Posts Tagged ‘note-taking’

I thought I’d see how lawyers can use OneNote to be even more lawyer-y. Maybe we should send a copy of OneNote to the team who will be in charge of evaluating candidates!

What is Microsoft Office OneNote for Lawyers?

Microsoft(r) Office OneNote(tm) is a note-taking software program that combines the flexibility of a legal notepad with the efficiency, organization and accessibility of a computer. Attorneys can now write, organize, reuse and share their notes on any laptop, desktop or Tablet PC.

Who Needs OneNote?

OneNote is ideal for legal practitioners — lawyers, paralegals, law clerks, legal assistants and law students — who are assigned to the same cases, are in the same practice group or work on matters that involve more than one practice group and share information. Anyone who takes notes and needs to refer to them or share them later will benefit from OneNote. It is particularly useful for those who:

· Take notes on paper or on a PC
· Do research
· Repurpose their notes to develop more formal documents or presentations
· Attend client meetings, depositions, MCLE, seminars-or virtually any note-taking forum
· Need to share their notes with others

Key Features

OneNote is indispensable to lawyers who use laptops, desktops, PDAs or Tablet PCs. Here are some of the reasons why:

· Multiple device support. OneNote works well on any desktop, laptop and Tablet PC.
· Digital ink. Lawyers can handwrite their notes or draw diagrams and pictures using a pen-input device. Handwriting can then be converted to text for use in more formal documents and facilitate sharing among attorneys.

· Flexible two-dimensional page surface. Many lawyers use symbols or personal abbreviations when taking notes. With OneNote, they can do that, draw schematics, connect lines, and even arrows, anywhere on the page — just like on a notepad. For easy team access, they can share the notes or transfer them to another application.

· Copying and pasting. Lawyers can move notes around in OneNote, or between OneNote and any other Office application — and many non-Office applications. This is especially useful for multi-office law firms whose lawyers work on the same matters from distant locations. OneNote enables everyone assigned to that matter to access the file notes in a central location. Sharing client meeting notes or litigation strategies is both time efficient and cost efficient, particularly in multidistrict litigation or for client matters being handled in different offices,

· Audiovisual notebook. Lawyers can record audio notes that sync with their typed or written notes. Rather than slog through hundreds of pages of typed deposition testimony searching for a point, attorneys can record the deposition in OneNote, flag salient testimony, immediately access and then share the exact sworn testimony with whoever needs it. The deponent can also be recorded visually with a simple plug-in, documenting body language, as well as tone of voice.

· Adding Web content. Lawyers can simply drag-and-drop pictures, diagrams, text and other information from any Web site directly into their OneNote notes. Plus, OneNote automatically includes the Web address so that the lawyer can refer to the information later, if needed.

· OneNote side note. OneNote side note is a small version of OneNote that lawyers can launch with a single click on the Windows(r) Quick Launch toolbar. It opens a small window for writing or typing notes on the go or while working in other programs.

· Dictionary. Lawyers using legal shorthand in OneNote can store the symbols in their customized dictionaries.

Additional Features

OneNote offers lawyers several helpful features that easily organize, find, reuse and share notes

that traditional notepads don’t have:

· Note flags and note flag summary. OneNote note flags help lawyers make timely decisions about what to keep and what action to take. They can be used to mark notes that are important or require follow-up, such as expert testimony or new legal issues requiring research. Flagged notes also create a list of action items that can be viewed in the summary pane and distributed simultaneously to team members.

· Finding and searching. Lawyers can quickly search and find notes they need without having to remember where they saved the information. This is critical for attorneys working on matters that extend over long periods of time, such as patent applications, or for new attorneys assigned to a case. Newcomers can easily hone in on what they need in a central folder rather than sift through someone else’s paper notes — a rather time intensive process.

· Layout and design options. Note-taking does not always follow a logical sequence. In OneNote, lawyers can drag-and-drop notes to rearrange them in a way that makes sense to them and others who need to access them.

· History navigation. Just as in a Web browser, lawyers can jump to recently-viewed note pages without sifting through legal pads or trying to recollect where the note was written.

· Page tabs. Page tabs enable lawyers to easily flip through or rearrange pages in their current notebook.
· Title area. When the notes become too long to fit on the screen at one time, the notes that a lawyer wants to remain visible can be placed in this area.

· Auto saving. Notes will never be lost again because OneNote automatically saves them as they are written. This can be critical for preserving the comments of a key witness or the elements of a client interview.

· E-mailing notes. Notes can be shared in their folders or e-mailed directly from within OneNote.
· Publish as HTML. Lawyers can publish any of their note pages as HTML.


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Here’s something you may or may not already be doing -importing PowerPoint presentations into OneNote and then collaborating with your co-workers on the content.

