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Onenote 2016 Notes
Onenote 2016 Notes
EBOOK
The OneNote 2016 - Level 1 course covers topics included in the Microsoft Office Specialist
(MOS) exam 77-421. You will learn about screen components, and how to use Page layout
features and templates. You will also use Backstage view to manage notebooks, modify
OneNote options and use Research Tools and OneNote Views.
OneNote and Screen Components
Page Layout and Templates
Backstage View Commands
OneNote Options
Researching and OneNote Views
OneNote 2016 - Notebooks, Views, Layouts and Options
OneNote and Screen Components
OneNote
Starting OneNote
Screen Components
Backstage View
Ribbons
Context Menus
Notebooks
Adding To Do Tags
Drag Handles
OneNote
OneNote is Microsoft's digital notebook application that can be accessed from multiple devices.
You can use it to make notes about a meeting, or anything you need to remember.
The notes can be organised in sections within a notebook, and shared with other people when collaborating on projects.
In this objective, we will learn about the screen components in OneNote for the user Nigel Holt.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Starting OneNote
Starting OneNote
Let's open the OneNote application from the Start menu in Windows.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Starting OneNote (cont.)
We will use the search feature in Windows to locate the OneNote application.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Starting OneNote (cont.)
The "OneNote" app shown under the "Apps" heading has been optimised for use on a Windows tablet computer.
The "OneNote 2016" application shown under the "Best Match" heading has been optimised for a Windows desktop computer.
In this example, we are using a desktop computer so we will open the "OneNote 2016" application.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Screen Components
Screen Components
When OneNote is opened for the first time the "Quick Notes" section is displayed in the default notebook.
The "Quick Notes" section is used to add brief notes, and is also where information is added to a notebook, when you share information with
OneNote.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Screen Components (cont.)
The Title bar displays the page title for the currently displayed page in the notebook.
We can see in this example the title for the page is "OneNote: one place for all your notes".
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Backstage View
Backstage View
There are commands to create new notebooks, open existing ones, and share and print notebooks.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Backstage View (cont.)
The commands in the upper panel of the "File" tab allow you to:
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Backstage View (cont.)
The commands in the lower panel of the "File" tab allow you to:
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Backstage View (cont.)
The location where the notebook is stored is shown below its name.
In this example it is stored on OneDrive, which is the online data storage and sharing service provided by Microsoft.
You can also store notebooks locally on your computer, but doing this will prevent you from accessing these notebooks from other computer devices.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Backstage View (cont.)
To close Backstage view you click on the left pointing arrow or press the "Esc" key.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Ribbons
Ribbons
The buttons on a ribbon are grouped into individual sections according to their function and the name of the group is displayed below.
By default, the "Home" ribbon is displayed when a notebook is opened, and the active tab is displayed with purple text.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Ribbons (cont.)
Ribbons (cont.)
To discover a specific button's use, simply position the mouse pointer over the button and its name and a short description will appear below.
Please move the mouse pointer over each button on the "Home" ribbon. Click on "Next" when you have finished.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Ribbons (cont.)
Ribbons (cont.)
To display the commands on other ribbons, you simply click on the tab you require.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Ribbons (cont.)
Ribbons (cont.)
The "Insert" ribbon contains the commands for inserting different types of objects into a notebook.
Commands with a down pointing arrow indicate that a list will be opened with options pertinent to that command.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Ribbons (cont.)
Ribbons (cont.)
You can hide the ribbon commands and display just the tabs to create more space on screen.
You can double-click on the active tab, choose the "Minimize the Ribbon" command from a tab's right-click menu, or click on the "Collapse the
Ribbon" button.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Ribbons (cont.)
Ribbons (cont.)
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Ribbons (cont.)
Ribbons (cont.)
Notice that the ribbon now slightly overlaps the top of the notes page.
The ribbon is only displayed until a command is selected, and afterwards it is hidden again.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Ribbons (cont.)
Ribbons (cont.)
Alternatively you can also select the active "Collapse the Ribbon" command from the right-click menu for a tab, or click on the "Pin the ribbon" button.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Ribbons (cont.)
Ribbons (cont.)
You can also control how the ribbon is displayed by clicking on the "Ribbon Display Options" button.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Ribbons (cont.)
Ribbons (cont.)
There are three modes for displaying the ribbon, which are:
1. Auto-hide Ribbon;
2. Show Tabs;
Let's leave the current "Show Tabs and Commands" setting unchanged and close the menu.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Quick Access Toolbar
By default the "Quick Access Toolbar" on the Title bar contains only the "Back" and "Undo" commands.
The Quick Access Toolbar can be customised to display any command that you use regularly by clicking on the "Customize Quick Access Toolbar"
list button.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Quick Access Toolbar (cont.)
Let's customise the Quick Access toolbar by adding a button for the "Print Preview" command.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Quick Access Toolbar (cont.)
The most popular commands are shown in the list and the ones indicated with a check mark are currently on the Quick Access Toolbar.
You can remove a command from the Quick Access Toolbar by clicking on the active command.
To view additional commands for OneNote you click on the "More Commands" option.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Quick Access Toolbar (cont.)
The Quick Access Toolbar can be moved below the ribbon by clicking on the "Show Below the Ribbon" command.
We will maintain its current location and add the "Print Preview" button to the toolbar.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Quick Access Toolbar (cont.)
The Quick Access Toolbar now contains the "Print Preview" button, which will print a document using the default settings for a printer.
As more buttons are added to the Quick Access Toolbar, the space available on the Title bar diminishes, which could leave insufficient space for
longer file names.
At this stage you should consider moving the Quick Access Toolbar beneath the ribbon.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Context Menus
Context Menus
OneNote has context sensitive menus and toolbars that get displayed when you right-click on an item in a notes page.
They allow you to quickly apply formatting and other tasks to the item you right-click on.
Let's look at this by right-clicking on the title for the current notes page.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Context Menus (cont.)
Let's investigate these commands by moving the mouse pointer over each button.
Please move the mouse pointer over each button on the Mini toolbar. Click on "Next" when you have finished.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Context Menus (cont.)
The right-click menu shows the available commands for working with the object.
In this example, we right-clicked on the title for a notes page, so the commands are pertinent to page titles.
Let's close the Mini toolbar and right-click menu for the title and continue.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Notebooks
Notebooks
When you open OneNote for the first time, a generic notebook is created and named using the name that was entered for MS Office.
