Templates

[Deborah in Chichester]

I am very much a OneNote novice, just learning it from the manual.

I understand you can't import a template from Word or Excel, but can a
template be set up in OneNote so that engineers can complete the form as
they do the survey? Ideally, we'd then like them to be able to e-mail or
fax the completed quote direct to the client?

Or if not, can the info be e-mailed back to the office and EASILY inserted
into a Word template there for onward dispatch?

Or is there another Microsoft application that would be more appropriate for
this kind of use?

 

[Erik Sojka (MVP)]

Search for "Stationery" in the help and in the manual. If you create a
custom stationery, your engineers can fill it out, and then use Window's
built-in fax driver or maybe a print-to-PDF print driver to create
sendable output. The options in OneNote to send data via Outlook will do
so by attaching a copy of the current *.ONE file and the receiving
customers might not have OneNote installed to read the file.

You may also want to look into Microsoft Office InfoPath - it seems it
might be a better fit for what you want to do.

=?Utf-8?B?RGVib3JhaCBpbiBDaGljaGVzdGVy?= <Deborah in
(e-mail address removed)> wrote in

 

[Deborah in Chichester]

Many thanks for this, Erik. I'll give it a go and see how I get on. Will
also look into InfoPath to see if that might be easier for site based people,
some of whom will have limited IT skills.

I can certainly see lots of applications for OneNote in my own job as a PA
so I'll have to speak nicely to the boss!