onenote - your digital binder...
TRANSCRIPT
Rex BalboaUser Experience Consultant
[email protected]/RexCelestiswww.linkedin.com/in/rbalboa
Tami SchillerSr. Analyst & Consultant
[email protected]/TamiSchillerwww.linkedin.com/in/tamischiller
Visit with us in
Booth 200-202
after this session!
www.travelingcoaches.com
OneNote - Your Digital Binder (Hand7)Friday, August 05, 20117:52 AM
About Page 1
OneNote - Your Digital Binder
This OneNote Digital Binder is meant to assist you as you begin to navigate and use some of the OneNote's basic features. Many concepts were covered in the hands-on session, but a few additional concepts were added to help you in your OneNote journey. It is not a comprehensive user guide. The OneNote Digital Binder is a mix of Traveling Coaches custom content and outside web resources. On several pages, the two are mixed. That was intentional to demonstrate how easy it is to gather content from disparate sources and mix in your own unique perspective. Most importantly, now this is your Digital Binder. Your challenge is to add new information as you discover it.
Presenters
Rex Balboa User Experience Consultant Traveling Coaches, Inc.
Rex has over 10 years of experience in the legal vertical as a consultant, software developer, project manager and learning specialist. In his current role, Rex consults with law firms on optimizing user experience in large-scale rollouts through his innovative approaches to technology and learning programs.
Tami Schiller
Sr. Analyst and Consultant Traveling Coaches, Inc.
Tami has focused on legal technology training for over 12 years. She possesses a strong commitment to seeing individuals achieve their potential for technical competency and is always looking for innovative ways to deliver learning opportunities to busy legal professionals. By recognizing emerging trends and willingly sharing with others, Tami supports the legal community as it navigates through the rapid changes to business practices and technology innovations.
Traveling Coaches
Traveling Coaches, a certified Women-Owned Business Enterprise (WBE), is the established authority on user adoption of technology. More than a training company, Traveling Coaches’ comprehensive solutions ensure increased productivity and reduced support cost for the legal industry’s mission critical processes: document production and management. Since 1995, over 900 law firms and corporate legal departments, including the majority of the Am Law 100, have partnered with Traveling Coaches to increase the return on their technology investments. From consulting to application integration, coaching to curriculum, skills assessment to learning management, Traveling Coaches is the common denominator of successful technology initiatives.
About this notebookFriday, June 24, 20112:13 PM
About Page 2
Gather > Clip > Journal > Reference > Organize > Search > Share
FeaturesFriday, June 24, 20112:46 PM
What can you do with OneNote Page 3
The information and links below were provided by Microsoft and all links were active at the time this notebook was constructed.
Billing your clientsArticle When it comes to client billing, the goal is to take enough time to bill clients accurately, but not so much
time that it keeps you from the business of...
Conduct research safely on the WebArticle Adapted from The Paralegal's Guide to the Microsoft Office System by Dorian S. Berger and Anthony T.
Mann As a paralegal, you need to conduct a significant...
Consolidating client notesArticle Managing numerous documents and information resources is an accepted part of every attorney's job.
Attorneys need to keep track of details from client meetings...
Improving the efficiency of your legal researchArticle As a litigator, you know that legal research is both a science and an art. The strength of any case depends
on what you know — and your ability to find...
Keep your client notes in one placeArticle Managing multiple client documents and information resources are among the most difficult tasks for an
attorney. Consolidating your client information and...
Keeping your legal team on the same pageArticle As a corporate attorney, you're probably working at any given time with several attorneys in your
department or firm on a particular case or project. And...
Making discovery requestsArticle The discovery process includes making requests for information, production (files, documents, and other
tangible evidence), and admission. During the discovery...
More effective legal research with Office 2003Article Legal professionals are expected to speak well, write well, and stay current on legal decisions that affect
their clients. To accomplish this, they may...
OneNote: A reason to ditch the legal pad?Article Applies to Microsoft Office OneNote 2003 Service Pack 1 or later By Paul Ford When I first started up
OneNote, I wasn't sure how I'd use it. Working for...
Protecting your PC when doing legal research on the WebArticle As a paralegal, you often need to conduct research on the Web. However, when you surf the Web, your
computer could be vulnerable to destructive viruses...
Securing legal documents and filesArticle The security of documents and files is a key concern for legal firms. Your clients trust you to safeguard their
information and keep it private. You want...
Inserted from <http://office.microsoft.com/en-us/onenote-help/CH001146505.aspx>
Things Legal Professionals can do with OneNoteFriday, July 08, 20111:26 PM
What can you do with OneNote Page 4
Budget workbook
Camping checklist
Home remodeling workbook
Manage DVD movie collections
Marathon Training Schedule
Organize recipes
Personal Diary
Vacation planner
Wedding/Event planner
Find OneNote Templates: http://office.microsoft.com/en-us/templates/results.aspx?qu=%22Templates%20for%20OneNote%22&ck=1&av=ZSC140
Things people do with OneNoteFriday, July 08, 20111:46 PM
What can you do with OneNote Page 5
Brainstorm
Collect and organize research
Capture email threads
Capture processes
Document image development
Manage projects
Record meeting notes
Share and collaborate with colleagues
Things IT Professionals can do with OneNoteFriday, July 08, 20112:57 PM
What can you do with OneNote Page 6
When you create a new notebook, you have the option to store the notebook on the web, a network or your local computer.
Once you create your notebook, you can create sections and pages to organize your notebook content.
Create and OrganizeWednesday, July 20, 20119:21 AM
How-To Page 7
To create a new Notebook to use on your computer only:
Click the File tab and select New.1.From the Store Notebook On section, select My Computer.2.
In the Name field, type a name for your notebook.3.
If necessary, browse to select the Location to save the notebook.4.
Click the Create Notebook button.5.
Storing on My ComputerWednesday, July 20, 201112:59 PM
How-To Page 8
To create a new Notebook to access at any time or share with others:
Click the File tab and select New.1.From the Store Notebook On section, select Web.2.
In the Name field, type a name for your notebook.3.
To specify a Web location, select an existing folder or create a new folder by clicking the New Shared Folder button.
4.
Using a web location requires a Windows Live account.
When creating a new folder OneNote will launch your Web browser. 5.
Storing on the WebWednesday, July 20, 20111:01 PM
How-To Page 9
When creating a new folder OneNote will launch your Web browser. 5.From the Web browser, create a new folder and set permissions. 6.
Return to OneNote and click the Refresh button.7.
Select the folder from the folder list and click the Create Notebook button. 8.
How-To Page 10
To create a new Notebook to use on your computer only:
Click the File tab and select New.1.From the Store Notebook On section, select Network.2.
In the Name field, type a name for your notebook.3.
Browse to select the Location to save the notebook.4.
Click the Create Notebook button.5.
Storing on a Network/SharePointWednesday, July 20, 20111:02 PM
How-To Page 11
Creating Sections
Think of sections as your notebook divider pages. Sections appear as tabs above the page.
To add a new section:
To the far right of the row of tabs, click the Create a New Section button (tab).1.
A new tab is created and is called New Section 1.
Type a name for the new section.2.
The new section is added to the end of the row. It is also added to the Navigation bar.
Moving Sections
To rearrange sections:
Click a Section tab and drag it to the new location.1.-OR-For long lists, from the Navigation bar, click the Section title and drag it up or down the list.
A black bar shows where the section will be moved.
Renaming Sections
To rename a Section:
Right-click the Section tab and select Rename from the shortcut menu.1.Type in the new name and press Enter to accept the changes.2.
The section is also renamed in the Navigation Bar.
Deleting Sections
To delete a section:
Right-click the Section tab and select Delete from the shortcut menu.1.
Working with SectionsThursday, August 04, 20118:38 PM
How-To Page 12
A warning dialog box is displayed asking if you want to permanently delete the section.
Click the Yes button.2.
The section is also removed from the Navigation bar.
How-To Page 13
Creating Pages and Subpages
To insert a new page:
Navigate to the section where you want to insert a new page. 1.From the Pages pane, click the New Page button. (Ctrl + N)2.
