OneNote 2010 New Features

OneNote 2010 New Features

with David Rivers

 


In OneNote 2010 New Features, David Rivers demonstrates the new and enhanced features in Microsoft's robust application for gathering and sharing information. The course reviews OneNote 2010 interface features, including the Ribbon and Backstage View, and workflow enhancements such as quick filing, linked notes, and Word styles. It also teaches new and improved ways to collaborate on notebooks with others. Exercise files accompany the course.
Topics include:
  • Customizing the Ribbon interface
  • Using the Quick Access toolbar for commonly used commands
  • Applying preset styles
  • Locating content with fast search
  • Merging notebook sections
  • Showing and hiding note authors
  • Using highlighting to find changes
  • Saving OneNote content to PDF or XPS

show more

author
David Rivers
subject
Business
software
OneNote 2010
level
Intermediate
duration
1h 15m
released
May 19, 2010

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Introduction
Welcome
00:04Hi! And welcome to Microsoft OneNote 2010 New Features training. I'm David Rivers.
00:09OneNote is known for giving you the ultimate place to store and share your
00:12information in a single easy to access location.
00:16Well in this course I'll be showing you what's new and improved in OneNote 2010.
00:21We'll begin with a tour of the user interface, which receives a full makeover to
00:26the new Ribbon-based format found in other Microsoft Office programs.
00:30We'll explore the new Backstage view, the Quick Access Toolbar,
00:34and a new docking feature that allows you to keep track of your notes and
00:38where they came from.
00:39Then we'll focus on some of the new and improved editing functionality in
00:44OneNote 2010, such as how to use the quick gallery to apply styles.
00:49We'll look at improvements to bulleted list functionality and how to add math
00:54equations to a note.
00:55Staying organized in OneNote 2010 just got easier and we will explore features
01:00like fast search functionality, wiki linking and even quick filing to help with
01:05importing information.
01:06We'll also be zeroing in on some very useful sharing and collaborating
01:11tools like new content highlighting and how to merge sections while using file sharing.
01:17So with all of these topics and so many more new and improved features to cover,
01:21let's get started.
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Comparing OneNote 2007 and OneNote 2010
00:00Microsoft OneNote has always provided the ultimate place to store and share your
00:04information in a single easy to access location.
00:08OneNote 2010 takes us to the next level, providing new and improved
00:12functionality to help increase productivity while simplifying the process.
00:17Intuitive enhancements to the way you share notes and collaborate with others
00:20will make you more productive.
00:22And OneNote 2010 offers better ways to organize and find your notes.
00:26New and improved functionality has also been added to help simplify the
00:30experience of researching and taking linked notes.
00:34In OneNote 2010 you'll spend less time searching for commands and more time
00:38getting your work done thanks to the new fluent user interface.
00:42The tools you need are now at your fingertips.
00:44And all your file related commands are in one easy to access location.
00:48In OneNote 2010 new research tools will make it easier than it was in OneNote
00:532007 to stay organized when working with multiple windows.
00:58New sharing and collaboration tools in OneNote 2010 mean you'll be able to
01:02locate newly added or changed content faster than you ever could in OneNote 2007.
01:09OneNote 2010 includes a large number of enhancements to help simplify
01:12the process of storing and sharing your information, while increasing your productivity.
01:17As we move through the upcoming chapters in this title we will be covering in
01:21greater detail all of these new and improved features plus a whole lot more.
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Using the exercise files
00:00If you're a premium subscriber at lynda. com you'll have access to the Exercise Files.
00:05You'll be able to follow along with me step by step.
00:08If you do plan on using the Exercise Files I highly recommend placing them in a
00:12convenient location such as here on the Desktop.
00:15Double-clicking the Exercise Files folder will reveal subfolders representing
00:19each of the chapters in this title.
00:21Double-clicking a chapter folder will reveal subfolders for each of the lessons
00:25in that chapter where Exercise Files might be used.
00:29Now double-clicking one of these folders will reveal the OneNote notebook, which
00:34also appears like a folder.
00:36When you right-click a notebook you'll notice an option on the pop up menu to
00:40open as a notebook in OneNote.
00:42That's where you'll go to open up any of these files.
00:45Now as we move through the various lessons in this course you'll be prompted
00:49with the name and location of the file we'll be using.
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1. The User Interface
Touring the Ribbon
00:00If you're upgrading to OneNote 2010, your biggest adjustment by far will be the
00:04new and improved user interface.
00:07In this lesson, we're going to focus on the Ribbon.
00:09Ribbon appears across the top of your screen and it replaces the
00:13traditional menus and toolbars you might be accustomed to using in previous
00:16versions of OneNote.
00:18The Ribbon first appeared in some of the programs in the Microsoft Office 2007
00:22suite, but this is the first time we see it here in OneNote.
00:25It's designed so that commands are easily accessible, so you'll spend less time
00:29searching for commands and more time actually getting your work done.
00:33Notice for example that the Ribbon is broken up into several tabs
00:36beginning with the Home tab.
00:38Then there's Insert, Share, Draw and so on.
00:40Within a tab, you're going to notice that commands are grouped together
00:44logically, all the Clipboard commands, Cut, Copy and Paste for example,
00:48together in the Clipboard group. Basic Text commands all grouped together here
00:52in the Basic Text group.
00:54Whenever there's a group that displays some of the options, you'll see a More
00:58button such as we see with Styles and Tags.
01:01If we click the More button, we'll see all of the options available to us on a drop-down menu.
01:07Let's say you wanted to insert something into your notes.
01:10Well, it makes sense then you go to the Insert tab.
01:13Click the Insert tab and everything possible that can be inserted into a note in
01:18OneNote appears on the Ribbon, at your fingertips.
01:22So, for example, if you wanted to insert a date and time stamp, you go to the
01:26Time Stamp group, click Date & Time and it's inserted at your flashing cursor.
01:34The Ribbon is also context-sensitive.
01:36So, for example, if we click the Home tab and then we go to the image on our
01:41note page here and select it by clicking, you'll notice that many of the
01:45commands that appear on the Ribbon are no longer accessible. They don't apply to
01:49working with a selected image.
01:51When we deselect the image by clicking anywhere outside the image on our page,
01:55those commands are once again available to us.
01:58So you should spend a lot less time, searching for commands here in OneNote 2010.
02:02You'll have more time to get your work done,
02:04thanks to the new and improved user interface, specifically, the new Ribbon.
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Customizing the Ribbon
00:00While the new Ribbon is logically designed to give you quick and easy access
00:04to all of the commands available to you in OneNote 2010, many don't realize
00:08it's also customizable.
00:11For example, if there are certain commands you use more often than others,
00:13you might consider customizing your Ribbon to put them all in one place, and here is how you do it.
00:19You don't have to have a file opened to follow along; just move your mouse
00:23pointer anywhere over the Ribbon and right-click.
00:26From the pop-up menu, choose Customize Ribbon.
00:29This is also available to you via Backstage View and we'll be discussing
00:33Backstage View in the next lesson.
00:35This opens up your OneNote Options, with Customize Ribbon selected. O the
00:39left-hand side, you're going to see a list of the commands that can be added to
00:43the Ribbon, and you can organize those by clicking the drop-down at the top and
00:48choosing a category. For example, if you want to see All Commands, you would
00:52select that from the list.
00:54On the right-hand side is your Ribbon and you're going to see the tabs and
00:58you're also going to see a little plus or minus sign next to them, allowing you
01:03to expand or collapse the tab.
01:05By default, the Home tab should be expanded to display the various groups.
01:09Down below you'll notice you can create your own tabs and groups and of course
01:14change the names of those tabs or groups.
01:17So if we wanted to have our own tab that we could add our own groups to and
01:21commands, we would start by clicking New Tab and this is going to create a new
01:26tab with a new group. Both of them are custom. You'll see that in brackets and
01:31it's automatically going to show up below the selected tab or group, in this
01:35case below our Home tab.
01:37So by default it's going to show up on the Ribbon next to the Home tab and
01:40before the Insert tab but we can move that.
01:43So first, click New Tab and then click the up arrow to move it up to the top, so
01:47it becomes the first tab.
01:49Now we'll reselect it to ensure that new tab is selected and rename it by
01:53clicking the Rename button.
01:55Now you can call it whatever you want. Call it something like My Stuff for
01:59example and click OK.
02:01So you now have a brand-new tab called My Stuff.
02:04It has one group called New Group, but you can have as many groups as you like.
02:08Let's start by selecting New Group and clicking Rename again.
02:12Let's say we want to group all of our File commands together and all of our
02:16Edit commands together.
02:18This opens up the Rename dialog and you'll notice that down below New Group appears.
02:22It's selected or highlighted so we can type contact right over that. We'll type
02:26in just File is good and click OK.
02:27And you can see it's renamed here on the list.
02:31Let's add another new group by clicking the New Group button.
02:34Again, it's called New Group by default.
02:37With it selected, we can click Rename and let's call this one Edit.
02:41Now you can have as many groups as you like, as many tabs as you like, but I
02:45think you've got the idea.
