One note can't open new sections directly into specified folders .

L

Leon Bass

One note seems to be designed to work most effectively when the user keeps
all notes in one "notebook" containing mutlple sections which in turn create
multiple pages. However, it does not seem to be very user friendly when one
must save different sections in differnt windows folders.

My real life example: I run a small law firm, and each client has its own
windows folder for all of its documents, notes, scanned documents, etc. All
of these client folders are stored on a windows 2003 server in a "clients"
folder under a general law firm folder.

Since each client has its own onenote section for notes regarding client
meetintgs, phone calls, reserach and other issues, the note is store in that
client's respective windows folder in the clients folder on the server.
Sometimes a client has more than one matter, and then the client folder may
have a general client onenote section and then each matter may have its own
sub folder with its own onenote section.

I did try making the client directory on the server the onenote notebook,
but that made everything run very slow and also opened all of the client
folders and sections (the tabs at the top of onenote), which was too cluttery
and inefficient. I have hundreds of client files. Also everthing ran very
slow, which made using onenote in client meetings impossible.

Therefore, I now have to create a new section for each client, but it is
very inefficient. For example, I'm ready to meet with a new client. I
create a windows sub folder for that client on the server in the "Clients"
directory. Then I want to create a onenote section (e.g. called "client
notes John doe"). To do this, I have to click on the create new section
button, which creates a section in the local designated onenote notebook
called "new section". I then have to "save as" and then browes the server
untill i reach the client folder, and then save the file there as "client
notes John doe". This leaves me with two open identical sections on one
note. I then have to delete or close the original section .

This takes time and is inefficient. A simple way to solve this problem
would be to have onenote automatically install a shortcut on the folder right
click short cut menu like other MS office products have, like word and excel.
For example, on Windows XP if I am in a client folder, I can right-click and
I get a short cut menu that has a "new" option, that extends into different
document types. Word and Excel are there, along with a text file option and
several other options. If one note section was an option there, that would
solve the problem. Also, when a save as is done on a section, the other
section should automattacly close, like it does in MS Word.
 
C

Chris_Pratley \(MS\)

Leon, we heard a similar request from a few law firms last year. Thanks to
that feedback we made some changes in Sp1 that should be of use to you.
(make sure youhave SP1 (Help About, look for version 11.6360.6360 Sp1)

First, on your server, make a note of the path of the folder you are sharing
out
In OneNote, File/Open Folder, then point to that share.
Now all the sections you create in that folder and any subfolders will be on
that server, without having to run your whole notebook off that server.
Alternately, you can do "Open Folder" on as many different shared folders as
you like - one for each client if you prefer. These don't even have to be on
the same server.

Chris (MS)
 

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