A new untitled page is added to the bottom of the Pages pane.
In the Page Name text box, type a page title.3.
To insert a subpage:
From the Pages pane, click the main page tab where you want to create a subpage. 1.
Click the New Page drop down button and select New Subpage from the shortcut menu.2.
A new untitled subpage is inserted.
In the Page Name text box, type a page title.3.
Working with PagesThursday, August 04, 20118:39 PM
How-To Page 14
To insert a page or subpage at specific location in a section:
Move the mouse pointer over the tabs in the Pages pane.1.
A New Page icon appears to the left of the pane .
Point at the New Page icon.2.
A black line appears between tabs.
Click and drag the New Page icon to the location where you want to insert a new untitled page.3.
A new untitled page is inserted between the tabs.
In the Page Name text box, type a page title.4.
How-To Page 15
Adding Text
To type or write notes on a page:
Click into the page and start typing. 1.
To paste in a note:
Select the text from the original source.1.Click into the page and press Ctrl + V.2.
The text is copied into the page and the Paste Options button is displayed.
From the Paste Options button, select a Paste Option.3.
Using the Insert Tab
The Insert tab contains several options for inserting content into a page. You can insert:
Tables
Pictures
Screen Clippings
Links
Files
Printouts
Scanned items
Audio
Video
Dates and Times
Equations and Symbols
When content is added to a page, a note container is created. The note container is frame that holds content added to a page. Multiple note containers can be added to a page and can contain all types of content such as pictures, audio or video. They can also be rearranged by clicking and dragging to new locations.
Adding Content to PagesThursday, August 04, 20113:22 PM
How-To Page 16
Renaming Pages
To rename a page:
From the Pages pane, navigate to the page where you want to change the Page title.1.Click in the Page Name text box and type the new page name.2.
The page name is changed in the Pages pane.
Moving Pages
To move a page within a section:
From the Pages pane, click the page and drag it to the new location. 1.
To move a page to a new section or new notebook:
From the Pages pane, right-click the page and select Move or Copy from the shortcut menu.1.
The Move or Copy Pages dialog box is displayed.
Organizing PagesThursday, August 04, 20113:21 PM
How-To Page 17
Select the section and click the Move or Copy button.2.
The dialog box is closed and the page is moved or copied to the new location.
Moving Pages to Subpages
To make a page a subpage:
From the Pages pane, right-click the page and select Make a Subpage.1.
The page is moved to a subpage status in the Pages Pane.
Tip: You can also click and drag a page to the right to move it into a subpage level. There are two subpage levels.
How-To Page 18
subpage levels.
Moving Subpages to Pages
To make a subpage a main page:
From the Pages pane, right-click the page and select Promote Subpage.1.
The page is promoted in the Pages Pane.
Tip: You can also click and drag a page to the left to move it into a subpage level. There are two subpage levels.
Collapsing Pages
When you organize your pages using subpages, you can collapse the pages to make finding information in the Pages pane easier.
To collapse pages:
Navigate to the main page you want to collapse.1.Mouse over the right side of the tab.2.
An arrows appears on the tab.
Click the arrow to collapse (or expand )the subpages.3.
Deleting Pages
To delete pages:
How-To Page 19
To delete pages:
From the Pages pane, right-click the page.1.Select Delete from the shortcut menu. 2.
The page is removed from the Pages pane.
How-To Page 20
OneNote's integration with it's peers in the Office Suite is a key feature. The Send to OneNote printer driver allows you to print anything to OneNote from any application. In some Office 2010 applications, you will be able to link directly to OneNote. Outlook integrates closely with email, tasks and meetings.
Integrate with Other ApplicationsWednesday, July 20, 20119:22 AM
How-To Page 21
Saving Emails to OneNote
To send an email message to OneNote:
Open the message you want to send to OneNote.1.From Message | Move, click the OneNote button.2.
The Select Location in OneNote dialog box is displayed.
Select a location and click the OK button.3.
Outlook Email MessagesWednesday, July 20, 20119:28 AM
How-To Page 22
Select a location and click the OK button.3.
The email is added to the notebook.
How-To Page 23
Saving Calendar Items to OneNote
To send a calendar item to OneNote:
Open the item you want to send to OneNote.1.From Meeting | Action, click the OneNote button.2.
The Select Location in OneNote dialog box is displayed.
Select a location and click the OK button.3.
Outlook Calendar ItemsThursday, August 04, 20116:02 PM
How-To Page 24
The meeting is added to the notebook.
How-To Page 25
Inserting Meeting Details
Insert meeting details into OneNote to use as a form for meeting notes.
To insert meeting details from Outlook into OneNote:
From Home | Outlook, click the Meeting Details button.1.
From the drop down menu, select the meeting from the list or click Choose a Meeting from Another Day.
2.
The meeting is inserted into OneNote and the subject is added to the Page Name text box.
Extra tip: Once your meeting is over, share notes with your colleagues immediately by emailing the page.
From Home | Outlook, click the Email Page button.1.
A new email is opened and contents of the page are added to the body of the message.
Address and send the email as normal.2.
To send a page by email:
Inserting Meeting Details from OneNoteThursday, August 04, 20116:09 PM
How-To Page 26
OneNote and Outlook Task Syncing - OneNote notes as context for your tasks (from Olya Veselova)
Creating Outlook tasks directly from OneNote. They will be synchronized.
Outlook is my central place for managing tasks. I add new ones to the To-Do bar, or I flag incoming mail as tasks. However, tasks also come to mind when I am taking notes in OneNote. At that point, I can flag a note paragraph as an Outlook task:
The note is flagged in OneNote:
The task also appears in the To-Do bar in Outlook, where I manage it together with all my other tasks. If I mark the task as complete, it will synchronize back to OneNote.
Linking Tasks Between Outlook and OneNoteThursday, August 04, 20116:00 PM
How-To Page 27
Jumping between OneNote and Outlook
In OneNote - right-click the task:
In Outlook - open the task and click the OneNote link in task body:
How-To Page 28
When is creating tasks from OneNote useful?
While taking meeting notes - create follow up items
I often take meeting notes in OneNote. I flag any action items that come up as Outlook tasks. For example, I write down something like "Need to confirm schedule", and flag it as a "Next Week" task. Next week, I stare at this task in my To-Do bar in Outlook and have no idea which schedule I was thinking about. But I can click the OneNote link in task body to jump to the OneNote meeting notes page to get the context.
At the next meeting on the same topic, I may also check the previous meeting notes page to see if all the action items were completed. I can see that, because the task state of the flags is synchronized with Outlook.
Tasks related to a particular project - seeing them together in OneNote, with other related notes
In OneNote, I like to create pages for my project with a summary of remaining issues that I am tracking. Often there are tasks involved that I need to complete, so I flag them as Outlook tasks.
Same as with tasks from meetings, I jump from the Outlook task back to OneNote to refresh my memory about the context of the task.
The Outlook To-Do bar and the calendar view of tasks lets me manage my time. Whereas, the project page in OneNote gives me a project-centric view into any remaining issues and any remaining tasks.
How-To Page 29
in OneNote gives me a project-centric view into any remaining issues and any remaining tasks.
Inserted from <http://blogs.msdn.com/b/melissamacbeth/archive/2006/06/13/630185.aspx>
How-To Page 30
Manage your research by sending your web finds directly to OneNote. Internet Explorer integrates with OneNote. A OneNote taskbar lets you send a web page with one click. FireFox users can install an add-on.
To insert content while viewing a web page in Internet Explorer:
From the taskbar, click the Send to OneNote button.1.
The Select Location in OneNote dialog is displayed.
Select the location and click the OK button.2.
The page is sent to OneNote. It is not an exact replica of the web page.
Tip: For a better experience, select the text on the page before clicking the Send to OneNote button.
Inserting from Web BrowsersThursday, August 04, 20116:33 PM
How-To Page 31
OneNote 2010 lets multiple authors access a shared notebook at the same time. Anytime someone edits to the pages and sections in the shared notebook, OneNote automatically synchronizes the changes so that the notebook is always up-to-date for everyone.