02:46Now it's time to start adding the commands.
02:49So if we select File and go over to the left-hand side now and start choosing
02:53the commands related to working with Files, we would simply select them and move
02:57them over to the right-hand side.
02:59For example, if you create a lot of new pages with Rule Lines, you could select
03:03that from the list, click the Add button and because File was selected, it gets
03:09added to that group.
03:11Let's scroll a little further down now and you can see all of these commands are
03:14listed alphabetically.
03:15We'll move down to the Print section and you can choose any of the Print commands.
03:21Now you'll notice as you hover over these you get a little bit of an idea.
03:24In his case, this is a File Print and the other Print command when we hover over
03:28that is the Print menu.
03:30This gives us the options and we can see that because a little arrow
03:32appears next to it.
03:33So that's the one we want. We'll select it and click Add.
03:37Now we'll select the Edit group and we'll start adding commands to the Edit group.
03:41For example, if you wanted your Cut, Copy and Paste commands to show up there,
03:46you'd select them from the group, click Add, we'll do the same for Copy and when
03:53we scroll down to Paste, you're going to notice several Paste options and again,
03:58we'll need to do just hover over them to see the little tooltip that appears.
04:01This allows us to add the Paste Gallery. There's the Paste command, which is
04:06simply pasting whatever was copied or cut, and then we also have the Paste menu,
04:11which allows us to click the drop- down and select different Paste options.
04:14So let's choose that one, click Add, and now we created our new tab called My
04:19Stuff with two groups, File and Edit. All of it's expanded to display the
04:23commands we've just added, we can reorder them if we wanted to but when we're
04:27done, we simply click OK at the bottom and we'll look at the Ribbon.
04:31We've got a new tab now at the beginning called My Stuff. When we select it,
04:35we'll see the two groups. We've got File and Edit and you'll see the different
04:38commands showing up and there's our Paste menu with the drop-down.
04:41So when we click that, we'll see Paste options.
04:44So remember even though the Ribbon is designed to help you work more
04:47efficiently, you can always improve on that by customizing it to better
04:51suit your needs.
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Exploring the new Backstage view
00:00New to the Microsoft Office 2010 suite of programs is Backstage View and this
00:06also applies to OneNote 2010.
00:08Backstage View replaces the old Office button, even the File menu from earlier
00:13versions of OneNote.
00:14You'll notice to the left of the Ribbon at the very top is the File tab.
00:19Click this and you're in Backstage View.
00:21Here's where you'll see a number of File commands, things you would do to a file
00:25as opposed to things you would do inside a file, like opening, creating new
00:30documents or notebooks in this case, sharing, saving, printing and so on.
00:35You'll also be able to access information in each of these categories.
00:38For example, if you wanted to create a new notebook, you could click New and over on
00:43the right-hand side, you'll see options for creating new notebooks for the Web,
00:47over a Network or on your Computer.
00:49Here's also where you would name the notebook and choose its location to be stored.
00:54When you go to Print, you'll see all of the print options. In this case,
00:57Print and Print Preview.
00:59You can also access OneNote Options from Backstage View.
01:03Click Options and you'll see the OneNote Options dialog we saw in the previous
01:07lesson, when we were customizing the Ribbon.
01:10Here you'll notice Customize Ribbon is available and we have all of those
01:14options for customizing our user interface that we saw in the previous lesson.
01:18So, for example, if you wanted to remove a Custom tab, you simply select it,
01:23click the Remove button and it's gone.
01:25Click OK to save those changes and this also closes up the OneNote Options and
01:30takes you out of Backstage View.
01:32So remember, there's no more Office button if you're accustomed to using the
01:362007 suite of applications for Microsoft. There's no more File menu but by
01:42clicking the File tab, you can access the new Backstage View.
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Working with the Quick Access toolbar
00:00Also new to the OneNote 2010 user interface is the Quick Access Toolbar.
00:05This totally customizable toolbar appears by default in the top left-hand
00:10corner of your screen.
00:11Here's, where you'll gain quick and easy access to commonly used commands.
00:15Notice, as you'll hover over the buttons you'll see a tooltip indicating what
00:19the default buttons do such as Back, Undo, and there is two view buttons that
00:24appear here as well by default, Dock to Desktop and Full Page View.
00:28But the button that appears next to the last button, the drop-down button, allows
00:32you to customize your Quick Access Toolbar.
00:35Click this to see a list of commands that are currently shown on the
00:38Quick Access Toolbar.
00:39They have check marks next to them as well as commands that currently don't
00:43appear on the Quick Access Toolbar.
00:45They won't have check marks next to them.
00:47So, if wanted to add the Print button here, you could.
00:50Simply select Print from the drop-down menu and it appears as the last button on your toolbar.
00:56So, we can add and remove buttons as we please.
00:58But what we can't do is change the size of those buttons or we can't create a
01:02toolbar that has multiple rows of buttons.
01:05We are kind of limited to a single row and the size of button you see here by default.
01:10But we can do though is take it a step further.
01:12Click the drop-down and instead of selecting or deselecting commands that appear
01:17by default on the list, move a little further down and select More Commands.
01:22This takes you into the OneNote Options with Quick Access Toolbar selected.
01:27Now, we've got even more commands that can be added to the Quick Access Toolbar.
01:31On the right-hand side, we'll see the current list of buttons, which we can also rearrange.
01:36For example, if we wanted Print to be near the beginning with selected and use
01:41the up arrow to move it up the list.
01:44We'll move it right above the Undo command.
01:47To add commands, simply find them on the list. For example if we wanted to add
01:51the Redo button we could select it and click Add.
01:56Now, you'll notice that it appears ahead of the Undo button.
01:59But it is selected.
02:00You can click it again to make sure it's highlighted.
02:02Click the down arrow to move it below the Undo button and you've totally
02:06customized your Quick Access Toolbar.
02:08You'll also have the ability from the OneNote options dialog here to choose
02:12where the Quick Access Toolbar appears.
02:14Because it's currently appearing above the Ribbon, the check box down at the
02:18bottom allows us to show the Quick Access Toolbar below the Ribbon.
02:22Select this check box to do that.
02:24When you click OK, you'll see the changes.
02:27First of all the Quick Access Toolbar now appears below the Ribbon and you'll
02:31also see your new buttons that have been added. Click that drop-down if you
02:35prefer to move the Quick Access Toolbar back above the Ribbon.
02:39Notice it's available from this drop-down menu as well.
02:42This time it says Show Above the Ribbon and we moved it back to the top.
02:47At any time if you need to reset back to the default, click the drop-down ,again
02:51select More Commands, which allows us to customize our Quick Access Toolbar, and
02:57down below Customization here you'll see Reset.
03:00Click this and choose to reset only the Quick Access Toolbar as opposed to any
03:04and all customizations.
03:07You'll need to confirm this by clicking Yes. Then click OK.
03:11You'll notice your Quick Access Toolbar is back to the way it started.
03:15So, with so many commands to choose from here in OneNote2010, remember you've
03:19always got the Quick Access Toolbar to gain quick and easy access to the
03:23commands you use most often.
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Docking your OneNote window
00:00If you do a lot of research, say you're using the Internet and you like to take notes
00:04at the same time in OneNote, you are going to like the new view option called
00:08the Dock to Desktop view.
00:10It allows you to move the OneNote program window to the side of your Windows'
00:13desktop where it docks alongside other Windows such as a Web browser or another
00:18Microsoft Office program for example.
00:20Let's say we want to review some content from a presentation in PowerPoint while
00:24we take notes here in our notebook in OneNote.
00:27As we flip back and forth between the two programs we are able to view the contents
00:32andwe'd have to switch back to take our notes.
00:34Wouldn't it be nice if we could see everything at one time?
00:36When we switch back to OneNote, we can access that new view by going to the
00:41Quick Access Toolbar and clicking the Dock to Desktop button.
00:45You could also use the keyboard shortcut, Ctrl+Alt+D, or you could also access
00:50this from the View tab on the Ribbon.
00:53However you do it, watch what happens when you select Dock to Desktop.
00:57Over here on the right-hand side is where you'll find OneNote.
01:00It minimizes the user interface and shows you only your current page
01:04alongside the other window.
01:05You can see everything fits perfectly here, allowing you to see everything you need at once.
01:10So, you can be viewing the content, you could be over here on the right-hand
01:14side taking your notes, and when you want to switch back to Normal View, here
01:22in OneNote, you'll notice the other option on the Quick Access Toolbar is
01:25actually Full Page View.
01:27That's not Normal View.
01:29So, to access Normal View, you actually go to the View tab on the minimized Ribbon.
01:34This opens it up and you'll notice that one of the options here in the Views
01:37group is Normal View.
01:39Select that and OneNote is back to Normal View.
01:42PowerPoint, the other program we were working with, if switch back to it is back
01:46to maximized as well.
01:48So, if you are one of those people who likes to use OneNote to take notes while
01:51researching or accessing content from another program, the new Dock to Desktop
01:56view will come in very handy.