In this example, the user is called Nigel Holt so the notebook has been named "Nigel's Notebook".
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Notebooks (cont.)
Notebooks (cont.)
It is a good idea to store different types of information that you record in notes in separate notebooks.
This allows you to locate information about a specific topic quickly as all the relevant information is in one location.
To view the list of the open notebooks and other options, you click on the list button for the active notebook.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Notebooks (cont.)
Notebooks (cont.)
We can see there is just one open notebook called "Nigel's Notebook".
To add a new workbook you select the "Add Notebook" option, or to open another notebook you select the "Open Other Notebooks" option.
For quick memos that you don't intend to share with other people you can select the "Quick Notes" option.
However notes that are added to the "Quick Notes" are only available on the computer device they were created on.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Notebooks (cont.)
Notebooks (cont.)
From time to time a green "Syncing" icon will appear next to your notebook if it is saved in a remote location, such as your OneDrive folder.
This occurs when the changes that you have made are being updated to the notebook in the remote location.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Notebooks (cont.)
Notebooks (cont.)
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Notebooks (cont.)
Notebooks (cont.)
Notebooks are made up of sections, which allow you to organise the pages and notes in a meaningful way to yourself and others.
The "Quick Notes" section in the default notebook can be used to add brief notes that you do not intend to share with others.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Sections, Pages and Containers
Let's assume that we want to create a To Do list and save it in a new section.
To create a new section in a notebook you click on the "Create a New Section" tab, or press the "Ctrl+T" keys.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Sections, Pages and Containers (cont.)
A new section has been added to the notebook and been given the default name of "New Section 1".
Let's give the new section a more meaningful name and call it "To-Do List".
Please type: To-Do List ; and then press the "Enter" key.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Sections, Pages and Containers (cont.)
You can change the name of a section at any time by double-clicking on the tab and entering a new name.
This is useful if the information changes as you add notes and pages to the section.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Sections, Pages and Containers (cont.)
Once the section has been named, the insertion point is placed in the "Page Title" field at the top of the notes page.
The page title is also displayed in the Pages List to allow you to quickly navigate between pages.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Sections, Pages and Containers (cont.)
After you press the "Enter" key, the insertion point is moved into a new container where you can start adding notes.
All information regardless of its type (text, images, drawing screen grabs, etc.) is stored inside containers.
Once information is placed in a container, you can move it around the page, to another page, section or notebook, or merge it with another container.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Sections, Pages and Containers (cont.)
In this example, we will create a To-Do list for a brochure mail out for the Wish2Learn training company.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Sections, Pages and Containers (cont.)
The size of the container expands as you enter more content to accommodate the information it contains.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Adding To Do Tags
Adding To Do Tags
In OneNote you can make the list items actionable by adding "To Do" tags to them.
This allows you to check off the items as you complete them.
To add a "To Do" tag to a list item you click on the "To Do" tag, or press the "Ctrl+1" keys.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Adding To Do Tags (cont.)
A check box has been added beside the first item in the list.
After you add a "To Do" tag, the following list items automatically have a "To Do" tag as well.
When you add the next item to the list we will add some more for you.
Please press the "Enter" key, and then type: Design Brochure Heading
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Adding To Do Tags (cont.)
We can see all items in the list have their own check box, to allow individual items to be checked off as they are completed.
Let's assume that we have located a copy of the client database, so we can mark this task as complete.
Please click on the check box for the "Create Client Database" task.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Adding To Do Tags (cont.)
A red check mark appears in the check box for the "Create Client Database" task to indicate it has been completed.
If you wish to remove the completed status from a check box, you simply click on it again.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Adding To Do Tags (cont.)
You can add multiple pages to a section to help organise the notes you create.
To add a new notes page you click on the "Add Page" option, or press the "Ctrl+N" keys.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Adding To Do Tags (cont.)
A new page has been added to the "To-Do List" section and has been given the default name of "Untitled page".
The insertion point is located in the "Page Title" field so let's name this new page "Brochure Copy".
After you enter the name, we will add a profile for the Wish2Learn training company for you.
Please type: Brochure Copy ; and then press the "Enter" key.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Adding To Do Tags (cont.)
The company profile task has been finished and we can return to the "Tasks" page and mark it as complete.
To move between pages in a notebook you click on its name in the Pages List.
Alternatively you can press the "Ctrl+Page Up" keys to move up a page, or the "Ctrl+Page Down" keys to move down a page.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Adding To Do Tags (cont.)
Now mark the "Write Company Profile" task as having been completed.
Please click on the check box for the "Write Company Profile" task.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Drag Handles
Drag Handles
As you move the mouse cursor over list item or paragraph, a drag handle appears to the left of the item.
To move the item within the container, or to another container, you drag the handle to wherever you want to move the item.
Please move the cursor over each list item. Click on Next when you have finished.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Drag Handles (cont.)
Assume that we want to have completed tasks appear at the top of the list.
We need to move the "Write Company Profile" task up so it appears as the second item in the list.
When you click on the Next button, you will see the results of this action which is to "Drag the "Write Company Profile" handle to the green arrow".
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Mouse Cursor Shapes
The shape of the mouse cursor changes depending on the task you are performing.
When text can be edited the cursor appears as an "I-Beam", to allow you to select text, or position the insertion point within the text.
Let's move the cursor over the page title and list items in the container to observe this.
Please move the cursor over the page title and the list items in the container. Click on "Next" when you have finished.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Mouse Cursor Shapes (cont.)
The "white left pointing arrow" is a common mouse cursor shape you will see when performing tasks.
It is displayed when you select commands from a ribbon, click on check boxes, or when moving between pages in a notebook.
Please move the cursor over the ribbon, check boxes and Pages List. Click on "Next" when you have finished.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Mouse Cursor Shapes (cont.)
The four headed white arrow appears when you position the cursor over the top border of a container, or the drag handle for a list item.
It indicates that you can drag the container, or list item to another location in the notebook.
Please move the cursor over the top border and handles for the container. Click on "Next" when you have finished.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Mouse Cursor Shapes (cont.)
The two headed white arrow appears when you position the cursor over the sizing arrows for a container.
It indicates that you can resize the container by dragging its sizing arrows.
Please move the cursor over the sizing arrows for the container. Click on "Next" when you have finished.
