Notebook 3.0: User Guide

NoteBook 3.
User Guide
NoteBook 3.0
Table of Contents
1. Quick Start
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Pages in a Notebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Clipping into a Notebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Annotating Cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Finding Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Working with Media . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Sharing Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Next Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
2. Installation Guide
Before You Upgrade to 3.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Before You Migrate to Leopard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Installing the NoteBook Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Entering Your License Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Managing Your NoteBook Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Recovering From an Invalid License File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Installing NoteBook on Additional Computers . . . . . . . . . . . . . . . . . . . . . . . . . 28
Uninstalling NoteBook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
3. Notebooks, Pages and Dividers

Notebooks and Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Organizing Pages Using Divider Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Navigating Through a Notebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Protecting a Notebook’s Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Customizing Page Paper Styles, Tabs, and Other Settings . . . . . . . . . . . . . . . . . . 36
Customizing the Cover Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
4. Working with Notes

Adding a Text Note to a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Managing Notes Using an Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Working with Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Working with Text in Cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Working with Attachments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
2 Table of Contents
NoteBook 3.0
5. Clipping
Clipping Selections From Other Applications into a Notebook . . . . . . . . . . . . . . . 50
Advanced Clipping Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
6. Annotating Notes
Applying Highlighting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Adding and Removing Keywords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Adding and Removing Stickers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Adding Contact Information from Your Address Book . . . . . . . . . . . . . . . . . . . . 59
Adding a Voice Annotation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Adding Sticky Notes and Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Linking a Cell to the Web, Another Cell, or a Page . . . . . . . . . . . . . . . . . . . . . . . 62
7. Diagrams, Sketches and Handwriting

Adding Diagrams and Sketches to Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Adding Handwritten Notes to a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Annotating PDF Documents with Diagrams and Sketches . . . . . . . . . . . . . . . . . 68
8. Working with To Do Items

Adding a Checkbox, Due Date and Priority . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Managing The Appearance and Order of To Do Items . . . . . . . . . . . . . . . . . . . . 71
Using the Multidex to Manage To Dos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Exporting To Do Items to iCal and Entourage . . . . . . . . . . . . . . . . . . . . . . . . . . 73
9. Searching Using the Multidex and Super-Find

Quickly Locating Information Using the Multidex . . . . . . . . . . . . . . . . . . . . . . . 76
Precise Searches Using Super-Find . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
10. Printing, Importing, Exporting, and Website Publishing

Printing Pages in a Notebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Importing Files From Other Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Sharing Pages and Notebooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Exporting a Notebook to Other File Formats . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Publishing a Notebook as a Website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Advanced Website Export Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Exporting Notes to Your iPod . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
11. Menu Guide

NoteBook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Table of Contents 3
NoteBook 3.0
Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
12. Frequently Asked Questions

“NoteBook Says Someone Else is Using My Notebook?” . . . . . . . . . . . . . . . . . . 100
“Can I Install NoteBook on My Desktop and My Laptop?” . . . . . . . . . . . . . . . . . 100
“NoteBook Says My License File is Invalid?” . . . . . . . . . . . . . . . . . . . . . . . . . . 101
“How Can I Remove the Blank Lines NoteBook Has Added to My Cells?” . . . . . . . . 102
“Can I Merge a Notebook I’ve Changed on Two Different Computers?” . . . . . . . . . 102
“What Do the ⌘, ⇧, ⌥, ⌃, ⎋, ↩, ⇥, ↖ and ↘ Menu Symbols Mean?” . . . . . . . . 103
“How Do I Hide the Blue Bullets for Cells that Can’t Expand?” . . . . . . . . . . . . . . . 103
“How Do I Link a File into a Notebook?” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
“How Do I Change the Paper Style and Font of All Pages in a Notebook?” . . . . . . . 104
“How Do I Tell NoteBook Not to Add Tabs to New Divider Pages?” . . . . . . . . . . . . 104
“How Do I Save a Notebook as a PDF File?” . . . . . . . . . . . . . . . . . . . . . . . . . . 104
“Is There a NoteBook ‘Reader’ Application?” . . . . . . . . . . . . . . . . . . . . . . . . . . 105
“Does NoteBook Run on Windows?” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
“Can I Give Copies of My Notebook Websites to Windows Users?” . . . . . . . . . . . . 105
“How Can I Clip — the Contextual Menu Doesn’t Appear and the Services Menu
Doesn’t Work?” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
“How Can I Clip — the Services Menu Items are Dimmed or Do Nothing?” . . . . . . 106
“How Can I Remove Old Clipping Services?” . . . . . . . . . . . . . . . . . . . . . . . . . . 106
“Why is Printed Text Smaller than Onscreen?” . . . . . . . . . . . . . . . . . . . . . . . . . 106
“How Do I Set Paper Margins for Printing?” . . . . . . . . . . . . . . . . . . . . . . . . . . 106
“How Do I Print the Cover Page?” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
13. Version Info