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2. Improved Editing
Selecting paste options with ctrl + v
00:00When you cut or copy content from one location to be pasted in another location,
00:05there are Paste options that are available to you, allowing you to keep
00:08formatting, change up the formatting along the way.
00:11Those options were never available to you when using the keyboard shortcut.
00:14At least not until now.
00:16So, we are going to explore it here OneNote 2010.
00:17We're going to use our AGM 2010 notebook.
00:20We will go to the Speaker List page, and select the sub page title, David Rivers.
00:26You can see there's a spot here for inserting a biography.
00:29Let's say that content exists somewhere else such as in a Word Document. We will
00:34switchover to Microsoft Word and we want to take the name at the top and all of
00:38the description down below by clicking and dragging from the beginning down to
00:42the end. We select everything and the keyboard shortcut for copying this because
00:47we want to leave a copy here is Ctrl+C. Hold down Control.
00:50While holding that down, tap the letter C. Everything gets copied to the Clipboard.
00:55It's sitting there waiting to be pasted now and in our case, we want to paste it in OneNote.
01:00So, we'll switch back to that program and inside the note where it says
01:03Insert Bio here, we will click-and- drag across that text because we actually
01:07want to replace it.
01:08So, because it selected, whatever we paste now will replace the selected text.
01:13Now traditionally, you might go up to the Ribbon and click the Paste drop-down
01:17button and see those Paste options for keeping Source Formatting, Merging or
01:22Removing the formatting and keeping the text -only. You might even see a Picture option.
01:27Well those options were never available to you if you like to use the keyboard shortcut.
01:31So, we're going to do that by using Ctrl+V. Hold down Control, tap the letter V,
01:36and automatically it's going to be pasted using the default option, but what's
01:41new is what appears at the bottom corner here, Paste Options, and we can click
01:46that arrow to see the same Paste options we can see from the Ribbon or by
01:49right-clicking with the mouse.
01:51So, the first one we will Keep Source Formatting.
01:53That's the default and that's what we see right now.
01:56You can see all of the formatting that we saw in the Word document.
02:00Another option is to Merge Formatting, so it will take some of that formatting
02:03from Word and merge it with the formatting that's here in OneNote.
02:07If we select that, you can see what happens. It's very similar.
02:10We've got the same font, but we've got some of the attributes from the Word document.
02:14Same thing goes for the title.
02:16What I really like though is that we can go back down to that same button and
02:20try some other options, such as to Keep Text Only.
02:24This way none of the formatting is copied over.
02:26It's just the text and we can do our own formatting here if we wanted to.
02:30We go back to that drop-down and select it.
02:33Another option is Picture, and this doesn't always show up here but it does in this
02:37case because you may have noticed in the Word document, there was a graphic line
02:41separating the title, the name David Rivers, from the description down below.
02:45So we could actually paste the content as a picture.
02:48Let's select that and see what happens. Look at that.
02:51It's the exact same look that we saw in the Word document, but when we click
02:54inside here, you will notice the handles around the outside.
02:57This is a picture of that text.
02:59That's not real text.
03:01So, we really don't want to do that. What we want to do is switch it back to the other options.
03:06So we are going to select it. Press Delete.
03:09It's still in the Clipboard.
03:11We'll do a Ctrl+V, and there is our Options down below gain.
03:15So we select that and let's go to keep the text only.
03:19So, we can do our own formatting here in OneNote.
03:21You can see it's just very plain text, but it's all of the content from the Word Document.
03:26If this is the default that you want happening every time you copy or cut and
03:31paste content, you can go back to this drop-down and choose set as default.
03:36It's the one that's selected, Keep Text Only, so we'll click Set as Default
03:40Paste, and now every time we cut or copy content from somewhere else and paste
03:45it here in OneNote, it will be pasted as text only.
03:48Something that was never available to you when using keyboard shortcuts
03:51in previous versions.
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Using styles from the quick gallery
00:00Along with the new Ribbon in OneNote 2010, comes access to the Styles Gallery,
00:04where you can quickly access various styles to be applied to existing content.
00:09We're going to work with our AGM 2010 notebook in the Speakers section, with
00:13the Speaker List page and the sub-page David Rivers selected. We do have some content here.
00:18In the Bio section, we have a heading, a subheading, and some content down below.
00:23So we'll use the Styles Gallery to change the look of this note.
00:26Let's start by double-clicking Bio to select it.
00:30Now from the Ribbon on the Home tab, in the Styles section, we can select
00:33Heading 1 directly from this list.
00:36It's automatically applied to the selected text.
00:38Let's do the same for David Rivers.
00:41We'll select it first by clicking and dragging and apply Heading 2.
00:45Now we'll select the remaining text.
00:49To see a full list of styles in the Styles Gallery, we'll click the More button.
00:54Now we have access to every style here available to us.
00:57So we'll select Quote to apply that style to our selected text.
01:01We can deselect it by clicking anywhere on the page to see the end result.
01:05So the styles in the Styles Gallery were never accessible in previous
01:09versions of OneNote.
01:10Thanks to the new Ribbon interface, we now have access to the Styles Gallery.
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Using the improved bulleted lists
00:00If you like to work with bulleted lists in OneNote, you'll be very happy about
00:04a minor improvement that was made here in OneNote 2010, involving the first level bullets.
00:10Now when you create a bulleted list, indents will match previous
00:14text automatically.
00:15So your bullets will always be lined up nicely.
00:18Let's test this out with our AGM 2010 Notebook.
00:20We're in the Event Planning section.
00:23Under the Facility page, we've selected the Room Setup.
00:27Here we have a note that starts off with some items that are bulleted.
00:30Then down below, we have another heading and additional items that should also be bulleted.
00:35So we're going to select those items by clicking and dragging.
00:39Once we've got our four items selected, we can turn the bullets on a couple of different ways.
00:44One option is from the Basic Text section, or a group on the Home tab of the
00:48Ribbon, or whenever you select content now you'll notice these mni toolbars
00:52showing up, as you move up and over to the right.
00:56On the mini toolbar, we do have a Bullets button.
00:59So when we select this, look what happens.
01:01All of the items line up perfectly with the items that appear a little further
01:06up in the note, and the bullets are exactly the same.
01:09So this is a minor improvement that was very highly requested that's going to
01:14save you a lot of hassles when trying to line up your bulleted items.
01:18As we go over to the other note involving Kits, we can select each of
01:22those items as well.
01:24Once we've got them selected, this time let's go to the Basic Text group on the
01:28Home tab of the Ribbon, and select the Bullets button there.
01:31Notice it's the same bullets and the same indent that's applied to
01:34this separate note.
01:35Now we're going to select some sub- items, the Agenda down to the end of
01:39Notepaper, and we should increase the indent for that.
01:43They're really sub-items of Documentation.
01:45So we can do that from the Basic group here on the Ribbon as well.
01:49Increase Indent Position and you can see the default bullets are applied.
01:53Everything lines up nicely.
01:55So once again, although it's a very minor improvement, it was highly requested.
01:59It's going to save you some time when trying to line up items in bulleted list
02:03that appear in the note.
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Adding math equations to notes
00:00In Microsoft Office 2007, the Equation Editor was only available in Microsoft Word.
00:06It's now available in the other programs including OneNote 2010 as part of the
00:12Microsoft Office 2010 Suite.
00:13We're going to explore the Equation Editor using our AGM 2010 notebook in the
00:17Event Planning section on the Attendees page.
00:20We'll just click in a blank spot to add an equation.
00:23Let's go to the Insert tab on the Ribbon.
00:26In the Symbols group, you'll notice a button for Equations.
00:30When we select this, we see a preset list of equations to choose from.
00:35So if you wanted to add for example the Expansion of a Sum, you can move down to
00:39the list, and select it by clicking, and it's inserted onto your page.
00:44You'll notice something that happens here.
00:46The Equation is entered for you in its default format.
00:49You can see it's highlighted.
00:50And the Design tab has now appeared on the Ribbon under Equation Tools, giving
00:55you access to all of the tools, the symbols, and structures that could be used
01:01when creating and editing an equation.
01:04Let's just click outside that selected note, and you can see the end result of the equation.
01:09You can also type in your own equations.
01:12Let's move over to the note here under Estimated number of attendees.
01:16Here we see the Total cost per attendee is equal to X. So I'll click just below that.
01:20We'll go back up to Insert.
01:22We'll click the drop-down button for Equation.
01:25This time we'll go past all of the presets and click Insert New Equation,
01:30because you can type in your own equations as well.
01:32Now the same thing happens. This time though we see Type equation here.
01:36But we do see the Design tab under Equation Tools giving us access to all of the
01:40Symbols and Structures.
01:42We can use our mouse to insert them and some we can even get from the keyboard.
01:47So let's start typing.
01:48For example, the equation we need here is going to figure out the Total cost per attendee.
01:54So that's X. So we'll just type in a capital X equals.
01:58We can type in from the keyboard or select it from the list of symbols in the
02:01Symbols gallery, X=.
02:04In this case, we want a round bracket.
02:06So we can type that on the keyboard.