OneNote also maintains a separate offline copy of the notes on each user's computer. That way, shared note-taking participants can continue to edit the notes locally even when they are temporarily disconnected from the network. The next time they connect to the shared notebook, OneNote automatically merges their changes with the changes made by everyone else.
Pasted from <http://office.microsoft.com/en-us/onenote-help/share-notebooks-in-onenote-2010-HA010386952.aspx>
Collaborate from AnywhereWednesday, July 20, 20119:23 AM
How-To Page 32
Sharing Notebooks
To share an existing notebook:
Navigate to the notebook that you want to share.1.From Share | Shared Notebooks, click the Share this Notebook button.2.
The Share Notebook backstage view is displayed and the File tab is the active tab.3.
Verify that the correct notebook name appears in the Select Notebook field.4.Select the Share On location.5.If shared on the web, use an existing Shared or create a new shared folder by clicking the New 6.
Sharing NotebooksWednesday, July 20, 20119:29 AM
How-To Page 33
If shared on the web, use an existing Shared or create a new shared folder by clicking the New Shared Folder button.
6.
A prompt is displayed asking if you want to email a link to the shared notebook.
Click the Email a Link button.7.
A new email message is opened and the link to the shared notebook is copied into the message body.
Complete the message and send as normal.8.
Tip: For more help on sharing a notebook on the web or network, see the Create and Organizepages of this notebook.
Navigating Changes When Collaborating
To quickly navigate through changes, from Share | Unread, click the Next Unread button.
To toggle on and off showing changes, click the Mark as Read button and select the Show unread changes in this notebook item.
When changes are made - notebooks, sections, and page titles are bolded. Within pages, changes are highlighted, marked by a vertical bar and the author's initials. Additionally from the Share tab, you will find options for viewing Recent edits, authors and page versions.
How-To Page 34
Use OneNote to organize and manage just about everything in your work or personal life. Consider using Desktop Docking the next time you are viewing a webinar and need to take notes. Collaborate on a PowerPoint presentation using Linked Notes and tag your research discoveries to quickly gather important information at the moment of need.
Use OneNote for ResearchWednesday, July 20, 20119:24 AM
How-To Page 35
Docking
Microsoft has also introduced a Dock to Desktop mode in order to keep OneNote in view. This snaps the OneNote window to the bottom, top or side of the screen, so that it’s always visible, much like the taskbar. Windows treats the edge of the docked OneNote window as if it was the edge of the screen –you can’t drag other windows over it.
Allan J. Smithie. (2011, July 9). Catch-up Office 2010: OneNote Retrieved from
http://everythingexpress.wordpress.com/2011/07/09/catch-up-office-2010-onenote/
To dock OneNote:
Open the application that contains the document or content that you will be using OneNote to take notes.
1.
From View | Views, click the Dock to Desktop button.2.
The application window is resized to the left and OneNote is opened to the right of the application window.
Linked Note Taking is enabled.
To undock OneNote:
From View | Views, click the Dock to Desktop button. 1.
The OneNote window is maximized and the Linked Note Taking button is changed indicating that the feature is disabled.
Desktop DockingWednesday, July 20, 20119:31 AM
How-To Page 36
Applying Tags
To apply a tag:
Click into the paragraph that you want to tag.1.From Home | Tags, select the tag from the list. 2.
-OR-
Right-click in the note.1.From the shortcut menu, select Tag and click the appropriate Tag from the list.2.
The tag is applied to the paragraph.
Tip: Click the More button show all available tags in the Tags Gallery or use the arrows to scroll through the tag list.
Removing Tags
To remove a single tag:
Right-click in the paragraph containing the tag and select Tag | Remove Tag on the shortcut menu.1.
Extra tip: Flag as note as a task to link it back to Outlook. From Home | Outlook, click the Outlook Tasks button. Enjoy reminders and other features of Outlook tasks.
TaggingWednesday, July 20, 20119:30 AM
How-To Page 37
The tag is removed from the paragraph.
To remove multiple tags:
Click anywhere in the paragraph or text containing the tags that you want to remove and press CTRL+0 (ZERO).1.
Searching for Tags
Searching lets you group tags, making it easy to find related items.
To search for a tag:
From Home | Tags, click the Find Tags button.1.
The Task Summary page is opened.2.
From the Group tags by field, click the down arrow and select an option such as Tag name. 3.
How-To Page 38
The tags listed are sorted by the selected option.
To search different pages, sections or notebooks, from the Search field, click the down arrow and select an option.
4.
The tag list is refreshed.
Click any tag to find and open the page that contains the associated note.5.To view the search results as a notes page, click the Create Summary Page button at the bottom of the Tags Summary task pane.
6.
A new page is created with the tags listed.
Creating Custom Tags
To create a new custom tag:
From Home | Tags, click the More button.1.Select Customize Tags.2.
The Custom Tags dialog box is opened.
Click the New Tag button.3.Make the following choices:4.Display name•Symbol•Font color•Highlight color•
How-To Page 39
Click the OK button to create the new tag.5.
The new tag is added to the Tags list.
To close the Customize Tag dialog box, click the OK button.6.
To modify a tag:
From Home | Tags, click the More button.1.Select Customize Tags.2.
Click the Modify Tag button.3.Make changes and click the OK button.4.To close the Customize dialog box, click the OK button.5.
How-To Page 40
The Linked Notes Feature and the Uses We Can Put It ToThe direct benefit of the Linked Notes feature is that you can take notes in a docked OneNote window on your desktop while you work side-by-side in the other programs. This linking allows you to refer back to either the note or the main document by clicking on the link. Quite simply, you don’t have to copy-paste information manually. You can use the Linked Notes feature to work with MS Word 2010 (or PowerPoint) and OneNote side-by-side. Plus, you can use Tags on OneNote (like, Remember for Later; To-do etc) to flag the notes or even assign an Outlook Task to it.
The ‘in context’ linking handshake between OneNote and MS Word or PowerPoint is a great help when you are looking to extend your research with extra notes and external resources. It takes away some of the headaches involved in organizing notes and puts it all within the reach of a mouse click.
Pasted from <http://www.makeuseof.com/tag/link-ms-word-2010-onenote-writing-linked-notes/>
Creating Linked Notes from Word
Launch Word. 1.From Review | OneNote, click the Linked Notes button. 2.
OneNote is opened in Docked view and the Select Location in OneNote dialog box is displayed.
Select the location and click the OK button.3.
A docked OneNote page is opened to the left of the application window.
Linking NotesWednesday, July 20, 20119:30 AM
How-To Page 41
A docked OneNote page is opened to the left of the application window.
To stop taking linked notes and switch to Normal view:
From the docked OneNote pane, click the Dock to Desktop button on the Quick Access toolbar.1.
Linked notes is turned off and OneNote is displayed in Normal view.
Viewing Linked Notes
When you open a page with linked notes, the page shows the Linked Notes button in the upper left corner of the page. To the left of any linked note, is a small program icon that represents the source of the link. As you mouse over the program icon, a snippet of the text from the source document is displayed.
Removing Linked Notes
To delete a link from a single note:
Right-click the program icon and select Remove Link.1.
How-To Page 42
To delete all links from all notes on the page:
Click the Linked Notes icon and select Delete Link(s) on This Page | Delete All Links on This Page.1.
Disabling and Re-enabling Linked Note Taking
If you do not want OneNote to ever take Linked Notes, you can disable the feature. To disable or enable Linked Notes:
From the File tab, click the Options button.1.
The Option dialog box is opened.
Click the Advanced button.2.
How-To Page 43
Deselect Allow creation of new Linked Notes (or select to enable the feature).3.Click the OK button.4.
How-To Page 44
Improved search functions in OneNote 2010 filter through multiple types of content, including videos and other embedded objects. In addition, a new ranking system learns from past choices, prioritizing notes, pages, page titles and recent picks so you can get to your information faster and easier.