What’s New in 3.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
4 Table of Contents
Quick Start
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
Pages in a Notebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Clipping into a Notebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Annotating Cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Finding Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Working with Media . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Sharing Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Next Steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
NoteBook 3.0
Overview
Computer users today have a big problem: how to manage all the important bits of information that lack a
good home.
You’re surfing the web, for example, and run across something you’d like to save. You might copy it to a file,
save it on your computer, and do that a few more times and wind up with a hard drive jumble of files.
Or you’re working on a project, and you have e-mails, notes and spreadsheets that are all related to the proj-
ect. You could try using a folder in the Finder to keep everything together, and although everything would
be in one place, it still wouldn’t be organized.
NoteBook helps you manage these bits of information. With it you can:
n Store different kinds of information — notes, images, files — together in one place.
n Organize it in a way that’s familiar and make sense.
n Search for information using what little bit you remember about it: a name, a number, the date you
added it.
n Share your information with other people, as PDF documents or via the web.
Getting Started
Launch NoteBook. You’ll notice that NoteBook documents look like paper notebooks, with pages and tabs.
The default page for holding information is a “Note” page. You can double-click anywhere on a Note page to
add a note. You can also organize notes using an outline. Outlines are great for keeping lists organized.
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NoteBook 3.0
➊ Choose File → Save and give the Notebook a name.
By default, NoteBook
saves your Notebooks
in your ~/Documents/
Notebooks folder.
➋ Press Return to add a “cell” to the page’s outline. Start typing, then press Return when you’re done.
➌ Press Return again to create a new cell, then press Tab to indent it.
The indented cell is

now a “child” of the
cell above. Cells with
children have a blue
triangle.
➍ Use the Return key create more cells.
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NoteBook 3.0
➎ Click the triangle to hide the parent cell’s children.

A cell with hidden
children is “collapsed”
and its triangle points
to the right.
An “expanded” cell’s
children are visible,
and its triangle points
down.
➏ Click the triangle again to expand. Drag a blue bullet to rearrange the list.
Drag a bullet or
triangle to move cells
in the outline.
➐ Drag a file from the Finder and drop it on the page.
NoteBook copied the

file into the Notebook
(you can also add links
to files).
You can store files,

photos, movies, any-
thing in a Notebook,
and use the outline to
organize it.
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NoteBook 3.0
Pages in a Notebook
In the previous topic you added cells to a Note page. Note pages store information within a Notebook.
Notebooks contain several other types of pages.
➊ Click the tab named “Contents” to turn to the Notebook’s Contents page.
The Contents page

lists all of the pages
within the Notebook.
It’s the first page of
every Notebook.
➋ Press the right arrow key to turn to the next page, the Notebook’s untitled Divider page.
A Divider page is like

the divider pages you
find in five-subject
paper notebooks, and
it has the same job: to
group pages together.
New Notebooks start

off with an untitled
Divider page. You can
remove it or add more.
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NoteBook 3.0
➌ Dividers pages are outlines that list page instead of information. Press Return to create a new cell.
Adding a new cell to

a Divider adds a new
page to the Notebook.
The text you type in
the cell becomes the
page’s new name.
➍ Click the Contents tab again, to return to the Contents page.

The Contents page
shows the page you
just added, as a child
of the Divider.
The Contents and

Divider pages are also
outlines. Dragging a
cell moves the page to
a different spot in the
Notebook. Clicking a
triangle hides pages
from view.
➎ In the Contents page, find the page named “Text” in the Multidex and click its page number.
Every Notebook has a

Multidex, a collection
of pages that make it
easy to find informa-
tion in a Notebook.
For example, the Text

Multidex page lists
all of the words in
the Notebook. If you
were ever looking for
a cell with a particular
word, you could find it
here easily. But more
on Multidex pages in
a bit....
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NoteBook 3.0
Clipping into a Notebook
“Clipping” is a quick way of adding information to a Notebook.

