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About this lesson

Microsoft OneNote is a notebook app that can receive Outlook emails as a page with just one button click.

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7.01 send-email-to-a-onenote-page - Exercise.docx
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Quick reference

Send Email to a OneNote page

Store related emails into a OneNote Notebook for future reference without filtering through various Outlook folders.

When to use

If you are pulling a project or report together from various sources, OneNote is a good tool, and emails inevitably carry details that will need to be included.

Instructions

From Outlook, on any existing email:

  1. Home Ribbon, Send to OneNote, or
  2. Right click the email and choose Send to OneNote, or
  3. Open the email and on the ribbon choose OneNote

From that action, OneNote will open and you can choose which Notebook and Page you want the email to land on.

Hints & tips

Reasons to Send an Email to OneNote

  • Keep track of travel expenses, and forward your flight and hotel emails to OneNote.
  • Save online purchase receipts to make filing and finding them easy.
  • Save an email to revisit later from another device or email account.
  • If your OneNote is shared, save an information email or attachment into it to avoid sending multiple emails.
  • Reverse it:  If you don’t want other people to have permission to see your whole OneNote notebook, send Note pages in via email
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  • 00:05 This lesson is about sending emails to OneNote.
  • 00:08 Now, I know this is an Outlook course, so why are we talking about OneNote?
  • 00:12 It's because everything in Office 365 is linked and
  • 00:16 talks to each other via your username and your login.
  • 00:19 And so it's getting more and more common for people to be using OneNote,
  • 00:24 especially to kind of avoid multiple emails out to a team,
  • 00:28 you can just congregate all the information into a OneNote notebook.
  • 00:32 So in this particular case, I'm going to go ahead and send an email to OneNote, but
  • 00:37 I'm going to pop into that real quick to show you my setup.
  • 00:40 On OneNote, I've got a brand new notebook called Practice Sending or
  • 00:45 Receiving Email notes.
  • 00:46 Inside, I have three pages, travel plans, receipts, and information.
  • 00:51 So my travel plans, these are just titled, I don't have information yet.
  • 00:55 But this one, I do, I have some notes already typed.
  • 00:58 Let's start with travel plan.
  • 00:59 So I'm going to jump back to email, and I'm going to send my travel plans,
  • 01:04 including costs and itinerary, to this notebook.
  • 01:07 Here is the email that I want to send over there.
  • 01:10 Now, take a look at the Home ribbon, Send to OneNote.
  • 01:14 Let's do a right-click on this email.
  • 01:16 Right-click, take a look near the bottom, Send to OneNote.
  • 01:20 I can also double-click to open the email.
  • 01:23 And on the ribbon, OneNote > Send to OneNote.
  • 01:27 So there's three choices.
  • 01:29 I'm going to go ahead and click it since it's here.
  • 01:31 And it opens up and it's taking a look at all my notebooks.
  • 01:35 So I do want the Practice \sending, I do want the New Section, and
  • 01:39 I want this one to land on my travel plans page.
  • 01:42 Go ahead and click OK.
  • 01:45 It pops right into OneNote to that page, and
  • 01:47 there's all my information on my itinerary.
  • 01:50 Perfect, okay, let's do the next one.
  • 01:53 I've got a gas receipt I want to send to that Receipts page.
  • 01:56 Back to Outlook Okay,
  • 02:00 here's the gas receipt from filling up the gas on the car rental.
  • 02:04 Again, I'm just going to right-click on top of it, move down to Send to OneNote.
  • 02:09 Make sure to choose the page I want it to land on, Receipts.
  • 02:16 Hit OK.
  • 02:17 Do you see what's happening here?
  • 02:19 Instead of going into my email and searching, searching for
  • 02:22 all these receipts, I'm just sending it all into the OneNote notebook.
  • 02:25 And when it comes time for my expense report,
  • 02:28 I just share this with my accounting person.
  • 02:31 Okay, let's reverse this process.
  • 02:32 I've sent emails to OneNote, how about I send a OneNote page to my team?
  • 02:38 I've clicked on the page I want to send, I'm on my Home ribbon, and
  • 02:41 over on the right-hand side, there is a button that says Email Page.
  • 02:44 And a lot of times, I never see that because my eyes are always on the left,
  • 02:48 looking over the left, and it's grayed out, so I quit looking.
  • 02:51 You have to force your eyes to go to the right-hand side where the lit-up
  • 02:54 buttons are.
  • 02:55 So there's my email page.
  • 02:57 Check this one out, Outlook Tasks.
  • 02:58 I could actually make this into an Outlook task and
  • 03:02 have it show up on my task in Outlook.
  • 03:05 Okay, I'm going to stick with Email Page.
  • 03:08 Go ahead and address the email to your entire team if you need to, and send.
  • 03:12 I didn't have to copy this, open Outlook, paste it, then send,
  • 03:16 I can just do it right from here.
  • 03:19 It's a pretty slimmed down process when you're using
  • 03:24 these programs side by side, knowing that they're linked and
  • 03:30 they'll help you get your work done faster.

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