Submission guidelines for Microsoft Office OneNote 2007 templates

 Important    This article provides submission guidelines and best practices for Microsoft partners who want to create Microsoft Office OneNote 2007 templates that meet the publishing requirements for the Microsoft Office Online Templates website. You might also find the information helpful if you create Office OneNote 2007 templates for use at home or at work. For information about how to create, modify, or apply templates, see What is a template?

A Microsoft Office OneNote 2007 template is a page, section, or notebook file with pre-formatted content and design elements. This article provides guidelines for setting up your computer, creating and formatting content, and saving your work to the appropriate Office OneNote 2007 template file format.

This article is intended for Microsoft partners who create Office OneNote 2007 templates for publication on the Office Online Templates web site. Following these guidelines helps ensure that OneNote templates are easy to use and will work correctly when modified, printed, or viewed on other computers.

 Tip   If you're interested in what's new with templates on Office Online, check out the Templates Blog.

In this article


Before you begin

If you're planning to create a template, make sure you read What to know before you create a template and Make your templates more accessible for users with disabilities.

For a summary of these guidelines, see the Quick reference guide for creating OneNote 2007 templates.

Although this article provides tips for using some OneNote features, please see the Microsoft OneNote 2007 Help and How-to web site for step-by-step instructions or to learn more about using Office OneNote 2007.

Setup requirements

Before you create or submit a template for publication on Microsoft Office Online, make sure that the computer you’re using meets the following operating system and application-specific requirements.

Operating system requirements

  • For security reasons, make sure that the recommended security settings for your operating system are turned on and that you’re running up to date antivirus software.
  • Make sure that the language in which you are creating a template is the same language that you’re using for your operating system and Office OneNote 2007.

OneNote 2007 requirements

  • We recommend that you use the default installation of Office OneNote 2007 only with no additional fonts or add-ins. This helps ensure that your templates will work on most customers’ computers.
  • Office OneNote 2007 templates contain the user name and initials that are used when template is created. To change your personal information to information that you want other people to see when using a template, modify the display options for OneNote. Steps are provided below.
  • Before you begin, decide which type of template best suits your content. A notebook should contain one or more sections and a section should contain two or more pages of related content. You can also create single page templates.

 Important   Your user name and initials will appear in each Office OneNote 2007 template that you create. To change this personal information to information that you want other people to see:

  1. Click Tools, and then click Options.
  2. In the Display pane, under Personalize your copy of Office, type the user name and initials that you want customers to see in your templates.
  3. Click OK.

Creating a new template

We recommend creating a new notebook and using it to develop your template content, regardless of whether you plan to create a notebook, section, or page template. When you create a new notebook, using the option provided on the File menu, you'll be asked to choose a notebook title and a file name. Before you submit a template for publication, the notebook title and file name, and the names of any section or page template you create, should meet the Office Online requirements.

However, if you miss this step when you're getting started or if you prefer to make the title and file name compliant later, here's how:

  • Change a notebook, section, or page title by right-clicking the title tab and then typing a new title at any time.
  • You'll need to type a new file name when you save your work to the appropriate template file format as the last step when your content is ready to publish.

Notebook, section, and page colors

When you create a new notebook, you can choose a notebook color using the setup wizard. Office OneNote 2007 automatically selects the colors for new sections and pages in the notebook for you. You can choose different colors at any time:

  • To change a notebook color, right-click the notebook title tab and then click Properties. (You can also use the Notebook Color option on the Format menu.) Changing a notebook or section color will not change the color you’ve applied to any pages that the notebook or a section contains.
  • To change a section color, right-click the section title tab, click Section Color, and then select a new color. (You can also Section Color option on the Format menu.)
  • To change a page color, right-click the page title tab and then click Page Setup, or use the Page Setup option on the File menu.

Adding content to a template

Because notebook and section templates consist of pages, all other content guidelines are described in Setting up page templates and the subsequent sections of this document.

However, procedures for saving notebook, section, and page templates vary so specific information for each is provided at the end of this document. Make sure that you follow the guidelines and complete the steps provided in Before saving a template before you attempt to save your work to a template file format.

Setting a page as the default template for all pages in a section

 Important   Do not set a page as the template for all pages in a section. You can use existing templates or create using any page in a notebook, but if you set a page template as default template for pages in a section, the template will not work when the notebook is used by other people.

