Table of Contents
Introduction 1
How This Book Is Organized 1
Using This Book 2
Special Features 3
About the USING Web Edition 3
Chapter 1: Introducing Microsoft OneNote 4
What Is OneNote? 4
What Can You Do with OneNote? 5
OneNote at Home 6
OneNote at Work 7
OneNote at School 8
Other Benefits of Using OneNote 9
Getting Started 10
Creating Your First Notebook 10
Creating a New Notebook 12
Chapter 2: Upgrading from a Previous Version 14
Upgrading from OneNote 2003 14
Upgrading from OneNote 2007 15
Converting a Notebook to the OneNote 2007 Format 16
Converting a Notebook to the OneNote 2010 Format 18
Additional File Conversion Considerations 18
Chapter 3: A Tour of the OneNote Workspace 19
The Ribbon 20
The Quick Access Toolbar 21
The Backstage View 22
The Navigation Bar 23
Section Tabs 24
The Search Box 25
Page Tabs 26
The Editing Pane 27
Chapter 4: Notebooks, Sections, and Pages 28
Working with Notebooks 28
Creating a New Notebook 29
Closing a Notebook 30
Opening a Notebook 31
Deleting a Notebook 32
About Sections and Pages 33
Working with Notebook Sections 33
Naming and Renaming a Section 34
Creating a New Section 34
Changing the Color of a Section Tab 35
Deleting a Section 35
Moving a Section Tab to a Different Location 36
Working with Notebook Pages 36
Adding a Page Title 37
Changing a Page Title 38
Deleting a Page Title 38
Creating a New Page 39
Changing the Appearance of a Page 40
Changing the Size of a Page 41
Changing the Date or Time Stamp on a Page 41
Moving a Page Tab to a Different Location 43
Quickly Minimizing or Maximizing Page Tabs 43
Manually Changing the Size of Page Tabs 44
Deleting a Page 45
Working with Subpages 45
Creating a New Subpage 46
Demoting a Page to a Subpage 47
Promoting a Subpage to a Page 47
Collapsing a Group of Subpages 48
Using Page Templates 50
Applying a Template to a New Page 50
Applying a Template to an Existing Page 52
Automatically Applying a Template to All New Pages 53
Customizing an Existing Page Template 54
Creating Your Own Page Template 55
Downloading Additional Page Templates 56
Chapter 5: Taking and Formatting Notes 57
Taking Notes 57
Typing Notes on a Page 57
Copying and Pasting Text 59
Changing the Default Paste Option 61
Creating More Writing Space in the Middle of a Page 62
Creating More Writing Space at the End of a Page 64
Checking the Spelling of Your Notes 65
Saving Notes 66
Taking Audio and Video Notes 66
Creating an Audio Recording 67
Playing Back an Audio Recording 68
Exporting an Audio Recording 69
Creating a Video Recording 69
Playing Back a Video Recording 71
Exporting a Video Recording 71
Enabling Searching in Audio and Video Recordings 72
Taking Notes in Your Own Handwriting 72
Handwriting and Drawing Notes 73
Displaying Additional Pens and Highlighters 74
Customizing a Pen or Highlighter 75
Choosing a Handwriting Mode 76
Selecting Handwriting or a Drawing on a Page 77
Creating a Custom Selection from Handwriting or from a Drawing 78
Changing the Formatting of Handwriting or a Drawing 79
Converting Handwriting to Text 80
Erasing Specific Parts of Handwriting or a Drawing 81
Erasing an Entire Selection of Handwriting or a Drawing 82
Scrolling Through Ink Selections on a Page 82
Formatting Text 83
Setting the Default Font 83
Changing Basic Text Formatting 84
Using the Styles Gallery 85
Inserting Symbols and Special Characters 87
Copying and Applying Formatting with the Format Painter 89
Clearing All Formatting from Text 92
Formatting Paragraphs 93
Creating a Bulleted List 93
Creating a Numbered List 94
Aligning Text on a Page 95
Changing Paragraph Spacing 95
Indenting Text on a Page 97
Creating a Hierarchical Outline in Your Notes 98
Chapter 6: Collecting and Researching Information 103
