Tip o’ the Week #260 – Scan cards to OneNote

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Business cards are still a big part of business culture – even if many of us primarily communicate via email, the ceremony of handing over a little card with your name on it, at the start of a face-to-face meeting, is still quite important. Some countries, such as Japan, have very particular etiquette rules surrounding business cards, so it could take a long time for them to become obsolete.

What better time to institute a resolution to digitise the pile of business cards you may have lying on your desk, than the new year? And to routinely add new business cards to your Outlook contacts folder when you get them, without waiting ages? Well, an update to the amazing Windows Phone app, Office Lens, can help out.

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clip_image006The Lens app (install from here) now has an ability to scan business cards as well as photos, whiteboards & documents. Just tap the option on the top right of the app to choose the mode, then select business card. Now, point the phone at the business card you want to scan in, tap the screen to focus and press the on-screen camera icon or the phone’s camera button, to “scan” the card.

It helps if there’s a contrast between the card and the surface it’s on, so if you have a light desk then try getting a piece of coloured paper, and you don’t necessarily have to angle straight down – try to avoid casting a shadow over the card. The software will try to identify the edges of the card and will scale it as if it was flat, and fills the image.

clip_image008Once you’ve photographed the card, you can choose if you want to select & use it, delete it and try again, or possibly add another image – so if your card has info on both sides or you want to batch people from the same company up in one go, then you can have multiple images per contact page.

After tapping the save icon, you can choose which section in OneNote you want to save the resulting info – it may be worth setting up a new section in your notebook on OneDrive, just to catch all the contacts while you decide what to do with them. It works best if you have a pile of cards to just scan them all in as one production line, then go through them and edit/tidy up as appropriate.

Each card will produce a single page in OneNote, with the image(s) of the card embedded, and OneNote will try to identify the text off the card and also figure out the key fields (such as name, address, telephone, email etc). The title of each page might not be all that helpful (by default, it’ll be something like “05/01/2015 13:01 Office Lens”) , but it will be possible to search across the whole notebook, so you can find the contact details from each scanned card without necessarily having to do any more. You can always rename the OneNote page later, if you like.

If you want to add the resultant scan to Outlook’s contacts, then each OneNote page that can successfully identify enough key information from the scan will show a “BizCard” attachment, which opens a vCard of the contact information. Simply open, make any final tweaks, hit Save and it’ll be added to your Outlook contacts folder.

Finally, you’ll probably want to delete all the scanned images from your phone – they’ll be cluttering up your SkyDrive/OneDrive Camera Roll folder if you have automatic upload still enabled, so the quickest way would be to use your PC to delete all the card scans from that folder and let it sync back to OneDrive.

Tip o’ the Week #219 – OneNote takes flight

clip_image001In case you missed it, OneNote had some interesting news a few months ago. The application has a great following amongst fans who crave being organised (at least some GTD aficionados too), more so than maybe any other application (even Outlook). If you’re a user of OneNote, make sure you check out the brilliant & free OneCalendar and OneTastic add-ins.

OneNote is now free, on all platforms. That’s right – free download on Windows (desktop and “Modern”), Windows Phone, iPhone, iPad, Android, Web and even now, Mac. It is worth noting that the free Windows version isn’t quite as functional as the regular full flavour OneNote, and it’s for home/school use only.

A change to the way add-ins are surfaced online also coincides with the release, with extension apps providing additional functionality like the ability to snap a web page with a single click and add it into OneNote. There are a bunch of Featured Apps listed, including others like mod, a company selling Moleskin-style paper notebooks that include a service of scanning them in when you’re finished, and uploading them to OneNote for you.

clip_image003Clippy is back

To set up the Clip to OneNote feature, see this page. Essentially, it adds a snippet of script to your Favourites bar, one click of which will snap the current web page to the “Quick Notes” section of OneNote. If you don’t use the Favourites Bar (or you’d like to use the feature in Modern UI IE), then add it to any regular Favourites folder, and you may have to use 2 clicks…

clip_image005The snip just drops an image of the web page into OneNote, however once you have the page, then OneNote can extract text from the image and can be indexed to make it searchable too. It’s a quick and easy way of grabbing whole web pages; perfect for when doing online research, price comparisons and others when copy & paste is a little hit & miss.

Tip o’ the Week #188 – Writing on Windows

clip_image001Owners of the HP Revolve 810 laptops (as many in Microsoft recently received through the new laptop refresh) can get hold of an HP Executive Pen as an option, to enable on-screen scribbling and the likes. Before everyone starts celebrating by dancing in the streets, it’s worth noting that the Executive Pen is more like an Executive Crayon. It’s not really all that accurate.