Setting up page templates

This section discusses commonly used options in the Page Setup pane, which you can display by clicking the Page Setup option on the File menu in Office OneNote 2007. The information applies to all page templates that you create, including pages that are part of section or notebook templates.

 Tip   You can also view page setup options by right-clicking the page tab (in the list of tabs to the right of each page), and then clicking Page Setup.

Paper sizes

If you design a notebook, section, or page template to be viewed on a computer screen only, we recommend that you set the paper size to Auto. This is also the default setting for Office OneNote 2007 pages.

If your template is intended for printing, select a standard paper size for the locale of your intended audience and a size that best suits the template design (for example, letter, tabloid, or legal).

To help ensure the template will print correctly on most home printers, we recommend that you do not modify the default width and height settings for standard paper sizes.

Print margins

To prevent any portion of a template from being cut off when printed, use at least 0.4” margins on all sides. Make sure that no text, pictures, objects, or page borders extend past the 0.4” margin requirement.

If your design requires objects to bleed off the page when printed, keep in mind that only customers with printers that can accommodate bleeds will be able to correctly print the template.

Rule lines

Rule lines function like a background image and do not affect the text or positioning of images that are added to a ruled page.

 Tip   You can turn rule lines on or off using the options on the Format menu or in the Page Setup task pane.

If you want to set the order (front to back or back to front) in which content appears on a page, keep in mind that rule lines cannot be set to front or back layers and will appear as a constant design element, regardless of the order you choose for other elements on the page.

Although useful as a design element in some templates, also remember that rule lines, like page colors, do not appear in print copy.

Page colors

If your template is intended for printing, although that might rarely be the case, keep in mind that page colors (like rule lines) appear only when your template is viewed on a computer and not when the template is printed.

If your template is intended for printing, make sure that you select a font color that will be visible without the background color when the template is printed. For example, if you select a dark page color and light font color, the font will be difficult to see when the template is printed.

 Note   Changing the section or notebook color will not change any page colors that you’ve applied.

Page titles

Page title content - the text box at the top of each page with date information immediately below - is displayed by default when you create new pages. Information that you type in the page title area is then displayed on the title tab to the right of the page, making it easier to find pages and information at a glance.

If you choose not to show page title content or if you do not type text in the default page title content on a page, the first line of text in your template will be displayed as the page title on the title tab instead.

Keep in mind, however, that using a page title can make it easier for customers to scan and find pages created using your template. If you choose to hide a page title after you've entered content in the page title area, your content will be deleted.

Using background pictures

Using a picture as a background image can enhance the visual design of a template but it can also affect file size and the way a template can be used (for example, text that you place over a background picture is converted to an image when the page is sent by e-mail to someone else).

We recommend using JPEG files for pictures and positioning pictures at the top, bottom, or sides of a page instead of behind text, unless it is essential to your design.

For more information about working with pictures and images in a template, such as aligning and sizing images, see Inserting pictures, background pictures, files, and screen clippings.

Inserting pictures, background pictures, files, and screen clippings

You can insert pictures and files in a template using the options on the Insert menu. You can also copy and paste pictures and information to a page or use the Screen Clipping tool in Office OneNote 2007.

To format pictures and files that you've inserted, you might want to use the options provided on the Edit menu, such as front to back Order and Snap to Grid or use right-click menu options.

 Important   Do not insert files as attachments in a template. Attachments cannot be published with the template on Office Online.

Legal responsibilities for images

 Important   Before you choose images to include in a template, make sure that they are not protected by copyright or trademark and are suitable for public distribution.

About using pictures

Using pictures or pictures as a background image can enhance the visual design of a template but they can also affect file size and how a template can be used. We recommend inserting pictures in JPEG file format and compressing them before you insert them if they are large images or high resolution images.

We also recommend that you position pictures at the top, bottom, or sides of a page instead of behind text, and that you set pictures as background images only when it is essential to your design.

Here's why:

  • Images increase the file size of template, which increases the download time and the memory required to store and use the template.
  • If someone chooses to reuse a page or template that contains background pictures, the picture file is duplicated each time the page is reused, increasing the storage space required on his or her computer.
  • If you insert a picture and then resize it, OneNote does not compress the image. We strongly recommend converting high-resolution images to JPEG files and if needed, compress the file size before inserting them in a template.
  • OneNote templates can be sent as e-mail messages, either by attaching the template file to a message or by using the Send To options on the File menu in OneNote itself. If you or someone else adds text over a background picture, the text is converted to an image during the e-mail process. The text will no longer be searchable and can't be edited.

