Template Manager Powertoy for OneNote 2007

 

  • We're halfway through the "Week of OneNote Powertoys!"  Remember: these addins make great stocking stuffers...

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  • Again, Jeff Cardon has created an incredibly useful addin for OneNote 2007.  His template manager lets you create and apply templates to notebooks.  This has proved very useful for people who design a notebook for (let's say) "New Employee Orientation," adds a company logo to the template for the notebook and is then told to change the old logo to new.  It's templates are treated separately from OneNote's templates.

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  • This is a powerful enough addin that I can't sum up it's functionality much more than that.  Instead, I'll just give you the links to the setup files (standard setup rules apply:  install as admin, run setup.exe, install for all users) and paste in the contents of the readme.

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  • The link to the download (as of 3/10/2009) has moved to just below my signature at the end of this article.

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  • Here is the user guide (also added to the zip file below) to give you an idea of how this addin works:

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  • Template Manager for OneNote 2007

  • Template manager is a tool that enables the creation or personalization of customized templates. You can create templates with company logos, or templates that contain text, tables, ink, charts or any other type of OneNote content that can be applied directly to a page, section or notebook. Here's how it works:

  • Installation:

  • · Exit OneNote and run Setup.msi to install the tool for OneNote 2007.

  • · Follow the prompts in the Installation wizard.

  • · Run OneNote and click on the following button located in the Standard toolbar:

  • Templates:

  • The Templates tab is used for template organization. Here you can apply, edit, change properties, or delete a template.

  • Apply template to:

  • To apply a template, choose the scope for which you wish to apply the template.

  • · Page:

  • · This page: applies the selected template to the current page in OneNote.

  • · New page: creates a new page in the current section and applies the selected template.

  • · Selected pages: applies the selected template to all selected pages in the current section.

  • ·Section:

  • · This section: applies the selected section to all pages in the current section in OneNote.

  • · Section group:

  • · This section group: applies the selected template to all pages in the current section group in OneNote.

  • · Notebook

  • · This notebook: applies the selected template to all pages in the current notebook in OneNote.

  • Apply:

  • Executes the application of the selected template to the selected scope in OneNote.

  • Delete:

  • Deletes the selected template.

  • Edit:

  • Allows you to make changes to the selected template.

  • Properties:

  • Allows you to change the properties of the template:

  • · Template name

  • · Template description

  • New Template:

  • This feature allows you to create a new customized template in OneNote. You can create a new template based on existing content on the current page, or you can create a template from scratch.

  • Name:

  • Use the Name field to enter a name for your template. For example, if you're creating a template to represent your company's logo, you might name the template 'Company logo'.

  • New template from current page:

  • This feature allows you to create a template based on existing content on a page. For example, you might apply one of the internal OneNote templates (Format | Templates) and decide that you like the overall design, but want to make a minor change. Go ahead and make the desired changes and when you run the New Template wizard, check the 'New template from current page' checkbox. Then follow the remaining prompts to complete the creation of the new template.

  • Description:

  • Use the Description field to enter a descriptive name for this template. For example, you might enter something like the following: "Template with the company's blue logo in the top-left corner of the page" to descripbe the general look of the template.

  • Template designer:

  • Once you've given your template a name and description, OneNote will open to the Template Designer. This page is a temporary page where you can begin designing your template by adding pictures, formatted text, tables, or any other OneNote content. After you've completed designing your template, click the Finish button in the New Template wizard. The Template Designer will be closed and you're new template will then be visible and available to apply from the Templates tab.

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  • Questions, comments, concerns and criticism always welcome,

  • John Guin

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TemplateManager.zip