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OneNote 2016 - Notebooks, Views, Layouts and Options - OneNote and Screen Components - Mouse Cursor Shapes (cont.)
The screen components for OneNote have been designed to make the process of adding notes and sharing them with people much easier.
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OneNote 2016 - Notebooks, Views, Layouts and Options
Page Layout and Templates
Page Layout
Inserting Pictures
Applying Templates
Copying Containers
Moving Content
OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Page Layout
Page Layout
OneNote allows you to customise the notes pages to suit your own requirements.
You can specify a paper size, set the page orientation, add background images, insert pictures and create and apply templates.
In this objective, we will learn how to customise a notes page as well as copy and move information in containers.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Page Layout (cont.)
However, it is better to use a new page, so the content on the current page does not interfere with the page design.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Specifying the Paper Size
By default, there is no size limit for a notes page and it increases in size as you add more content.
This is not ideal if you want to print hard copies, as some notes maybe split over multiple pages rather than be located on the same page.
In this example, assume that we want to print our notes on A4 size paper.
To specify a fixed size for a notes page you select the "Paper Size" command on the "View" ribbon.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Specifying the Paper Size (cont.)
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Specifying the Paper Size (cont.)
The current paper size is set to "Auto", which means there are no boundaries and the page increases in size as you add more content.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Specifying the Paper Size (cont.)
The most commonly used paper sizes for printers are listed.
If the paper size you want is not shown, select the "Custom" option, and then specify the width and height requirements.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Specifying the Paper Size (cont.)
The notes page has been set to correspond to the A4 paper size.
Let's observe this by zooming out until we can see the entire page.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Specifying the Paper Size (cont.)
The dark grey area around the notes page is the right and bottom boundary for the A4 paper size.
We can see the notes have to fit inside the page represented by the white area.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Setting Page Orientation
By default the orientation for paper is "Portrait", which means the short ends of the paper are at the top and bottom.
To change the orientation of the paper to "Landscape" you select the "Landscape" setting for the "Orientation" option.
Please click on the "Orientation" list button, and then select "Landscape".
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Setting Page Orientation (cont.)
The page now appears wider than it does tall when displayed in Landscape mode.
You can change the orientation at any time, and the layout of your notes will determine which setting works best.
Please click on the "Orientation" list button, and then select "Portrait".
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Applying Rule Lines
In OneNote you can display rule lines or grid lines on a notes page.
To choose from a number of rule lines or grid lines you click on the "Rule Lines" list button.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Applying Rule Lines (cont.)
The options for "Rule Lines" and "Grid Lines" are displayed under their respective headings.
To have every new page displayed with the chosen option you select the "Always Create Pages with Rule Lines" option.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Applying Rule Lines (cont.)
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Applying Rule Lines (cont.)
We can see that the page now looks similar to a paper notebook.
The red line is aligned with the left page margin, so you cannot add content to the left of the red line.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Applying Rule Lines (cont.)
To remove the rule lines from a notes page you select the "None" option on the "Rule Lines" list.
Please click on the "Rule Lines" list button, and then select "None".
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Adding Background Images
You can apply a background image to a notes page to add more colour.
Do not use a complex picture for a background image unless it is vital to the design.
Background images increase the file size and may cause text placed on top of the picture to be converted to an image if you email the page.
Position pictures or logos at the top, bottom, or sides of the page instead of behind text.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Adding Background Images (cont.)
To add a background image or picture to the notes page you select the "Pictures" command on the "Insert" ribbon.
In this example, we will add a plain background colour to the page, and a company logo in the top right corner.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Adding Background Images (cont.)
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Adding Background Images (cont.)
The "Wish2Learn Background Image" file contains the background colour that we want to apply to the page.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Adding Background Images (cont.)
However, we can see it does not cover the full page, so we need to increase the size of the image.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Adding Background Images (cont.)
The image is selected and there are now eight sizing handles around the edges of the image.
You drag the sizing handles until the image is the required size.
When you advance to the next slide we will resize the image for you so it covers the whole page.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Adding Background Images (cont.)
Now that the picture covers the entire page, we can set it as a background image.
It is important to specify that a picture is a background image, otherwise if you send another container to the back of the stack, it will be hidden behind
the image.
To specify a picture as a background image you select the "Set Picture as Background" command from its right-click menu.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Adding Background Images (cont.)
The context menu for the image contains commands that relate to pictures.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Adding Background Images (cont.)
Notice that the sizing handles have been removed, as background images cannot be moved or resized.
Let's open the right-click menu again for the background image.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Adding Background Images (cont.)
A check mark appears beside the "Set Picture as Background" option to indicate the picture is a background image.
To remove the background status for an image, you simply select the "Set Picture as Background" option again.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Inserting Pictures
Inserting Pictures
Let's add the company logo to the top right of the notes page as this appears on the company brochure as well.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Inserting Pictures (cont.)
In this example, the "Wish2Learn Logo" file contains the picture for the company logo.
Please click on "Wish2Learn Logo", and then click on the "Insert" button.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Saving Page as a Template
We have resized the company logo and moved it to the top right corner of the page for you.
Now the page is complete, we can save it as a template so we can apply it to new pages.
To save the current page as a template you click on the "Save current page as a template" link.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Saving Page as a Template (cont.)
When you save a page as a template, give it a descriptive name, so it is easy to identify on the "Page Templates" list.
Please type: Wish2Learn Brochure ; and then press the "Enter" key.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Saving Page as a Template (cont.)
The notes page has been saved as a template and we can apply it to any new page we add to the notebook.
You cannot apply a template to a page that already exists in the notebook.
This is to prevent elements in the template from overwriting the content on an existing page.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Applying Templates
Applying Templates
OneNote also comes with pre-defined templates that you can use for notes pages.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Applying Templates (cont.)
If you have recently applied a template then it is displayed in the "Page Templates" list so you can quickly apply it again.
In this example, we have not applied any templates yet so this list is currently empty.
To display all of the templates in OneNote you select the "Page Templates" option.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Applying Templates (cont.)
The screen looks a little cluttered with both panes open so let's close the "Paper Size" pane.
Please click on the Close button for the "Paper Size" pane.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Applying Templates (cont.)
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Applying Templates (cont.)
There are seven templates in the "Business" category that are suitable for making notes in business meetings.
Let's apply the "Simple Meeting Notes 2" template to the current page.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Applying Templates (cont.)