Image file format

For optimal image quality and file size, we strongly recommend that you use one of these image formats:

  • JPEG File Interchange Format (JPEG, JPG, JFIF, or JPE files, recommended)
  • Portable network graphics (PNG files)
  • Windows Enhanced Metafile (EMF files)

Image resolution

Resolution values depend on how you intend a template to be used:

  • If you intend a template to be viewed online only, use a resolution of 72 DPI.
  • If you intend a template for print or for print and online use, use a resolution of 150 or 200 DPI, which should still be compatible with most home printers and display clearly on most monitors.
  • To test image resolution, print the template on a home printer. Commercial printers use a resolution of 300 DPI but most home printers can print 150 to 200 DPI only.

Sizing and inserting background pictures

To retain the original image quality when you insert it as a background picture, we recommend resizing the image to the size you want to use before inserting it in your template. Use any program that you prefer.

Here’s one way to size and insert a background picture into your template, using the OneNote Screen Clipping tool:

  1. Set the Screen Clipping tool to Copy to clipboard only. To do this, right-click the Office OneNote 2007 icon in the task bar, click Options, and then click Screen Clipping Defaults.
  2. In the application that you’re using to create or store the background picture, resize the picture to the size that you want to use in your template.
  3. In OneNote. position your cursor in the place where you want to insert the screen clipping.
  4. Press the Clip button on the OneNote toolbar or press Windows key+S, and then select the image in the other program.
  5. Paste the screen clipping into your template.

For more information about inserting pictures, see Tips for aligning pictures, printouts, and screen clippings.

Using files and screen clippings

You can insert files and screen clipping using the options provided on the Insert menu.

 Tip   If you’re running Microsoft Internet Explorer 7, you can quickly copy a web page or any content that you’ve selected on a page to OneNote by clicking the Send to OneNote button on the browser toolbar. OneNote will save the web page content as a new page in your Unfiled Notes where you can easily copy or move it to another location.

If you insert a file as a printout or if you insert a screen clipping in your template, OneNote displays the content like a picture but with some important differences:

  • You cannot change screen clippings or files that you insert as printouts to background pictures; any other content that you want to add will need to be placed above, below, or beside these images. (Images that you send or "print" to OneNote from another program, however, can still be set as background pictures.)
  • You can add text over a file that you insert as a printout but the text might be difficult to read, depending on the file’s contents.
  • You can make text in screen clippings searchable, like regular text, but text in screen clippings cannot be modified after the clippings have been added to a page.
  • Other people can copy text from printouts and screen clippings, including formatting, and then modify it so make sure you don’t include text that you wouldn’t want other people to use outside the context of the image.

 Important   Do not insert files as attachments in a template. Attachments cannot be published with the template on Office Online.

Tips for aligning pictures, printouts, and screen clippings

Each Office OneNote 2007 page has an implicit grid. Any content that you insert will automatically snap to the grid. To make it easier to manually align pictures, files as printouts, and screen clippings, we recommend turning on rule lines on each page.

To turn rule lines on or off:

  • On the Format menu, click Rule Lines, and then click the rule line format you want to use. Make sure you select the same rule lines on each page where you take these steps.
  • Insert and align your picture or screen clipping using the rule lines.
  • Turn off the rule lines by clearing the menu option that you selected in Step 1.

In some cases, even if you take these steps, your pictures or screen clippings will not appear to be aligned correctly. This occurs when the picture or screen clipping that you’re inserting was not captured with pixel-to-pixel accuracy.

In other words, the picture corners are aligned on the page but the actual lines in the picture might be at different distances from the corners and sides of the picture or screen clipping.

 Tip   To prevent a picture from snapping to the grid, press the ALT key when dragging and dropping it on the page. Pressing the ALT key enables you to position the image by the number of pixels you want to use instead of snapping the image corner to the grid.

Inserting hyperlinks between sections or pages

If you’re adding hyperlinks to a template, you can link to online content such as a web site or multimedia file or you can link from one page, section, or notebook to another within your OneNote template. The steps for each linking procedure are different, however, and are provided below.