➊ Choose File → New to create a new Notebook.
➋ Rename the starting page to “Web and E-mail Clippings” (any name will do).
Select “Untitled,” type

the new name, then
press Return.
➌ Choose Page → Add a Clipping Service.

The scissors next to
the page name means
you can clip to this
page.
You can create as

many pages with
Clipping Services as
you like.
➍ Switch to your e-mail app, select part of a message, and choose the page from Services.
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NoteBook 3.0
➎ When you return to your Notebook, you will see your selection.
Click and hold the

Clipping Sticker to see
the source applica-
tion’s name.
Because the clipping

came from Apple Mail
and the sender is in
our Address Book,
NoteBook added a
Contact Sticker —
selecting it displays his
contact info.
➏ If the Services menu didn’t work in your e-mail app, try these alternatives:
Make a selection, then

control- or right-click
it and choose your
Clipping Service.
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NoteBook 3.0
Copy the selection,

then control- or right-
click NoteBook’s Dock
icon and “Paste to” the
page.
Annotating Cells
In the previous topic, NoteBook added “Stickers” to the cell with the clipped e-mail. Stickers and other
annotations are information *about* the information in your Notebook.
➊ Choose View → Creation Dates.
Most annotations ap-
pear in columns along
the page’s left margin.
NoteBook saves each

cell’s creation and
last-changed dates.
➋ Choose View → Keywords.

NoteBook added Key-
words to the cell —
you can remove them,
or add as many of
your own as you like.
➌ Choose Outline → Action Item → Increase to increase the priority.
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NoteBook 3.0
➍ Choose Outline → Action Item → Add a Status Checkbox.
➎ Choose View → Due Dates, then click in the due column next to the cell and type “friday”.
➏ Select a word in the cell and choose Edit → Highlight → Add.
NoteBook provides six

highlighters, and you
can set their color.
➐ Choose Page → Note Page to create a new page, name it “Meeting Notes,” then choose
Page → Voice Annotate....
Adjust the input levels.

Click “Open Sound”
to choose a different
input device.
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NoteBook 3.0
➑ Click “Start Recording,” type some notes, and then choose Page → Stop Recording to untitled.
NoteBook adds a
Voice Annotation
Sticker to each cell you
created or changed
during the recording.
Click and hold a Voice

Annotation Sticker to
see the time at which
you entered the note
Click the Sticker to
start playback from
that point.
Choose “Open in
iTunes” to copy the
entire voice annota-
tion to your iTunes
music library, which
you can then transfer
to your iPod.
Finding Information
Everything you put into a Notebook gets indexed — not just the text, but also all of the annotations. The
Multidex pages make it easy to find things based on what little bit you remember about them.
➊ What if you need to see everything you added today? Navigate to the Multidex Divider page, and then to
the Creation Dates page.
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NoteBook 3.0
➋ What if you’re looking for a note that has the word “call,” but you don’t know where it is? Navigate to the
Multidex Divider page, and then to the Text page.
➌ What if you need to see everything you clipped from Apple’s Mail application? Navigate to the Multidex
Divider page, and then to the Keywords page.
➍ What if you need to see all of your action items, no matter where they live in the Notebook? Navigate to
the Multidex Divider page, and then to the To Do Items page.
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NoteBook 3.0
➎ What if you want to see all of the TIFF documents in the Notebook? Navigate to the Multidex Divider
page, and then to the Attachments page.
➏ What if you want to see all of the cells clipped from Apple Mail that also contain the word “call?” Choose
Edit → Find → Super-Find.
The Super-Find panel

