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  • How to Create a Notebook Using the OneNote (2016) Software and How to Use OneNote within Zoom
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By Dr. Juanita M. Rendon, CPA, CFE

To Create a Notebook:

  • Open the OneNote software
  • Click on “File” from the top menu list Click on “New” to create a new Notebook

  • Select the location where you want your Notebook to be saved (OneDrive, H-drive, etc.)

  • In the “Notebook Name” box, type the name of your notebook “Save type as” should be OneNote (the default)

  • Click on “Create”

  • The newly created notebook appears on the screen

To Create Folders in the Notebook:

  • In the newly created Notebook, the default folder is labeled “New Section 1”
  • Place cursor on the folder labeled “New Section 1”
  • Right click (a menu should appear: rename, export, delete, copy or move, section color, etc.)
  • Select “Rename”
  • Type new folder name
  • Click on the “+” next to the folder to add additional folders
  • Follow the same steps to rename each folder
  • For example, different folders could be set up for:
    • the syllabus
    • class exercises,
    • chapter PPT slides
    • quantitative problems
    • articles to be discussed during class

To Upload Documents into the Different Folders:

  • Click on the folder
  • Click on “Insert” from the top menu list Click on “File Printout”
  • Find the document
  • Double click on the document to insert or
  • Click on the document once and Click on “Insert”
  • The document will appear in the folder


Documents, such as PDF, Word, PPT, etc. can be uploaded into the folders.

If a PDF or a Word document is uploaded into the folder, the PDF or Word document will be displayed as a scrollable file (can scroll up and down the document)

If a PPT slide presentation is uploaded into the folder, it will be shown as separate slides with the number of the slide displayed on the right side of the screen. Each numbered slide can be renamed so that each slide is identified by the content of the slide.

To make sure that the slides appear as separate pages, please follow these instructions:

  • Within OneNote, click on “File”
  • Click on “Options” (last menu item shown on left-hand side of screen)
  • Under “OneNote Options,” the following screen will appear
  • Click on “Advanced”
  • Scroll down to “Printouts”
  • Click on the box (check the box) “Insert long printouts on multiple pages”
  • Click on “OK”

To Share the Notebook within Zoom:

  • Open the OneNote software program
  • Open the Notebook you want to share (must be in the background prior to opening Zoom)
  • Open the Sakai Course Site
  • Click on “Zoom”
  • Click on the appropriate Zoom session previously created
  • Click on “Start this meeting”
  • Click on “Open Zoom Meeting”
  • Once in Zoom, click on “Share”
  • Find the Notebook in the Zoom Share Screen
  • Click on the Notebook
  • The students should be able to see the Notebook

To Annotate on Documents in the Folders During Class:

  • Click on “Draw” on the top menu list
  • Select the color ink and width if needed
  • To use the eraser, click on the eraser icon and select the size of the eraser (or if a Wacom Display monitor is being used, just use the opposite side of the pen that came with the monitor).

To Download the Annotated Documents as PDF files to Share with Students on Sakai:

  • Right click (a menu should appear: rename, export, delete, copy or move, section color, etc.)
  • Select “Export”
  • In the “File name” box, type the file name (for example, Chp 1 annotated slides)
  • For the “Save as type,” click on the drop down arrow (shown on the right side of the screen) and Select “PDF”
  • For the “Page Range,” select either “Current Section” or “Current Notebook”


If the “Current Section” is selected, everything in the folder (all content in the selected folder) will be downloaded as a PDF file

If the “Current Notebook” is selected, everything in the Notebook (all content in all of the folders in the notebook) will be downloaded as a PDF.

The PDF of the documents can then be uploaded to the Sakai course site for students to access.

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