Pasted from <http://www.msoffice-tutorial-training.com/onenote-2010.html>
Searching TextTo search for text:
In the Search field, click the down arrow to select the Search Scope.1.
The Search field displays the current default search scope.
Begin typing the search term.2.
As you type, OneNote begins to search and narrows the list as you continue to type in the search term.
The Search pane is opened.
To navigate to the page with the search term, click the page title. 3.
Once you click on a notebook page, the Search Pane is closed.
To keep the Search Pane open, click the Open Search Results Pane link.
SearchingFriday, August 05, 201111:57 AM
How-To Page 45
To find content on a page:
Press Ctrl + F.1.
The Search field changes to display Find on Page next to the Search box.
Begin typing the search term.2.
OneNote begins to highlight words on the page that match the search term.
Changing the scope of your search
From the Search field, click the down arrow and select a search scope. 1.
The new search scope is set.
Click the down arrow again and select Set This Scope as Default from the menu. 2.
To set a search scope:
Searching for Recent Edits
To locate the most recent edits in a notebook:
From Share | Shared Notebooks, click the Recent Edits button.1.
How-To Page 46
From Share | Shared Notebooks, click the Recent Edits button.1.
Select the search scope.2.
The Search Results pane is opened.
To navigate to a page, click the link to the page. 3.To close the Search pane, click the Close button.4.
How-To Page 47
Microsoft OneNote 2010Keyboard shortcuts for OneNote 2010Posted on 19. Nov, 2009 by OneNote in Help Articles
User interfaceTo do this Press
Show or hide the Ribbon. CTRL+F1
Turn full-screen view on or off. F11
Dock or un-dock the OneNote program window. CTRL+ALT+D
Typing and editing notesTo do this Press
Open a new OneNote window. CTRL+M
Open a small OneNote window to create a side note. CTRL+SHIFT+M
Dock the OneNote window. CTRL+ALT+D
Undo the last action. CTRL+Z
Redo the last action. CTRL+Y
Select all items on the current page. CTRL+A
Cut the selected text or item. CTRL+X
Copy the selected text or item to the Clipboard. CTRL+C
Paste the contents of the Clipboard. CTRL+V
Move to the beginning of the line. HOME
Move to the end of the line. END
Move one character to the left. LEFT ARROW
Move one character to the right. RIGHT ARROW
Move one word to the left. CTRL+LEFT ARROW
Move one word to the right. CTRL+RIGHT ARROW
Delete one character to the left. BACKSPACE
Delete one character to the right. DELETE
Delete one word to the left. CTRL+BACKSPACE
Delete one word to the right. CTRL+DELETE
Insert a line break without starting a new paragraph. SHIFT+ENTER
Check spelling. F7
Open the thesaurus for the currently selected word. SHIFT+F7
Bring up the context menu for any note, tab,or any other object that currently has focus.
SHIFT+F10
Execute the action suggested on the Information Barif it appears at the top of a page.
CTRL+SHIFT+W
Keyboard ShortcutsThursday, August 04, 20117:54 PM
How-To Page 48
Formatting notesTo do this Press
Highlight selected text in yellow. CTRL+SHIFT+Hor CTRL+ALT+H
Insert a hyperlink. CTRL+K
Copy the formatting of selected text(Format Painter).
CTRL+SHIFT+C
Paste the formatting to selected text(Format Painter).
CTRL+SHIFT+V
Open a hyperlink. The cursor must be placed anywhere within the formatted hyperlink text.
ENTER
Apply or remove bold formattingfrom the selected text.
CTRL+B
Apply or remove italic formattingfrom the selected text.
CTRL+I
Apply or remove the underlinefrom the selected text.
CTRL+U
Apply or remove strikethroughfrom the selected text.
CTRL+HYPHEN
Apply or remove superscript formattingfrom the selected text.
CTRL+SHIFT+=
Apply or remove subscript formatting from the selected text. CTRL+=
Apply or remove bulleted list formatting from the selected paragraph. CTRL+PERIOD
Apply or remove numbered list formatting from the selected paragraph. CTRL+SLASH
Apply a Heading 1 style to the current note. CTRL+ALT+1
Apply a Heading 2 style to the current note. CTRL+ALT+2
Apply a Heading 3 style to the current note. CTRL+ALT+3
Apply a Heading 4 style to the current note. CTRL+ALT+4
Apply a Heading 5 style to the current note. CTRL+ALT+5
Apply a Heading 6 style to the current note. CTRL+ALT+6
Apply the Normal style to the current note. CTRL+SHIFT+N
Indent a paragraph from the left. ALT+SHIFT+RIGHT ARROW
Remove a paragraph indent from the left. ALT+SHIFT+LEFT ARROW
Right-align the selected paragraph. CTRL+R
Left-align the selected paragraph. CTRL+L
Increase the font size of selected text. CTRL+SHIFT+>
Decrease the font size of selected text. CTRL+SHIFT+<
Clear all formatting applied to the selected text. CTRL+SHIFT+N
Show or hide rule lines on the current page. CTRL+SHIFT+R
Adding items to a pageTo do this Press
Insert a document or file on the current page. ALT+N, F
Insert a document or file as a printout on the current page. ALT+N, O
Show or hide document printouts on the current page (when running OneNote in High Contrast mode).
ALT+SHIFT+P
Insert a picture from a file. ALT+N, P
How-To Page 49
Insert a picture from a file. ALT+N, P
Insert a picture from a scanner or a camera. ALT+N, S
Insert a screen clipping. The OneNote icon must be active in the notification area on the Windows taskbar.
Windows logo key+S
Insert the current date. ALT+SHIFT+D
Insert the current date and time. ALT+SHIFT+F
Insert the current time. ALT+SHIFT+T
Insert a line break. SHIFT+ENTER
Start a math equation or convert selected text to a math equation. ALT+=
Create a table by adding a second column to already typed text. TAB
Create another column in a table with a single row. TAB
Create another row when at the end cell of a table. Press ENTER a second time to finish the table.
ENTER
Create a row below the current row in a table. CTRL+ENTER
Create another paragraph in the same cell in a table. ALT+ENTER
Create a column to the right of the current column in a table. CTRL+ALT+R
Create a column to the left of the current column in a table. CTRL+ALT+E
Create a row above the current one in a table (when the cursor is at the beginning of any row).
ENTER
Delete the current empty row in a table (when the cursor is at the beginning of the row).
DEL (press twice)
Selecting notes and objectsTo do this Press
Select all items on the current page. Press CTRL+A more than once to increase the scope of the selection.
CTRL+A
Select to the end of the line. SHIFT+END
Select the whole line (when the cursor is at the beginning of the line). SHIFT+DOWN ARROW
Jump to the title of the page and select it. CTRL+SHIFT+T
Cancel the selected outline or page. ESC
Move the current paragraph or several selected paragraphs up. ALT+SHIFT+UP ARROW
Move the current paragraph or several selected paragraphs down. ALT+SHIFT+DOWN ARROW
Move the current paragraph or several selected paragraphs left (decreasing the indent).
ALT+SHIFT+LEFT ARROW
Move the current paragraph or several selected paragraphs right (increasing the indent).
ALT+SHIFT+RIGHT ARROW
Select the current paragraph and its subordinate paragraphs. CTRL+SHIFT+HYPHEN
Delete the selected note or object. DELETE
Move to the beginning of the line. HOME
Move to the end of the line. END
Move one character to the left. LEFT ARROW
Move one character to the right. RIGHT ARROW
Go back to the last page visited. ALT+LEFT ARROW
Go forward to the next page visited. ALT+RIGHT ARROW
Start playback of a selected audio or video recording. CTRL+ALT+P
Start playback of a selected audio or video recording. CTRL+ALT+S
Rewind the current audio or video recording CTRL+ALT+Y
How-To Page 50
Rewind the current audio or video recordingby a few seconds.