Tom Bunzel from ITworld.com wrote this:

If you’re in IT, sooner or later you need to present to a team or get colleagues’ feedback on a project that inevitably is shown in PowerPoint format. If you don’t have SharePoint (or even if you do), it is frequently necessary to show your slides – and to practice your presentation and discuss what you are going to say – with your associates or your team. Clearly, this is true pretty much for anyone who uses PPT to communicate.

So what’s the best way to get the show in front of other people for their comments?

Sending your presentation to OneNote and beginning a shared session to discuss your slides and the project at hand is probably your fastest, most efficient course of action.

Microsoft OneNote, perhaps the most under-appreciated program in the Office suite, lets you organize and put comments into its Pages with relative ease. (If you think that OneNote is just for table computer users, you are missing the boat). OneNote installs a printer driver that you can access from PowerPoint to send your presentation directly to OneNote.


This is the easiest and fastest way to get your slides into OneNote.

In OneNote the slides go into a section for Unfiled Notes (you can move this Page to another Section to reorganize the content). If the slides are too large, zoom out or resize them.

The key here is that you can now open Live Sharing Section > Start Sharing Current Session under “Share”, and when you go through the short Wizard in the Task Pane, you can send the password and IP address to the shared session to others, who just need to open OneNote’s Join Sharing Session Task Pane, and enter the information to join the session. At this point all session members can annotate and comment on the presentation as it appears in OneNote on every session participant’s screen.


To discuss the various slides you would obviously use a telephone conference call, and this is a great scenario for getting instant feedback without having to email the presentation to other people, post it on a server, or go through a review process.

OneNote also interfaces really well with Outlook, so that you can easily assign Tasks from the shared OneNote session and have other team members be accountable for fulfilling them. And if you’ve loaded a series of presentations into OneNote, it’s easy to locate a specific slide using Search. OneNote 2007 also has a set of “Tags” that you can use or customize for quick reference to portions of your notes, including the slides from PowerPoint.

Just remember to use the Print capability within PowerPoint to send your slides directly to OneNote’s Unfiled Notes Section, and then start a new shared session, to easily collaborate on a PowerPoint presentation with colleagues or associates.

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The leaves are starting to turn here in Seattle, which means it’s time for students to gear up for the new school year.  Clearly taking notes is a HUGE  part of being a student – so, I thought it may be time for a little note-taking 101 – OneNote-style.

Here are four ways you can improve your note-taking with OneNote:

Jotting phone numbers on scrap paper, writing addresses on sticky notes… These strategies may help in the moment, but what about when you need that information later? Or how about trying to decipher the notes that you scribbled in your binder during class? Imagine being able to grab all of your daily thoughts and sketches, keep them within reach at all times, and share them with others. You are well on your way to a clearer head when you open Microsoft Office OneNote 2007 on your Tablet PC and follow these four strategies: capture, organize, share, and enhance. With OneNote, you can capture almost anything: record an entire lecture for later review; create a diagram for your landscaper or teacher. And you can organize your thoughts and plans. Nothing gets lost—everything that you write is automatically and continuously saved.

Illustration of using OneNote to draw a landscape diagram
Using OneNote to draw a landscape diagram

OneNote is not just about organizing. Share any of your notes during your busy day, with coworkers, friends, family. Enhance the presentation of your thoughts and ideas: put them into action with pictures, sound, and video. Format them with professional style. And because of the auto save feature you should never lose a scribble! This article tells you how.

Capturing ideas

When OneNote is running, you can resize the OneNote window and place it anywhere you want on the screen. Just open a new page in OneNote and you’re ready to go. Your note pages can include text, pictures, graphics, sound, video, screen shots, documents, links, and web content.

  • Type text with the keyboard. Click anywhere on the note page and begin to type notes using the keyboard.
  • Enter text by using a tablet pen. Some people are scribblers, and prefer the freedom of jotting down notes. Need to write down a phone number? Just open OneNote and write it down freehand by using a pen. You can then change fonts, and format your text in whatever way you like.
  • Create diagrams. OneNote is perfect for doodlers, too. Illustrate your notes by using your pen to draw diagrams directly on the page. You can easily resize the diagrams, move them around on the page, and paste them in other notes or documents.
  • Add pictures. It’s easy to add pictures to your notes. You can copy pictures from the web, from other documents, or from your hard disk, and paste them anywhere on your note page. Here’s how to insert a picture:
  1. Place your cursor where you want the picture to appear on the page. If you are using a Tablet PC, make sure the selection cursor for your tablet pen is active by clicking the Type Text or Select Objects icon on the toolbar.
  2. On the Insert menu, point to Pictures, and then click From Files.
  3. Click the picture you want to insert, and then click Insert.