02:09We're going to have to add up the Room rental, Catering, Materials and Travel
02:13together and divide them by the Estimated number of attendees.
02:17So in this case, we're going to use our keyboard.
02:19So that's going to be B+.
02:20Now we can get the plus sign from the Symbols gallery if we wanted to.
02:24But since we're typing, it's a little easier just to get it from here.
02:29We're going to add up all of those, and close it off with a bracket.
02:34We want to divide that by A, which is the estimated number of attendees.
02:38Let's get the division symbol here, which something it's not easily
02:42accessible from the keyboard. We'll select it.
02:45Now we'll just type in the letter A. That's our equation for figuring out the
02:49total cost per attendee.
02:51Now we can click outside this note and it's deselected.
02:55This is an equation.
02:56So watch what happens when we go back to make changes.
02:59When we click inside the equation, OneNote knows that this is just not standard
03:03text like the rest of the text in this note, but rather it's an equation.
03:07We automatically see the Design tab again under Equation Tools, giving us access
03:12to the various tools, symbols, and structures.
03:15So this was never available in anything, but Microsoft Word in previous Office editions.
03:20Now in OneNote 2010, you have access to the Equation Editor, and all of those tools.
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Translating text with the mini-translator
00:00There is a new Mini Translator in OneNote 2010 that lets you use your mouse
00:04to point to a word or a phrase, and see a translation into the language of your choice.
00:10Think of how useful this could be for anyone working in a bi- or a
00:12multilingual environment.
00:14Imagine working in a shared notebook for example with others who speak a
00:18different language, or working with content copied from a web site in a foreign language.
00:22We are going to test it out using our AGM 2010 notebook with the Speaker section selected.
00:28And under the Speaker List page, we are going to select David Rivers.
00:32Now here we've got our bio in English.
00:34And we've copied it to create a German version.
00:37So the bio will be German. It would make sense then that the word German appears in that language.
00:44So we are going to use a Mini Translator to do that.
00:46So we'll be translating from English to German.
00:50First step is to turn it on.
00:51We do that from the Review tab.
00:54Now in the Language group, you'll notice a Translate button.
00:57We select this and here is where we find the Mini Translator.
01:01And just selecting it here will turn it on.
01:03But you'll notice that for me I've got the default language setup here as French.
01:08It's the last language that I used.
01:11If you've never used this before, you don't even have a language there and
01:14you'll be prompted to select one.
01:15Or you can go back any time and select it yourself by clicking Choose
01:19Translation Language.
01:20That's where we are going to go first.
01:22We are going to Translate to German.
01:24So we're going to click here to change it from French to German.
01:28We are going to click OK and turn it on by going back to the Translate button
01:33and clicking Mini Translator.
01:36Notice that German now appears as the language of choice.
01:40Now all we have to do is move our mouse over a word or select a group of words
01:44or phrase to see the translation.
01:46So, if we hover over the word German, release the mouse, just let it sit there
01:50for a second, you'll see it start to appear.
01:52As you move up to the Mini Translator, you'll see we are using the Online
01:56Bilingual Dictionary.
01:58And the word German in English appears and then the translation down
02:02below, which deutsch.
02:04You've also got some buttons down below that allow you to, for example, copy the
02:08translation if you needed to, or access additional translation tools from the
02:13research pane using Expand button.
02:16Or if you want to here what the word German sounds like, you could click the Play button.
02:20We already know what it is because it's in English but you could use this on
02:23foreign words to hear them pronounced in that language.
02:26Now in this case, we are going from English to German and there is the spelling.
02:31Now if you want to try to remember that you could or you could use Copy,
02:36clicking the Copy button, click anywhere on your page, and right-click and Paste.
02:43Now you've got everything appearing in its own little note here on the page.
02:47And all you have to do is select the word.
02:50And that's the word we want to actually copy now. So we'll right-click and choose Copy.
02:55And we are going to replace the word German here by double-clicking it,
03:01right-clicking, and we are going to Paste.
03:03But notice we do have the Paste options here.
03:06We don't want the Source Formatting.
03:07We might want to Merge, but it's probably best just to keep the text-only.
03:11And that way it takes on the formatting of our heading. There we go.
03:16Now we can go over to this note, click the border at the top, press Delete on
03:20your keyboard to remove it.
03:21And we just translated the word German into Deutsch.
03:25So the Mini Translator. You have it right at your fingertips with no language
03:29interface packs or proofing tools that need to be installed.
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3. Organizational Improvements
Exploring section and page tab improvements
00:00OneNote 2010 simplifies the navigation of notebooks containing a large number
00:05of sections and pages.
00:07Let's investigate this using our Conference notebook here.
00:10You'll notice we are in the Weekly Meeting section.
00:13And over on the right-hand side we've got several pages that appear in this section.
00:18One thing that's been improved is the ability to create a new section.
00:22It's much easier now.
00:23thanks to this new tab.
00:25And when we click this button, we instantly have a new section and you'll notice
00:29that the New Section is highlighted, so we can type in a new name.
00:33So let's type in To Do List for example.
00:36When you press Enter or Return, you've created your new section and you're ready
00:40to start creating notes on your very first page.
00:43Let's go back to Weekly Meetings.
00:45Another enhancement makes it easier to insert new pages anywhere in your page tab.
00:50Say up here over here on the right-hand side.
00:52And you'll notice that when you hover over the Page tabs an icon appears just to the left.
00:56And when you move to that, you'll see a dividing line appear in between the tabs
01:01where your mouse is.
01:03And this is about to create a new page.
01:05So, for examples, if you want to create a new page just above our first page
01:09we move up there and you see the dividing line, click the New Page icon, and
01:13you've got your new page.
01:15Let's call this one September Meetings.
01:20And we will do the same for October and November.
01:23So we will move to October 6, move over to our New Page icon, click, and
01:28type October Meetings.
01:30And this is a great way to stay organized because we are going to create
01:33sub-pages for each of the months.
01:36Do the same for November.
01:37So now it's just a matter of creating sub-pages out of the actual meeting pages.
01:45You can do that by selecting them.
01:47We'll click the first of September Meeting for September 2nd. Clicking that page
01:51tab takes us to that page.
01:52We will move down to the last September meeting for the 29th, hold down the
01:56Shift key and click it to select all of them.
01:59And you can see they are all highlighted or selected here.
02:02So all we have to do is move our mouse over any one of the selected page tabs,
02:06right-click and choose to create sub- pages from them by clicking Make Subpage.
02:12Now they are sub-pages of the September Meetings page tab.
02:15So we can do the same now for our October Meetings.
02:18Select the first one for October 6the. Hold down Shift.
02:21Once they are all selected, right- click, and choose to Make Subpages.
02:26And we only have one for November, but we can do it.
02:28I'll just first select it, then right- click, and we will choose Make Subpage.
02:32So now you can see all of the pages and you can imagine that when they start to
02:37pile up this page tab area is going to get very crowded.
02:41So there is another enhancement that makes it better to visualize your page tab
02:46hierarchy and that's the ability to collapse and expand groups.
02:50If we go up to the September Meetings tab and move to the right-hand side,
02:53you'll see this little icon, it looks like an up arrow, and this is
02:56going to collapse the group.
02:58So we'll give it a click, we'll move down to October and do the same.
03:01Now you can see the arrows have changed direction, indicating that we can go
03:05there to expand them when needed.
03:07Right now November Meetings are fully expanded.
03:11And if we want to go back to any of our October Meetings, you click that same
03:14icon that's now inverted to expand.
03:16When we are done, go back and collapse.
03:20So all these enhancements to the navigation of your notebooks will help you stay
03:23organized when working with a large number of sections, pages and sub-pages.
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Locating content with a fast search
00:00There has never been a faster way to find content and get to the most often used
00:04pages in your notebook, thanks to instant search.
00:08Search results now appear as you type them in OneNote 2010.
00:11We are going to check it out using our Conference notebook here.
00:14Now instant search is available by default so long as your Windows installation
00:19has the Microsoft Windows Desktop Search component installed.
00:22To check this out go to Backstage view by clicking the File tab, then click Options.
00:28Next, select Advanced from the Navigation pane and scroll down to the Search section.
00:34Now if the Install Instant Search button is available to you, you are going to
00:38need to install it to make use of instant search.
00:42But by default, it should be dimmed like mine is here so you know that instant
00:46search is going to work.
00:47Click Cancel and we are back to our notebook.
00:50Now we go up to the Search field and as soon as we click inside the Search field
00:55something is going to happen.
00:56If you've used this before, you're going to see your Recent Picks.
01:00And you can quickly go to those pages by selecting them.
01:04Notice this window or menu stays open so you can quickly move between
01:08those Recent Picks.
01:09You can also go to your notebook sections and you can expand or collapse the
01:15various sections to go to specific pages if you needed to.
01:19Now if we wanted to locate something such as workshops, for example, all we have
01:24to do is type it in, in the Search field.
01:27And as we start to type look what happens.
01:30Those letters are highlighted and you are going to see results down below,
01:33including results in your Recent Picks.
01:36they could include sections, could include notebook names, or could be page names
01:41and content as well.