To insert a hyperlink to a web site

  1. Place your cursor on the page where you want to display the hyperlink.
  2. Click the Insert menu, and then click Hyperlink.
  3. Type the web address (URL) and the text that you want the link to display, and then click OK.

 Tip   To change the link text or address later, right-click the link that you’ve inserted and then click Edit Hyperlink.

To link to a page or section in a OneNote template

Unlike external hyperlinks, you must first identify the page in the template that you want to link to, and then copy hyperlink information for that page back to the page where you want to display the hyperlink.

You can link to a page in the same section of your template or to a page in a different section (if your template has more than one section).

Here’s how:

  1. Go to the page to which you want to link (not to the page where you want the hyperlink to be displayed).
  2. Right-click the page title tab, and then click Copy Hyperlink to this Page. No information will appear on the target page to indicate that you want to link to it. Instead, OneNote 2007 copies link information the clipboard so you can paste it on another page.
  3. Go to the page where you want to insert the hyperlink, right-click the location where you want to add it to the page, and then click Paste.

OneNote inserts a link to the page you selected in Step 1 and automatically provides text for the link. To change the link text, right-click the link text and then click Edit Hyperlink.

You can link to sections, pictures, or paragraphs in the page by selecting the section tab, objects, or paragraphs as hyperlink targets. It might not be obvious, however, which part of the page is meant to be displayed when customers follow the hyperlink so we recommend linking to pages by using the page title tabs only.

Using tables

Options for inserting and formatting tables are available from the Table menu in Office OneNote 2007. For help with using tables, see the Microsoft OneNote 2007 Help and How-to web site.

 Tip   After you insert a table, you can also find options for formatting it by right-clicking the table on the page.

Tables can be useful for clearly grouping related content on a page. They are also useful for laying out text, shapes, and pictures in relation to each other when you don’t want that content to be moved independently on the page.

Using tables can also help customers recognize which content to modify and where to add content of their own. Keep in mind these guidelines for adding tables to your template design:

  • Use table cells primarily for indentation and to help align related information.
  • Minimize the interaction that customers must have with tables by making it clear where they should add or modify content, for example, by placing titles and corresponding check boxes in different rows or columns, or by placing pictures and related text in different cells.
  • Format text in table contents to emphasize different types of information, such as headings or lists.
  • If your template is designed to be modified and printed, make sure you test it by adding and removing text, changing formatting or pictures, and printing the template using the page setup options you’ve selected.

Formatting text and objects

Text and object formatting options are available on the Format menu and Edit menus in Office OneNote 2007. For help with formatting content in OneNote, see the Microsoft OneNote 2007 Help and How-to web site.

 Tip   In many cases, formatting options can also be found by right-clicking the text or object with which you’re working in a template.

Fonts, bullets, numbering, and lists

Use fonts that ship with Office OneNote 2007 only. If you download and use additional fonts, your templates might not print or display correctly for customers who haven’t installed those fonts.

You can modify bulleted or numbered lists by clicking the desired option on the Format menu and then using the Bullets, Numbering, or List panes that OneNote 2007 displays to the right of the page. For help using any of these features in Office OneNote 2007, see the Microsoft OneNote 2007 Help and How-to web site.

For more control over formatting in your template, modify text, pictures, and objects using another program such as Word or Publisher, and then copy the formatted information to your OneNote template.

Using placeholder and sample text

Placeholder and sample text should clearly indicate the type of information that customers need to modify or provide when working with a template:

  • Place placeholder brackets to indicate that customers should type over the text, for example: [Your business tag line here], [Company Name], and [1234 Main Street, Bothell, MT]. You do not need to use brackets for sample text such as “Jonathan Haas” as a sample name or “4567 Oak Street” as a sample address.
  • Use either instructional or sample text but be sure to use them consistently within a template. For example, use “Street Address, City, ST” or “1234 Main Street, Bothell, MD” but do not use both in the same template.
  • Make sure that sentences and phrases use editorially correct capitalization and punctuation.
  • For more information about legal naming requirements, see Street addresses, telephone numbers, and e-mail addresses below.
  • If you prefer to use placeholder text instead of sample text, use the texts and construction provided in Generic placeholder text below.