You can easily move the picture on the page or resize the picture by dragging it from any corner.

Illustration of using OneNote to organize research for a report
Using OneNote to organize research for a report

  • Include audio. With OneNote, you can record or import audio to store, edit, and include in your notes. You can record audio by using the built-in microphone on newer computers or by attaching an external microphone or other audio input device. Here’s how to record audio:
    • On the Insert menu, click Audio Recording.
  • Add video. Want to insert video into your notes? Just attach a video camera or a webcam to your computer to include moving footage and the sounds of any subject in your notes. You can play back a video that you made for class or record one to edit later. Here’s how to record video:
    • On the Insert menu, click Video Recording.
  • Import Excel lists. OneNote helps you keep track of numbers, too: you can import formatted lists from your Microsoft Office Excel files. Just copy columns, rows, and cells from any Excel spreadsheet and then paste them in your note page.

Organizing your thoughts

OneNote not only helps you organize your thoughts, it helps you rearrange them. Critical information, random ideas, diagrams, videos—you can place any information wherever you think it can help you express yourself better. Whether you’re a power user or a newcomer, OneNote makes use of multiple media to help you organize, plan, and simplify your daily life.

Here are some examples of how OneNote can help you organize your thoughts.

  • Drag text and pictures anywhere on the screen.
  • Move text and pictures to other notes and documents.
  • Capture your thoughts in bulleted lists.
  • Create folders for projects, classes, and personal files.
  • Jot down a numbered to-do list.
  • Sort and flag lecture notes to prepare for an exam.
  • Keep all of your meeting notes for a project in a single location.
  • Search through all of your notes, even the handwritten ones, to find that phone number you jotted down between appointments.
  • Create marginal notes about a document, to save and move later.
  • Plan your meals and grocery shopping.
  • Track your travel and expenses for your next vacation.
  • Draw and finalize the seating chart for your wedding.
  • Move a picture to another note, and then send it in an e-mail message to your grandmother.

Enhancing your notes

After you capture your notes, give them a professional polish with the text and picture formatting features of OneNote. OneNote also includes Spelling and AutoCorrect commands to help you create neat, accurate notes.

OneNote files are easy to share… and share again. Send your notes to other people, or open up notes for group feedback and input.

  • Share in real time. With OneNote you can collaborate with others, gathering their input for instant feedback. Here’s how to initiate a live session:
    • On the Share menu, point to Live Sharing Session, and then click Start Sharing Current Section.

You can choose to begin a new session or join one that is already in progress.

  • Send your notes in an e-mail message. Using Microsoft Office Outlook, you can send a page of your notes to others in an e-mail message.

You can also send your notes and recordings instantly to a Pocket PC or smartphone.

  • Export your notes. Convert your notes to a Microsoft Office Word document by using the Save As command, or publish your notes as a Portable Document Format (PDF) or XML Paper Specification (XPS) so you can share your notes without them being easily changed. Here’s how to do it:
  • On the File menu, click Publish as PDF or XPS.

No more crumpled sticky notes, messy notebooks, or lost doodles. Use OneNote for everything you can think of.

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Iheart member Darin R shared his reasons for loving OneNote with us:

Why do I love Microsoft OneNote?  Really, OneNote is an extension of my brain.  I’m a full time business student, work two part time IT jobs, and I actually have a life too.

I use OneNote in the classroom by having a notebook I created with the name of the school I’m attending.  Then I have sections for each course I take.  Within each of those sections are pages including class notes, notes on my meetings with groups, and things like the syllabus/assignments.  I like how you can paste pdf files (or any files) into Onenote and open them straight from there (one central location for all your stuff).  I record parts of lectures, take handwritten and typed notes, and make to-do lists for homework/projects in class.

At work, I always have a running to-do list that I use.  Then I have a section for IT related things of the business, such as how the network is setup, contacts, checklists, inventories, and other related items.  Then I have separate sections for more company related things such as meetings outside of IT, company policies, and more.  I also have pages under the IT section that contain things like static IP addresses of printers, what IP addresses are still available, etc…

My personal notebook is mandatory as well.  As soon as I think of something I need to get done, I write it in my personal to-do list.  If I want to write in my journal, I have a section for that.  Likewise for things such as different topics of interest to me.  I actually have a whole notebook called politics, with different sections covering things like the election of 2008, oil, the economy, healthcare, and different politicians.

Can you live without OneNote?  Of course…but I wouldn’t recommend it.  J

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Here is the latest installment of how you, the OneNote fans are using OneNote to make your life better and, of course, save the world:

If you use OneNote in an interesting way, please share it with us below or create a new blog post.