lets you search using
multiple criteria.
Results appear in the

Multidex’s Super-Find
Results page.
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NoteBook 3.0
Working with Media
When you add an image, movie, or sound file to an outline, you can work with it in special ways. For ex-
ample, you can rotate or scale an image file.
➊ Use the Contents Page and the Page → Note Page to add a new page, then drag an image file onto it.
➋ Click the cell’s blue bullet to select it. Then choose Window → Inspector, click the Cell button, and finally
the Attachment tab. Use the Attachment Inspector to add rotation and photo corners.
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NoteBook 3.0
➌ Connect your digital camera to your computer and in the Inspector click the Action button, then the
Capture tab. Click Import to download the camera’s pictures and other media files.
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NoteBook 3.0
Sharing Information
NoteBook has great tools for sharing information with others, even if they don’t have NoteBook.
➊ Turn to the “Web and E-mail Clippings” page. Press the Option key, then drag the Page Bundle icon from
the Notebook window’s title bar.
A Page Bundle is one
or more NoteBook
pages bundled up into
a file. Send a Page
Bundle to another
NoteBook user to
share those pages
with them.
Double-click a Page
Bundle to open its
pages in a new Note-
book, or drop it on an
existing Notebook to
add its pages to that
Notebook.
➋ Choose File → Print, then choose PDF → Save as PDF in the Print sheet.
Use the Print com-

mand to convert the
Notebook to a PDF
file, then send the PDF
to another computer
user, even if they don’t
have NoteBook.
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NoteBook 3.0
➌ Click Cancel in the Save to File panel, and in the Print sheet.
Choose File → Export as a Website → To Disk.
NoteBook places
the website in your
~/Sites folder, in a
folder named after the
Notebook.
If you choose “Export

as a Website → To the
Web...,” NoteBook will
upload the website
to your MobileMe
account’s Sites folder,
or to an FTP or SFTP
server.
➍ In a Finder window, double-click the file ~/Sites/untitled/index.html.
The website Notebook

looks and behaves like
the original: click the
tabs and page curl to
turn pages, and even
click the blue triangles
to expand and col-
lapse cells.
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NoteBook 3.0
Next Steps
Now that you know the basics...

n Choose File → New from Starting Point… and select a template for the kind of information you want
to organize, or choose File → New to create an empty Notebook.
n Browse NoteBook’s online help system, which covers everything in this Quick Start guide in more
detail. It also describes lots of other features that couldn’t fit into 8 topics. Choose Help → NoteBook
Help to access it.
n Visit the NoteBook Discussion Forums — http://www.circusponies.com/forums — where other Note-
Book users share tips and solutions.
We hope you enjoy using NoteBook!
22
Installation Guide
1
Before You Upgrade to 3.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Before You Migrate to Leopard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Installing the NoteBook Application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Entering Your License Key . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Managing Your NoteBook Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Recovering From an Invalid License File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Installing NoteBook on Additional Computers . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Uninstalling NoteBook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
NoteBook 3.0
Before You Upgrade to 3.0
If you’re upgrading from an older version of NoteBook, please follow these steps before installing
NoteBook 3.0:
1. Make a backup of all of your existing Notebooks and store it in a safe place! It’s always a good
idea to back up your documents before installing a new version of software. While we don’t anticipate
any problems, it’s better to be safe.
2. If you’re upgrading from an older version of NoteBook, obtain a new license key.
NoteBook 3.0 does not accept older NoteBook license keys. If you don’t have a new license key,
please visit the Circus Ponies Online Store to purchase an upgrade.
3. Archive the older version of NoteBook, if you want to keep it around.
4. Review the Installation Guide page named, “Before you Migrate to Leopard.” This page
discusses a bug in OS X 10.5 (Leopard) that can cause problems in opening older Notebooks, and
how to circumvent it.
5. After installing, choose Help → What’s New in NoteBook to learn about changes and
new features.
Before You Migrate to Leopard
A bug in Mac OS X 10.5 (“Leopard”) can prevent some older Notebooks from opening or displaying correctly
on Leopard. Specifically, if you created Notebooks using NoteBook 1.0, or ran NoteBook 1.0, 1.1 or 1.2 under
OS X 10.1, some of your Notebooks may be affected. Before migrating to Leopard, you can check the format
of your Notebooks by opening them on your existing Mac running OS X 10.4 or earlier.
When you open a
Notebook on Tiger,
NoteBook checks its
file format and lets
you know if it needs
updating. Be sure to
back up your Note-
books before updating
them.
NoteBook will not

display a message if
a Notebook does not
need updating.
If you first started using NoteBook with the 2.0 release, your Notebooks should open OK on your Mac run-
ning Leopard.
24 1 Installation Guide
NoteBook 3.0
IMPORTANT
You cannot update your Notebooks if you have already upgraded to Leopard. If you have a Notebook that
does not open correctly on Leopard and you no longer have access to NoteBook on a Mac running Tiger or
earlier, please visit http://www.circusponies.com/support for assistance.
You must use NoteBook 2.1 (v262) or higher to update your Notebooks. Earlier versions of NoteBook do not
perform the check and cannot update your Notebooks.
Installing the NoteBook Application
Note: NoteBook 3.0 requires OS X 10.4.11 (“Tiger”) or higher.

