Scanning into OneNote and having catalog abilities

[REMesq]

I'm really happy with the way OneNote 2007 has progressed. I am using it to
organize many of my client/business files/information. However, one thing
that I am having a hard time with is scanning documents. Let's say I have a
contract that I want to scan in. First, I'd have to use another program to
create a file (rather than just scan printouts directly into OneNote). I
would mainly opt for creating a PDF file. Now, when I do import a PDF file,
there's just a PDF image. If I want I can insert Print Outs of the pages,
however, they are inserted one after another. I guess I could mannually
overlay the pictures, or is there another way to do this? Either that or do
you suggest I just Print Out the first page? While I could type in a
description of the document next to the PDF image, I feel its better to see
what the document is at a glance.

Is there another way to scan in multiple documents in PDF format right into
OneNote? Essentially, so that it has PaperPort type functionality, rather
than using something to create the PDF then importing the file into OneNote.
It's just that it seems like a few extra steps. Thanks.

 

[EMRhelp.org]

I'm really happy with the way OneNote 2007 has progressed. I am using it to
organize many of my client/business files/information. However, one thing
that I am having a hard time with is scanning documents. Let's say I have a
contract that I want to scan in. First, I'd have to use another program to
create a file (rather than just scan printouts directly into OneNote). I
would mainly opt for creating a PDF file. Now, when I do import a PDF file,
there's just a PDF image. If I want I can insert Print Outs of the pages,
however, they are inserted one after another. I guess I could mannually
overlay the pictures, or is there another way to do this? Either that or do
you suggest I just Print Out the first page? While I could type in a
description of the document next to the PDF image, I feel its better to see
what the document is at a glance.

Is there another way to scan in multiple documents in PDF format right into
OneNote? Essentially, so that it has PaperPort type functionality, rather
than using something to create the PDF then importing the file into OneNote.
It's just that it seems like a few extra steps. Thanks.

Great Post. And the answer is NO. Sadly.

IMO, OneNote's major shortcoming is that it has no Document Management
features at all. I am sure in the Microsoft Dream World they want
everyone and their dog to have a SharePoint Server. Well, that aint
going to happen.

I suggested the most basic integration would be to interact with the
Windows filesystem. One *SIMPLE* example might be
if my .one file Doe, Jane.one (in c:\clients\D\Doe, Jane\) that
OneNote could display all the files (with names and links) in that
current directory (obviously avoiding all the OneNote files and system
files) that would help alot.

It would be up to the end user to get the files in there, but if you
could accomplish that you could easily "see" your client files in
OneNote.

Too me it seems very obvious. I'd think a great powertoy could do
this.

My Work around

(1) Create a directory you want to store your client's files.
(2) Drag that link to the OneNote section you use for your client
(maybe some sort of index page on the client)(ie. the client's
"OneNote Home Page"
and now you can just click on that link and it will bring up windows
explorer and your client's files.

 

[Grant Robertson]

Is there another way to scan in multiple documents in PDF format right into
OneNote? Essentially, so that it has PaperPort type functionality, rather
than using something to create the PDF then importing the file into OneNote.
It's just that it seems like a few extra steps. Thanks.

I agree with EMRhelp.org. It seems to me that this is another example of
trying to get OneNote to do more than what it was designed to do. You
would be much better off keeping your notes about the clients in OneNote
but keeping all those documents in a real document management program.
Some of those programs let you create shortcuts to the documents stored
in them. You could then paste those shortcuts into the appropriate page
in OneNote for quick access. Then they would be searchable. Remember,
when you insert a document as an icon on a OneNote page then those
documents aren't searchable.

Sometimes, when I have a lot of documents associated with a particular
OneNote Section, I will just copy those documents to the same folder that
the Section is stored in. Then I create a hyperlink to that folder on a
page in OneNote. This makes it easy for me to open that folder just by
clicking on the link. Then you can just let Windows Desktop Search index
your documents and allow you to search them. You can't search for the
documents from within OneNote but the WDS icon is always right there in
your task tray anyway. Sometimes, when I really need to be able to search
for text in a document from within OneNote - let's say it is just one
document and I would never remember to look for it in WDS - then I will
choose the third option where it prints it to the page and creates an
icon. Then OneNote will index the text in the picture of the document
that was inserted and you have the original document embedded right there
for easy access if you need it.

Again, storing lots of documents in OneNote as icons really doesn't get
you anything but more work.

 

[EMRhelp.org]

Sometimes, when I have a lot of documents associated with a particular
OneNote Section, I will just copy those documents to the same folder that
the Section is stored in. Then I create a hyperlink to that folder on a
page in OneNote. This makes it easy for me to open that folder just by
clicking on the link.

AHA ! As I suspected, I knew people would do that !
I asked for this functionality way back.

The only problem I felt would be the Synching of larger documents.
Once you start making OneNote a document management program, you are
really barking up the wrong tree.

Considering how excellent the file synchronization is in OneNote, I
would never want that to be compromised.

Maybe Foldershare could "partner up" with OneNote and handle a smaller
document management function.

Does anyone know if OneNote 2007 gains anything internally within
OneNote when it's on a sharepoint server ?

 

[Alex]

WHen you press the "Scan" button on your scanner, do you get a dialog that
comes up asking you where you want to scan it to? If so, is OneNote in that
dialog? It should be, and then you can choose it and scan directly into
onenote. If it isn't there, try going to onenote, Insert> Pictures> From
camera or scanner... That should allow you to scan directly into onenote.
If not, please let me know.

-Alex <MS>