A new page has been created with a default page name called "Meeting Title".
This template also contains a background image, as well as three containers for lists that would be useful in a business meeting.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Applying Templates (cont.)
The templates that you create are listed under the "My Templates" heading.
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Applying Templates (cont.)
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OneNote 2016 - Notebooks, Views, Layouts and Options - Page Layout and Templates - Applying Templates (cont.)
A new page has been added to the end of the section and the "Wish2Learn Brochure" template has been applied.
Let's give the new page a title so it is easy to identify on the Pages List.
Please type: Wish2Learn 2017 Brochure ; and then press the "Enter" key.
Copying Containers
We cannot apply the template to the "Brochure Copy" page where the information exists.
However, we can copy the information from the "Brochure Copy" page to this page.
There are 3 containers on this page with information about the company profile, pricing and courses offered.
Let's select all three containers and copy them to the Clipboard using the keyboard shortcuts for these actions.
The three containers on the page have been copied to the Clipboard.
Now paste the content onto the page by pressing the "Ctrl+V" keys.
We can see the three containers have been pasted onto the page.
Let's take this opportunity to remove the pages we no longer need like the "Brochure Copy" page.
After you delete this page, we will also remove the "Meeting Title" page, and the "Untitled page" from the notebook.
Please right-click on "Brochure Copy" in the Pages List, and then select "Delete".
To expand a container to display the content you double-click on its Expand icon.
Please double-click on the Expand icon for the "Company Profile" container.
The text in the "Company Profile" container is displayed and the two containers below have been moved down the page to accommodate it.
To collapse the container so only the heading is displayed you double-click on its drag handle.
Notice that the other two containers have not been repositioned back immediately under the "Company Profile" container.
OneNote only moves the other containers on the page when a container is expanded to ensure that all of its text is displayed.
When you collapse the text in a container, this is not an issue so OneNote does not move the other containers back to their original location.
We will expand all of the containers on the page so we can see their contents.
Let's assume that we want to move the list of courses in the "Courses Offered" container into the "Company Profile" container. One way would be to:
2. Place the insertion point at the desired location in the "Company Profile" container;
Moving Content
You can also use a drag handle to move its associated text within the container, to another container, or to a new container.
When you move the mouse cursor over a text paragraph in a container, a grey drag handle appears beside it.
Please move the cursor over the text on the page. Click on "Next" when you have finished.
Let's use the drag handle for a list of courses offered to move the text outside its current container.
When you click on the Next button, you will see the results of this action which is to "Click on the indicated handle and drag the text to the green
arrow".
Notice that a new container has been created for the text we just moved.
Let's move this information into the "Company Profile" container below the second paragraph.
When you click on the Next button, you will see the results of this action which is to "Click on the indicated handle and drag the text to the green
arrow".
The courses offered list has been added to the "Company Profile container at the desired location.
However, there is no space between the new paragraph and the following paragraph in the container.
Please press the "Down" arrow, and then press the "Enter" key.
As the body text has been removed from the "Courses Offered" container it is longer required.
To remove a container you right-click on it and then select the "Delete" command.
Please right-click on the "Courses Offered" container, and then select "Delete".
OneNote allows you to personalise the notes you create to suit your own requirements.
Backstage View
Info Section
Notebook Properties
Opening Notebooks
Closing Notebooks
Pin to List
Exporting Notes
Creating Notebooks
OneNote 2016 - Notebooks, Views, Layouts and Options - Backstage View Commands - Backstage View
Backstage View
The commands to perform tasks like view notebook properties, create new notebooks, open existing notebooks and export notes are located in
Backstage view.
In this objective, we will learn how to manage your notebooks using these commands in Backstage view.
Info Section
The "Info" section is displayed when you open Backstage view and it displays information on the notebooks that are currently open.
In this example, the "Nigel's Notebook" and "Wish2Learn Notes" notebooks are open.
The "View Sync Status" and "Open Backup" options appear beside "Nigel's Notebook", because it is stored online in Nigel's OneDrive account.
The location where the notebook is stored is shown on the file path below its name.
If you plan to make the notebook available to other people, then store it in a location where they can access it easily.
If you want external clients to view the notebook then store it online in your OneDrive folder rather than on your computer, or corporate network.
When you are ready to make the notebook available you click on the "invite people to this notebook" link, and then select the required people.
If you store the notebook locally on your computer then you will need to share it on the web or network, before other people can view it.
To share a notebook stored locally on your computer you click on the "Share on web or network" link.
The "Sync" option only appears for notebooks that are stored on a network, or online.
Notebook Properties
You can change the name of the notebook in the "Display Name" field.
Notebooks are also given a colour to distinguish them from each other when you have multiple notebooks open.
To assign a colour to a notebook from a choice of sixteen, you click on the "Color" button and then select the desired colour.
You can change the location where the notebook is stored by clicking on the "Change Location" button.
This is useful if you have stored the notebook locally on the computer, and then decide that you want to share the notebook with other people.
If you have created a notebook in a version prior to OneNote 2010, then you can convert the file to the current format by clicking on the "Convert to
2010-2016" button.
Doing this will allow you to use all of the features of OneNote 2016, but you will not be able to go back and open the converted file again in a version
prior to OneNote 2010.
Let's close the "Notebook Properties" box without changing any settings.
When you do this we will also return to Backstage view for you.
You can view the "Sync Status" for notebooks stored online by clicking on the "View Sync Status" button.
This will reveal if the notebook you are working on locally is the same as the copy stored online.
By default the "Sync automatically whenever there are changes" option is active.
This means the online copy of the notebook is updated whenever a change is made to the local copy on your computer.
To control when the copy stored online is updated you select the "Sync manually" option.
When you are ready to update the online copy then open this box and then click on the "Sync Now" button.
Alternatively you can select the "Sync" option in the "Settings" list for the notebook, which is located in the "Info" section of Backstage view.
If you lose your connection to the internet or network while you are adding notes, then the online copy of the notebook will not be updated with these
changes.
However, as soon as your connectivity is restored the online copy of the notebook will be updated automatically.
When you do this we will also return to Backstage view for you.
Opening Notebooks
To open an existing notebook in OneNote you select the "Open" command in Backstage view.
The notebooks stored on your OneDrive account are shown in the "My Notebooks" list.
