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Share notes by using a SharePoint site
 

With Microsoft Office OneNote 2007 and Microsoft Windows SharePoint Services, you can set up shared notebooks in which everyone can view, add, and edit information.

In this article


Using shared notebooks with SharePoint sites

Using a shared notebook with a SharePoint site enables you to share your information with others. For example, your team can use a shared notebook to do the following:

  • Brainstorm on a project
  • Collect reference material
  • Record and share meeting minutes
  • List action items

When Office OneNote 2007 notebooks are stored in a shared location, such as a SharePoint library, multiple users can simultaneously access shared notes and contribute to them on an ongoing basis. A library is a central location on a SharePoint site where people store and manage their files.

When you share a notebook on a SharePoint site, you can use the features of a library to manage and share your notebooks. You can manage who has permission to view the notebook or contribute notes. You can store additional information about the notebook or its pages, such as the department name or project number. You can also track versions of the notebook, so that people can view or restore an earlier version if needed and receive updates when the content changes by using alerts or RSS Feeds.

 Note   To use the features of a SharePoint site, you must have permission to use those features on the site. For more information, see your site owner or administrator.

The New Notebook Wizard in OneNote guides you through the steps for creating a shared notebook that you and your team members have access to. When you use the wizard, you have the option to send an e-mail message to others that contains a link to the location of the new notebook.

When you share a notebook, everyone with permission to contribute to a SharePoint library can access a shared set of notes at the same time, and OneNote synchronizes everyone's changes to the notebook on the SharePoint site. OneNote also maintains a separate offline copy of the notes on each user's computer. That way, participants can edit notes locally even when they are disconnected from the network. The next time they connect to the shared notebook, OneNote merges their changes with everyone else's.

Find links to more information about shared notebooks in the See Also section.

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Create a new shared notebook in a SharePoint library

When you add a new notebook to a library, the notebook becomes a folder in the library, and the sections are stored as files. Adding content to it and revising it are similar to working with your notebook in any shared location.

  1. On the Share menu, click Create Shared Notebook.

     Tip   You can also create a shared notebook by clicking New Notebook on the File menu.

  2. In the New Notebook Wizard, do one or more of the following:
    • In the Name box, enter a name for the shared notebook (for example, Weekly Team Status Reports or Product Planning).
    • Optionally, select a color for the notebook cover, which will be displayed as an icon on the Notebooks navigation bar.
    • Optionally, in the From Template list, select a default template to be used for the pages in the shared notebook.
  3. Click Next.
  4. Under Who will use this notebook?, click Multiple people will share the notebook, and then click On a server (SharePoint document library, network share, or other shared location).
  5. Click Next.
  6. Under Path, enter the Web address of the SharePoint library where you want to store your notebook.

    To locate your library, click Browse, browse to find the SharePoint site and library that you want, and then click Select.

  7. To tell others about the notebook, leave the Create an e-mail with a link to this notebook so that I can send to other people check box selected.
  8. Click Create.

 Note   When you make changes to your notebook, it may take a few minutes for others to see the changes or for the changes to synchronize, depending on the way your network is set up.

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