01:42So you can see it's broken up into these groups.
01:45And now if you want to quickly go to any of those sections or pages, simply click them.
01:50You're going to see the characters highlighted that you started to type in the search field.
01:54So it's a really fast and easy way to locate what it is you're looking for.
01:58Let's try something else.
01:59We will come back up here, give it a click, take out the letters you typed, and type in d-a-v.
02:04Let's say we are looking for anything to do with David Rivers.
02:07So we type d-a-v and it looks like, and you can see over here in our September 2nd
02:12meeting the word David does appear.
02:14We can go out to the Pre-Conference Workshops.
02:16It appears there as well.
02:18As you can see the list narrows down the more characters you type.
02:22Now you can also choose what it is you want to search through.
02:26Notice at the very top of this menu, you can click this link to change what it
02:30is you're searching in.
02:31So we'll click that link and you can see the default. The checkmark appears
02:35next to All Notebooks.
02:36So if you have multiple notebooks open, you could be searching for content in all them.
02:40Just This notebook that you are in could be selected or you can narrow it down
02:44to a specific group of sections or even a specific section if you needed to.
02:49And if you want to just search a current page, there it is right there, Find on This Page.
02:53And notice the keyboard shortcut is Ctrl+F, the keyboard shortcut that you use
02:58for finding content in almost any program out there.
03:01We'll leave it selected as All Notebooks.
03:04When you click anywhere on your page, it closes up that menu.
03:07And now you can see that with instant search in OneNote 2010, you are going to
03:11be spending less time searching for content and you're going to have more time
03:14to actually get your work done.
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Creating links to pages with wiki linking
00:00In OneNote 2010 you can now easily create a link to any existing page in a
00:04notebook or even to a new page by simply typing the wiki link syntax.
00:09Let's give it a try using our Conference3 notebook here.
00:12With the Main Event section or tab selected and the Schedules tab under Pages
00:17selected, you'll notice we have a short note here that kind of,shows us the
00:20various days in our Conference and we do see Workshops, and there is a Workshops
00:25tab that already exists.
00:26So let's click in front of the W in the first Workshops for Day1 and add the
00:31syntax you may be accustomed to if you're familiar with wiki pages.
00:35It's simply brackets.
00:36We're going to put the left brackets in before the W, two of them.
00:40And those square brackets need to appear on the right-hand side as well.
00:44But we'll use the right-hand brackets.
00:46And as soon as you hit the second one on your keyboard, watch what happens.
00:50It turns into a link.
00:52And as we hover over that link, you can see it's going to take us to the
00:55Workshops section because it already exists.
00:58So we click once and it takes us directly to the Workshops tab.
01:02That's an existing section.
01:03What about creating new pages?
01:05We can also do that.
01:06Let's just click to the right of Pre-Conference Workshops.
01:10Let's say we want to create a new page for Post Conference Workshops and create
01:14the link from this page to that page.
01:16All we have to do is start typing.
01:18Again, we are going to use the same syntax.
01:20We will start with a couple brackets on the left.
01:23And now we will type in Post Conference Workshops.
01:30That's the title we want for our new page. We add the two brackets on the right.
01:33And watch what happens after you hit the second one. There it is.
01:36We've created a link to Post Conference Workshops that never existed until now.
01:41It automatically created the new page, Post Conference Workshops. When we click
01:45there, you can see we've got our new blank page and we are ready to start adding
01:49the details for this particular page.
01:52And of course, if we want to create links there's other ways to do them as well.
01:57Let's just type in some text.
01:57We'll just click anywhere on the page and type in Go to
02:01Pre-Conference Workshops.
02:07And we can select that text and create a link out of it.
02:09We can do that by going up to Insert.
02:12You'll notice the Links group has a Links button, click that, and now we see a
02:17list of all our notebooks, sections, and pages.
02:20So in this case we are going to expand Workshops.
02:22We want to go to Pre-Conference Workshops so we select that and click OK.
02:26We've created a link to that particular page.
02:29We can test it by clicking it.
02:31Sure enough it takes us right back there.
02:32So you can see we've got all kinds of cross links through our various pages in our notebook.
02:37All this new wiki linking functionality in OneNote 2010 does enable you to
02:42easily create wiki like notebooks with lots of cross-links across pages.
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Importing information with quick filing
00:00With the new Quick Filing functionality in OneNote 2010, you can import
00:04information into OneNote in a variety of different ways including sending
00:08content to OneNote from Microsoft Outlook and Internet Explorer.
00:12You can even print any document or file directly to your notebook using the
00:16OneNote print driver from another program.
00:19So let's use our Conference4 notebook here with the Speakers tab or section
00:24selected and the List of Speakers page being displayed.
00:27Notice there are subpages for each of the speakers.
00:29And let's say all of the bios for those speakers exist in other sources such as
00:34the Internet or another document for example.
00:37We'll start with Internet Explorer. Let's go there.
00:40If you're following along, we're going to go to the lynda.com web site and for
00:44authors we're going to select David Rivers.
00:46It takes us to the page where we see a short bio.
00:49So we'll select the name and the bio by clicking and dragging.
00:53And once it's all highlighted, just go anywhere inside the selected text and
00:57right-click your mouse and from the pop-up menu, we're going to choose Print
01:00just as if we're going to print it to our printer.
01:03But we're going to change it from our default printer here under Select Printer
01:08to Send to OneNote 2010.
01:10There's the print driver that's installed automatically when we install
01:14the Office Suite 2010.
01:16We also want to make sure that it's just the selection that's going to be sent to OneNote.
01:19So we'll choose that under Page Range.
01:22And then we'll click Print.
01:23Now the next thing that happens, automatically you're switched over to OneNote 2010.
01:28You're at the page where you left off and now you have some options for choosing
01:32where you want to import the content to.
01:35Notice that there is a flashing cursor in the Search field here.
01:38We know we are going to the David Rivers page.
01:40So let's start typing David Rivers.
01:42You can see automatically it takes us to a single page for David Rivers.
01:47We can select it and click OK.
01:50Automatically we're switched over to the David Rivers page and the content is
01:54copied or imported into our page just like that. Okay.
01:58What about if we've got the content in another source like a Word document?
02:02Let's leave the David Rivers page being displayed here and switch to Microsoft
02:06Word 2010 and open up a document called Bios.
02:11Here we have a couple of more bios including Karen Corey.
02:13So we'll click and drag over her name and the entire bio.
02:17This time we'll go to Backstage View here in Word by clicking the File tab and choose Print.
02:24Again we need to change our printer.
02:26So we'll click the Printer drop- down and choose Send to OneNote 2010.
02:30We want to make sure it's just the selection, not the entire page.
02:33So under Settings where it says Print All Pages, we'll click there and
02:37choose Print Selection.
02:38Now we're ready to send it off.
02:40Click the Print button.
02:42And again we'll be switched over to OneNote.
02:44Be careful you're at the page where you left off, in this case David Rivers.
02:48So we need to switch over to Karen Corey.
02:50Again we could use the Search field or if it happens to be a Recent Pick,
02:54it might be on the Resent Picks list or if you prefer, you can search manually by
02:59expanding the various sections in your notebooks, finding the Karen Corey page,
03:04clicking once to select it, and then clicking OK.
03:07You'll automatically be switched over to the Karen Corey page and the content is
03:11imported for you right there on the page just like that.
03:15Let's try this one more time.
03:17We'll go back to Microsoft Word with the same document but this time select
03:21the Winston Barry bio.
03:23So clicking and dragging over all of that text.
03:26Go to Backstage View in Word.
03:28Again we'll choose Print.
03:29Luckily for us, we can save some time because the last printer we selected,
03:33which was the driver to Send to OneNote 2010, is still there as is the setting
03:38to print selection.
03:39All we have to do is click the Print button now.
03:41There's one more option you need to know about and it appears down below at the
03:45bottom of this dialog.
03:47There's a checkbox with Always send printouts to the selected location, and this
03:52is customizable later.
03:53In other words you can disable this if you want to by going to the OneNote
03:57Options, but right now it's available to us right here.
04:00And if you've got a specific section or a page that you want to use for
04:05importing everything, this is a nice option.
04:07Then you can avoid this step of making your selection from a dialog-box.
04:11And then you can just disperse the content as you please by cutting and pasting
04:16it around your notebook.
04:17But in our case we want to go to the Winston Barry page.
04:21So let's just start typing in Winston.
04:23It doesn't take much.
04:24There it is, Winston Barry.
04:25We'll select it and click OK. And there we go.
04:29We've got all of our content from different sources imported using Quick Filing.
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4. Universal Access to Notes
Synchronizing notes with Windows Live
00:00One of the brightest new features in OneNote 2010 is the ability to share your
00:04notebooks over the web.
00:06If you have a Windows Live account, you can use SkyDrive now to store the
00:10notebook, share it with others who can access it from any computer connected to
00:14the Internet from anywhere,
00:16and in fact you don't even have to have OneNote installed to be able to view
00:20and edit the contents.
00:21We're going to start in this lesson by simply sharing a notebook.