Notebooks that are currently open are shown with an open notebook icon, and notebooks that are closed have a closed notebook icon.
In this example, we can see that "Nigel's Notebook" is open and the "Vacation Planning" notebook is closed.
Let's move down the screen so we can see all of the options for opening notebooks from other locations.
Please click on the vertical scroll bar below the scroll box.
To open a notebook from another location you use the options under the "Open from other locations" heading.
By default, the "Recent" option is active, which displays a list of notebooks that you have used recently.
In this example, we can see that two notebooks were opened today and one yesterday.
Another way to open a notebook stored on your OneDrive account is to select the "OneDrive Personal" option.
To open a notebook stored locally in the "Documents" folder on your computer then click on the "This PC" option.
If the notebook is stored in another location on your computer then click on the "Browse" button, and navigate to the required folder.
Let's open the "Vacation Planning" notebook, which is stored in Nigel Holt's "OneDrive - Personal" account.
The "Vacation Planning" notebook we want to open is stored in the "Documents" folder.
There are two notebooks in the "Documents" folder, which are the same as the two shown in the "My Notebooks list.
Let's open the "Vacation Planning" notebook from the "Documents" folder.
Closing Notebooks
The "Vacation Planning" notebook has been opened, which has notes about possible travel locations.
To close a notebook you right-click on the Notebook list button, and then select the "Close this Notebook" command.
Please right-click on the Notebook list button, and then select "Close This Notebook".
Use the "Browse" option in the "Open" section of Backstage view when you want to open a notebook that is stored in a non-standard location.
This location may be on another drive in your computer, on a network, or USB memory stick.
Please click on the "File" tab, and then select the "Open" command.
We can see the "Vacation Planning" notebook that we just used now appears at the top of the "Recent" list.
Let's move down the screen so we can see all of the "Open from other locations" options.
Please click on the vertical scroll bar below the scroll box.
The "Open Notebook" box is opened at the default location where notebooks are stored on your computer.
The icons in the Folders pane are shortcuts to common locations like OneDrive, or folders on your computer like the Desktop, Documents, Downloads
and Music.
To open a notebook stored on another drive in your computer you click on the relevant drive icon and then navigate to the required folder.
The notebook we want to open is stored in the "Documents" folder on Nigel's OneDrive account.
To open a notebook you double-click on it, or select the notebook and then click on the "Open" button.
Pin to List
You can pin a notebook to the list so it is always displayed by clicking on the "Pin to List" icon.
It is displayed on the right when the mouse cursor is positioned over then name of the notebook.
Please click on the "Pin to List" icon for the "Personal Notes" notebook.
The "Personal Notes" notebook is now displayed under the "Pinned" heading at the top of the "Recent" list.
To remove an item from the "Pinned" list, you simply click on its "Pin to List" icon again.
The "Personal Notes" notebook has been opened and there are now three open notebooks.
To show all of the notebooks that are currently open you click on the Notebook list button.
You can display the Notebook list permanently by clicking on the "Pin Notebook Pane to Side" icon.
The Notebook Pane is now permanently displayed on the left, allowing you to view all open notebooks and quickly move between them.
However, when the Notebook Pane is displayed you need to go to Backstage view if you want to open another notebook, or create a new notebook.
To remove the Notebook Pane from the screen, you click on the "Unpin Notebook Pane from Side" icon.
Let's display the "Wish2Learn Notes" notebook using the Notebook Pane.
Exporting Notes
Assume that we want to save the current page in this notebook, in a format that can be read by someone who does not have OneNote installed on
their computer.
To export notes from a notebook you select the "Export" command in Backstage view.
You choose what you want to export from the notebook by selecting the relevant "Export Current" option.
By default only the current page will be exported, but you can change this to the current section, or export the entire notebook.
The options in the "Select Format" list are the available file types that you can use for the export.
To export the content in an open format use options like PDF, PDS and single web page.
Alternatively, you can export the notes as a Word Document, but this means the recipient will require Microsoft Word to be installed on their computer.
Let's export just the current page using the PDF file format.
This will create a PDF document for the page and allow people to read it who have PDF readers installed on their computer or mobile devices.
Please click on the "PDF" option, and then click on the "Export" button.
The PDF file is given the same name (To Do tasks) as the page being exported.
We will accept this name and save the PDF file on the desktop for the computer.
Now save the PDF file on the desktop by clicking on the "Save" button.
Let's minimise OneNote so we can see the exported PDF file on the desktop.
We can see the exported PDF file on the top left corner of the desktop.
The "To Do Tasks" PDF file been opened in the Edge web browser, which is the default PDF viewer for this computer.
Creating Notebooks
As the Notebook Pane is being displayed we need to select the "New" command in Backstage view.
Please click on the "File" tab, and then select the "New" command.
By default, OneNote will create the new notebook in the "Documents" folder in your OneDrive account.
This will allow you to access the notebook from any computer device that has OneNote, or a web browser installed.
To create the notebook on OneDrive in a folder other than "Documents", you click on the "Create in a different folder" link and then select the desired
folder.
In this example, it will be used to make notes about a meeting with Trevor Rose from Wish2Learn.
Once you have entered a name the "Create Notebook" button becomes active.
You are asked if you want to invite people to share the notebook.
In this example, the notes are just for Nigel Holt so we will choose the "Not Now" option.
You still have the opportunity to share the notebook with other people at a later date.
Notice in the Notebook Pane that the icon for each notebook is shown in a different colour.
New notebooks are assigned an unused colour, which is lime green in this example.
In this example, this notebook will be used to store research notes about an upcoming car purchase.
Please click on the "File" tab, and then select the "New" command.
To store the notebook locally on your computer you select the "This PC" option.
By default, the notebook will be stored in the "OneNote Notebooks" folder on your computer, which is one level below the "Documents" folder.
In this example, we will save this notebook on a network drive called "Server", so we need to click on the "Create in a different folder" link.
We need to collapse the items for "This PC" so we can see other locations in the Folders pane.
Please click on the collapse icon for the "This PC" shortcut.
The computers that you can access on the network are shown.
Let's open the "Share" folder and create the new notebook.
Please double-click on the "Share" folder, and then click on the "Create" button.
The notebook has been created in the "Share" folder on the "Server" computer.
When you create a notebook on a network computer it needs to be synced to ensure that changes are updated as you work in OneNote.