The problem with any kind of tablet/slate that offers on-screen handwriting is that the method for sensing the pen makes a huge difference to the quality of its output – capacitive screens like Surface RT don’t lend themselves to handwriting, such as supported by the digitiser of Surface Pro. Here’s what writing on the HP screen with the Executive Crayon looks like:

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clip_image004Watch out for leaning your hand on the screen while writing, as the sensor on capacitive screens doesn’t really recognise the different between palm, finger or pen point. If you find your writing is a bit spidery, then, in OneNote, it’s worth trying out the very heavy pens, as the output looks to be stronger and smoother.

Revolve 810 users would be well advised to check out the HP driver web site (for clip_image005Windows 8 x64) and make sure there are a few key updates installed – there are two specifically for the touchscreen and pen, and a Glidepoint driver may solve keyboard freezing issues. This driver also enables a feature where if you double-tap on the top-left corner of the touchpad, a little light will come on, indicating that the touchpad has been disabled (double-tap again to re-enable it). Handy if you’re using an external mouse, and don’t want to accidentally move the cursor whilst typing.

 

Writing on other screens

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Keith “Frazer” Burns recommends trying a different approach to writing on-screen with Windows 8. If you show the on-screen keyboard (either in Modern Apps, or standard desktop mode – by tapping on the keyboard icon typically shown on the task bar), then select the bottom-right icon to switch between layouts, tap on the one which shows a pen over the screen… you’ll replace the keyboard with a couple of lines, ready to receive handwriting.

Now, you can input text by writing on-screen with an Executive Crayon, a cheapo-Ebay-10-for-£2 capacitive pen, or even your finger… and it’s surprisingly accurate, even on Surface RT. Keith counsels that it learns your own handwriting over time and gets good enough to be more than just usable. In fact, you might even find it more accurate than using full-flow writing on a screen with a proper digitiser and everything…

Tip o’ the Week #176 – F(u)11 screen ahead

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This week’s tip might seem a little obvious to some, yet partially unknown to others. Internet Explorer has offered the capability to display a page in full-screen mode, since IE4. Just like the “content, not chrome” ethos of the “Metro” Modern UI design language, reducing the various window borders and controls, menus, toolbars etc (aka the “chrome”), leaves more room on screen for the web page or other application/document content.

Now, we all know there are two versions of Internet Explorer 10 – the Modern UI version (full-screen, hiding all controls unless you swipe from the top or bottom of the screen or press WindowsKey-Z to display the address bar, tabs list etc), and the more traditional browser with tabs, icons to control the browser behaviour, menus etc. If you’re using the desktop version of IE, try flicking to and from full screen mode by hitting the F11 key – the same shortcut clip_image003that’s been in IE for 15 years.

Other applications have full screen modes too, and some, like OneNote, also use the same familiar F11 – making your current OneNote page fill the entire screen (apart from the taskbar, unless you’re hiding that too), so useful wclip_image004hen you’re note-taking in a meeting and want to make it clear to anyone peering over your shoulder that you’re not just doing email or wasting time.

Office 2013 applications let you switch to/from a full screen view too, by clicking on the Auto Hide option at the top right of the “Ribbon” – like the browser or clip_image006OneNote applications above, it’s a handy way of making the most of screen real estate, especially if your laptop has a physically small screen. Like a Surface, for example.

Tip o’ the Week #175 – a ‘tastic OneNote add-in

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Regular ToW readers might recall a previous mention of an add-in to OneNote which provides useful additional functionality, perhaps most notably OneCalendar – which gives you a calendar view, with the titles of OneNote pages which were edited on that day… hover over the title to see a preview of the page, click on it to jump to that page.

OneCalendar can be installed as a separate app, then pinned to the Task bar or Start menu if you want to fire it up quickly, without first being in OneNote.

If you have multiple notebooks and if you have hundreds of pages, this is a great add-in, since it quickly lets you see pages you’ve updated, regardless of where they are.

The bigger OneTastic add-in does a load more, too – the newest addition to its arsenal of features being the ability to write and play back OneNote Macros. Even if you have no interest in creating your own, Omer has a whole slew of macros installed by default or available to download from Macroland. Sometimes simple things like being able to quickly insert a horizontal line, or add capabilities common to other Office apps, like auto-fill of tables.

Check out this brilliant – and free – add-in, on http://omeratay.com/onetastic/.

Tip o’ the Week #109 – SkyDrive on the move

clip_image001Everyone should know about SkyDrive – the free Microsoft service that gives users with a Live ID (including MSN, Hotmail etc) a 25Gb storage space online, accessible ostensibly from anywhere?

Well, it’s just been made more convenient to access SkyDrive files from mobile devices, thanks to SkyDrive Mobile. In the case of Windows Phone and iPhone (and iPod Touch, and iPad too), there are apps specifically built to make the interface to SkyDrive more smooth – otherwise, it’s still possible to get there via a browser from other devices, albeit maybe a little more clunky.

