A customer was having trouble with moving a OneNote notebook to SharePoint 2010 so they could collaborate on it together so I thought I would do a quick post on the process.

Creating a local notebook

In order to move a notebook to SharePoint you need to have a notebook to move. You probably already have one so I’ll just leave you with a screenshot of creating a new one.

So now you have your local OneNote notebook.

Creating a Document Library on SharePoint

You will need to create document library on SharePoint to hold the notebook. You can either create a new one or using an existing one. From a logical separation point of view you should use it’s own library.

Give it a name and set the document template. The document template choice simply changes what happens when you click on the New Document item in the library, nothing more. You could pick anything you like from the list.

Before leaving the page you need to copy the link to the library. Make sure you only copy up to the the library. Don’t copy the /forms/allitems.aspx bit, it won’t work. If you are having trouble with this part, you can also get the exact link by clicking on the “Email a Link” button and copy it from there.

Moving the local notebook to SharePoint

Back in OneNote, right click on your notebook and on “Properties”.

Click on “Change Location”.

Paste in the link to the new library and click on “Select”.

OneNote will now move your notebook to SharePoint.

Once it’s done you will see a confirmation, click on “OK”.

That is it, simple and quick. You can how invite people to work with you on your notebook and the changes will sync pretty much live between everyone’s machines and also be available offline.

 

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