We saved the notebook in a network location so we need to select "Network" in the Folders pane.
Notice that the "Share" folder does not contain a notebook file.
The "New Section 1" file has the .one file extension, and represents a section in the notebook.
The "Open Notebook" file has the .onetoc2 file extension, and is the table of contents for the notebook, which links to the different sections.
The commands in Backstage view allow you to create new notebooks, open existing ones, export notes and manage your notebooks.
OneNote Options
General Options
Display Options
Proofing Options
Language Options
Advanced Options
Add-Ins Options
OneNote Options
The "OneNote Options" box allows you to customise OneNote to suit your specific requirements.
To display the options for OneNote you select the "Options" command in "Backstage" view.
Please click on the "File" tab, and then select the "Options" command.
General Options
There are many settings that you can customise in OneNote and they are grouped into categories, which are displayed in the left panel.
By default, the settings in the "General" category are shown, which are for working with OneNote.
Active options are displayed with a check mark inside their check box.
The options in OneNote are generally descriptive which explains the feature it controls.
Some options also contain a ScreenTip and are indicated by a small ScreenTip icon to the right of their name.
When you move the cursor over the option the information in the ScreenTip is displayed.
Please move the cursor over the "Show Mini Toolbar" option. Click on "Next" when you have finished.
The settings in the "User Interface Options" section control features such as the Mini toolbar, and the style of the ScreenTips.
You can turn the screen tips off here if you find them distracting.
You can specify the default font that you want to use as well as its size and colour in the "Default font" section.
The font, size and text colour that you specify will be applied when the "Normal" style is applied to text.
Changing the default "Normal" style will only be applied to new text.
The colour that you specify will also be used for the page title.
The "Personalize your copy of Microsoft Office" section displays the name and initials of the user, which is Nigel Holt in this example.
These settings are used for information like the author, as well as when comments are added when reviewing documents.
To change these details simply enter the new name and initials.
By default Office displays no background pattern on the area around the Title bar.
You can customise the look of the programs in Office by selecting a background pattern from the "Office Background" list.
You can change this to white or dark grey, by selecting the required option from the "Office Theme" list.
Please click on the "Office Theme" list button, and then click on "White".
To see what these settings will look like in OneNote we need to confirm them by clicking on the "OK" button.
We can see that the Title bar area now has the "Circle and Stripes" pattern applied.
The white office theme has also been applied to the ribbon.
When you go to the next slide we will apply the default options and open the "OneNote Options" box again.
Display Options
Let's look at the options that control the display for OneNote.
The "Display" settings allow you to control how the OneNote environment appears.
You can select where you want screen and navigation elements to appear, such as the location of the navigation bar, and if scroll bars are shown on
the left or right.
The settings in the "Display" section affect the appearance of the OneNote interface and not the pages in the notebook.
The exception to this is the "Create all new pages with rule lines" option, which will be applied to any new pages in a notebook.
Proofing Options
Let's display the settings that control the proofing of the content on pages.
The settings in the "Proofing" category control how OneNote corrects and formats text.
There are sections for "AutoCorrect options", for correcting spelling in Microsoft Office programs, and correcting spelling in OneNote.
To change any of these options you click on the "AutoCorrect Options" button.
At the top of the Autocorrect box are settings for rules such as capitalising the first letter of sentences, or names of days.
You can add a typo that you make regularly with its correction in the "Replace" and "With" fields.
Let's assume that we use the shorthand term "lrn" instead of the word "learn".
We can create a replace text rule so that every time we type "lrn" the word learn will replace it.
Let's add this entry to the "Replace text as you type" list by clicking on the "Add" button.
Now whenever we type "lrn" the word "learn" will be displayed in its place.
You can remove AutoCorrect text from the list by selecting it and then clicking on the "Delete" button.
The settings in the "When correcting spelling in Microsoft Office programs" section control spelling correction.
These settings will be enforced in all MS Office programs not just OneNote.
Currently, words written in upper case characters are included when checking for spelling errors.
To exclude uppercase words when spell checking notebooks you de-select the "Ignore words in UPPERCASE" option.
The check mark has been removed from the "Ignore words in UPPERCASE" option to indicate it is no longer active.
To activate the option again you simply click on its check box.
The options that control the spelling for OneNote are shown in the "When correcting spelling in OneNote" section.
We can see that OneNote is set to check the spelling and grammar as we type, as well as mark any grammar errors.
To stop the Grammar Checker from being activated each time you perform a spell check, you de-activate the "Check grammar with spelling" option
By default, OneNote will sync any notebooks that are stored online automatically.
To update the online copy of the notebook manually you de-select the "Sync notebooks automatically" option.
The Save and Backup options for OneNote are located in the "Save & Backup" category.
The settings in the "Save & Backup" category allow you to specify the default save locations for notebooks and backups.
You can also optimize notebook files to reduce their size, as well as change the cache file location to another hard drive if you are running out of
space.
The settings in the "Save" section show the current location where the Quick Notes, backups and notebooks are saved.
To change a save location for an item you select it and then click on the "Modify" button.
By default, your notebooks will be automatically backed up once a week and stored on SharePoint.
The number of backup copies is 2 and the oldest backup will be deleted when a new one is created.
To change any of these settings use the options in the "Backup" section.
You can also start a backup immediately by using the "Back Up Now" buttons.
To backup just the notebooks that have changed you click on the "Back Up Changed Files Now" button.
To backup all of your notebooks you click on the "Back Up All Notebooks Now" button.
By default, notebooks contain 15% of additional space so you can add content quickly.
However, this additional space makes the file size of the notebook larger.
Notebook files are optimised if OneNote is inactive for 20 minutes, and you can change these settings in the "Optimizing files" section.
To optimise all of your notebooks immediately you click on the "Optimize All Files Now" button.
The "Cache file location" section shows the path where temporary files are stored while you create notebooks and add notes.
It is recommended that you do not change this location unless you are running out of space on your hard drive.
If you modify this setting then make sure the new cache file location is on a non-removable hard drive.
Let's continue and look at the settings in the "Send to OneNote" category.
One of the uses of OneNote is to store information that you find in Outlook and other applications.
By default, you are always asked where to send the content in OneNote.
The options in the "Send to OneNote" section allow you to specify the location for different types of items like email messages, meeting notes, web
notes and screen clippings.
The options for each type of content are the same so let's open the "Web content" list.