To install NoteBook, drag the NoteBook application from the installation disc window to your
Applications folder.
To install NoteBook,
drag the NoteBook
application from
the Installation Disc
window, into your
computer’s Applica-
tions folder.
Be sure the copy

cursor appears when
you drag NoteBook
into your Applica-
tions folder. The copy
cursor shows that the
Finder is making a
copy of NoteBook.
If you downloaded
NoteBook from the
web, eject the disk
drive icon in the Finder
and drag the Circu-
sPoniesNoteBook.dmg
file to the Trash and
empty the Trash.
If you installed Note-

Book from a CD, eject
the installation disc
and store it in a safe
place. Finally, drag
NoteBook from your
Applications folder to
your Dock, so that it’s
easily accessible.
1 Installation Guide 25
NoteBook 3.0
Troubleshooting
“Whenever I launch NoteBook, the NoteBook installation disk drive icon appears on my Desktop.”
After you select the disk drive icon and File → Eject it, be sure to drag the “disk image” (.dmg) file you down-
loaded from the Circus Ponies website to the Trash, and then empty the Trash. If you don’t empty the Trash,
the Finder may locate the disk image in the Trash and use it to launch NoteBook.
Entering Your License Key
Launch NoteBook, and after reading and agreeing to the Software License Agreement, enter your NoteBook
license key. If you purchased NoteBook from a store, your license key is located on the back of the CD enve-
lope. If you obtained NoteBook over the web, your license key will arrive in an e-mail from the Circus Ponies
website.
IMPORTANT: Note-
Book 3.0 license keys
are case-sensitive.
After you enter your license key, NoteBook saves it in a file in ~/Library/Application Support/NoteBook/
Licenses. The next time you launch NoteBook, it will read your license information from this file instead of
asking you for it.
NOTES
If you’re upgrading from an older version of NoteBook, you can’t use your old NoteBook license key to run
NoteBook 3.0. Please visit the Circus Ponies Online Store to purchase a license key upgrade.
Store your NoteBook license key in a safe place, in case you ever need it to reinstall or relicense the applica-
tion. Don’t store it in a Notebook — if you can’t launch NoteBook because you need your license key, you
won’t be able to retrieve it from within a Notebook!
NoteBook 3.0
Managing Your NoteBook Licenses
Choose NoteBook → License Manager to view your NoteBook licenses.
The License Manager

shows you the number
of “tokens” each
license contains.
A license key contains one or more “tokens” — each token allows a single copy of NoteBook to run. Most
license keys contain a single token. A NoteBook “Family Pack” license key, by contrast, contains three tokens.
When a Family Pack user runs NoteBook, their copy of NoteBook uses one of the three tokens.
Click “Add” in the License Manager to add another license key. Placing a license file in a computer-wide
folder makes it available to all users of that computer.
When NoteBook
launches it looks for
license files in your
Library folder, and in
your computer’s Li-
brary folder. Installing
a license file in your
computer’s Library
folder allows other
users of your com-
puter to run NoteBook
without having to
enter the license key
themselves.
NoteBook 3.0
Recovering From an Invalid License File
NoteBook saves your license key information in a file in ~/Library/Application Support/NoteBook/Licenses. If

the license key file ever becomes invalid, NoteBook displays an error message.
Click Go to License
Manager... to view
your Notebook
licenses.
Click “Delete” to delete