Meet the OneNote Screen Clipper and Launcher 104
Turning the Screen Clipper and Launcher On or Off 106
Keeping the Screen Clipper and Launcher Permanently Displayed 107
Inserting Pictures and Screen Clippings 109
Inserting a Picture from a File 110
Inserting Pictures into Notes 111
Inserting a Picture from a Scanner 112
Inserting a Screen Clipping on the Current Page 114
Inserting a Screen Clipping with Quick Filing 116
Collecting All Future Screen Clippings in One Place 118
Formatting Pictures and Screen Clippings 120
Resizing or Scaling a Picture 120
Restoring a Modified Picture to Its Original Size 122
Moving a Picture to Another Place on a Page 123
Rotating Pictures on a Page 124
Overlapping Multiple Images on a Page 125
Copying Text from Pictures 128
Entering Alternative Text for an Image 129
Setting a Picture as the Page Background 131
Working with Links 132
Creating a Link from Typed Text 133
Creating a Link from Selected Text 134
Creating a Link from a Picture 135
Modifying a Link in Your Notes 136
Removing a Link from Your Notes 137
Inserting Documents and Files 138
Inserting a Copy of a File on a Page 138
Inserting a File Printout on a Page 141
Inserting a Scanner Printout on a Page 143
Doing Research with Side Notes 144
Creating Side Notes 146
Reviewing Side Notes 148
Moving Side Notes to Your Existing Notes 150
Doing Research with Linked Notes 151
Beginning a Linked Notes Session 153
Ending a Linked Notes Session 155
Viewing Linked Notes 156
Disabling or Reenabling Linked Notes 158
Using the Research and Translate Tools 158
Setting Options for the Research Task Pane 159
Searching with the Research Task Pane 160
Adding Research Services 161
Translating a Word or Phrase with the Research Pane 162
Setting Your Preferred Mini Translator Language 163
Translating Text with the Mini Translator 164
Chapter 7: Organizing and Searching Notes 166
Organizing Items on a Page 166
Merging Note Containers on a Page 167
Organizing Notes Chronologically 169
Using Rule Lines and Gridlines to Organize Objects on a Page 170
Using Tables to Organize Information 171
Creating a Table 172
Inserting a New Row in a Table 175
Inserting a Line Break Within the Current Table Row 176
Inserting a New Column in a Table 176
Resizing a Table Column 177
Selecting an Entire Table 178
Selecting a Column in a Table 179
Selecting a Row in a Table 179
Selecting a Single Cell in a Table 180
Aligning Text Within a Table Cell 180
Showing and Hiding Table Borders 181
Deleting an Entire Table 182
Deleting a Column in a Table 182
Deleting a Row in a Table 183
Using Keyboard Shortcuts to Modify Tables 184
Navigating Notebook Content with Links 184
Creating a Link to a Specific Notes Page 185
Creating a Link to a Specific Notebook Section 186
Creating a Link to a Specific Notebook 187
Creating Wiki-Style Links to Other Locations in Your Notebook 188
Organizing the Pages and Sections in a Notebook 190
Displaying the Hierarchy of a Notebook on the Navigation Bar 191
Moving or Copying a Notes Page 193
Moving or Copying a Notebook Section 194
Merging One Notebook Section into Another 195
Combining Multiple Sections into a Section Group 195
Deleting Unwanted Pages or Sections 197
Prioritizing and Categorizing Notes with Tags 198
Applying a Tag to a Note 199
Using the To Do Tag 201
Search for Tagged Notes 201
Removing a Tag from a Note 203
Customizing Note Tags 203
Searching Notes 205
Turning Audio Search On or Off 206
Turning Text Recognition in Pictures On or Off 207
Searching for Text on the Current Page 208
Searching for Text with Instant Search 209
Searching for Text with the Search Results Task Pane 211
Troubleshooting Problems with Search 212