We’re increasingly stepping up efforts to support non-Microsoft devices in accessing our services – as well as SkyDrive and Tag, there is a growing number of Microsoft apps for iOS and Android.
An example is the newly-released MSN App for the iPad – link via iTunes here.

One of the more useful tricks with SkyDrive is to use OneNote for home-based note taking (making sure you don’t fall foul of MS security policy and use it for work related, potentially confidential stuff) – with a OneNote stored in SkyDrive, it’s accessible from your phone, from multiple clip_image002PCs using OneNote just as  normal, and from any browser you care to point in the right direction. It’s a huge boon for taking notes like holiday booking reference numbers, insurance claim notes, shopping lists etc. We’ve covered this a while before in ToW #52 here, and there’s also an article in the online help.

We’ve also looked in the past at an unsanctioned but still potentially useful 3rd party PC app called SDExplorer, which lets you access SkyDrive folders directly from within Windows Explorer, and therefore within any application. There’s a free version that’s limited in some functions, and a trialware pay-$20-for variant that’s a bit more capable. Have a look but do remember that it’s subject to break any time the SkyDrive team make major changes – the SDExplorer authors seem to have done a reasonable job keeping up, but as they say, YMMV.

Tip o’ the Week #98 – OneNote calendar front-end

clip_image002[4]Here’s a doozy of a little application that provides a great front-end to OneNote 2010, from Omer Atay of the OneNote development team.

clip_image001In short, it’s a separate app which shows a calendar view of all the OneNote pages you’ve written, arranged by date. If you have several notebooks open (maybe a Work one, a Home one that’s synchronised with SkyDrive etc), and like to have lots of sections and subpages, it’s an ideal way of referencing what you’ve been doing, chronologically.

Omer initially released the app inside Microsoft, but I’m pleased to see he’s making it available externally, for free, too.

To use, visit the application page from Omer’s own web site. It’s available as a stand-alone app from here, the idea being that you’d save the executable file to your PC somewhere and just pin it to your start menu to run. Alternatively, enter %programdata%\Microsoft\Windows\Start Menu\Programs into the search box on the Start Menu, and create a shortcut to the OneCalendar executable in there, so it’s not pinned but can be easily found again – either by name, or just by typing “OneCal” into the Start Menu to find the program again.

 

OneCal. ah, those of a certain age can reminisce about 1980s TV adverts, too.
(check out the YouTube collection of classic ads from 1983. they sure don’t make ’em like they used to.!)

Another was of getting hold of OneCalendar would be to install Omer’s Onetastic addin to OneNote – it allows you to pin an individual OneNote page to your desktop, cleans up multi-page printouts (where you print from another application into OneNote) and also launches OneCalendar from within OneNote. See more here.

Tip o’ the Week #92 – Take and Share better meeting notes

clip_image002[4]Be the scribe

OneNote is a great audit tool.

When you’re in meetings with customers and partners why not offer to take the notes on your tablet, slate or laptop and then when the meeting is done simply save the notes as a PDF to create a simple, (almost) non editable version of the notes that you can share with colleagues, customers and partners.  This is especially useful if you hook up your device to a projector (using duplicate screen mode) and use your tablet as an electronic whiteboard. 

To export your results to PDF, choose “File”, “Save As” and then “PDF”. When the save dialog is displayed you can choose to save selected pages, the current section or even the whole notebook. If you don’t want the PDF step you can share your notes even more quickly by using the Share tab and selecting the “E-mail Page” button to send the page as a picture. The “audit” part comes in because both you and the customer has a permanent copy of the notes – this has extricated me from a number of potentially taught situations?

For collaborating with colleagues, an even better option is to use shared notebooks. Using SharePoint 2010 (e.g. your MySite) you can create shared notebooks which are synchronised between team members and always kept clip_image002up to date.

This is great for going to a customer meeting, taking notes and then automatically having them shared with your extended account teams. The only thing to be aware of is that shared notebooks (especially with ink) can take up a fair bit of disk space – but don’t worry, a call to 5000 or through ITWeb can get your quota increased easily.

To share a notebook that already exists go into “File”, “Share” and then choose the SharePoint server (“Network” option) server where you want to store it. When you’ve done this make sure that the location you stored the notebook has the correct permissions for your colleagues. To share a new notebook on SharePoint, go into “File”, “New” and select “Network” and choose the SharePoint. This is great for collaboration but even better for showing customers how we “live the dream”clip_image003.

Did you know you can create a meeting note directly from an Outlook Appointment, and that note will contain the date, time, location and names of all the attendees of the Outlook item?

Just go into the meeting in Outlook and you’ll see a nice big OneNote icon – click that and the rest is obvious.

