Join David Rivers for an in-depth discussion in this video Sharing and moving notebooks, part of OneNote 2013 Essential Training.
Working with OneNote notebooks is very different from working with standard files in other programs, like Spreadsheets in Excel or Documents in Word, for example. When we create a notebook, we're actually creating a folder in a default location we'll talk about momentarily, as you add sections and pages and text notes and content, all of those changes are being saved for you instantaneously and automatically. So we're actually going to focus right now on how to move your notebooks around and even share them. And we'll continue to work with our notebooks sample here found in the Chapter 1 folder of your exercise files.
So Let's say we wanted to, for example, add something to our Staff Events here, so with the Staff Events page selected here under the Misc tab, we might click after the December-Holiday Party line, and where it says date to be determined, we might type in a date. Let's type in December 22nd, so we've made a change, let's just click outside the placeholder that's created for us automatically. And go to save our changes like would in other programs.
Typically that means hitting the File tab and going down to Save or Save As. But notice there is no Save option, and that's because those changes were automatically saved instantaneously. What we do see with Info selected here are a couple of buttons for sharing across devices as well as a Settings dropdown, let's click that. Now from here, as you can see we can close up our notebook if we wanted to access the Properties and change the name of our notebook, if we wanted to or choose to Share or even Move this to another location.
Let's start there. When we choose Share you'll notice things like your SkyDrive, now if you're already signed up and logged in to your Microsoft account, you might have to do that first to see your name next to SkyDrive. But it is the new default, and that's a perfect place to store notebooks if you want to be to share them. Notice the name continues to be Notebooks_Sample, and all we'd have to do is click Move Notebook to move it to SkyDrive, and then of course, with it in the cloud we have the ability to pick and choose who we want to share with, including the general public.
We could also choose to move it to a different folder, for example, if we put it somewhere else on our own hard drive or maybe on another device. Choosing moving to a different folder by clicking the link allows us to navigate. One thing you'll see in your documents folder is one called OneNote Notebooks, and that's a folder that's created by default for you by OneNote, and that is the default location for any new notebooks you create. So keep that in mind, if you want to them to another location. I think we're okay with where we have our notebook right now.
So we'll just click Cancel. Let's go back by clicking the Back button here in backstage view, and click the File tab again, and click the Settings dropdown. We also have the ability to change things about our notebooks--the properties--by clicking Properties here. First of all, we can change the Display name. Notebooks_Sample is the same as the folder name, but we can change what appears up here on our very first tab by changing the Display name. So, for example, we already know it's a notebook. We could take that out and just delete Sample and click Ok.
But before we do that, we can change the color of our notebook, as you have multiple notebooks appearing from this dropdown, you might want to color code them, so clicking the dropdown here would display this color, and if we want to change it to something else, it's just clicking the color dropdown and selecting the color. You can also change the location from here as well. We can convert it back to a previous version, Convert to Version 2007 of OneNote, version 2010 and 2013 are the same. So let's just click OK.
We'll see a new Display name up here in the top left corner. When we click the dropdown, you'll it's displayed here as sample as well, and there's our color. So there's no real save option, we can move things around, change names for the display, for example, but typically when working with a notebook here in OneNote 2013, you're working with the folder made up of various sections, and any changes you make are saved on the fly.
- What is OneNote?
- Copying and pasting content
- Creating, moving, and deleting sections
- Adding images, audio, and video
- Formatting text
- Searching notebooks
- Sharing and moving books
- Using templates
- Creating tables
- Converting handwriting to type text