You can send content to the current page, to a new page in the current section, or to a default location that you specify.
Selecting any of these settings will send the content to the chosen place without you being prompted each time.
Let's leave the current setting unchanged and close the list.
Let's continue and look at the options in the "Audio & Video" category.
The "Audio & Video" options is where you can specify the devices that will be used to record audio and video, as well as the format used for each one.
In this example, we can see that audio and video will be recorded on the default device in Windows.
Let's look at the devices that can be used for recording audio.
Please click on the "Device" list button for the Audio recording settings.
The recording devices that you have installed on your computer determine what appears in the "Device" list.
In this example, we also have the choice to record audio using the microphone, or the "Stereo Mix, which uses the signal from the speaker output on
the computer.
Now the microphone will be used for recording audio even if the default audio device in Windows is changed.
You can also specify the codec and what format the audio will be recorded using the "Codec" and "Format" options.
In this example, the codec is "Windows Media Audio Voice 9" and the format is "12kbps, 16Hz, mono".
Language Options
They allow you to change the editing, display, ScreenTip and Help languages used by the Office programs.
The settings in the "Choose Editing Language" section control the language preferences for Office.
Currently there are two editing languages, which are "English (United Kingdom) the default, and "English (United States)" which is installed but not
enabled.
You can add additional editing languages by clicking on the "Add additional editing languages" list button.
You choose the language that you want to add from the list.
For some languages you also need to install a language interface pack and you must install the version that matches the version of Office.
For example, the language version pack for Office 2007 will not work with Office 2016 programs.
Let's add "English (Australia)" so we can check information that we send to Australia.
It is not currently in view so we will need to move down the list to reveal it.
English has lots of editing language variations to cater for the different English speaking countries around the world.
To add the language to the "Editing Languages" list you click on the "Add" button.
English (Australia) will now be available when proofing documents but it is not the default, which is currently English (United Kingdom).
You can choose the default language when proofing documents by selecting it, and then clicking on the "Set as default" button.
To remove a language from the list you select it and then click on the "Remove" button.
You set the priority for the display and Help by using the settings in the "Choose Display Languages" section.
By default it will match the language version of Windows that is installed on your computer.
Advanced Options
The "Advanced" options cover a plethora of settings separated into different sections that allow you to customise OneNote to meet almost any
expectation.
The sections include "Editing Options", "Linked Notes", "Pen", "Email sent from OneNote" and many others.
Most of the settings are self-explanatory and by default are set to match how most people use these features in OneNote.
The settings in the "Editing Options" section control how the editing features in OneNote are applied.
For example, to switch off the automatic bullet list feature in OneNote, you de-activate the "Apply bullets to lists automatically" option.
Sometimes a default setting for a feature may not fit your needs.
For example, if you are adding mathematical formulas, the feature that converts double brackets into links may inadvertently convert some of your
formulas into links.
In this scenario you would de-activate "Enable link creation by typing around a phrase" option.
The options in the "Linked Notes" section allow you to turn off linked notes, and whether to save document snippets and page thumbnail for each
linked note.
Linked notes are useful when you want to make notes on projects that span multiple files and Office applications.
The features in the "Pen" section control the input when notes are added to a notebook using a pen.
Pens allow you to add free form drawings and write remarks without using a keyboard or mouse.
OneNote makes it easy to share your notes via email as this is a simple way to have others view your notes.
You can specify how notes are sent, and what gets sent with the email in the "Email sent from OneNote" section.
OneNote links to all Office applications and has multiple background applications running that use computer resources.
If you are running a laptop primarily from its battery, then you can use the option in the "Battery Options" section, which by default is set to "Medium".
To preserve the battery you select the "Maximum battery life" setting, which will limit the number of background activities run by OneNote.
Tags allow you to categorise the notes you make in a way that makes sense to you.
The options in the "Tags" section allow you to choose whether to show original tagged notes as dimmed on the Tags Summary task pane.
The settings in the "Passwords" section control how password protected sections are controlled in the notebook.
You can specify another time period, or lock password protected sections as soon as you navigate away from them.
If you are importing images that contain text, OneNote can extract the text from these images and insert them into your notebook.
To disable this feature you select the "Disable text recognition in pictures" option.
This will remove "Copy Text from Picture" option in the context menu for an image.
The option in the "Display" section allows you to disable hardware graphics acceleration.
Hardware graphics acceleration uses power resources, so turning it off will preserve the battery life on a laptop computer.
To turn this feature off, or to automatically set inserted file printouts in the background, you use the settings in the "Printouts" section.
The "Other" section is where you can change the measurement units from "Centimetres" to other settings like "Inches", Millimetres, Points or Picas.
To modify the ribbons in OneNote you use the "Customize Ribbon" options.
The default ribbons in OneNote are shown in the right pane with a check mark beside their name.
To stop a ribbon from displaying in OneNote you remove the check mark beside its name.
You select the command you want to add in the left pane, and then select the ribbon and location in the right pane.
To display more commands you open the "Choose commands from" list.
To show all of the commands in OneNote you choose the "All Commands" option.
Selecting the "Commands Not in the Ribbon" setting will show only the commands that are not on any ribbon.
We can now see a list of commands that are not currently on any ribbon.
The "Main Tabs" pane shows the default ribbons as well as the groups on the ribbon.
We can see that the "Home" ribbon has 5 groups containing ribbon commands.
To show what commands are in a group you click on the expand icon beside its name.
We can see there are four commands in the "Clipboard" group on the "Home" ribbon.
To reveal the commands in each group we would need to click on its plus sign.
You can create your own ribbon tabs and groups by clicking on the "New Tab" and "New Group" buttons.
To modify the Quick Access Toolbar you display the options in the "Quick Access Toolbar" category.
The buttons currently on the Quick Access Toolbar are shown on the right, and the most popular commands on the left.
We can see that only the "Back" and "Undo" commands appear on the Quick Access Toolbar.
To add a command you select it and then click on the "Add" button.
Add-Ins Options
An Add-in is a supplemental program, which contains custom commands or features that you can add to OneNote.
The "Add-Ins" category is where you view and manage the Add-ins for OneNote.
In this example, the list is empty because no Add-ins programs have been added to OneNote.
To update OneNote with an Add-in program you click on the "Go" button, and then select the required executable file.
This category has the Microsoft privacy and security statements as well as the settings for the Trust Center.