the invalid license file,
then “Add” and re-
enter your license key.
Be sure to enter your license key and not your license key’s serial number. NoteBook won’t accept the serial
number in lieu of the license key.
By The Way...
Why might a license file become invalid? A license file is unique and becomes invalid when copied. If you
ever restore your home folder from a backup, for example, NoteBook may not accept the restored license
file. Re-entering your original license key allows NoteBook to generate a new and valid license file.
Installing NoteBook on Additional Computers
You can use your license key to install NoteBook on as many computers as you like. The only restriction is
that the number of running copies of NoteBook cannot exceed the number of available license tokens.
If you have a desktop and a laptop, for example, you can install NoteBook on both computers. In order to
run NoteBook on the desktop, however, you must first quit it on the laptop (and vice versa).
NoteBook 3.0
Troubleshooting
“When I enter my NoteBook license on my second computer, NoteBook says it’s not available for
use.”
Be sure you’ve quit NoteBook on your first computer. If your license key contains a single token, only one of
your NoteBook copies can run at a time.
Uninstalling NoteBook
If you ever need to uninstall NoteBook, remove the following files and folders (“~” denotes the path to your
home folder):
1. /Applications/NoteBook
2. ~/Library/Application Support/NoteBook
3. ~/Library/Preferences/com.CircusPonies.NoteBook.plist
4. ~/Library/Contextual Menu Items/NoteBookCMPlugIn.plugin
5. ~/Library/Services/NoteBookHelper.service
Then restart any running applications to remove NoteBook’s Clipping Services from their contextual menus.
Notebooks, Pages and Dividers
2
Notebooks and Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Organizing Pages Using Divider Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Navigating Through a Notebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Protecting a Notebook’s Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Customizing Page Paper Styles, Tabs, and Other Settings . . . . . . . . . . . . . . . . . . . 36
Customizing the Cover Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
NoteBook 3.0
Notebooks and Pages
Notebooks resemble their real-world paper counterparts, making them familiar when it comes to organizing
information. They are also just as flexible as real-world notebooks: you can create a Notebook with a single
page, to hold a paper you’re writing. Or a Notebook with sections and subsections, to organize information
about clients. You can store everything in a single Notebook, or spread your information out across multiple
Notebooks. NoteBook is flexible, and lets you store your information in the way that works for you.
NoteBook Page Types

Each new Notebook contains three different types of pages:
n Note pages - the most-common type of page in a Notebook, designed to hold notes, outlines, sketch-
es and other information.
n Divider pages - just as with paper notebooks, Divider pages organize note pages into sections and
subsections
n Multidex pages - pages at the back of every Notebook and that make it easy to find notes by what little
you remember about them: a name, a number, the date you entered them.
The first page of every Notebook is the Contents page, a Divider page that lists all of the pages in the Note-
book and shows how they are organized into sections and subsections. Each Notebook also has a Cover
page that you can use to conceal a Notebook’s contents.
Each Notebook has only one Contents page and one Cover page, but you can add as many Divider and
Note pages as you like.
Other Page Types

Each new Notebook contains a three different types of pages:
n Writing pages - Writing pages are like word processor documents, containing text instead of an out-
line of cells.
n Cornell Note Taking pages - Cornell Note Taking pages implement the Cornell Note-Taking system,
the most widely-used system for taking lecture notes in North American education: a right column
contains your notes, a left column review questions that you formulate, and a space at the bottom
of the page contains your summary of the notes. You test yourself on the material by answering the
questions with the notes column hidden (View → Notes Column). More information on the Cornell
Note-Taking System is available at http://www.clt.cornell.edu/campus/learn/LSC_Resources/cornellsys-
tem.pdf.
n To Do pages - To do pages are not really a special type of page, rather they are Note pages that Note-
Book pre-configures for easily organizing to dos.
Deleting a Page
Delete the current page by choosing Page → Delete. You can also delete a page by turning to a Divider that
lists it, such as the Contents page, selecting the page in the outline, and pressing the Delete key. You cannot
delete the Contents page.
32 2 Notebooks, Pages and Dividers

NoteBook 3.0
Organizing Pages Using Divider Pages
A Divider page marks the start of a section within a Notebook. It lists the pages that live within its section in
the form of an outline. Outlines are great for managing lists, and especially hierarchical lists, such as pages
and dividers organized into sections and subsections.
Adding Pages to a Divider

