Saving OneNote Notes to NetDocuments

Posted in NetDocuments Tips, NetDocuments User Tips on November 8, 2018 by Craig Bayer

You can export OneNote Notes, Sections, and Notebooks out of OneNote and store them in NetDocuments.  I don’t know why you would do this, but you can.

 

Step 1:  In one Note go to File –> Export

 

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Step 2:  Choose what you want to export, make sure the file type is OneNote and Click Export

 

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Step 3:  Save the files to your desktop

 

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Step 4:  Upload the document into NetDocuments

 

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You can now click on the OneNote file and it will download and open up in OneNote.  You can also view the OneNote files in the browser.

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About the Author

Craig Bayer is the founder and leader of Optiable, an award-winning document management (DMS) consulting firm dedicated to helping law firms seamlessly integrate NetDocuments. Specializing in firms with 10 to 150 users, he has successfully guided over 500 law firms across the United States and Canada through NetDocuments implementations since 2010.

With deep expertise in the legal industry, Craig has a proven track record of optimizing technology to meet the unique needs of law firms. His certifications include industry-leading tools such as Amicus Attorney, Centerbase, Clio, PCLaw, HotDocs, TimeMatters, Soluno, and Worldox, enabling him to deliver comprehensive solutions tailored to each client’s workflow and goals.

Craig Bayer

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