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OneNote Getting Started Guide

Why use OneNote?

OneNote is the ultimate virtual notebook that enables users to create notes in various formats, share those notes, sync those notes with the cloud, and collaborate with others.  You can easily create typed, handwritten, audio and video notes, and search those notes.  You do not have to worry about forgetting to save those notes because everything is saved automatically as you work.  There is also a free OneNote app available for both iOS and Android devices.  Both apps allow you to see your handwritten notes.

When you first start using OneNote, a notebook named “Personal” is already created for you.  This notebook will contain several folders.  Each folder contains pages.

Onenote opening screen

1. Click File then New OR click Personal (your active notebook name) and click Add Notebook.

2. Select where you would like to store your notebook and type your ‘Notebook Name’.

personal folder

3. Select Create Notebook.

New notebook screen image

4.       Your new notebook will be created and become the active notebook.

Select the + sign next to the New Section 1 tab.

2.Change the default name if desired.

3. If you want to change a section name later, right click to select the section name and select ‘Rename’, or double click the section name.

change section name screen shot

Select Add Page.

To change the name of a page, right click the page name and click ‘Rename’. Alternatively, if the page is currently active, click on the title.

Type the new page name in the hightlighted area above the line, then hit the ‘Enter’ key.

Right click the section name.

Select ‘Section Color’.

Select a color.

  1. Select the VIEW tab.
  2. Select the bottom half of the Rule Lines.
  3. Select the type of line you want on your page.
lines screen shot
  1. Go to the printer options in whatever program you are using.
  2. Select ‘Send to OneNote 2016’ as your printer option and print the document.
  3. Select where you want the document to appear in OneNote and select ‘OK’. The document will appear in the selected location.
locations choices screen shot
Send to OneNote screen shot

Please Note:  The Windows (formally the start) button +N key combination can be used to bring up a shortcut to send a quick note to OneNote.  It is automatically filed at the bottom in the “Quick Note” notebook. 

OneNote supports both keyboard typing and inking with a stylus. If using a touch screen, you can also mark using your finger.

  1. Select the Draw tab.
  2. Select Type.
  3. Place your cursor anywhere on the page and begin typing.
  4. Font type, size, and color and be adjusted in the Home tab.
  5. The text box can also be moved around before or after edits.

OneNote supports both keyboard typing and inking with a stylus. If using a touch screen, you can also mark using your finger.

  1. Select the Draw tab.
  2. Select an ink color/thickness.
line properties screen shot

Other colors and thicknesses can be selected usingthe Color and Thickness wheel icon.

Note: You can still ink without a stylus by using your finger; select the Draw with Touch option. This option is available for only touch-enabled tablets.

  1. Select the Draw tab.
  2. Select the bottom half of the Eraser.
  3. Select the type of eraser you would like to use.
  4. Drag your eraser over the ink you would like to delete.
  1. Write with your inking tool as clearly as possible.
  2. Use the Lasso select tool to draw a circle around the inked text.
  3. The inked text should be highlighted like this:
ink to text screen shot

5. Under the Draw tab at the top, select Convert.

6. Then there will be an option for Ink to Text.

7. Select “Ink to Text” and your inked text with will be converted.

You can tag your notes with different shapes using the Tags section.  The tags are anything from a “To Do” checkbox to highlighted passages for definitions.  You can then search for the items you tagged using “Find Tags.”

  1. Go to the Home tab.
  2. Type/ink and select something you’d like to tag (use lasso select tool in the Draw tab to select inked text).
  3. Select a tag from the list (use the arrows to scroll and see more tags).
  4. Please note that a line of text can contain multiple tags.
  1. Right Click on the tag icon.
  2. Select Remove Tag.
  1. Go to the Home tab.
  2. Select Find Tags.
  3. A ‘Tags Summary’ section will appear on the screen where you can group your tags by ‘Tag Name’, ‘Section’, ‘Title’, ‘Date’, and ‘Note Text’.
  4. To create a summary page of your results, select Create Summary Page. This will add the summary page into the currently open section.

This feature creates space between notes you have written.  It works horizontally as well as vertically.

  1. Go to the Insert or the Draw tab.
  2. Select Insert Space.
  3. Drag your cursor on the screen to create additional space.

You can record audio or video in OneNote and OneNote will place the recording in your notes with a timestamp attached. OneNote also automatically makes the title of the recording searchable.

  1. Go to the Insert tab.
  2. Select Record Audio or the Record Video tab.
  3. Audio & Video Recording tab will appear.
  4. An icon with a timestamp will appear on the screen.
  5. Note: The icon will be the same as your default audio and video player on your computer.
  6. While recording video, the live feed will also display as a pop-up window.
  1. Right click on the video or audio icon
  2. Select ‘Rename’ and rename the file
  1. Double click on the audio or video icon
  2. Control the playback in the Audio & Video Playback tab
Playback screen shot

OneNote allows you to search your typed and handwritten notes, as well as audio and video notes.

Making Audio and Video Notes Searchable

  1. Select File then Options.
  2. Select the Audio & Video tab.
  3. Under the ‘Audio Search section’, check the 'Enable searching audio and video recordings for words' checkbox.
  4. Select Enable Audio Search from the popup menu.
  5. Select 'OK'.
audio search screen shot

Searching your Notes

  1. Type the term you will like to search for in the Search Box on right side of the screen.
  2. Select the Down Arrow in the search box and select where you would like to search for the term.
  3. The search term will be highlighted wherever it appears. Additionally,  links to other places where the search terms locations will appear.

OneNote will allow you to view an earlier version of the current page.

  1. Go to the page were you would like to see previous versions.
  2. On the History tab, select Page Versions.
  3. Underneath the page name in the side bar, page versions with the date and author will appear.
  4. Select a page version.
  5. Select "This is an older version of the page that will deleted over time. Click here to restore this as the main page or to see more options" to restore a previous version.

You can email a page of your notes straight from OneNote. OneNote will use your default email program to send the email.

  1. Go to the Home tab.
  2. Select Email Page.
  3. An email window will appear containing the OneNote content.

There are two ways in whch to share your notebooks. You can sync your notebook on your desktop with OneDrive or share a link of the OneNote Notebook that is stored in the cloud.

Sharing Notebooks not stored in the cloud

  1. Select File then Info.
  2. Select Settings beside the notebook you want to share.
  3. Select Share or Move.
  4. It should take you to the  Share screen.

Inviting People

  1. Select Invite People.
  2. Complete email form and select Share.

Getting a Sharing Link

  1. Select Get a Sharing Link.
  2. Select Create Link beside the type of link you would like to create.
  3. Right click on the link to copy it.
  4. To disable the link, select Disable Link.

Note: When a link is disabled, the old link will not work.  When a link is created again after being disabled, a different link is created.