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77-421: OneNote 2013
Topics : Manage the OneNote environment (25–30%) : Configure OneNote Backstage•Configure notebook settings and properties, pin notebooks to lists
Configure OneNote Backstage
As with other Office apps, you can configure OneNote to your tastes with ease. You can customize the appearance of the Ribbon, as I discuss in Chapter 1, and change the buttons on the Quick Launch bar, pin or unpin panes, and more. The following sections
Changing account settings
If you’ve logged in to OneNote with a Microsoft account , you have settings you can configure at will to personalize your OneNote experience. To view your account, do one of the following:
- Click or tap your account name in the upper-right corner of the window and choose Account Settings.
- Click or tap the File tab and select Account.
From the Account pane you can change the following settings:
- User Information: This section includes links to customize user data. The first two links bring up your profile at Live. com where you can change your photo, contact information, and profile information. The second two links allow you to sign out of OneNote or switch accounts.
- Office Background: The drop-down list under this heading includes quite a few Ribbon backgrounds from which you can choose
- Office Theme: Choose here from one of three color themes: White, Light Gray, and Dark Gray. The Dark Gray theme eliminates the purple color of OneNote altogether, whereas the Light Gray theme just darkens it.
- Connected Services: This section shows all external services you have associated with your Microsoft account, whether or not they’re useful for OneNote. For example, there’s no Facebook integration in OneNote, but the associated Facebook service is still listed here. To add a service, click or tap the Add Service button and choose the service to add. You’ll have to log in to the service using your account name and password.
- Product Information: Look in this section to see the version of Office you have, icons representing the apps included in it, whether the product is activated, and the About OneNote button that shows you more information.
pin notebooks to lists
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than delete file from mydocuments , onenotebook folder
Customizing the Quick Launch bar
Customizing the Quick Launch bar The Quick Launch bar is at the top left of the OneNote window and includes icons representing shortcuts to often-used commands. Click or tap the tiny down-pointing arrow to the right of these icons to add or remove icon commands.
To add a list item to the Quick Launch bar, click or tap it, which places a check mark next to it; do the same to remove the check mark and thus remove the icon from the bar. By default, the bar includes, from left to right, the Back, Undo, and Dock to Desktop commands. The icons on the menu represent the most popular choices, as follows:
- Back: This icon operates exactly like a web browser’s Back button, taking you to the last page you were looking at.
- Forward: Like a web browser’s Forward button, this button takes you to the last page from which you used the Back button.
- Undo: Use this command too undo the last performed action.
- Redo: Click or tap this icon to redo the last action you undid.
- Print: This icon takes you to the OneNote Print window where you can set up your printout and choose where to print.
- Print Preview: Use this button to preview your printout.
- Dock to Desktop: Use this command to place the OneNote window in a narrow strip at the side of your desktop.
- Favorite Pen 1–4: If you use OneNote’s drawing tools , you can define multiple favorite pens and use these items for easy access to them.
- Favorite Highlighter 1: Similar to the Favorite Pen items, this button accesses your favorite highlighter.
- Touch/Mouse Mode: This icon toggles between touch and mouse mode; the former puts more space between commands on the Ribbon to make them easier to access with a fingertip.
Navigating OneNote’s options
OneNote 2013 includes options similar to other Office apps as well as options that are all its own. You can view OneNote’s options by clicking or tapping on the File tab and choosing Options. Mouse over or press on the little i with a circle around it at the right side of any option to see more information about it.
- General: The options in this section allow you to customize how OneNote works in general, including the following:
- • Choose whether you want the Mini Toolbar to appear when you select text to give you access to common formatting options
- • Set the default font and font color
- • Personalize your name, initials, Office background and theme, and instruct the app to use that information regardless of which account you’re signed in with for consistency in tracking your changes to documents
- Display: A rather slim list of options, these settings allow you to change the look of OneNote (although, weirdly, the background and theme are listed on the General tab). Choose from such options as how new pages look, Quick Note docking options, and where tabs, scroll bars, and navigation and notification bars appear.
- Proofing: These options change how OneNote corrects and highlights errors in your text. For example, you can configure the app to ignore uppercase words, ignore Internet and file addresses, flag repeated words, and use custom dictionaries. You can also decide whether to allow OneNote to check spelling or grammar and customize how the app handles French and Spanish text. The AutoCorrect Options button, located at the top of the window, summons the window of the same name. Click or tap the button to summon the window OneNote autocorrects certain things; you can use the Exceptions button if you want to keep the setting active but create exceptions for it to ignore, and you can choose the Math AutoCorrect tab to customize how the app replaces text shortcuts with mathematical symbols.
- Save & Backup: lets you modify the default save locations and intervals of saved and backed up notes, as well as the default location for cache files. Also here are buttons allowing you to back up notebooks or changed files along with options to configure file optimization.
- Send to OneNote: Here you can configure where you want content from other apps, such as Outlook 2013, web browsers, or screen clippings, to land in OneNote. By default, all items say Always Ask Where to Send, but you can change this setting to the current page or a new page, or you can set a certain location for the content.
- Audio & Video: Set the audio recording and video recording settings here, such as devices, input, codec, format, and profile. Check the check box at the bottom to allow searching of audio and video recordings for certain words, making OneNote’s search capabilities even more powerful.
- Language: If you have multiple languages installed for Office, use the options on this pane to customize which languages are used and when. For example, if your native language is different from the language you’re writing in, you can set the tooltip and help languages to be different from the display language.
- Advanced: This section is pretty big, and describing each of the options would take up a chapter in itself; however, briefly, with these options you can configure advanced options for editing; linked notes; pen inking , e-mail sent from OneNote; optimizing battery use; configuring tag and password options; choosing whether to insert long printouts on one or multiple pages; disabling hardware graphics acceleration or text recognition in pictures; and changing measurement units.
- Customize Ribbon: this is the most complex item of the lot. Essentially, your existing tabs are shown in a pane on the right by default, and the list of available commands appears on the left. By default, the left pane lists popular commands, and the right pane lists your main tabs, but you can change the left pane to list all commands, commands not on the Ribbon, or commands on various tabs. Simply select the command you want to add to the pane on the right and click or tap the Add button between panes to add it; to remove a command, select it in the right pane and then click or tap the Remove button. The pane on the right can be changed to All Tabs, Main Tabs, or Tool Tabs for processes such as playback, table, and equation tools. Use the buttons at the bottom right of the window to create tabs and groups of commands on tabs and to rename tabs, reset customizations, or import or export them.
- Quick Access Toolbar: Similar to the Customize Ribbon tab, the Quick Access Toolbar options allow you to add or remove commands to or from the toolbar. On the left is the pane including commands you can add, and on the right is a pane showing what’s currently on the toolbar. Select the command you want to add to the pane on the right and click or tap the Add button between panes to add it; to remove a command, select it in the right pane and then click or tap the Remove button. You can also access the Quick Access Toolbar options by selecting the More Options button on the menu accessible via the little black downward-pointing arrow to the right of the icons on the Quick Access toolbar.
- Add-Ins: COM — or Component Object Model — add-ins are created by third parties to extend the capabilities of OneNote. The only two items in the drop-down list on this pane include COM Add-Ins and Disabled Items.
- Trust Center: The Trust Center allows you to configure security for OneNote.
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