CTRL+ALT+Y
Fast-forward the current audio or video recording by a few seconds. CTRL+ALT+U
Tagging notesTo do this Press
Apply, mark, or clear the To Do tag. CTRL+1
Apply or clear the Important tag. CTRL+2
Apply or clear the Question tag. CTRL+3
Apply or clear the Remember for later tag. CTRL+4
Apply or clear the Definition tag. CTRL+5
Apply or clear a custom tag. CTRL+6
Apply or clear a custom tag. CTRL+7
Apply or clear a custom tag. CTRL+8
Apply or clear a custom tag. CTRL+9
Remove all note tags from the selected notes. CTRL+0
Using outlinesTo do this Press
Show through Level 1. ALT+SHIFT+1
Expand to Level 2. ALT+SHIFT+2
Expand to Level 3. ALT+SHIFT+3
Expand to Level 4. ALT+SHIFT+4
Expand to Level 5. ALT+SHIFT+5
Expand to Level 6. ALT+SHIFT+6
Expand to Level 7. ALT+SHIFT+7
Expand to Level 8. ALT+SHIFT+8
Expand to Level 9. ALT+SHIFT+9
Expand all levels. ALT+SHIFT+0
Increase indent by one level. TAB
Decrease indent by one level. SHIFT+TAB
Expand a collapsed outline. ALT+SHIFT+PLUS SIGN
Collapse an expanded outline. ALT+SHIFT+MINUS SIGN
Specifying language settingsTo change the writing direction for your notes, you must first enable right-to-left languages in the Microsoft Office 2010 Language Preferences tool (in Windows Vista or Windows 7, you can find this tool by clicking Start > All Programs > Microsoft Office > Microsoft Office 2010 Tools).
To do this Press
Set writing direction left to right. CTRL+LEFT SHIFT
Set writing direction right to left. CTRL+RIGHT SHIFT
Increase indent by one level in right-to-left text. TAB
Decrease indent by one level in right-to-left text. SHIFT+TAB
Working with pages and side notesTo do this Press
How-To Page 51
To do this Press
Enable or disable full page view. F11
Open a new OneNote window. CTRL+M
Open a small OneNote window to create a side note.
CTRL+SHIFT+M
Expand or collapse the tabs of a page group. CTRL+SHIFT+*
Print the current page. CTRL+P
Add a new page at the end of the selected section.
CTRL+N
Increase the width of the page tabs bar. CTRL+SHIFT+[
Decrease the width of the page tabs bar. CTRL+SHIFT+]
Create a new page below the current page tab at the same level.
CTRL+ALT+N
Decrease indent level of the current page tab label.
CTRL+ALT+[
Increase indent level of the current page tab label.
CTRL+ALT+]
Create a new subpage below the current page.
CTRL+SHIFT+ALT+N
Select all items. Press CTRL+A several times to increase the scope of the selection.
CTRL+A
Select the current page. CTRL+SHIFT+A(If the selected page is part of a group, press CTRL+A to select all of the pages in the group.)
Move the selected page tab up. ALT+SHIFT+UP ARROW
Move the selected page tab down. ALT+SHIFT+DOWN ARROW
Move the insertion point to the page title. CTRL+SHIFT+T
Go to the first page in the currently visible set of page tabs.
ALT+PAGE UP
Go to the last page in the currently visible set of page tabs.
ALT+PAGE DOWN
Scroll up in the current page. PAGE UP
Scroll down in the current page. PAGE DOWN
Scroll to the top of the current page. CTRL+HOME
Scroll to the bottom of the current page. CTRL+END
Go to the next paragraph. CTRL+DOWN ARROW
Go to the previous paragraph. CTRL+UP ARROW
Move the insertion point up in the current page, or expand the page up.
CTRL+ALT+UP ARROW
Move the insertion point down in the current page, or expand the page down.
CTRL+ALT+DOWN ARROW
Move the insertion point left in the current page, or expand the page to the left.
CTRL+ALT+LEFT ARROW
Move the insertion point right in the current page, or expand the page to the right.
CTRL+ALT+RIGHT ARROW
Go to the next note container. ALT+DOWN ARROW
Go to the beginning of the line. HOME
Go to the end of the line. END
Move one character to the left. LEFT ARROW
Move one character to the right. RIGHT ARROW
Go back to the last page visited. ALT+LEFT ARROW
Go forward to the next page visited. ALT+RIGHT ARROW
How-To Page 52
Go forward to the next page visited. ALT+RIGHT ARROW
Zoom in. ALT+CTRL+PLUS SIGN(on the numeric keypad)–OR–ALT+CTRL+SHIFT+PLUS SIGN
Zoom out. ALT+CTRL+MINUS SIGN(on the numeric keypad)–OR–ALT+CTRL+SHIFT+HYPHEN
Create a new side note. Windows logo key+N
Working with notebooks and sectionsTo do this Press
Create a new section. CTRL+T
Open a notebook. CTRL+O
Open a section. CTRL+ALT+SHIFT+O
Go to the next section. CTRL+TAB
Go to the previous section. CTRL+SHIFT+TAB
Go to the next page in the section. CTRL+PAGE DOWN
Go to the previous page in the section. CTRL+PAGE UP
Go to the first page in the section. ALT+HOME
Go to the last page in the section. ALT+END
Go to the first page in the currentlyvisible set of page tabs.
ALT+PAGE UP
Go to the last page of the currentlyvisible set of page tabs.
ALT+PAGE DOWN
Move or copy the current page. CTRL+ALT+M
Put focus on the current page tab. CTRL+ALT+G
Select the current page tab. CTRL+SHFT+A
Put focus on the current section tab. CTRL+SHIFT+G
Move the current section. CTRL+SHIFT+G, SHIFT+F10, M
Switch to a different notebook on the Navigation bar.
CTRL+G, then press DOWN ARROW or UP ARROW keysto select a different notebook, and then press ENTER
Searching notesTo do this Press
Move the insertion point to the Search box to search all notebooks. CTRL+E
While searching all notebooks, preview the next result. DOWN ARROW
While searching all notebooks, go to the selected result and dismiss Search. ENTER
Change the search scope. CTRL+E, TAB, SPACE
Open the Search Results pane. ALT+O after searching
Search only the current page. You can switch between searching everywhere and searching only the current page at any point by pressing CRTL+E or CTRL+F.
CTRL+F
While searching the current page, move to the next result. ENTER or F3
While searching the current page, move to the previous result. SHFT+F3
Dismiss Search and return to the page. ESC
How-To Page 53
Dismiss Search and return to the page. ESC
Sharing notes with other people or programsTo do this Press
Send the selected pages in an e-mail message. CTRL+SHIFT+E
Create a Today Outlook task from the currently selected note. CTRL+SHIFT+1
Create a Tomorrow Outlook task from the currently selected note. CTRL+SHIFT+2
Create a This Week Outlook task from the currently selected note. CTRL+SHIFT+3
Create a Next Week Outlook task from the currently selected note. CTRL+SHIFT+4
Create a No Date Outlook task from the currently selected note. CTRL+SHIFT+5
Open the selected Outlook task. CTRL+SHIFT+K
Mark the selected Outlook task as complete. CTRL+SHIFT+9
Delete the selected Outlook task. CTRL+SHIFT+0
Sync changes in the current shared notebook. SHIFT+F9
Sync changes in all shared notebooks. F9
Mark the current page as Unread. CTRL+Q
Password-protecting notebook sectionsTo do this Press
Lock all password-protected sections. CTRL+ALT+L
Copyright © 2010 by Microsoft Corporation. All Rights Reserved. Legal Notices
Inserted from <http://www.onenotehelp.com/2009/11/19/keyboard-shortcuts-for-onenote-2010/>
How-To Page 54
What can you do with OneNote?
