insert menu, click Audio Recording or Video Recording. Click Stop on the recording control to finish recording.

When you click Stop, the recording appears on the page. To play the recording, move the pointer over the recorded note until the Play icon appears. Click the icon to access the recording controls.

Attach note tags to your notes to mark them as important or to flag them for follow up. Create custom tags or use pre-defined tags.

Use Note Tags

Side Notes are like digital sticky notes. Open a Side Note when OneNote is not running, by clicking the OneNote icon in the system tray on the taskbar.

• Side Notes contain many basic notebook functions on a toolbar at the top of the window.

• By default, Side Notes are stored in a section called Unfiled Notes found at the bottom of the Navigation Bar in OneNote. To open the Navigation Bar, above the Notebooks on the left side of the window, click the Expand Navigation Bar button.

Notes

Use Side Notes

1 On the Tools menu, click Options, and then in the Options dialog box Category pane, click Audio and Video.

Supplement your notes with audio and video. Use either a built-in or external microphone. For video, you must have a camera (such as a Web cam) connected to your computer.

Note Before recording, use the Tuning Wizard to ensure that your microphone and camera are working properly.

Record Audio and Video

On the Insert menu, click Screen Clipping. OneNote minimizes and takes you to the last application you used, which is running in the background.

Drag the pointer to select the content you want to capture. After you complete your selection, the screen image is automatically inserted into your notes.

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Notes • Make sure the application you are going to copy is open in the

background and the information you want to capture is visible before you clip.

• Clippings from a Web site will include the Web address and screen clipping time and date displayed at the bottom of the page.

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Integrate with Outlook Appointments

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Move a Page to a Different Section

Move a Section to a Different Notebook

Click the page tab and drag it to the section tab you want to move it to.

Access the section tab, and drag the newly added page to the desired position in the section.

Organize Your NotebooksTo reorganize your existing pages, sections, or notebooks you simply drag and drop. This is true whether you’re reordering pages and sections within their current locations or moving them to different sections or notebooks.

Click the section tab and drag it to the notebook you want to move it to.

Access the notebook by clicking it in the Notebook navigation bar, and then drag the newly added section to the desired position in the notebook.

Reorder Pages, Sections, or Notebooks

• Click the page tab and drag up or down, or click the section tab and drag left or right. A small triangle indicates the drop location.

• For notebooks, click the notebook and drag up or down. A horizontal bar indicates the drop location.

Use integration features to launch OneNote from Outlook and include meeting details in your notes, create appointments, and send your notes in e-mail.

Note Because Note Tags are often scattered throughout a notebook, the Tags Summary is useful for quickly viewing all tagged notes in one location.

The Tags Summary groups tags by type, so you can easily expand and collapse views to see the tag groups. You can also group by section, title, date, and note text.

Search Your NotesFinding specific information in your notes is fast, easy, and thorough. The OneNote search feature recognizes text in pictures and even searches your hand-written notes.

• On the View menu, click All Tagged Notes.

• Enter the search words or phrase in the search box, and then click the Search button. Search results appear in the Page List pane.

View Note Tags Summary

Tip Let the mouse pointer hover over the destination section until the section opens, then drop the page in the desired location within the new section just as you would when reordering pages in a section.

• To add a note tag to an open note, on the Insert menu, point to Tag, and then click the tag of your choice. To remove a note tag, right-click the tag and click Remove Tag.


On the Insert menu, point to Outlook Task, and then click a flag. The flagged task now appears in Outlook on the task list and the To-Do Bar task list.

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To add task details in OneNote, right-click the flag, and then click Open Task in Outlook.

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To add task details in Outlook, double-click the task in the To-Do List.

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Create Outlook tasks using OneNote, and then view and manage the tasks using Outlook. Changes you make to these tasks in Outlook or OneNote are synchronized automatically.

Create Outlook Tasks in OneNote

In OneNote, click the note to which you would like to add a task.

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• Place your cursor in a paragraph of notes. On the Tools menu, point to Create Outlook Item, and then click Create Outlook Appointment or Contact.

You can create new Outlook Appointments and Contacts from OneNote notes.

Create New Outlook Appointments from OneNote

Note If you have any file attachments in your Outlook appointment, those same files will be attached to your OneNote page.