Street addresses, telephone numbers, web sites and e-mail addresses

 Important   For copyright, trademark, and privacy reasons, make sure that any person or company names, addresses, telephone numbers, web sites, and e-mail addresses in your templates comply with these legal naming requirements for text and construction.

Street addresses

  • Use sequential numbers
  • Use common street names
  • Use a ZIP Code that does not match the state listed in the address, for example: 4567 Main Street, Buffalo, NY  98052

Telephone numbers

  • Use an area code that does not match the state listed in the address
  • Use the prefix 555
  • Use suffix numbers between 0100 and 0199, for example: (425) 555-0150 where 425 is not the correct area code for the state you have selected

E-mail addresses

  • Use someone@example.com. This address has been reserved by Microsoft for use for sample purposes.

Names in the public domain

Places such as parks and other public city locations are in the public domain. You can refer to these names without trademark issues. If you are not certain, however, please request permission from the appropriate contacts or contact your Microsoft representative.

You can also use publicly disseminated information such as The American Heart Association Food Guidelines, but you must credit the organization. If you are not certain whether information or company names are in the public domain, please contact the organization to obtain permission.

Company names and web site addresses

To create fictitious company or person names and web site addresses:

  • Avoid any name or web site address that you know to be real, especially in combination.
  • Use generic or descriptive names such as The Dental Office or The City Planning Office
  • Use the names of trees, for example, for fictitious educational institutes such as Elm High School or Maple University.
  • Thoroughly research your fictitious name by going online, using telephone service publications, and other publicly available resources.

Generic placeholder text

To help ensure that placeholder text is consistent across all templates on the web site, use the text and construction provided in the table below.

Function Placeholder text and construction
Names

To indicate person or company names, use these placeholder texts:

  • Recipient Name
  • Company Name
  • Your name here
Business tag line Your business tag line here
Company contact information

To indicate company contact information, use these placeholder texts:

  • Company Name
  • Street Address
  • Address 2
  • City, ST  ZIP Code

For example: 4567 Main Street, Buffalo, NY  98052

Telephone and fax numbers

To create a telephone or fax number:

  • Use an area code that does not match the state listed in the address
  • Use 555 as the prefix
  • Use numbers between 0100 and 0199 for suffix

For example, based on the address above: (425) 555-0150

E-mail and web site addresses

To indicate e-mail and web site addresses, use these placeholder texts:

  • E-mail address
  • Web site address
Recipient mailer information

To indicate recipient mailer information, use these placeholder texts:

  • Recipient Name
  • Street Address
  • Address 2
  • City, ST  ZIP Code

How to save your template

 Important   After you save a notebook, section, or page as a template, you cannot modify it. Any changes you make will not be saved to the template file. Instead, if you need to make changes after you’ve saved a template, you must save a new copy of the template by repeating the steps below.

Before saving a template

Before you save your work template, make sure that you complete these steps:

  • Make sure that you’ve included the user name and initials you want other people to see when they use the template.
  • Make sure that all text boxes, tables, shapes, and other objects are positioned correctly and in the correct order, back to front.
  • Restore the default zoom setting (100%), if needed. If the template does not display well at the default setting, adjust the zoom to make the template easier to view at first use.
  • If you intend the template for printing, print copies to check for font and margin issues and correct any problems.
  • Make sure that fonts are used consistently and that formatting is consistently applied to text, tables, and other content. This ensures a more positive visual impact and can improve readability.
  • Check spelling and grammar.
  • Immediately before saving your template, position your cursor in the title of each page and press CTRL+S to save the cursor position (or type and then delete a letter so that OneNote can automatically save the cursor position). Repeat for all pages in the template, without clicking anywhere else in a page. This ensures that when the template is downloaded, it will also open to the top of each page.
  • Only after you complete each step above should you save the template to the appropriate file format for a notebook, section, or page templates. Steps are provided below for each template type.

Once you’ve saved the template to the appropriate file format, check it for viruses by running your antivirus software. Remember, if you modify a template after saving it to a template file format, you must repeat these steps before re-saving and submitting the template for publication.

To save a notebook as a template

In your computer file system, OneNote notebooks are folders that contain section files. To create a notebook template, you need to save the contents of the notebook as a single or “packaged” file so the notebook and corresponding section files can be downloaded and saved to a single location.