Chapter 8: Security Features in OneNote 216
Keeping Private Notes Private 217
Locking a Notebook Section with a Password 217
Unlocking a Protected Section 220
Locking All Protected Sections in a Notebook 221
Changing the Password for a Protected Section 222
Removing the Password for a Protected Section 223
Setting Password-Protection Preferences 224
Backing Up Your Important Notes 226
Selecting a Backup Location 227
Changing the Automatic Backup Time Interval 229
Changing the Number of Backups to Keep 230
Immediately Backing Up All Changed Files 232
Immediately Backing Up All Notebooks 233
Copying Your Notebooks to a USB Drive 233
Restoring Notes from a Backup 234
Opening a Set of Notes from a Backup Folder 235
Restoring an Entire Section from a Backup 236
Restoring Selected Pages from a Backup 237
Chapter 9: Sharing Notes with Other People 239
Printing Your Notes 241
Previewing Notes Before Printing 241
Printing Notes 243
Sharing Notes in E-mail 244
Requirements for Using E-mail Features in OneNote 244
Sending Notes in an Outlook Message 246
Sending Notes as an Outlook Attachment 247
Sending a Copy of One or More Pages in an E-mail 248
Sending a Copy of a Section in an E-mail 249
Sending a Copy of an Entire Notebook in an E-mai 251
Publishing Your Notes Online 252
Saving Notes as a Web Page 252
Saving Notes as a PDF or XPS File 253
Saving Notes as a Microsoft Word File 254
Collaborating with Others in Shared Notebooks 255
Creating a New Shared Notebook 257
Sharing an Existing Notebook 259
Adding or Changing Notes in a Shared Notebook 260
Inviting Others to Your Shared Notebook 261
Synchronizing a Shared Notebook 264
Working Offline in a Shared Notebook 268
Showing or Hiding Author Information 269
Catching Up on Unread Notes 272
Searching Shared Notes by Author 273
Viewing Recent Edits in Shared Notes 274
Viewing and Managing Multiple Versions of a Changed Page 275
Viewing the Contents of the Notebook Recycle Bin 277
Closing a Shared Notebook 279
Sharing Notes in the OneNote Web App 280
Creating a Free Windows Live SkyDrive Account 280
Creating a SkyDrive-Based Shared Notebook 282
Opening a SkyDrive Notebook in the OneNote Web App 288
Allowing Others to View or Edit Your SkyDrive Notebook 290
Downloading a Copy of Your SkyDrive Notebook 293
Deleting a SkyDrive Notebook 294
Displaying Content from Features Not Supported by the OneNote Web App 294
Chapter 10: Using OneNote with Other Programs 296
A Quick Note About Interface Differences 297
OneNote Integration with Windows 298
Printing from Any Windows Program to OneNote 299
Using the OneNote Screen Clipper and Launcher in the Windows Notification Area 301
OneNote Integration with Internet Explorer 302
Displaying the OneNote Command Buttons in Internet Explorer 8 302
Displaying the OneNote Command Buttons in Internet Explorer 9 303
OneNote Integration with Word 305
Saving Notes as a Word Document 305
Sending a Notes Page to Word as a Printout 306
Creating a Blog Post from Your Notes with Word 306
OneNote Integration with Outlook 308
Sending Notes in an Outlook Message 308
Inserting Outlook Meeting Details into Your Notes 309
Flagging Important Notes as Outlook Tasks 311
Archiving Outlook E-mail Messages in OneNote 313
Linking Outlook Meetings to OneNote Meeting Notes 315
Linking Outlook Contacts to OneNote Pages 316
OneNote Integration with PowerPoint 318
Printing a PowerPoint Presentation to OneNote 318
Chapter 11: Using OneNote on Your Mobile Phone 320
OneNote Mobile on Windows Phone 7 320
Starting OneNote Mobile on Windows Phone 7 321
Exploring the OneNote Mobile Guide 322
Creating a New Note 322
Correcting Text in a Note 323
Formatting Text in a Note 324
Creating Lists in a Note 325
Adding a Picture to a Note 327