Storing your computerStoring on the webStoring on a network drive
Creating a notebook•
Working with Sections•Working with Pages•
Create and organize notes
Outlook Email messagesOutlook Calendar ItemsLinking Tasks Between Outlook and OneNoteInserting from a Web Browser
Integrate with other apps
Sharing notebooks•Collaborate from anywhere
Desktop Docking•Tagging•Linked Notes•Searching•
Using OneNote tools for Research
AppendixWednesday, July 20, 20119:32 AM
Appendix Page 55
OfficeForLawyers.comUsing OneNote for Research
Microsoft OneNote is not just a powerful tool for note taking, but it is also a powerful tool for researching information about those notes, cases, matters or other issues you encounter.Let's take an example. Let's say you're working on a matter for a client that involves a piece of property for sale. Below I've pasted in the content from a sample OneNote page that I created for our fictitious property matter. At the top you can see a photograph of the property - I took that picture with a standard Canon PowerShot Digital camera and copied it from the SD card directly into OneNote just like you might copy a photo of your vacation or your child. Nothing to it.
OfficeForLawyers - Using Microsoft OneNote for ResearchWednesday, July 20, 20117:29 AM
Additional Information Page 56
To the right of the image we have content from Zillow.com telling us facts about the piece of property, including a rough estimate of its value. Notice the link at the bottom of that content? If you select content on a webpage (with your mouse) then drag and drop that content into a OneNote page OneNote will automatically build a link for you that points back to the originating website!Below that we have more Zillow content plus Google Maps and a satellite picture from Google, showing the location of the property. I grabbed that content with OneNote's screen capture tool (Windows Key + S) and pasted it directly into the file.
If I wanted to take this even further I could look up the property in the MLS (Multiple Listings Service), I could look up the tax records, I could paste in more images of the property, I could interview one or more persons familiar with the property and paste the audio or even video files of those conversations into the OneNote page.
Additional Information Page 57
into the OneNote page.
I could create links in the page that connect to documents in my system relating to this matter.I can annotate all of these items using digital ink (if I have a Tablet PC) or just using text and bits created from my keyboard and/or mouse.
Best of all, most of the original links and formatting are preserved - if I want to go back to the source material I can click the link to go back to that website.
The possibilities are immense.
* Doing a Personal Injury case? How about a OneNote page with photos of the damage, the injuries, copies of the X-rays, photos and diagrams of where the accident occurred, Google Maps showing the site of the accident, links to news stories from the local newspaper archives showing that there have been 11 accidents at that intersection in the last 3 years…
* Family Law/Divorce? Photos of property in dispute, tables showing the assets of each party, links to sites showing the appraised value of various assets…
Anything you can find online or any kind of media you can produce in-house (photos, scanned documents, audio or video recordings...) you can gather into a OneNote notebook and arrange for easy reference.
Insert a photograph or image that has readable text in it and OneNote 2007 can OCR (Optical Character Recognition) that image and make that text searchable like any other piece of text in your notebook. Yes, business cards too.
How cool is that?
Give OneNote a try. If you don't already have it you can download a free, 60-day, fully-functional, trial from here.
Or if you're ready to buy you can buy it from Amazon.com here.Want to know what's coming in OneNote 2010? Read our preview.
Back to OneNote Home Page
Inserted from <http://www.officeforlawyers.com/onenote/ON4research.htm>
Additional Information Page 58
The Hytech LawyerExploring Technology Solutions for the Modern Lawyer
THE PAPERLESS LAWYER—OneNote and MobileNoter (iPad)Posted on January 4, 2011 by Bill
One of the most important tools in my electronic arsenal is Microsoft® OneNote™. OneNote is an easy-to-use electronic notebook system. Heavy in features, OneNote is totally integrated with Microsoft Office. It typically can be purchased for about $100, if it not already integrated into your Microsoft Office software bundle. The program is intuitively designed, and flexible enough to allow it to be adapted to individual lawyer’s preferred organizational method.
Envision a conventional bookshelf of notebooks. The way I use OneNote, each notebook is a case file that contains the usual sections of a litigation file such as general information, pleadings, discovery, witness files, motions and orders, attorney’s notes, etc. [E-mail me if you would like a free copy of my litigation case template-- [email protected]]. Practically any kind of file can be copied into these OneNote sections for ready access. In addition, you can easily insert notes, e-mails, videos, and almost any kind of standard electronic file into your notebook. In addition, the program contains a screen capture function which provides “what you see is what you get” snapshots of your computer screen with optional reference stamp (date/source). These screenshots can then be filed in an appropriate place in one of your case notebooks. OneNote also has the ability to record audio and video and insert these into your case files in real-time.
With OneNote there is no more searching for one of the ten legal pads I have used over time to take notes in a particular case. My notes (and key case documents) are neatly filed by matter, date, subject, witness, or any other criteria I want to choose. Alternatively, I can do a word searches across all of my OneNote matters to find anything in the database. OneNote’s integration with Outlook allows for the easy transfer of emails to appropriate OneNote notebooks. You can also email almost anything diectly from the notebooks (e.g., sharing notes with a colleague). Task and calendar functions can also be cross referenced between OneNote and Outlook. I use the scheduled backup feature for daily backup of my files to our Firm server.
I have also found OneNote to be an excellent deposition preparation tool. Using OneNote you can create an electronic notebook for each witness with an outline and key documents. I simply provide the witness an iPad (discussed below) on which I present each document to be discussed. As a litigation road warrior, I find this much more efficient than schlepping around multiple bankers boxes of documents and witness notebooks.
When I began using the iPad as a supplement to my laptop a couple of months ago, I was delighted to learn that there is a iPad application that syncs with OneNote and allows you to copy over most of your OneNote files to the iPad and vice versa, although
The Paperless Lawyer —OneNote and MobileNoter (iPad) | The Hytech LawyerWednesday, July 20, 20117:35 AM
Additional Information Page 59
allows you to copy over most of your OneNote files to the iPad and vice versa, although the iPad version does not have all the functionality of the PC OneNote version. The application is MobileNoter and it is free at the App Store. However, if you want encrypted cloud sych capability he cost is $16 for a year of service. I have found this service to be reliable and efficient.
In summary, I highly recommend OneNote and its iPad companion, MobileNoter, as excellent organizational systems for the lawyer attempting to go paperless.
This entry was posted in Software Solutions and tagged MobileNoter, OneNote, Paperless Lawyer. Bookmark the permalink.
Inserted from <http://hytechlawyer.com/?p=95>
Additional Information Page 60
Nota Bene: The OneNote BlogNota Bene: Tips and techniques for Microsoft Office OneNote (A blog by Michael C. Oldenburg)
•
OneNote is a trial lawyer’s best friend •
MSDN Blogs > Nota Bene: The OneNote Blog > OneNote is a trial lawyer’s best friend
7 Oct 2009 8:00 AM •
For as long as I’ve worked on the OneNote team here at Microsoft, I’ve never grown tired of
hearing from real-life customers who sometimes take the time to tell us their stories about how
technology and Microsoft Office products have changed and improved their lives.
This month, it’s my distinct pleasure to introduce Bruce A. Olson, a trial attorney and nationally
recognized legal technologist. Bruce is the president of ONLAW Trial Technologies, LLC, a
consulting firm offering trial technology, eDiscovery, and computer forensic services. He is AV
rated, Board Certified by the National Board of Trial Advocacy, and the co-author of The
Electronic Evidence and Discovery Handbook: Forms, Checklists and Guidelines, published by the
American Bar Association. Bruce received the prestigious “TechnoLawyer of the Year 2002”
Award, was Chair of the ABA TechShow 2004, Vice Chair of the ABA TechShow 2003, and served
on the TechShow Board of Directors from 2000 through 2004.
Bruce wrote the following article to offer a personal account of how he came to discover and
ultimately rely on OneNote in his professional life. Even if you’re not a lawyer yourself, this
glimpse into how a professional uses OneNote in everyday life is sure to inspire ideas for using
OneNote in your own line of work. Bruce’s article will soon be available on the Office Online site
as well, but I’m posting it here on Nota Bene in order to provide you with larger screenshots
(click any of the images below to zoom to the larger versions).
