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Finney: The OneNote tool you actually need

May 22, 2013
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FinneyIn this on-demand era of instant gratification, we expect that information should always be at our fingertips. Our time is precious and we all want others to respect that fact; in return doesn’t that mean we should all be respectful of the time that others give to us? Whether it be a mediator, a judge or a jury, they all expect us to be organized, to the point and conscientious of their time.

Weeks, months and even years of preparation go into organizing the selected documents and excerpts of testimony to substantiate our points. Oftentimes the selected items will be highlighted, annotated and even stuck with Post-It notes to help us remember the specific points that we desire to make. These items are then placed into file folders, grouped into corresponding Redweld folders, and packed into Banker’s Boxes. Despite all of this preparation, many attorneys continue to rummage through multiple file folders struggling to find what they need as they attempt to make their point on any given issue. There are few things more painful to watch, especially when their opponent appears completely organized and has everything at their fingertips in a moment’s notice. In the ever-changing, fast-paced environment of the courtroom, how does anyone manage to truly remain organized?

The onset of the tablet has had a great impact in helping attorneys to become more organized in such situations as various pieces of information can instantly be pulled up with a few key searches. Even still, much of the information available on the tablet continues to live in disparate locations, and many people are left wondering where exactly notes should be stored so they can easily be linked to these varied sources. Despite the vast assortment of note-taking apps available, working between a tablet on the go and a computer in the office often requires different note-taking applications for each device. This inconsistency impedes the ease of searching and is counterproductive to finding things all in one spot. Depending upon where the notes are stored, they may not be accessible when Internet access is unavailable and may not be compatible to effectively collaborate with others. However, there is one note tool that is able to tackle all of these issues and bring with it a surprising number of added benefits.

Microsoft OneNote is compatible across multiple tablet, phone and computer platforms making it the most convenient note tool on the market, not to the mention the fact that it is bundled with multiple versions of Microsoft Office so many actually already own it. OneNote is an easy-to-use electronic notebook that can be structured much like that of the file folder, Redweld and Banker Box system that most are already familiar with using. The benefit being that this structure is now completely searchable, allowing for immediate access to the information needed to make a point without spending time rifling through files.

As a central hub storing many types of information about a case, OneNote can be the one tool searched to find anything regardless of where the other data is stored. Notes can be typed, handwritten, spoken or a video recording. Unlike notes of the past where fragmented thoughts must later be deciphered, you can quickly jump back onto the correct train of thought via hyperlinks to the corresponding documents, depositions or even caselaw. These items can also be embedded directly into the notebook allowing them to be opened regardless of any Internet or network connection. Screenshots of the specific excerpt can be placed alongside the note allowing you to quickly quote from the source without skipping a beat.

Notes can also be classified with a variety of standard and custom tags. By identifying notes as a question, a to-do, marking it important, or labeling as an idea, these tagged items can easily be retrieved later by clicking the Find Tags button regardless of where the note was entered into the notebook. This allows users the flexibility to enter information in a freeform area as it randomly pops into their head, while still being able to group similar information together in a single search later.

The notebooks are automatically saved as changes are made and synchronized via Skydrive across connected platforms allowing files to be available offline, too. Notebooks can be shared in part or entirely with or without a password. A history is kept for each page, allowing users to search what has changed both by date and author in addition to being able to view prior versions of the page.

End the chaos and hassle of trying to find the needle in the haystack, and use the OneNote tool you actually need.•

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Deanna Finney (deanna.finney@miscindiana.com) is a co-owner of the Indianapolis based legal technology company, Modern Information Solutions LLC. Areas of service include traditional IT services, software training and litigation support including trial presentation services. www.miscindiana.com.

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  • Searching in OneNote
    I have a nagging problem with using OneNote 2010 in my law firm. (I'm on Windows 7): Documents in PDF, MS Word, and other formats that are embedded in OneNote (i.e., "inserted" but not "printed" with the OneNote printer) aren't searchable in the OneNote search box. Even more distressingly, those documents are no longer searchable with Windows Search. Am I doing something wrong? Is there a workaround? Is this problem fixed with Windows 8 and/or OneNote 2013?

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  1. Have been seeing this wonderful physician for a few years and was one of his patients who told him about what we were being told at CVS. Multiple ones. This was a witch hunt and they shold be ashamed of how patients were treated. Most of all, CVS should be ashamed for what they put this physician through. So thankful he fought back. His office is no "pill mill'. He does drug testing multiple times a year and sees patients a minimum of four times a year.