Adding an Audio Recording to Your Note 328
Sending a Note in E-mail 328
Synchronizing Your Notes with SkyDrive 329
Searching Your Notes 331
Deleting Notes 331
Checking for Updates 332
OneNote Mobile on iPhone 332
Downloading OneNote Mobile for iPhone 333
Starting OneNote Mobile for iPhone 334
Creating a New Note 335
Creating Lists in a Note 336
Adding a Picture to a Note 336
Sending a Note in E-mail 337
Synchronizing Your Notes with SkyDrive 337
Searching Your Notes 338
Deleting Notes 339
Checking for Updates 339
Chapter 12: Customizing OneNote 2010 341
Setting Display Preferences 343
Showing or Hiding the Ribbon 343
Changing the Current Page View 344
Displaying Rule Lines or Gridlines on All New Pages 345
Zooming the Page Display 347
Opening Additional OneNote Windows 348
Displaying a New Docked Window 349
Docking New Side Notes to the Desktop 350
Keeping OneNote Visible over Other Windows 351
Displaying Page Tabs on the Right or Left 352
Turning the Floating New Page Button On or Off 352
Displaying the Navigation Bar on the Left or Right 353
Displaying the Vertical Scrollbar on the Left or Right 354
Changing the Microsoft Office Color Scheme 354
Turning the OneNote Taskbar Icon On or Off 355
Turning Screen Clipping Notifications On or Off 356
Turning Linked Notes Thumbnails On or Off 357
Customizing or Hiding the OneNote E-mail Signature 359
Changing How Tagged Notes Are Displayed on a Tags Summary Page 360
Customizing the OneNote Workspace 361
Changing the Location of the Quick Access Toolbar 361
Adding or Removing Quick Access Toolbar Commands 362
Exporting Your Quick Access Toolbar Customizations for Use on Other Computers 365
Resetting Your Quick Access Toolbar Customizations 366
Adding Commands to the Ribbon 366
Removing Commands from the Ribbon 369
Renaming Ribbon Tabs or Groups 370
Exporting Your Ribbon Customizations for Use on Other Computers 371
Resetting Your Ribbon Customizations 372
Setting Preferences for Editing and Searching 372
Setting the Default Font 372
Changing the Default Measurement Unit 373
Turning Note Containers On or Off 373
Showing or Hiding the Mini Toolbar when Selecting Text 374
Turning Automatic Spell Checking On or Off 375
Viewing or Editing the Word List in Your Custom Dictionary 375
Setting AutoCorrect Options 376
Showing or Hiding the Paste Options Button when Pasting 377
Including or Suppressing Source Links when Pasting from the Web 378
Automatically Applying Numbers or Bullets to Lists 379
Automatically Calculating Mathematical Expressions in Notes 379
Enabling or Disabling Automatic Wiki Link Creation 380
Disabling Linked Notes Creation in a Docked Window 381
Removing Links from Linked Notes 382
Turning the Scratch-out Gesture On or Off 383
Turning Pen Pressure Sensitivity On or Off 383
Automatically Switching Between Inking, Selecting, Typing, and Panning 384
Enabling or Disabling Text Recognition in Pictures 385
Enabling or Disabling Word Recognition in Audio and Video Clips 385
Adjusting OneNote Performance Settings 386
Modifying the Default Location of New Notebooks 386
Modifying the Location of Unfiled Notes 387
Modifying the Location of Your Backups 387
Modifying the Default Locations of Notes, Outlook Items, and Screen Clippings Sent to OneNote 388
Changing Office Language Preferences 388
Optimizing OneNote for Laptop Battery Life 389
Customizing OneNote Installation Options 390
Personalizing Your Copy of OneNote 2010 390
Changing OneNote 2010 Setup Options 390
Repairing Your OneNote 2010 Installation 392
Checking for OneNote 2010 Software Updates 392
Setting Preferences for the OneNote Taskbar Icon 393
Displaying OneNote 2010 Version Information 394
Thank You! 394
Index 397