00:24We're working with the TwoTrees notebook.
00:26With the User Conference tab selected, I'm looking at my Conference Overview.
00:30You could really have any notebook opened at this point though, looking at any
00:34of the sections and pages.
00:35Now if you wanted to create a brand-new notebook and share it using the web,
00:39you would go to Share tab and use the first button in the Shared Notebook group,
00:43which is to create a new Shared notebook.
00:46You'd have to provide a name for you notebook and then choose the web as the location.
00:50But if you already have the notebook, you would choose Share This Notebook.
00:54So let's click there.
00:55Now you don't have to provide the name.
00:57It's already provided.
00:58Share On with Web selected, you're going to see these options down below.
01:03Now if you're not already logged in to your Windows Live account, you can do so
01:07by clicking the Windows Live SkyDrive link.
01:10This will launch your default browser and allow you to sign in.
01:14If you don't have a Windows Live account, you can use the link at the bottom,
01:17Sign up for Windows Live SkyDrive.
01:19And now you'll have that free space.
01:22Or if you already have your account and you don't need to launch the browser
01:25and go sign in, you can do it right from here in OneNote by clicking the Sign In button.
01:29As soon as you click there, you will see all of the options available to you.
01:33If you're already signed in, you won't be prompted for your username and
01:36password or your email address and password.
01:39And if you are signed in, you'll just see what's available to you on your SkyDrive.
01:44In my case you're seeing the defaults. A folder called My Documents, which is
01:48automatically shared with just me.
01:50So it is a shared folder but I'm the only one with the access.
01:52There is also a Public folder that is shared with everyone.
01:56You would only put things in the Public folder that you would let anyone access.
02:00The other option is to create a new Shared Folder. Let's do that.
02:04We'll click New Shared Folder.
02:06It's going to flip you over to your Windows Live account.
02:08And if you're already logged in, you're going to see we're ready to create a new
02:12folder called New Folder, but we type right over that.
02:15Let's type in Two Trees and click Next.
02:20Now by default, you're going to have an empty folder that's shared with just you.
02:24If you want to change permissions, click the Just me link and click Edit permissions.
02:29Here's where you can go to decide who has access to it.
02:33Now if you've got friends set up in Windows Live, you can go up a level to Some friends.
02:38Here you'll see those friends can add, edit details, and delete files.
02:43You can go up to Friends, which is a higher level, My friends and their friends,
02:47or Everyone, which is the same as a public folder.
02:50So let's just go down to Some friends here.
02:53Click the drop-down.
02:54And let's say we only want them to be able to view not actually change those files.
02:58Now down below you can add specific people if you wanted to by entering an e-mail address.
03:03Go ahead and type one in if you've got one handy and click Save.
03:08Now you're going to see a list of who has access to it as soon as you send off your message.
03:13So you can see I'm sending a message.
03:15You can add a little bit of a blurb here if you wanted to, but let's just click
03:18Send and off it goes.
03:21So we changed permissions for this folder.
03:23And down below you can see the status has changed to people I selected.
03:27And you can always go back there to see who that is.
03:29But let's switch back to OneNote now because all we've done is shared
03:33our current notebook.
03:34And you can see here after creating a new folder on Windows Live SkyDrive like
03:38we just did, we have to click Refresh to see the updated folder list, so the two
03:42default folders and our new one called Two Trees.
03:46We haven't shared the actual notebook. All we've done is created the folder that
03:50will be shared with people.
03:52Now when we click Share Notebook, it's our current notebook that will be shared.
03:56You can see it's connecting to the notebook location and it will be uploaded there.
04:00And just like when we share a notebook using a network drive for example, you'll
04:04have the opportunity to send that e- mail to people telling them about this
04:08shared notebook, providing the link so they can go directly to it and access the
04:13information in the notebook. And there we go.
04:16There's that message.
04:17You may be prompted if you're not signed in to add your email address and
04:21password to create the actual shared notebook on the web, but you will
04:26eventually see this message allowing you to e-mail a link to the people that
04:29you want to share this with or simply click No, Thanks and just know that it
04:32has now been shared.
04:34It's available to you over the web in your Windows Live SkyDrive.
04:37So in the next lesson we'll talk about how to access that using a browser and
04:42the Microsoft OneNote Web App.
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Accessing and editing notebooks from a browser
00:00When you decide to share a notebook using your Windows Live SkyDrive and you
00:04send out email messages to people to invite them to access the notebook, here is
00:09a typical message of what it might look like.
00:11It'll tell you who sent you the shared folder, the name of the folder, in this
00:14case Two Trees, and you can see it's on Windows Live.
00:19The button for viewing the folder will take you directly to that location in
00:23Windows Live and launch your web browser to do so.
00:26So let's give it a click.
00:29So here we are now, we are at the Two Trees folder. You can see we've got Two
00:32Trees as the name of our notebook as well, and if you simply want to open it
00:37up in OneNote, might have to do is click the name. But what if you don't have OneNote?
00:42Well as you hover over the name, you'll notice some options appear off to the right.
00:46 One of them is to edit right in your browser and this is going to make
00:50use of the Web App version of OneNote.
00:53It's a little bit paref down, so you won't have all of the functionality but you
00:56will be able to view the contents and even edit those contents.
00:59You also have other links for commenting, for sharing, if you wanted to click
01:04this and edit the permissions or even send a link to additional people you could
01:08if you're the owner. In this case I am the owner, so I see these options
01:12including editing permissions, setting the link and if I click More, I can move it,
01:17rename it, download it and adjust its properties as well.
01:20Down below you can see Shared with:
01:23People with a link and this is what we sent out, so that's the permissions that
01:26are set up by default.
01:28Let's access it now using our web browser by clicking Edit in browser.
01:34So here it comes, check it out, where you have got the Revenues section.
01:38the first section of our notebook and the first page, the Income Statement
01:41showing up, and we got our pared down Ribbon in our Web App version here of
01:47OneNote, but we've got down the left- hand side, the navigation pane, so if we
01:50want to go to our Recipes for example, you simply click the section to expand it,
01:55go directly to a page by clicking it, you are going to see the contents and
01:59they look very similar to what you would see in OneNote itself.
02:02Now if you look at the Ribbon, you do have fewer tabs and on the Home tab we
02:07have a lot of options here for formatting our content.
02:10You'll also have a new button at the very end, which is to open in OneNote.
02:13So if we do have Microsoft OneNote 2010, you can click this button to open what
02:18you see here in your browser in OneNote itself, and you have access to the full
02:22functionality that way.
02:24From the Insert tab, you can see it's a limited selection of what can be
02:27inserted, Pages, Sections, Tables, Pictures, Clip Art. You don't see options for
02:31things like Video and Audio, but that's okay. Typically when you're using a web browser,
02:36you really just want to get at the content itself to be able to view it,
02:40and maybe make some changes to some of the text for example.
02:44Click the View tab and you will see the View options.
02:46Right now we are in Editing View.
02:48If you want Reading View, it gives you more space to look at the content as
02:51opposed to all of the Navigation buttons and Ribbon, etcetera, that take up space
02:56on your screen, Show Authors and Page Versions is functionality that's built-in
03:01to the Web App version here.
03:03But really all we have to do is simply scroll around, expanding and collapsing
03:08sections, looking at the various pages by clicking them, and you can see in
03:13this case, message at the top this page contains items that can not be
03:17displayed in OneNote Web App.
03:18Open this notebook in OneNote to see all the content. In this case a drawing is
03:22not viewable, and that's all it is on this page.
03:25The text is no problem.
03:27We go to the Conference Overview. Even some of that nice formatting we see,
03:30thanks to the templates in OneNote, all viewable here in the OneNote Web App.
03:36When you are done, you just go up to the Close button and click Close and
03:40it takes you right back to the Windows Live Screen, where you can go back to those
03:45same options for the shared notebook.
03:48So if you are sharing using Windows Live, keep in mind that people can use the
03:52new Web App to view the contents, even make changes to it, depending on the
03:56permissions you give out and if you have OneNote installed, even better.
04:00You've got access to the full functionality of OneNote 2010.
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5. Sharing and Collaborating
Locating newly added content with highlighting
00:00When you're sharing a notebook with one or more other people, the changes that
00:04you make are updated and saved automatically in your notebook.
00:08So it's nice to be able to quickly see where those changes are occurring so you
00:11can review them without wasting a lot of time searching for them.
00:14To follow along, you're going to need to be sharing a notebook with someone who
00:18has made a change to your notebook.
00:20Now changes do appear automatically when you open up the notebook.
00:24First of all, you'll notice in my notebook called UserConference1, I have a
00:27number of sections some of which are bolded.
00:30These sections and section tabs are bolded because changes have occurred to
00:35those sections in some way or another and I can quickly go there now to see what they are.
00:40Now with Weekly Meeting selected, I don't see any changes right here in front of
00:43me but if I look at that Page tabs, you will notice that one of them is bolded
00:47and that's where the change has occurred.
00:49So I can quickly go directly to that page and the changes that I see here in
00:53just the title actually is highlighted because that's what's been added.
