Microsoft OneNote. Presented by Ben M. Schorr OM42 5/22/2014 2:15 PM - 3:15 PM. May 19-22, 2014, Toronto ON Canada

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1 May 19-22, 2014, Toronto ON Canada Microsoft OneNote Presented by Ben M. Schorr OM42 5/22/2014 2:15 PM - 3:15 PM The handouts and presentations attached are copyright and trademark protected and provided for individual use only.

2 Introduction Getting Started Microsoft OneNote is one of the best kept secrets in Microsoft Office. If you have Microsoft Office 2010 or later then you have OneNote already but you probably don t realize it. The thing is, if attorneys and law firms really got a chance to see it and understand what it can do I think they d really get excited about it. What is OneNote? So what is this thing? Basically it s an electronic replacement for the yellow legal pad but with a LOT of great features you ll never get on paper. Such as Full text search. Take 20 pages of notes and pick out individual words and phrases in moments no matter what page they re on. Try that on paper. Tags. You can tag your notes with tags that indicate a question, a to-do, an idea or any of a number of other attributes. Taking notes in a meeting? You can use Question tags to highlight questions so that you can easily find them when you get to the Q&A portion of the meeting. Audio recordings. Don t just take notes on the meeting; record it too! (assuming the speaker is o.k. with that) Yes, you can do video too. If your audio is good enough OneNote will make it searchable too! When you record audio in OneNote it will synchronize the notes you re taking while you record so that when you play back your recording it can highlight the notes you were taking at that point of the meeting. Web content you can drag and drop content from the web into your notebooks and annotate it too. OneNote will automatically build a hyperlink back to the original site so you can see it in context whenever you like.

The thing is, if attorneys and law firms really got a chance to see it and understand what it can do I think they d really get excited about it. What is OneNote? So what is this thing?

3 Screen clippings grab a picture of the entire screen or any little piece of a screen and paste it right into your notebook. Once you ve got it in OneNote you can annotate it with text and ink. Handling a property dispute? Find a satellite photo of the property on Google Maps, screen clip that into OneNote and then annotate it! Insert images take pictures with your digital camera or scanner and insert those right into your notes where you can refer to them annotate them or even search them (wait.that s coming in a page or two) Drawings. O.k., you can do that on paper too. But with OneNote you can draw in more than 60 different colors and with different pen thicknesses. Sharing and collaboration Share your notes with others inside (or outside) your firm. You can all contribute content, see each other s notes and collaborate in real time. Optical Character Recognition Print PDFs to OneNote or drag in images that have words in them and OneNote will try to recognize the text and make it searchable. Outlook integration. Send appointments, contacts, tasks or to OneNote from Outlook and you can take extensive notes on them while preserving the original Outlook items. Create tasks in OneNote and sync them to Outlook so they ll appear on your Outlook tasks list. Quick notes got an idea that you want to jot down? Don t reach for the back of an envelope, just press Windows Key + N to pop up a OneNote Side Note where you can type or record your notes. I often have multiple side notes open on the screen or in the background as I work so that I can collect ideas that occur to me during the day. Take it with you. With OneNote Mobile you can access your notes on Windows Phone 7.5, iphone or ipad and sync them to your PC via Microsoft s free SkyDrive cloud service.

Insert images take pictures with your digital camera or scanner and insert those right into your notes where you can refer to them annotate them or even search them (wait.

4 What OneNote ISN T A word processor. One of the complaints I hear about OneNote is that it doesn t have advanced page formatting and layout capabilities and that its printing capabilities are weak. Well that s because it was never intended to produce finished documents. It s a place to capture and organize information and ideas like a yellow pad. If you decide to create a finished document from that information, that s up to you (but use a different tool for polishing printing). A desktop publisher. OneNote isn t for doing advanced page layout or printing. A database for highly structured data. OneNote is for capturing and organizing relatively unstructured data. Thoughts, ideas, research, information. If you want to build an extensive table or database of data you re probably better off with Excel or Access. CAN you do it in OneNote? Yes, but OneNote doesn t have the same kind of tools for managing and organizing structured data as Excel or Access (or even Outlook in some cases). A file archival system. Yes, you can embed files in OneNote but it s really not a great place to store large numbers of files just for the sake of storing files. An archival system. Yes, you can send to OneNote. But it s not a great choice as a repository of massive quantities of messages. What Do You Need to Have to Use OneNote? You need a computer, of course, running Windows XP Service Pack 3 or later. It doesn t have to be a Tablet PC, though OneNote really shines on a Tablet PC with its inking capabilities. I use OneNote on desktop and laptops all the time I just have to type my notes rather than inking them. If you ve ever seen my handwriting you d know that s probably not a bad idea anyhow.

If you decide to create a finished document from that information, that s up to you (but use a different tool for polishing printing). A desktop publisher.

5 Worth mentioning that if you really want ink capabilities on a desktop (or laptop) you can buy aftermarket tablets like the Wacom Bamboo that will let you use the pen in OneNote. I have one on my desktop machine and it works fairly well for those occasions when I want to pull out the pen and sketch a bit. Is There A Mac version? YES. The Mac version is a very recent release and OneNote for Mac is available, for FREE, in the itunes store. That said, the Mac version is very new and doesn t have all of the features of the Windows version. If you want the full-featured Windows version of OneNote you can install VMWare Fusion or Parallels and run the Windows version of OneNote in a VM. So How Do I Get OneNote? Well, if you have Microsoft Office 2010 or 2013 then you probably already have OneNote installed on your computer. Just click the Start button, go to Programs (or All Programs depending upon your version of Windows) find the Microsoft Office group and it should be right there. If you have Office 2007 then it depends upon which version of Office 2007 you have. If you have the Home & Student or Ultimate versions then you have OneNote If you don t well, you don t. Otherwise you can get OneNote, for free, by going to Summary If you re a person who takes notes or does research (and who among us doesn t) give OneNote a chance especially if you already have it installed.

The Mac version is a very recent release and OneNote for Mac is available, for FREE, in the itunes store.

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