Launch OneNote from Outlook and insert meeting details (time, place, attendees, subject) in your notes. This is helpful when you use OneNote to take meeting notes and want to link meeting details to the notes.

• Open your Outlook appointment. In the OneNote group, click Meeting Notes. OneNote opens an Unfiled Notes page that includes the meeting details and a link back to the Outlook item.

Take Notes from Outlook Meeting


3 Add recipients, and type a description in the Subject box.

4 Click Send a Copy.

Note E-mail recipients do not need to have OneNote installed because the page is inserted directly into the message window. For other OneNote users, the OneNote page is also attached to the message.

On the Share menu, point to Live Sharing Session, and then click Start Sharing Current Section.

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3 In the Start Live Session task pane, if you want to restrict session access, type a password in the Session password box. Using a password is optional.

Share Note Taking with OthersUse collaboration features in OneNote to create notes cooperatively in live, shared note-taking sessions. Shared note-taking is real-time collaboration in which all participants can view and edit each other’s notes.

Open the notebook and section you want to share with others.1

Host a Shared Note-Taking Session

4 Select the section you want to share by clicking it.

If you have Outlook 2007 installed, you can e-mail copies of selected pages to others. The notes are copied into the body of the e-mail.Select the pages you want to send by holding down the CTRL

key, and clicking the page tabs.1

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Send Notes to Others Using Outlook

Click the E-mail button on the toolbar.

Notes

• To make minor changes to Outlook tasks in OneNote, right-click the flag next to the note. Click a flag, mark the task complete, or delete the task. The change is automatically saved in Outlook. To make more detailed changes, open the task in Outlook as described in step 3.

• To go from the open task in Outlook to the OneNote page where the task resides, double-click the OneNote icon in the task body. See the image in step 4.

Tip The whole selected section is shared. If you have information you don’t want to share with others in the section, move it to another section before starting your live shared session.

In the task window, add or edit the task details, and then click Save & Close. The task is now in your OneNote notes and Outlook To-Do List—you can now manage the task using Outlook.

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On the OneNote toolbar, click the drop-down arrow for the New button, and then on the drop-down list click Notebook.

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Share a NotebookShare notebooks on a network server so multiple users can contribute notes simultaneously and on an on-going basis. All eligible users can edit notes in a shared notebook at any time—OneNote automatically synchronizes all users’ changes to the notebook.

In the New Notebook wizard, in the Name box, type a name for the notebook, and then click Next. To apply a template to your note pages, select one of the templates on the From Template list.

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In the Who will use this notebook dialog box, click Multiple people will share the notebook, and then click the appropriate option for where you want to share the notebook (on a server or on your computer). Click Next.

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Join a Shared Note-Taking Session

On the Share menu, point to Live Sharing Session, and then click Join Existing Session.

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Note If the session host chose to use a password, contact the host and ask for the password, or join the session automatically by opening the e-mail attachment.

In the Live Sharing Session Address box, type the IP address provided by the session host in the e-mail invitation.

3 Click Join Session.

Create and Share a New Notebook5

6 In the Current Live Session task pane, click Invite Participants.

Click Start Live Sharing Session.

7 Add your participants in the To box, and then click Send.

Note You must provide your shared host IP address to session attendees. To obtain this address, click Shared Address Information in the Current Live Session pane.


On the File menu, click Password Protect this Section. 1

On the Password Protection pane, under Current Section, click Set Password.

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In the Password Protection dialog box, in the Enter Password box, type your password. In the Confirm Password box, type your password again, and then click OK.

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In the Confirm notebook location dialog box, do one of the following:

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Select the Create an e-mail check box, and click Create.5Note If you share the notebook locally on your hard drive, you will be prompted to set the share permissions. See the Windows help for assistance sharing folders and setting share permissions.

• Confirm the location on your local hard drive.

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• Browse to the network location where you want to place the shared notebook, and click Select.

Protect Shared Notebooks

Share Existing Notes

With the notebook to be shared open, on the File menu, click Save as, and then browse to the location where you want to publish your notes.

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Click the option for what you want to share: Selected Pages, Current Section, or Current Notebook, and then type a name in the File name box.

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One the Save as type list, choose the type of file you want to use, and then click Save.

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