00:57So someone's just added this brand new note to the November meetings.
01:02And I will be able to quickly locate that thanks to the bolding.
01:05Now if I go to the To Do List tab, because it's also bolded, notice what happens here.
01:10Weekly Meetings is no longer bolded because I've seen that content.
01:13In this case, there is a few pages only the Catering page is bolded. You can see
01:18all of that content is also highlighted.
01:21Another way of course to get around to the various pages that have changed is to
01:26go up to the Share tab on the Ribbon, and you'll notice in the Unread group
01:31we've got a button for going from Unread content to the next, using the Next
01:36Unread button. I'll automatically go to the Speakers section. You can see I am
01:40in the list of Speakers page here viewing content that is highlighted, because
01:44it's either new or it has changed.
01:47Now if I go back to the Unread group here in the Ribbon, you'll notice I have
01:51got the Mark as Read button.
01:53It's a drop-down, so when I click this I see a menu full of options here,
01:57including at the very bottom that check- mark that I see here next to Show Unread
02:01Changes in This Notebook, and that's on by default and that's why you're seeing
02:06these changes bolded and highlighted for you.
02:08So if you want to turn off this feature for any reason, just click here and that
02:12feature is no longer going to work for you.
02:15If you want it back, just go back to the drop-down, choose Show Unread Changes
02:19in this notebook. When you select it those changes will be visible.
02:22Now in this case, we have seen all of the changes.
02:24So nothing is bolded or highlighted at this point.
02:27If someone were to make a change though, instantaneously, I am going to be able
02:31to locate that change thanks to the highlighting.
02:33So just imagine all the time you could save, if you needed to review changes to
02:37a notebook that were made by multiple authors.
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Knowing who wrote what with author indicators
00:00When you share a notebook with others and there are multiple authors who are
00:03making modifications to the contents of your notebook, it's nice to be able to
00:07see who changed what and when.
00:10This has setup automatically for you in OneNote 2010.
00:13Author indicators appear next to the notes where authors have made changes or
00:18additions to the existing page.
00:21So in this case in our Travel section of our User Conference OneNote book,
00:24you'll see initials that you can hover over with your mouse to see the full name
00:28of the author as well as the last modified date and time.
00:32On some occasions more than one author will contribute to a note and in that
00:36case you will see multiple initials and they'll be in the order of the most
00:41recent change down to the last.
00:43So the first modification was made by M, in this case Microsoft, and you could
00:48see the date and time.
00:49Now as we move up the list of initials we see the next author to make
00:53modifications to this note as well as the date and time of those modifications.
00:58As you move through the various tabs, you are going to see some of those
01:01author initial showing up on various notes in the various sections and pages in your notebook.
01:06Now if you don't like to see those, if they are distracting to you on your page,
01:11go up to the Share tab on the Ribbon and you'll notice a button in the Shared
01:15Notebook group to Hide Authors. When you click this button, you actually hide
01:19all of those indicators and if you need to bring them back, you click the same
01:23button and you can see it toggles those initials back. So you can view the exact
01:28name of the author and date and time and those modifications where made.
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Seeing past versions quickly with Page Versions
00:00If you've ever wished you could go back to a previous version of a page in one
00:04of your notebooks to see what you use to have well you now can in OneNote 2010
00:08thanks to a new feature known as Page Versions.
00:11We are going to use our UserConference3 notebook in the Weekly Meeting section
00:15looking at a page titled September Meetings.
00:17Next click the Share tab on the Ribbon and take a look at the last group on the
00:21Ribbon titled History.
00:23You've got a button for Page Versions.
00:25A button itself that will allow you to see alternate versions that exist for the
00:29page you're looking at, as well as a drop-down with some options, but let's
00:33start by noticing that the button itself has grayed out.
00:36This will tell you right away there are no alternate versions for this page.
00:41Now automatically versions are tracked for you, in other words there is a
00:45history that's been created.
00:47If you click the drop-down, you'll notice at the very bottom of this menu,
00:51Disable History for This Notebook is an option, but it's not checked off, so it
00:55is enabled by default.
00:57So let's see what happens now if we go to the next page, sub-page under
01:00September Meetings. We'll just click Meeting for September 2.
01:03Notice a Page Versions button is selectable now.
01:07It's no longer grayed out.
01:09This should tell you right away that there are alternate versions of this page,
01:13and if you want to see them you just click the button.
01:16Right away something happens over here in our Page tabs underneath Meeting for
01:19September 2, you'll see the date and the author of the previous version.
01:23Now keep in mind that Page Versions don't last forever.
01:27They do expire and over time eventually Page Versions will be deleted
01:32automatically for you by OneNote.
01:34So if you are trying to view a Page Version now and it's not there, it's simply expired.
01:39And if you want to take a look at that and see what it look like back then,
01:42just click the Actual Page tab and you'll see highlighted contents. This is what
01:47it used to look like.
01:48Now you'll also have some options across the top of the page here. This is an
01:52earlier version of the page.
01:54It will be deleted over time but you can click here to restore or delete the
01:58version right now if you wanted to.
02:00So let's just click there to see the options.
02:02Restore this version, so you'll have it right here in your notebook.
02:06You can delete the version, copy the page to somewhere else, and then you will
02:10see options that are also available from the Ribbon, deleting all the versions
02:13in the section or the entire notebook. There's the Disable option and High Page
02:18Versions is as same as clicking the button.
02:20We click it to view Page Versions.
02:22We click it to hide Page Versions. So it is a toggle.
02:27So let's toggle it back on.
02:28We'll go to that version, click at the top, and we've got a more
02:33up-to-date version.
02:34We no longer need to track this in the history.
02:36So let's delete it, click Delete Version and it's gone.
02:39We'll go to the next page.
02:41Notice it also has Page Versions. We know that because the button is selectable.
02:45Click the drop-down and you'll see at the very top Page Versions. This is the
02:48same as clicking the button at the top and sure enough there's another version
02:53there, you can see what's highlighted when you go there and if you want to
02:56delete it, you can. Let's just leave it. We'll just hide it by clicking the same
03:00button that turns it on.
03:02And let's go to the next date here.
03:04Now in this case we do have Page Versions. What about meeting for September 29?
03:08No you can see it's grayed out, but if we click inside the note here that says
03:12this meeting will include a conference call, we'll just press Enter at the end.
03:16And as soon as we press Enter and start making a change, notice the Page Version
03:20button is now selectable.
03:21There is a previous version out without that hard return, so we could start
03:25typing in additional text here, creating our new version, but keeping track of the
03:30old versions simultaneously.
03:32So let's just type in some text here.
03:44There we go.
03:45So you've got some additional information.
03:46Now we've got an older version. We can view that by clicking the Page Versions
03:50button and selecting the Page tab to see it without that extra line and if we
03:55don't need to keep this, really it's the same thing. Just missing some
03:58information. We can click here to delete it.
04:00Let's go ahead and do that and now we are left with the most up-to-date version.
04:05Notice that the Page Versions button is no longer selectable because we
04:08removed previous versions.
04:11So if you ever need to go back and take a look at what a page used to look
04:15like in one of your notebooks, remember you've got page versioning now that
04:19allows you to do exactly that and even restore or delete those versions at your command.
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Merging two sections when using file sharing
00:00On the occasion when you share a notebook using a file sharing solution such as
00:04Live Mesh, Dropbox, and others, it's possible that you can end up with two
00:09forked copies of a section.
00:11This can happen when changes are made on two machines at once.
00:15OneNote can't actually merge simultaneous edits when working on these systems and
00:19copy files around underneath OneNote.
00:21So you now have the added ability to manually merge any two sections, if you
00:26ever get into this situation.
00:28Here in our conference 4 notebook, we do have a couple of sections that are very similar.
00:33We've got our To Do List that we are looking at now and it's made up of a
00:37few different pages.
00:38We also have another section To Do List and you can see 2 in brackets, and when
00:42we go over there, there is only one page for Equipment and it would be great if
00:45we could merge this into our To Do List.
00:47That's very simple.
00:49Actually just go to the Section tab at the top, right-click, this is the fastest way,
00:53you'll see Merge into Another Section and when you select this, you get to
00:57choose the section you want to merge this into.
01:00And in this case, it's our To Do List, so we select it and we click Merge, and
01:04you can see what I want here, are we sure we want actually merge these two
01:08together. So you have an option here if you click the wrong tab or wrong section
01:13for example. You could cancel out of this, but we selected the right one.
01:16That are listed right here, To Do List (2) into To Do List, so we click Merge
01:20Sections and the merge was successful.
01:22Do you want to delete the original section?
01:25So that's the next step.
01:26That's automatic here and yes, we'll delete it. I'll click Delete. It removes that
01:30second To Do List section. We are left that out To Do List section now that has
01:33a new page which is Equipment.
01:35It was merged into our current To Do List without any problems at all.
01:41So on the rare occasion when two sections are created when using a file
01:44sharing solution, just tell OneNote which two sections you want merged and
01:48OneNote will take care of it.
