OneNote Desktop App

Overview

If OneNote is your preferred note taking application, you can enable our OneNote sync so that OneNote and Sentieo can communicate with each other. Any content that is stored in your Sentieo Notebook will sync OneNote and vice versa.

Before we walk you through the sync process, please keep a couple of things in mind:

  • Notes that are created in OneNote will be read-only in Sentieo.
  • Notes that others have shared with you (Shared Notes tab) will not sync. Only notes that you have created (My Notes tab) will sync.
  • Notes should sync in less than a minute.  If your notes are taking unusually long to sync, try pressing the sync button in Sentieo Notebook to manually start the sync.

Follow the steps below to begin the sync process:

Step 1: Enable OneNote sync on your account

Click the person icon at the top right of Sentieo, then select settings, expand the notebook option, and click preferences. Scroll to the bottom to find “enable syncing” by the OneNote Icon. You will need your Microsoft office account information to begin the sync (detailed further below).


Step 2: Sign in to OneNote on Office 365

Select your account type. If you don’t have an account, please select Personal Account and click the Sign up link at the bottom of the page and create a new account.

 

If you are signing into OneNote with an account from Outlook.com, from a personal email, Skype, etc., then your account is likely a Personal Account. If you sign in with an account that was issued to you by your organization like firstname.lastname@organization.com, it is likely a Work or School Account.


If you are not signed in to Office 365, you will be shown a login screen where you will need to type in your username and password. The page should then refresh indicating that the OneNote sync process has now started. You should also see the OneNote icon inside of the Sentieo Notebook light up.

Personal Account sign in page

Work or School Account sign in page

 

Open your desktop version of OneNote and select File>Account.

 

Sign in with the same username and password used during Step 2 of this setup process.


Step 4: Open the Sentieo Notebook from OneDrive

Select Open and double click on Sentieo Notebook.

 

Congratulations! Your OneNote account is now synced with Sentieo. Navigate to your Sentieo Notebook inside of OneNote and start creating notes (see below).

OneNote to Sentieo

After linking your Sentieo account to OneDrive, Sentieo will sync all OneNote content.

Notebooks
All of your notebooks will sync to your Sentieo account.

Tip: You can organize your notebooks by a group of stocks such as sector or subsector


Sections
All of your sections within a notebook will sync to your Sentieo account. If the section heading is a ticker, a ticker tag will also appear as $ticker on your Sentieo note.

Tip: You can organize your sections by ticker or by note category such as meeting, earnings sellside, etc.

Pages
All of your individual notes within a section will sync to your Sentieo account.  Sentieo will recognize any tickers ($ticker) and/or tags (#tag) added to your pages.

 

In OneNote… What happens…
If I create a new section in one of my notebooks… Notes created inside of any section, new or existing, will be tagged with the section heading.
If I move a section from one notebook to another… Notes will start routing to the same section inside of the notebook you moved the note into.
If I have the same section heading in multiple notebooks We will create a copy of the note in each section.
If I do not want to a specific notebook or section to sync with Sentieo… Add an exclamation mark ‘ ! ‘ before your notebook or section name to prevent Sentieo from syncing.

Ex:
!Energy
!XOM

If I delete a section in one of my notebooks… Notes from Sentieo will be routed to the appropriate section inside of the notebook named Sentieo Notebook. If you re-create the section, notes will start routing to the recreated section.
If I delete a note… We will delete the note in Sentieo as well. If you wish to add this note back to OneNote, restore the note from the Sentieo trash so the note can re-sync.

 

Sentieo to OneNote

Sentieo will sync all Sentieo content in your notebook with your OneNote account.

Notebooks
Sentieo will route your notes to the correct notebook and section in OneNote. This can be configured to happen automatically or manually if you would prefer to only sync specific notes.

Sections

We typically find that section headings are labeled with a ticker name. Sentieo will route your notes to any sections matching ticker or keyword tags added with your notes.

Pages

All of your notes synced from Sentieo are created as pages within the appropriate notebook and section within OneNote. A copy of the note will always be created in the All Notes section within the notebook titled Sentieo Notebook.

 

In Sentieo… What happens…
If a note is tagged with a ticker that does not exist as a section in my OneNote… We will create a new section for this ticker inside of the notebook named Sentieo Notebook. You can then move this section into the desired notebook.
If I delete a note… We will delete the note in OneNote as well. If you wish to re-sync this note, restore the note from the Sentieo trash.

 

Example of how the sync works

OneNote to Sentieo: Search all your OneNote content in Sentieo’s document search:

In OneNote, you can create notes in a section called “VIA” to create notes in Sentieo tagged to the ticker $VIA. In the example below, an existing notebook named “Consumer Discretionary” contains a section named “VIA”.

 

In Sentieo, use Document Search to retrieve the $VIA content that was created in OneNote.  Use the query in:NOTE to search for notebook content related to the ticker $VIA.

 

Sentieo to OneNote: Sentieo highlights are automatically sent to the proper section of your OneNote. No organizational changes are required:

 

Use Sentieo to add highlights to documents such as a $VIA 10-Q:
VIA 10-Q 2.09.17

In OneNote, the VIA tab inside of the existing notebook (named “Consumer Discretionary”) will contain the highlights created in Sentieo:

 

If you have any questions, please contact success@sentieo.com

Updated on September 19, 2018

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