The trial lawyer’s electronic notebook
By Bruce A. Olson
My opposing counsel kept looking at me with obvious envy as I made my argument to the
judge why certain key evidence should be excluded from the trial we were involved in. I could
tell from the look on the attorney’s face that he was puzzled how I could refer to portions of the
record, prior witness testimony, exhibits, case law, and a brief that I had previously submitted, all
without a single piece of paper in front of me. The only thing I used was my laptop and a
OneNote is a trial lawyer’s best friend - Nota Bene: The OneNote Blog - Site Home - MSDN BlogsWednesday, July 20, 20117:51 AM
Additional Information Page 61
without a single piece of paper in front of me. The only thing I used was my laptop and a
mouse. He sat at a table with loose papers piled haphazardly, manila folders strewn about, and a
Bankers Box on the floor, stuffed to overflowing.
When my opponent was speaking, he spent as much time shuffling through his papers and
folders as he did addressing the court. Eventually, his disorganization began to annoy the judge.
At one point he simply could not find the case he was looking for. He begged the court’s
indulgence and promised he would provide the case reference later, after he’d had an
opportunity to reorganize his file during a break. The judge was not amused, was not willing to
wait, and ruled against him.
Later during the break, the attorney came up to me and asked how I could do it. “You did the
same thing during depositions,” he said to me. “How can you possibly have all those different
parts of a case file organized in one place and viewable on your laptop screen?” I told him the
solution was a good scanner and Microsoft OneNote 2007. I promised that when we were
finished presenting the case and waiting for the jury to return their verdict, I would demonstrate
how to conduct a paperless trial by using OneNote.
I was first exposed to OneNote when I received a complimentary license of what was then a
brand-new product at the ABA TechShow. After I returned home and began to play with the
product, I realized I had found a tool that had been an important missing link in my technology
portfolio. I was already a technology power user. For many years I had scanned all incoming
documents and loaded them and all internally generated documents into a litigation support
program.
This kind of database program offers powerful ways to slice and dice information and to rapidly
locate documents, photographs, and other electronic files. I’d also been an early adopter of trial
presentation technology. This allowed me to take a document or picture, put it in front of a jury
on a large screen or monitor, and highlight and annotate it just as John Madden does during
Monday Night Football. However, none of these products, as sophisticated as they were, really
gave me the equivalent of an electronic trial notebook. I needed an electronic legal pad, a place
where I could easily organize my thoughts, create outlines of questions, create scripts for
witness interrogations, and otherwise organize myself for either a deposition or a trial. I realized
immediately as I played with my first version of OneNote 2003 that I could now create the
electronic trial notebook I’d wanted. When OneNote 2007 became available, things only
continued to improve.
Most trial lawyers organize themselves for trial in one of two ways — the “Bankers Box with
manila folders” method or the “ring binder with colored tabs” method. Early in my career, I was
ambivalent about the choices. Then I saw someone drop a four-inch wide ring binder on the
courtroom floor. Several days worth of preparation went flying around the room, with no
possibility of pulling it back together before the judge was ready to start. From then on, until I
discovered OneNote, I was a “Bankers Box with manila folders” kind of guy. Because of this, the
transition to OneNote was pretty simple. In many ways, what I saw on my screen in OneNote
mimicked what I saw in the box and in the manila folders. However, if you happen to be a ring-
binder person, don’t worry. The transition to OneNote will be just as easy for you.
What makes OneNote such an ideal candidate for an electronic trial notebook? First, when you
open it, the opening screen looks like a blank page on a paper tablet. If you prefer, you can even
download a free template from the Office Online Web site to make your OneNote notebook
Additional Information Page 62
download a free template from the Office Online Web site to make your OneNote notebook
pages look like a traditional, yellow legal pad. The legal pad is the most basic of all attorneys’
tools, and this template can make even diehard traditionalists comfortable. I prefer starting with
a nice blank white page. Once you open the program, just click the File menu, point to New,
and then select Notebook. Then just follow the prompts in the wizard to create a new
notebook:
Each notebook contains all of the materials that you’ll need for your case. You can create
multiple cases and carry them all with you on your laptop when you go on the road. Also,
OneNote has a collaboration feature that allows multiple users to work together on one case,
with the ability to synchronize everyone’s work when desired.
After you create a case, you create sections that are like the manila folders in the Bankers Box
method of organization.
Additional Information Page 63
In fact, each new section defaults to a tabbed manila folder view running across the top of the
workspace. If you look at the pages in the section, it’s just like looking at pages in the manila
folders in your traditional file. Using sections in OneNote, I can organize my entire case in the
same way I always did. I normally have a separate section for pretrial motions and motions in
limine. I have one section for each party’s opening statement. I then add a section for each
witness. Finally, I add sections for exhibits, jury instructions, special verdict forms, and closing
arguments. I can also color-code the tabs at the top for easy navigation.
I typically color all of my witness folders the same color. I use a different color for the witnesses
called by the other parties as well as for their opening and closing statements. Each section then
contains the type of materials you would ordinarily have in your paper file, just in electronic
form.
Additional Information Page 64
It’s easy to add information to a section. An important feature is the ability to blind type
anywhere you want on a page. It means you don’t have to be a master of a word-processing
program to use OneNote. Just place your cursor wherever you want it on the page and start
typing. This is just like being able to write a note anywhere on your legal pad. OneNote also
supports handwriting recognition, so even if you can’t type, you can use this program with a
Tablet PC or with an inexpensive tablet input device like a Wacom Bamboo to handwrite your
notes.
To speed things up, I use voice-activated dictation, so I just place my cursor where I want the
note and start talking into my headset. I let the voice-activated dictation program do the rest. As
you write your notes, you create individual objects that are like text boxes. These can easily be
dragged to change the order, copied and pasted to a different spot on the page, or even pasted
to a page in a different section. The same is true for photos, screen captures, multipage
documents, and other types of objects you might add to a section.
If you can print out a document on your computer, you can just as easily send it to OneNote.
This functionality makes the program easy to use by someone who doesn’t have a lot of
experience with litigation software programs. All you need to do is make sure the items you
want in your case are scanned into a folder somewhere on your local drive so you can easily find
them. Open the item you want copied to the section in OneNote, and then open the Print
dialog box and select Send to OneNote 2007 as your printer.
Additional Information Page 65
The selected item will be printed to the page you have open in OneNote, with the cursor
position determining the insertion point. You can print the whole thing or just selected pages.
After you determine the parameters of the print job, just click OK. This works ideally for printing
photographs, documents and exhibits, legal motions and briefs, jury instructions, special
verdicts, and all the other types of documents that typically make up a legal file. You can print
from Microsoft Office programs, but you can also print from other Windows programs, including
Adobe Acrobat. PDF files are not a problem in OneNote.
While even a low-tech lawyer can use OneNote successfully, this doesn’t mean a high-tech
lawyer would want to look elsewhere. OneNote works successfully with all of the major litigation
support programs typically in use. Thus, you can have a huge case in a litigation support
database and use the sophisticated search tools to find the subset of documents you are
interested in discussing with a given witness. You then print the documents to the witness folder
or section, and they are ready for use in OneNote.
Alternatively, and particularly if you are using an online repository type of program where you
are accessing images by using a browser, you can use the OneNote Screen Clipping feature to
grab a copy of an image. You can also print to OneNote the different types of reports that are
typically generated from the spreadsheet view of the litigation support program. Since you can
also blind type at any spot on the page, it is simple to send a number of exhibits to a witness
folder first and then go back and develop your outline for questioning the witness. Just insert
the text next to the exhibit in the location you prefer. Once things are on the page, you can
rearrange by dragging or by cutting and pasting, using the typical shortcuts that every user of
Microsoft products knows how to use.
In addition to the print to OneNote function, you can use the Screen Clipping tool to get
information on the page.
Additional Information Page 66
This tool is ideal for capturing Web pages and other information gleaned from the Internet. It
works just as well as a way to capture selected portions of a document when you don’t want to
print the whole thing. It’s particularly useful for grabbing selected questions and answers from a
deposition transcript, or for grabbing selected quotes from a reported case.