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6. Researching, Linking, and Protecting
Seeing all your notes with automatic text wrapping
00:00This next new feature of OneNote 2010 is by no means the biggest and brightest
00:04of the new features, but it does eliminate a certain annoyance that would crop
00:08up every now and again in the previous versions of OneNote.
00:11It's called Automatic Text Wrapping.
00:14We're going to use our Conference1 notebook in the Weekly Meetings section and
00:17we're on the Meeting page for September 2nd here.
00:20This is an example of a page with a single note.
00:24If we're to click inside that note and continue typing, we have the full width
00:28of the page here, but on occasion you may want to restore down the window so
00:32that it doesn't take up your full screen.
00:34For example, if you're researching, you want to look at something else, another
00:37document or browse the Web for example.
00:41So let's test this out.
00:43When we go up to the top-right corner and click the Restore Down button,
00:46you'll notice what happens.
00:48Because there's a single note on the page, it automatically displays all of the
00:53contents and you can see it's wrapped around for you automatically, so you don't
00:57have to use the scroll bar at the bottom of the window to scroll over and be
01:02able to read your content.
01:03Now this is very handy, if you had something else going over here on the other
01:06side of your screen.
01:07Let's just maximize this window again and try one of the new features that we've
01:11already talked about, the Dock View. Right up on the Quick Access toolbar you
01:16can click Dock to Desktop and this is ideal for researching for example, so that
01:22you could link what you're working on to what you're looking at.
01:25Let's say we had a browser opened for example, and we want to link to the
01:29contents of our web browser.
01:31Notice what happens to the note itself. All of the text is visible. Automatically,
01:36because there's only one note on this page, the text is wrapped around so we can
01:40only see all of its contents.
01:42Let's change our Docked View back to Normal View by clicking the same button,
01:46that Dock to our Desktop.
01:48Now, if we have a page that has a multiple notes or other content, this won't work.
01:53Let's just try it out.
01:54We'll go to the Travel section here for example.
01:57Now we've got two notes and this one down below is probably going to need to wrap around.
02:01Let's see if it does
02:02if we go to our Dock to Desktop View. Click that same button. Ctrl+Alt+D by the
02:07way is the shortcut, and you'll notice that things are getting cut off down here
02:11and that's because we've got more than one note.
02:14So the new feature only works for pages where you've got a single note on the page,
02:18but it was an annoyance that has been eliminated because of Automatic Text Wrapping.
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Automatically linking your notes to what you're looking at
00:00New to OneNote 2010 is something called Linked Note Taking.
00:04When you turn on this mode, OneNote automatically links any notes that you take
00:08to what you're looking at.
00:10So it could be a web page for example, or a selection point in a Word document,
00:15or maybe a current slide in a PowerPoint presentation.
00:19Let's explore this now using our User Conference2 notebook and we'll go to the
00:23subpage for David Rivers under Speaker Bios here in the Speakers section of our
00:28notebook, and instead of just trying to flip back and forth between a website
00:32and our notebook, let's go to Docked View and we'll do some research with our
00:37web page showing at the same time.
00:39This will automatically turn on this Linked Note Taking.
00:43Another option is to go to the Review tab and click Linked Notes from here and
00:47this will launch a copy of your notebook in Docked view and then you can open up
00:51any other application you like from there.
00:53But we can do that ourselves by clicking the Dock to Desktop.
00:57Ctrl+Alt+D is the keyboard shortcut.
00:59You can see what happens.
01:00It's automatically docked over here on the right-hand side. Whatever else we had
01:04open up here to the left. In this case, it's a web site in Internet Explorer.
01:07You also notice this little icon here that looks like chain link.
01:12This is Linked Note Taking and it's automatically enabled when you go into Docked View.
01:17You can click this little button to stop taking linked notes if you don't
01:21want to be taking linked notes, or you can just leave it on and any notes you
01:25take now in your notebook will be linked to whatever you're seeing on the left-hand side.
01:30So, here in Internet Explorer, we've gone to the Author page for David Rivers.
01:33This is where we see the information that we want to take notes on.
01:36Watch what happens now when we click on the page here anywhere and start taking a note.
01:40For example, we'll type in that he has 16 years experience.
01:50Right away, as soon as we started typing, you might have noticed the little
01:53Internet Explorer Icon appeared next to the note itself.
01:57This indicates that it's linked to a web page and Internet Explorer will display that page.
02:02So we'll just hit Enter and add a little bit more here.
02:05Let's just type in Training Specialist and so on.
02:11All right, so we'll leave Docked View now. We'll click the same icon that
02:16turned us into Dock View.
02:17Notice that the little icon now for Linked Note Taking appears in the top
02:21left corner of our page.
02:22It didn't before, but because this page does have a note that it's linked,
02:26we see the icon, we also see the no sign, indicating that Linked Note Taking has
02:31been disabled in this case.
02:33So as we hover over the Icon for Internet Explorer, we actually see, by default,
02:38the web URL www.lynda.com. We see a thumbnail of the page and we also see a
02:44little blurb that's taken from the page itself.
02:47That's a very cool feature.
02:49Watch what happens when we click the Icon.
02:51It takes us directly to that page.
02:53So it launches Internet Explorer and takes us directly to the spot where we got
02:57the information from.
02:58What a nice feature!
02:59We'll switch back now to OneNote and we'll just click anywhere outside the linked note.
03:05Notice that the icon stays in the top left corner.
03:08There are some other things we can do with this icon. We'll click it now.
03:12Because we have an actual linked note on this page, we see some different
03:16options here. Linked Files for example.
03:18If there are multiple links here, we see them all when we hover over Linked
03:21Files listed to the right-hand side and this is another way to go to that
03:25specific location, in this case, a web site or an Internet Explorer.
03:28We can also delete links on the page.
03:31We can delete single links or delete them all at once using Delete All Links on
03:36This Page, and we can get a direct line to linked notes options by clicking
03:41Linked Notes Options here from the pop- up menu. It also takes us to our OneNote
03:45Options, under Advanced and Linked Notes appears here.
03:49So, we are allowed to create new linked notes.
03:52That's what we just did.
03:54That's because it's automatically enabled.
03:56Save documents snippets and page thumbnail for better linking.
03:59That's what we saw when we hovered over the Internet Explorer Icon and we have a
04:04button here to Remove Links from Linked Notes.
04:07So we'll keep the note but remove the link and we can do that using this
04:10button here as well.
04:12We'll just click OK and come back to our note.
04:16So, with linked note taking in OneNote 2010, you'll automatically have quick
04:20access to your source materials.
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Saving OneNote content to PDF or XPS
00:00In OneNote 2010 you can now save your pages, sections, or even an entire
00:05notebook to the PDF or XPS formats.
00:08Let's say we want to share our OneNote notebook with others who don't actually used
00:11OneNote, and we want them to deal to read the content but not necessarily change it.
00:16In that case, with our notebook open and on the section and page of your choice,
00:21 you then go to File, go to Backstage view, click Save As, and you see the options.
00:28Your current page section or notebook can be saved in any of the formats you see
00:33on the right-hand side.
00:34Now, with Page selected you got many different file types to choose from
00:38including PDF and XPS.
00:40Now, just in case you didn't know, Microsoft XPS was designed as a direct
00:45competitor to Adobe PostScript and PDF, which is by the way of a de facto
00:49standard document format on the Web.
00:51Now, just like PDF, an XPS document is displayed identically on every computer
00:56and will represent the printed page.
00:59If we go to Section, you can see you've got the same file types to choose from,
01:03but when you click Notebook, your options are a OneNote Package or PDF and XPS.
01:09So, with Notebook selected, let's choose PDF and click Save As.
01:12Now, at this point, you'll see the name of your notebook with the PDF extension
01:18and now you can choose the location, such as the desktop.
01:21That's what I selected here.
01:23When you click Save, it's automatically converted and saved to the location you chose.
01:29So, if we want to take a peek of that, we simply minimize OneNote.
01:32It takes to our your desktop.
01:33You'll see the PDF document.
01:35Of course, you'll need Adobe Acrobat to open it up.
01:38It's a free download from adobe.com.
01:41Just double-click the document.
01:42It opens up in Adobe Reader and you can see the number of pages because it's
01:46the entire notebook. Each section and each page is its own page here in our
01:51Adobe PDF document, and we can move down through the various pages to view the contacts.
01:57And you can see it's just as it would appear if we were to print out this content.
02:01Of course, we can zoom out to get a full-page view if we needed to.
02:04All of the features available to us in Adobe Reader.
02:07Let's just close that up and return to OneNote.
02:10So, with the ability to save to the PDF and XPS in OneNote 2010, you now have a
02:16secure way to share a read-only version of your OneNote content with anyone
02:21who uses a computer.
Collapse this transcript
Conclusion
Goodbye
00:00Congratulations! You've reached the end of the course OneNote 2010 New Features.
00:05You should now be feeling confident and comfortable with the new and improved
00:08features in OneNote 2010.
00:10This is David Rivers, saying thanks for watching and I wish you all the best
00:14as you move forward using OneNote and hope to see you again in another title
00:18from lynda.com.
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