Directions for OneNote Portfolio Template

Directions for OneNote Portfolio Template
OneNote Portfolio Template Tutorial
Downloading and Opening the Template
1. Download the Electronic (OneNote) Portfolio Template from the Year-2: Developing Your
Portfolio resources page.
2. Choose a location to save the OneNote template when prompted.
3. Open the OneNote template from the location where it was saved.
4. You will be prompted to Unpack the Notebook. At this time you can specify some
properties. You will want to personalize the name of the notebook. If you wish, you can
change the color as well. I recommend leaving the Path as it is by default. Click Create
when you finish specifying the properties.
Navigating and Editing the Template
Notebook Sections
This button will
expand or collapse
the contents of the
Notebook
You can click on
any of the colored
tabs to jump to
that section of the
Notebook
Notebook Sections
Pages
Tip:
You can right click
and choose Delete
to remove this page
before submitting
your portfolio
Click on New Page
to create additional
pages within a
section as needed
Inserting your transcript or other documents into your template
Tip #1: Attach a document or file
To keep a copy of any document or file as part of your notes, you can attach it to your
notebook page. Double-clicking the attachment icon will open the document or file in its
intended program (for example, a Word document attachment will open in Microsoft Office
Word if it is installed on your computer).
1. On the Insert menu, click Files.
2. In the Choose a file or a set of files to insert dialog box, navigate to the location of the
file that you want to insert, and then click to select it. (To select multiple files, hold
down the CTRL key while you click to select additional files.)
3. Click Insert. A copy of the file is inserted on the current page and shown as an icon
that you can double-click to open or view the document or file.
Note: OneNote attaches a copy of the source document or file. OneNote does not
maintain a link to the source file. If the source file is updated later, those changes will not
appear in the copy you attached.
Tip# 2: Insert a document or file as a printout
When you want to insert information from other files on your computer without attaching or
linking to the files, you can insert a picture or "printout" of the information by using the
OneNote printer driver. Instead of actually printing the file onto paper, the printer driver sends
the printout to your notebook electronically. You can position the printout anywhere on a
page. You cannot open and edit the printout as if it was the source file, but you can copy
text from the printout and paste it anywhere for editing. You can also annotate the printout
pictures with additional notes by typing or writing over them.
1. On the Insert menu, click Files as Printouts.
2. In the Choose Document to Insert dialog box, navigate to the location of the file that
you want to insert, and then click to select it. (To select multiple files, hold down the
CTRL key while you select the files.)
3. Depending on the type of file you are inserting, OneNote will attempt to launch the
source program for the file and then print its contents directly to the current notebook
page as a picture.
Note: If you are trying to insert a document that is password-protected, you must enter the
correct password before the document can be inserted into OneNote.
Tip #3: Reposition a file printout picture on the page
By default, each page of an inserted document or file is placed in your notes as a separate
picture. You can move inserted printout pictures wherever you want them.
1. Select the picture by moving the pointer over it and then clicking the dashed blue
border or the picture handle alongside the picture.
2. Click and drag the picture to a new location.
Tip #4: Copy text from a file printout picture
Unlike most programs, OneNote allows you to copy text from an inserted "print" image and
paste it elsewhere for editing.
1. Right-click the printout image, and then do one of the following:

Click Copy Text from this Page of the Printout to copy the text from only the
currently selected printout picture.

Click Copy Text from All the Pages of the Printout to copy the text from all of
the pages of an inserted printout picture.
2. Navigate to the page in your notebook (or to another program) where you want to
paste the text, and then press CTRL+V to paste the copied text.
Share your portfolio with your committee
Begin by clicking on File, and Share. Then, follow the steps below.
Step 1. Select Notebook. Your notebook should already be selected
Step 2. Select to share on Web. This should be selected already by default.
Step 3. Sign in to your SkyDrive account. Use your Atlas email address and password.
Note: If you have never signed into your SkyDrive account, you will need to do that first. Direct
your browser to http://skydrive.com and log in with your Atlas email address and password.
Step 4. After signing into your SkyDrive account, all of the Personal and Shared Folder you have on
your SkyDrive account will appear. You will need to create a New Shared Folder to save your
template and share with the committee members. To do this, click on “New Shared Folder”.
Step 5. This will launch a web browser where you will be prompted to create a new shared folder
within your SkyDrive account. Give the folder a name.
Step 6. Left click on the folder you just created and click on “Sharing” from the top menu
You have a couple of sharing options. My recommendation is to send by email. Enter in the Atlas
email of everyone you want to have access separated by comma. You can always return here
and email additional people as needed. You committee members will want to comment on your
portfolio, so leave the box checked to allow recipients to edit.
Step 7. Return to OneNote and click the “Refresh” icon
Step 8. The new shared folder you created will be listed on Shared Folders. Left click to select the
folder, and click the “Share Notebook” icon.
You will get a confirmation popup window, which will allow you to email a link to additional
people if you wish. If you do not have additional people to email the link to then click “No,
Thanks” to finish.
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