To see how this all works in practice, assume you have a document that might be tricky to have
admitted into evidence. You want to set up a script for yourself to follow so you take all the
necessary steps to get the document admitted without objection. You can set up your line of
questioning in the following way: First, create a section for the witness you want to use to
introduce the document. Then, open the document in its native application. Assume it is a two-
page PDF that you’ve placed in a folder on your desktop. Print the entire document to OneNote,
so it’s now located on the OneNote page in the appropriate section.
Place your cursor above the first page of the document and start typing reminders of the types
of questions you need to ask the witness to lay a general foundation for the admissibility of the
document. Assume further that you have a hearsay problem with a statement on page two of
the document. Insert a note between the first and second pages to remind yourself to address
the hearsay problem before you try to have the witness read the statement in front of the jury.
Highlight the troublesome statement by using the yellow highlighter from the OneNote
annotation tools so it’s easy to reference.
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Assume further that you expect the witness to lie and deny that he ever wrote the document.
Therefore, be sure to check his deposition transcript in advance, and find the section where he
previously admitted that he wrote the document and made the statement in question. Use the
Screen Clipping tool in OneNote to copy the questions and answers that relate to this
admission, and paste them below the second page of the document. Now you will be prepared
to impeach the witness with a prior inconsistent statement if he lies under oath at trial.
Assume you also have one of those stickler judges who requires you to cite the evidence code
by number rather than by a general description of the rule in question. Use the Screen Clipping
tool to grab a copy of the specific procedural rule from the electronic version of your court rules
or procedural statutes. For good measure, grab a couple of quotes from cases in which it was
ruled that the type of statement you’re trying to get admitted should be treated as an exception
to the hearsay rule. If you want the full cases instead, print them to OneNote and then highlight
and underline the important sections that relate to your argument with the annotation tools.
You’ve now pulled together all the pieces from your case file that you’ll need to get this
particular item into evidence over any objection the other side might raise. Everything is located
in one place, and you didn’t use a single piece of paper apart from printing the actual exhibit
you intend to offer at trial. You won’t need to rummage around at counsel table trying to find
the manila folder with the case law in it or the deposition transcript or the exhibit. Your line of
questioning will be clear, concise, and focused on the witness rather than on the piles of
materials.
These basic techniques can be adapted to address all of the typical functions a trial lawyer
encounters during trial. Because OneNote is so simple to use, anyone should be able to use
these techniques with a minimum of time invested in learning how to use the program. After
you have the basics down, you can adapt the ways you use the program to fit your style. Keep in
mind that it’s just as useful at depositions or motion hearings as it is at trial. In a sense, wherever
you use a legal pad, you should consider using OneNote.
We all know that organization is the key to success at trial. Being organized is important, but
appearing organized is also important. There is an intangible benefit to using OneNote at trial. If
the judge and jury see you working coolly and calmly from a laptop, never struggling to find
what you need, and seemingly able to adapt quickly on the fly, they will begin to give you and
your case extra credibility. At least that is what my opponent told me after I’d shown him how to
try a case in OneNote: “Bruce, you’ve made a convert out of me. As soon as I get back to the
office I’m going to learn how to use OneNote. Be prepared. Next time I’ll match you on the
battlefield!”
Inserted from <http://blogs.msdn.com/b/michael_oldenburg/archive/2009/10/07/9903818.aspx>
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A tip for working with outlines in OneNoteJohn Guin
Comments2•9 Jun 2011 7:10 PM
I was digging through OneNote this week looking to increase test coverage for OneNote automation when I found this neat functionality. It made me remember my fifth grade science teacher Mrs. Jones, who loved outlines - she taught me more about outlines than anyone I have met since. She believed in lining up all your data in outline form to make study that much easier.Suppose you have an outline something like this:
In this outline, my main topic is "Animals." My two topics below that are Capybara and Chihuahua, and each of those elements have sub topics.
Put your cursor at the start of the level you want to extract. I'll put mine to the left of Chihuahua.1.Right click and notice the "Select" command on the context menu2.
From here, you can select "all at same level" to select all the elements at that same level within the page
1.
alternately, you can select "All at level 2" to get all those elements at that level2.
Select that flyout menu 3.
Now imagine this outline went on for 20 topics or more. If you need to study for a test, you may want to focus only on certain topics within the outline. You may want to focus only on the list of animals (the topic level of this outline, or "1" and "2"), or the characteristics of the animals (the sub-topics, "a" and "b"). Here's the tip - you can extract only that level from the outline! Here's how:
Here's what it looks like:
A tip for working with outlines in OneNote - OneNote Testing - Site Home - MSDN BlogsTuesday, August 02, 20115:27 PM
Additional Information Page 69
Level 1 in this outline is the heading "Animals" so level 2 is "Capybara/Chihuahua". Level 3 is as far as this outline goes.Then when you are done, you have those elements selected:
Copy and paste gives this:
Pretty slick, right? Makes me want to go back to science class (or at least make me wish I had OneNote back then)!Questions, comments, concerns and criticisms always welcome,John
Inserted from <http://blogs.msdn.com/b/johnguin/archive/2011/06/09/a-tip-for-working-with-outlines-in-onenote.aspx>
Additional Information Page 70
Can Microsoft OneNote be used as a legal case-management tool? Part 1.Bradley B. Clark case management, onenote Wednesday, January 06, 2010 This is the first of what I expect will be several posts about how I am testing OneNote 2010 (beta) as an eCase management tool. I would love to collaborate with you if you are in the legal profession and either use or are interested in using OneNote as an eCase management tool. I would also love to collaborate with you if you are not in the legal profession but use OneNote as a project management tool.
I have never used Microsoft OneNote before but when I downloaded Microsoft Office 2010 (beta)OneNote was included. I started playing around in OneNote and a few nights ago and the idea came to me that this might be a great addition to, and perhaps a good alternative to, traditional case management software especially in the eCase management arena.
Bruce Olson has a great post over at Nota Bene about how he uses OneNote in his trial practice. I will go a step further than Bruce and say that OneNote has the potential to be a fully integrated Microsoft eCase management system.
Visually Appealing
In my opinion, OneNote is much more visually appealing than traditional case management software. Additionally, OneNote's layout is familiar to users of other Microsoft products such as Outlook which makes it immediately user-friendly.Here is a screenshot of how I set up a test case in OneNote:
Here is a screenshot of Summation which I do use:
Texas Law Blog: Can Microsoft OneNote be used as a legal case-management tool? Part 1.Thursday, June 09, 20111:26 PM
Additional Information Page 71
Which practice management software do you use and if you could improve it visually what would it look like? In Part 2 I will take a look at how I organized the test case in OneNote. Until then...here is a closer look:
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•
•
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Kevin Moore said... 5:11 PM Hi,
In case you or some of your readers are interested, I've created a plug-in to Outlook that adds project management features.
All of your project based emails, files, tasks, contacts and appointments are managed in a central location, right within Outlook.
Our project is being used by a number of lawyers to help them manage their cases.
You can find more information on our web-site: www.missinglinkprojectcenter.com
•1 comments:
Inserted from <http://texaslaw.blogspot.com/2010/01/can-microsoft-onenote-be-used-as-legal.html>
Additional Information Page 72
Want to keep using the OneNote Digital Binder and like the page templates we've used but you want to distinguish new pages from the original conference pages? Use this page as your template.
To create a page template from an existing page:
From the Pages pane, click the Untitled page tab.1.
The page is displayed.
Click the New Page button drop down arrow and select Page Templates. 2.
The Templates pane is opened.
In the Create new template section, click the Save current page as a template link. 3.
Creating a Blank Page TemplateFriday, August 05, 20118:44 AM
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A prompt is displayed to name the page template.
In the Template name field, type a name for the template.4.
Tip: You can also set the page to be the default page that inserted any time you click the New Page button for the current section of your digital binder.
Click the Save button.5.
The page template is added to the My Templates section of the pane.
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To use the page template:
Click the New Page drop down button and select Page Templates .1.
The Template pane is opened.
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Expand the My Templates category.2.
Click the My Digital Binder Pages link.3.
A new page using the template is inserted into the current section of your notebook.
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Friday, August 05, 20118:48 AM
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