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Dan
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How to insert an excel file in onenote with a printout, insert file and PDF file

I am using office 365 online, and when I drag an excel file over to onenote office 365, in the cloud, it just inserts the file, but I need the default behaviour to insert the file as a printout instead, or all three options, a printout, the actual file as well and a PDF.


I coworker that is using a MAC, on his mac, when he drags an excel file over to his version, it inserts the file, creates a PDF of the file and also inserts a printout of the file.


Trying to figure out how to do that with either my onenote 2016 full version or the clould onenote version.


Any ideas, as I looked through all the settings, and I can't find where I can configure those settings?

Microsoft ExcelPDFMicrosoft OfficeMicrosoft 365Microsoft OneNote

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Dan

8/22/2022 - Mon
Dan

ASKER
When I try to use the onenote windows 10 version, I get this prompt.

Currently, I am using the Office 365 E1 account. Is this a limitation based upon the account I have, do I need to have an Office 365 E3 account?


Dan

ASKER
Since a picture is worth a 1000 words, here's the prompt that I need excel to do all 3 options at once.  I just need it to automatically do all three, since on a MAC computer, it actually does all 3 options.


Karen Falandays

I don't think it really does all 3. When you insert a printout, it is a static picture of the file with a link to edit the copy of the excel file that now lives in the notebook.. When you insert an attachment, it inserts an icon of a paperclip that opens a copy of the excel file that now lives in the notebook. The option to insert a link will only include a link to the original file in it's original location.
What is your intention?
Your help has saved me hundreds of hours of internet surfing.
fblack61
Dan

ASKER
On my co-workers mac laptop, using the onenote application installed on the MAC, it actually does all three 3, I confirmed with my own eyes.
It add a printout of the spreadsheet, it also attachs the spreadsheet and it created a PDF of the spreadsheet and attached the PDF as well.  Not sure why the user wants all three, but he does, so I'm trying to replicate that on his windows laptop as well.

I opened a case with Microsoft, so I'll see if they have an answer for this, in the past, they have not been very helpful.
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Dan

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