Take these steps only after you've completed the steps required before saving your template, above:

  1. Click File, and then click Save As.
  2. In the Save As Type box, select OneNote Single File Package (.onepkg).
  3. Under Page Range, select the Current Notebook radio button.
  4. Type a file name that meets the file name requirements for Office Online templates.
  5. Click Save, and then test your template.

 Important   When you open the new ONEPKG file to view or test it, OneNote will prompt you for a location to unpack the notebook. The unpacked notebook is a copy of the template only. If you edit this copy, your changes are not saved back to the template. To save changes to the template file, you will need to create a new ONEPKG file, using the revised copy of the notebook as your starting point and then following the steps above.

To save a section as a template

Like notebooks, sections also contain multiple files so you need to save them as a single or “packaged” file when you want to create a section template.

 Note   You can’t create section group templates. If you have more than one section that you want to publish as a single template, add them to a notebook and then create a notebook template.

Take these steps only after you've completed the steps required before saving your template, above:

  1. Click File, and then click Save As.
  2. In the Save As Type box, select OneNote Single File Package (.onepkg).
  3. Under Page Range, select the Current Section radio button.
  4. Type a file name that meets the file name requirements for Office Online templates.
  5. Click Save, and then test your template.

 Important   When you open the new ONEPKG file to view or test it, OneNote will prompt you for a location to unpack the section. The unpacked section is a copy of the template only. If you edit this copy, your changes are not saved back to the template. To save changes to the template, you will need to create a new ONEPKG file, using the revised copy of the section as your starting point and then following the steps above.

To save a page as a template

Page templates appear in the Templates task pane when you or someone else opens the page template file.

 Tip   To see the Templates task pane, click the Templates option on the Format menu in OneNote 2007.

Creating page templates is slightly more difficult than creating notebook or section templates, and requires additional steps. You can create a template for an individual page or for a group of pages. Steps are provided for both scenarios below. We recommend that you create a section template if you want to publish more than one page as a single template.

Before you follow these steps, make sure you've completed the steps required before saving your template, above. Here's how to save a page or pages as a template:

  1. Go to the default template location for Microsoft Office 2007 programs on your computer. On Windows Vista, the default location is: C:\Users\%username%\AppData\Roaming\Microsoft\Templates. On Windows XP, the default location is: C:\Documents and Settings\%username%\Application Data\Microsoft\Templates.
  2. If you see a file named My Templates.one, which is created if you’ve downloaded or saved other OneNote templates, make a backup of it by copying it to another location on your computer that you can easily remember, and then delete the original copy from your default templates location.
  3. Open OneNote 2007, and then open the page that you want to save as a template. If you are saving more than one page to the template file, make sure they are stored in the same section and then open the first page in that section.
  4. Open the Templates task pane by clicking Templates on the Format menu, and then, under Create new template, click Save current page as a template (located at the bottom of the task pane).

 Important   If you are saving more than one page to the same template file, open each page in the order in which you want it to appear, and then repeat steps 4 and 5 for each page.

  1. Type a page template file name that meets the file name requirements for Office Online templates.

 Note   The file name that you specify here (and not the page title) is the name that will be displayed in the Templates pane when someone downloads the template. The file name can be different than the page title within the page itself. For example, you might want to type “History Lecture Notes” as the file name but leave the page title within the template blank so a student can fill in the title when he or she uses the page.

 Important   Do not set the new template as the default template for new pages in the section. This setting is not retained when the template is packaged for download on Office Online.

  1. Click Save, and then test your template.
  2. In the Templates task pane, the expanding group named My Templates is displayed under Add a page. Expand the group to confirm that your new page or pages are listed.
  3. Close OneNote, and then go to the default template location that you used in step 1 where a new My Templates.one file will be displayed.
  4. Rename the file using a file name that meets the requirements for Office Online templates.
  5. Copy and save the newly renamed file to another location on your computer that is easy for you to remember, and then submit the file to your Microsoft contact for review. Copying the file to another location will prevent you from accidentally saving new templates to it at a later date that you might not want to publish or share.
  6. To restore any templates you've previously downloaded or saved for OneNote, go to the location you selected in Step 2 above, and then copy your original My Templates.one file back to the default template location for your computer (see Step 1).

 Important   If you edit a page after you’ve saved it as a template (step 4 above), you are editing a copy of the template file only. To save changes to the page template, you will need to repeat these steps from beginning to end.