  2. Brian W, I fear I have not been sufficiently entertaining to bring you back. Here is a real laugh track that just might do it. When one is grabbed by the scruff of his worldview and made to choose between his Confession and his profession ... it is a not a hard choice, given the Confession affects eternity. But then comes the hardship in this world. Imagine how often I hear taunts like yours ... "what, you could not even pass character and fitness after they let you sit and pass their bar exam ... dude, there must really be something wrong with you!" Even one of the Bishop's foremost courtiers said that, when explaining why the RCC refused to stand with me. You want entertaining? How about watching your personal economy crash while you have a wife and five kids to clothe and feed. And you can't because you cannot work, because those demanding you cast off your Confession to be allowed into "their" profession have all the control. And you know that they are wrong, dead wrong, and that even the professional code itself allows your Faithful stand, to wit: "A lawyer may refuse to comply with an obligation imposed by law upon a good faith belief that no valid obligation exists. The provisions of Rule 1.2(d) concerning a good faith challenge to the validity, scope, meaning or application of the law apply to challenges of legal regulation of the practice of law." YET YOU ARE A NONPERSON before the BLE, and will not be heard on your rights or their duties to the law -- you are under tyranny, not law. And so they win in this world, you lose, and you lose even your belief in the rule of law, and demoralization joins poverty, and very troubling thoughts impeaching self worth rush in to fill the void where your career once lived. Thoughts you did not think possible. You find yourself a failure ... in your profession, in your support of your family, in the mirror. And there is little to keep hope alive, because tyranny rules so firmly and none, not the church, not the NGO's, none truly give a damn. Not even a new court, who pay such lip service to justice and ancient role models. You want entertainment? Well if you are on the side of the courtiers running the system that has crushed me, as I suspect you are, then Orwell must be a real riot: "There will be no curiosity, no enjoyment of the process of life. All competing pleasures will be destroyed. But always — do not forget this, Winston — always there will be the intoxication of power, constantly increasing and constantly growing subtler. Always, at every moment, there will be the thrill of victory, the sensation of trampling on an enemy who is helpless. If you want a picture of the future, imagine a boot stamping on a human face — forever." I never thought they would win, I always thought that at the end of the day the rule of law would prevail. Yes, the rule of man's law. Instead power prevailed, so many rules broken by the system to break me. It took years, but, finally, the end that Dr Bowman predicted is upon me, the end that she advised the BLE to take to break me. Ironically, that is the one thing in her far left of center report that the BLE (after stamping, in red ink, on Jan 22) is uninterested in, as that the BLE and ADA office that used the federal statute as a sword now refuses to even dialogue on her dire prediction as to my fate. "C'est la vie" Entertaining enough for you, status quo defender?

  3. Low energy. Next!

  4. Had William Pryor made such provocative statements as a candidate for the Indiana bar he could have been blackballed as I have documented elsewhere on this ezine. That would have solved this huuuge problem for the Left and abortion industry the good old boy (and even girl) Indiana way. Note that Diane Sykes could have made a huuge difference, but she chose to look away like most all jurists who should certainly recognize a blatantly unconstitutional system when filed on their docket. See footnotes 1 & 2 here: http://caselaw.findlaw.com/us-7th-circuit/1592921.html Sykes and Kanne could have applied a well established exception to Rooker Feldman, but instead seemingly decided that was not available to conservative whistleblowers, it would seem. Just a loss and two nice footnotes to numb the pain. A few short years later Sykes ruled the very opposite on the RF question, just as she had ruled the very opposite on RF a few short years before. Indy and the abortion industry wanted me on the ground ... they got it. Thank God Alabama is not so corrupted! MAGA!!!

  5. OK, take notice. Those wondering just how corrupt the Indiana system is can see the picture in this post. Attorney Donald James did not criticize any judges, he merely, it would seem, caused some clients to file against him and then ignored his own defense. James thus disrespected the system via ignoring all and was also ordered to reimburse the commission $525.88 for the costs of prosecuting the first case against him. Yes, nearly $526 for all the costs, the state having proved it all. Ouch, right? Now consider whistleblower and constitutionalist and citizen journalist Paul Ogden who criticized a judge, defended himself in such a professional fashion as to have half the case against him thrown out by the ISC and was then handed a career ending $10,000 bill as "half the costs" of the state crucifying him. http://www.theindianalawyer.com/ogden-quitting-law-citing-high-disciplinary-fine/PARAMS/article/35323 THE TAKEAWAY MESSAGE for any who have ears to hear ... resist Star Chamber and pay with your career ... welcome to the Indiana system of (cough) justice.

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