To view the policy statements concerning privacy and security you click on the "Microsoft Trustworthy Computing" link.
To display the settings for the Trust Center you click on the "Trust Center Settings" button
This is the place where you can specify what information is sent back to Microsoft.
We have finished looking at the options for OneNote so let's close the box.
Customising OneNote allows you to tailor its many features to suit your specific needs.
Research Tools
Translating Text
Navigation Pane
Research Tools
Some features in OneNote can be modified while using the feature itself.
An example of this is the "Research" command on the "Review" ribbon, which can be used to locate information on selected text.
In this objective, we will learn how use research tools, translate text and use Full Page view and Dock to Desktop view.
The "Research" command in OneNote allows you to perform research on your notes.
In this example, we will use the "Holiday Planning" section in the notebook to investigate three possible holiday destinations.
The "Holiday Planning" section in the notebook contains notes about three possible holiday destinations that Nigel Holt is considering for his vacation.
We can use the "Research" command in OneNote to find a definition of this word.
The "Research" pane has been displayed and the word "archipelago" is shown in the "Search for" field.
In the "Information Source" list below, "Bing" has been selected as the source that will be used.
Bing is a search engine from Microsoft, so using this source is the same as searching via a web browser using Bing.
We want to find a definition for the word "archipelago" so let's look at the other information sources you can use.
Under the "All Reference Books" heading there are four options.
The "Encarta Dictionary" from Microsoft can be used to provide a definition for the selected word.
There is a thesaurus for French, and another for Spanish to provide you with alternative words when you are searching.
Use the "Translation" option to translate words or simple phrases into another language.
Under the "All Research Sites" is the "Bing" search engine that you can use for the selected word.
The "Factiva iWorks" option uses the business and information tool from the company Factiva.
They aggregate information from both licensed and free sources like newspapers, magazines, televisions and radio.
We want to find the definition for the word "archipelago" so we will use Microsoft's Encarta dictionary.
The "Research" pane is displaying the answers for the word "archipelago".
With the "Research" pane displayed not all of the information for Mexico is visible.
Let's scroll to the right so we can see all of the text for Mexico.
Translating Text
You can also use the "Translate" command on the "Review" ribbon to translate text.
Please click before the first word, and then press the "Shift" key and click on the last word.
To translate all of the selected text you click on the "Translate Selected Text" option.
Selecting the "Mini Translator" option will translate words and sentences that you move your mouse over.
A message is displayed saying that "To translate your document, text will be sent over the internet in a secured format to Microsoft or a third-party
translation service".
The message is displayed in case you are translating sensitive information and do not want to send it over the internet.
If you frequently translate text of a non-sensitive nature then click on the "Don't show again" check box to stop this message from being displayed.
The selected text has been copied into the "Search For" field, and "Translation" is selected in the "Information Source" list.
However, the "From" and "To" languages are incorrect as we want to translate this text from Spanish to English not English to French.
However, the original overview about Mexico is still in the Spanish language.
Assume that we want to replace the original Spanish overview text with its English translation.
One way would be to copy the text from the "Research" pane and paste it over the existing overview about Mexico.
You can also add text to a page by clicking on the "Insert" button in the "Research" pane.
The translated text is added at the insertion point, or will replace any selected text.
The Spanish text on the page has been replaced with the English translation.
You can also display them on the left, or make them float and drag them to the desired location.
Let's move the "Research" pane so it appears just to the right of the page.
When you click on the Next button, you will see the results of this action which is to "Drag the "Research" pane heading to the green arrow".
To pin a task pane to the left of the screen, you drag it until the extreme left.
To close a task pane when you have finished with it you click on its Close button.
You can make the page occupy the whole screen by clicking on the "Full Page View" button.
This displays just the page without the Title bar or ribbon.
When you do this we will also scroll back to the top left of the page.
The page now occupies the whole screen and the Title bar and ribbon have been removed from view.
This makes adding and editing notes easier as there is more space available for the page.
Navigation Pane
When you are in Full page view the "Navigation Pane" button is displayed at the top right.
You use it to navigate between the pages, sections and any notebooks that you have open.
The open notebooks, sections in the current notebook, and pages in the active section are listed.
Let's display the "Meal and Shopping List" section in the notebook.
The Navigation Pane also has buttons at the top to add a notebook, add a section, or add a new page.
You can also search through your notebooks to find specific content by clicking on the "Search" button.
To close the Navigation Pane you simply click outside it or press the "Esc" key.
If you want to access a ribbon command you can exit Full Page view and return to Normal view.
Alternatively, to display the ribbon you move the mouse cursor to the top of the page, and then click on the Title bar.
Please move the mouse cursor to the top of the page, and then click on the Title bar.
The Title bar and ribbon are displayed in "Auto Hide" mode.
This means if you press the "Esc" key or click on the page, the ribbon will be hidden again.
The "Dock to Desktop" command on the "View" ribbon allows you to dock OneNote to the side of the screen.
This is useful when you want to look at other applications or websites while you are adding notes.
Assume that we want to find the recipe for Pasta Primavera, which is planned for our meal on Thursday.
In this example, Google is the default search engine for the Edge web browser.
Let's enter the search term for the recipe that we want to find.
Please type: Pasta Primavera ; and then press the "Enter" key.
Let's look at the web page listed at the top of the results.
When you do this, we will also scroll down to the ingredient list on the web page for you.
The ingredients required and method to cook Pasta Primavera are displayed.
Let's cross reference the list of ingredients with the shopping list we have created in OneNote.
We need to open the Navigation Pane and select the "Shopping List" page in the notebook.
Please click on the "Navigation Pane" button, and then select "Shopping List".
To make it easy to view the shopping list and ingredient list together we can use "Dock to Desktop" view.
We are in "Auto hide" mode for the ribbon so we need to display it again.
Please move the mouse cursor to the top of the page, and then click on the Title bar.
We can see the OneNote and web browser windows together side-by-side.
This makes it easier to cross-reference the ingredients in Pasta Primavera with the items on our shopping list.
Notice that the browser window is still maximised even though it is not taking up the full screen.
OneNote has made the desktop smaller and appears to the right, meaning that no window can be placed on top of it or underneath.
To return to Normal view you click on the "Normal View" button for OneNote.
OneNote has been returned to Normal view, and the ribbon is displayed once again.