Submission requirements

The following requirements must be met for your template to be published on Office Online.

File format

Save and submit OneNote 2007 templates for publication using the appropriate file type for your design:

  • Save notebooks and sections as ONEPKG files, making sure that you select the appropriate page range, current section or current notebook.
  • Save a page or multiple page templates as ONE files.

File name

When you save a template, make sure that the file name:

  • Complies with the 12.4 naming convention, meaning that the file name contains no more than 12 letters or characters before the 4-letter file type extension, for example: WeddingPlan.dotx
  • Does not contain spaces or special characters, including apostrophes; file names may contain hyphens, if needed
  • Contains sequential numbers for variations of a template where the content (text) of the template does not change but themes, images, or colors vary. Start by adding the number 2 to the end of each file name, for example: WeddingPlan.dotx, WeddingPlan2.dotx, WeddingPlan3.dotx

Template title

To ensure that template titles are consistent and easy for customers to review in search results and browse categories on Office Online, follow these guidelines:

  • Use nouns and modifiers instead of verbs or gerunds, for example: “Garden plan” (but not “Planning a garden”)
  • Place modifiers before nouns, if possible, for example: Third grade book report, Pet sitter invoice, Birthday and anniversary calendar
  • Capitalize the first word of a title only. Do not capitalize words within parenthesis, for example "Gift card (floral design)".
  • Use no more than 32 characters, if possible.

Functional testing

For any templates you create for publication on Office Online, make sure that:

  • If the template is intended for print, it displays correctly in print preview and prints correctly; margins are set to no less than 0.4" for use on personal or home printers.
  • If the template is intended for viewing online only, it displays correctly using the default settings for Internet Explorer.
  • If the template requires folding, cutting, or assembly, the template and instructions work as intended.
  • Tables, text boxes, lists, pictures and any portion of the design that will be modified work as intended if you add or remove text, replace pictures, and resize pictures or objects.
  • All objects and elements are positioned in the correct layering order, front to back, using the options provided on the Edit menu.
  • Background pictures or images that you reuse throughout the template, such as logos are aligned consistently on each page, when possible.
  • The template contains no blank pages or sections.
  • Font colors, pictures, and shapes are easily discernible from background colors when viewed online and also in print if intended for printing.
  • The cursor is positioned at the top of each page when you open each page in the template, and is positioned at the top of the first page of each section, if there is more than one page.

OneNote 2007 template quick-reference sheet

Review these guidelines in conjunction with the functional testing and saving requirements to ensure that your templates are ready for submission to Office Online. Make sure, also, that your template satisfies the important considerations for your content and audience that are described in What to know before you create a template and Make your templates more accessible for users with disabilities.

 Important   Except for creating a file name, you will need to complete these steps before saving your template. Remember that to make changes after you’ve saved your work to a template file format, you will need to create a new template file.

Guideline Details
Text and formatting
  • Placeholder and sample text are used consistently within the template and meet legal naming guidelines
  • Template titles for notebooks, sections, and pages meet the Office Online requirements; titles for sections and pages within a notebook, or for pages within a section, may vary according to the contents of your template
  • Spelling and grammar are correct
  • Formatting is applied consistently to related content
Pictures and objects
  • Pictures are not protected by copyright or trademark and are suitable for public distribution
  • Pictures are inserted as JPEG or another recommended file type; large images are not set as background pictures, especially on multiple pages of a template, if possible
  • Pictures and objects are positioned in tables or in such a way that customers are easily able to modify content as needed
  • Objects are set to the correct layering order, front to back and related objects are consistently formatted and aligned on the page
Layout
  • The cursor is positioned at the top of each page and pages open in the intended order, if there is more than one page in the template
  • If using tables, pictures and related information are clearly positioned in relation to each other; headings are separated from text that will be edited when someone downloads the template, if suitable to the design
  • If the template is intended for print, page margins are set to no less than 0.4" and all text and objects are positioned inside the margins
  • If the template is intended for print, all content displays on the selected page size in print preview
File format
  • The file name does not exceed the 12.4 naming convention and contains no special characters
  • The file is saved to the appropriate OneNote 2007 template file format for your content (ONEPKG for notebook and section templates and ONE for page templates)
  • The name and initials that you want other people to see have been added to the OneNote 2007 display options.
 
 
Applies to:
OneNote 2007