OneNote for writers:

From The Sunlitdesk: I am an untidy writer. I have index cards in my handbag, scraps of paper all over the place and notebooks with just three lines in them. I admit I like hard copies. But it becomes cumbersome after a while and I’m forever losing track of projects. I still like my index cards and I keep a leather compendium for all those loose pieces of paper one collects over the course of a project, but now I keep a Microsoft Office OneNote notebook too. My current novel requires a great deal of research of seemingly unrelated things. OneNote is a convenient and quick way of storing all that research, as well as notes on the development of the novel. It hasn’t made me a tidy writer, but accessing information while I’m writing has become so much easier and now I can manage writing projects without tons of paper. I highly recommend this program for writers.

From the iheartonenote facebook page:


I use OneNote 2007 @ work. I teach and all of the teachers on team, plus our Principal & Guidance Counselors have it installed. We keep all of our team meeting notes, behavioral plans, notes & e-mails to parents in OneNote. This way each member of the team has access to them at all times. During our meetings, we are actively using OneNote. When we assign tasks, etc. We do so in OneNote and it syncs with Outlook. During the week, we can check to see if the tasks have been completed and read any notes about them. It has provided the most organized, easily accessible way to share information among so many people. I don’t know how we could accomplish so much without it!

I’m a middle school teacher at a school with a laptop program. Our teachers use OneNote to create shared notebooks on the school server. Some of our classes are semi-paperless because of OneNote. Imagine being in 7th grade and doing your math on a tablet with a OneNote notebook for math assignments!

Bible Study

The New King James Version for OneNote 2007 is now available. Each book in the Bible is a separate OneNote section, with each chapter in the book belonging to a page within that section. Using the built-in functionality of OneNote 2007, you can insert your own ink notes, view the Bible text and notes in full screen mode, search your ink and text notes, sync your Bible notes between multiple computers, record the audio of sermons and play it back in time with your notes (with permission of course !), and insert additional pages and sections. The text has been specially formatted to allow plenty of space for marking up and taking ink notes: wide margins, double spacing, and more.

If you found this useful, please use the links below to share with your friends.


I keep mentioning how I use Microsoft OneNote to people, and they keep asking about it. I use this program for personal, business and school. I have recipes from blogs, and the blogs noted. Any sewing ideas or blog ideas have their own little spot in my notebooks. I can print all of the deals from MultiTaskingMama and go back through them when I have time to, or date what I have already done to see when I will get that deal.

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Chad, my cubby-buddy  and I were sitting at a Roger-Monday-weekly-brief-from-hell yesterday. So mind numbing that words escape me. Ok maybe not all words escape me. To stay awake, we shared a OneNote Notebook and started to write notes back and forth. Like IM on steroids. Highly recommend as a GREAT way to pass the time. Besides, anyone peering over your shoulder will just think you’re taking copious notes. <grin>

Here’s a demo on how to do it.

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Greetings from family-land! I am still vacationing – hence my spotty bloging. But, I did manage to get it together long enough to try out the new version of the Capturx pen from Adaptx. The big highlight if you are already a Capturx convert is that you can now print out paper from OneNote that can be used with the pen rather than having to use the special notebooks they provided in the past.

I’ll be writing a review of my experiences (I am a Capturx newbie) but in the meantime, I got this from Marc Pierre, Capturx’s product manager:


Capturx enables individuals and teams to take notes and sketch on paper with digital pens, which automatically record and integrate the handwriting into Microsoft Office OneNote. Anyone can simply write in Capturx notebooks or on ordinary printed pages with digital pens. All the information is backed up, searchable, and sharable in email or other Microsoft Office applications.

One customer of Adapx is an engineering firm whose staff record field observations and make sketches that result in volumes of data that is difficult to sort through and time consuming to key into PC’s. Their paper based data is now uploaded into OneNote where they can take advantage of sharing the information with others or even search the handwritten text.

Caputrx is also offered to office staff for use in meetings to help boost productivity which has been so successful we often get thanked for a tool that enables collaboration without being a distraction. At any time staff can reference and share notes directly from Microsoft OneNote. Office staff or field teams are now able work in a variety of locations, simply write with an easy to use pen and paper and stay focused on their jobs instead of burdensome tools.

Capturx instantly digitizes the handwriting on paper, helping to bridge paper based tools to powerful digital features in OneNote. Many of our customers found the original 5X7 notebook with waterproof pages to be helpful in field scenarios, but we also got a lot of requests for letter sized notebooks. Today we offer both letter sized 8.5X11 notebooks and unlimited print on demand of notebook pages directly from OneNote, using ordinary paper!

We are looking forward to lot’s more feedback from our customers to help with future releases.

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