Using and creating templates

clip_image004One way of gettng better organised might be to use a common template for meeting notes – if you click on the down-arrow next to the New Page command in the sidebar, you’ll see available templates and a link allowing you to set up new templates or find others online.

Some templates on microsoft.com.

Tip o’ the Week #52 – OneNote on 3 screens & a cloud

After the first year of ToWs, let’s start the 2nd with a short celebration of a cool feature in OneNote – not revolutionary, but the kind of thing that makes one smile when encountering it – somebody really thought about how OneNote was likely being used.

clip_image001Try typing a sum – like 52×1045= (that’s the number of ToW emails times the current readership) and when you press Enter, Space, TAB etc, you’ll see that OneNote does you the service of calculating the answer. It even works with brackets and everything… try out different operators (*, x, /, ^2 etc).

Not everything in OneNote’s garden is rosy. Try copying a table (with formatting) from Excel and pasting into a OneNote notebook and you’ll maybe feel a little short changed. You could try grabbing the screen area (by looking for the Screen Clipping tool on the Insert tab), or by pressing WindowsKey-S, which will immediately grab a screen area of your choice and paste it either into a OneNote book, or put it in the Clipboard.

Share and Share alike
OneNote is such a useful way of sharing info, using SharePoint to host shared OneNote documents for work purposes, or synching personal info around – there was a way of sharing a notebook between work & home PCs, using the now-superceded Live Mesh (which was replaced by Windows Live Mesh as part of Windows Live Essentials).

imageA potentially simpler way of achieving the same thing is to use the newly-upgraded SkyDrive & OneNote in concert with one another, using SkyDrive to create a notebook that lives in the cloud and then, having opened the Notebook in the OneNote Web App, it’s a snap to open it in OneNote and to synchronise it onto multiple PCs.

If you have a Windows Phone 7, check out the Office Hub and look in there at OneNote – if you set the WP7 up to use your Windows Live address and choose to sync OneNote with SkyDrive, it will (by default) create a notebook called Personal (Web) in the Documents / My Documents folder. You can keep it to yourself or share it with others – click the “Shared with:” link on SkyDrive to assign permissions.clip_image003

If you use this OneNote notebook to keep your scraps of personal stuff, it will synch to the cloud (accessible via a browser and OneNote Web App), via any number of PCs that you choose to synchronise it to, and it’ll also be accessible from – and updateable with – your phone.

Tip o’ the Week #37 – Quickly create a new task

clip_image002If you’re super-efficient and use Outlook’s tasks functionality a lot, here’s a tip that might help you create a new task in double-quick time.

Obviously, you can create tasks directly from Outlook itself (clicking on the New Items ribbon menu option, by pressing CTRL-N when you’re in the Tasks view itself, or by pressing CTRL-SHIFT-K if you’re anywhere else in Outlook).

If you’re in OneNote, position the cursor next to the action item or other text that you want to make a task from, and either click the giant Tasks flag on the Ribbon, or else use the keyboard shortcuts that are displayed on the menu.

Pretty useful so far, eh?clip_image004

Well, here’s a final method for creating new Outlook tasks that is accessible from anywhere – if you’re reading a web page or a Word doc, it can help you immediately fire up a new Outlook task without having to navigate into Outlook to do it.

The tip uses a Shortcut for an application – a technology that was introduced with Windows 95 and even has its roots in the old Win3.x “Program Manager”.

The simplest way to create a shortcut is to look at your desktop (WinKey+D will instantly minimise all windows).
Actually you might want to minimise everything, then ALT-TAB back to this email, then
use WindowsKey+LeftArrow to dock it to one side, leaving an area of exposed desktop.

Now, right-click on the desktop and select New -> Shortcut then start typing in \Program Files\Microsoft Office\Office14\Outlook.exe (you’ll see as you type, that the full names of each directory get auto-completed for you, so you could just use the up/down keys to select the right one, and by pressing “\” again, you’ll be able to carry on typing the name of the next folder…).

clip_image005Once you’ve got OUTLOOK.EXE, hit Next, then give the shortcut a meaningful name (like New Task). Now, right-click on the shortcut, change the icon if you like (to be less generic Outlook and more Task-clip_image007oriented), and add /c ipm.task to the end of the command line. This tells Outlook that you want to start directly in a new item window – you could later create  other shortcuts with other types if you like (ipm.note for email, ipm.contact, ipm.appointment, ipm.stickynotes etc…).

Now click on the “Shortcut Key” box in the properties dialog and press whatever combination of shortcut keys you can remember: CTRL-ALT-T might be a good place to start. Press OK to finish, and Robert’s your father’s brother. Now press that key combo from anywhere and it should fire up a new Task window to the fore.

Other Outlook command line switches are available… if you’re feeling brave.