When you’re turned to a Divider page, pressing Return with nothing selected adds a new Note page to the
Divider. If you’ve selected a page in the Divider’s outline, pressing Return adds a new page of that type right
after the selected page.
You can also add pages using the commands in the Page menu.
Once you’ve added pages, you can reorder
them by dragging, or by using the com-
mands in the Outline → Move menu.
Each page you add to a Notebook is owned
by the Contents page or other Divider page.
NOTE: By default Notebook adds a tab to
each new Divider page. You can change this
behavior in the Notebook pane in the Inspec-
tor Window (Window → Inspector).
Creating a Subsection
If you add a new Divider page (Page → Divider
Page), the new Divider page marks the start of a
subsection. By moving Note and other pages to be
children of the new Divider, those pages become
part of the new subsection.
When you add a page to a Divider, NoteBook
shows that Divider with a triangle next to its name.
Clicking the triangle hides or shows the pages the
Divider owns.
You can continue adding new Divider pages to
existing Dividers to create any number of sections
and subsections, with any level of depth, within your
Notebooks.
Removing Pages
Choosing Page → Delete deletes the current page. If you’ve turned to a Divider page, pressing the Delete
key deletes the pages you’ve selected in the outline. Additionally, the Page → Remove Multidex removes
the Notebook’s Multidex pages (you can add them back by choosing Page → Add Multidex). You cannot
delete the Contents page.
2 Notebooks, Pages and Dividers 33

NoteBook 3.0
Navigating Through a Notebook
Turning Pages
There are several different ways to turn pages in a Notebook.
Click the page curl to
go back or forward, or
type a page number in

the page number field
and press Return.
Click a page’s tab to

jump to that page.
In a Divider page, click

a page number or
bullet to jump to a
page.
Control- or right-clicking a Divider page’s tab lists the pages in

its section.
In addition, you can turn pages using the Page → Go menu’s
navigation commands. You can disable NoteBook’s page turn-
ing animation in NoteBook preferences.
Turning Pages Using the Navigation Bar

Choose View → Navigation Bar to reveal the navigation bar,
which displays the current page’s location within the Notebook.
Click a Divider name

to turn to that Divider.
Click and hold the
Divider name for a list
of its pages.
Navigation Using the Contents Card

Choose View → Contents Card
to reveal the Contents Card, which
lists all of the pages in a Notebook
for quick page navigation.
The Contents Card lists all of the
pages within a Notebook. Click
any page in the list to turn to it.
You can toggle the Contents Card
by Option-clicking the Notebook
icon at the left side of the Naviga-
tion bar.

NoteBook 3.0
Opening a Page in a Separate Window

There are times when you need to view one page from a Notebook while working with another page in that
same Notebook. Choosing Page → Open in a New Window places the current page in its own window,
separate from the original Notebook window, leaving you free to turn to a different page in the original
Notebook window.
Opening a page in its own window is akin to temporarily pulling it out of the main Notebook, so while
a page resides within its own window you cannot turn to it within the original Notebook window. Any
changes you make to a page in its own window are preserved when you save the Notebook or close the
page’s window. You can place as many pages as you like in their own separate windows.
You can also open a page in its own window by Option-clicking the page in a Divider page’s outline.
Protecting a Notebook’s Contents
Every Notebook has a cover page for hiding a Notebook’s contents from view. You can also set a password
needed to open the Notebook, and encrypt pages within a Notebook.
Covering a Notebook
Every Notebook has a Cover page, which you can show or hide using the File → Cover command. By de-
fault the Cover page shows the Notebook’s name. Double-clicking the Cover uncovers the Notebook.
The Notebook Inspector (Window → Inspector) contains options for auto-covering a Notebook. For ex-
ample, you can set a Notebook to automatically turn to its cover page if there’s no activity in the Notebook
for some amount of time, which is great if you’re ever called away from your computer without a change to
cover it.
Assigning a Password to a Notebook

Choose File → Set Password… to assign a password to a Notebook. When you assign a password using the
File → Set Password… command, NoteBook will ask you to enter it whenever you open the Notebook. The
Notebook Inspector also contains an option to require the password to uncover the Notebook.
Preventing Editing on a Page

Choose Page → Prevent Editing to prevent any changes from being made to the current page.
Encrypting Pages within a Notebook

Even with a password, an unscrupulous person can view a NoteBook file’s contents in a text editor. For
pages with sensitive information, choose Page → Encrypt within Notebook to encrypt the page’s data
within its Notebook on disk.
When you choose Page → Encrypt within Notebook, NoteBook will ask you to set the Notebook’s pass-
word if you have not already done so, which it will use to encrypt the page. If you have not set the Note-
book to ask for a password on open, NoteBook will only ask for the password when you turn to the en-
crypted page or otherwise attempt to access its information. For example, if you print or turn to a Multidex
page, NoteBook will ask for the Notebook’s password in order to print or display information from encrypted
pages. If you do not enter the password you can still print and access the Multidex, but no protected infor-
mation will appear.
Note that while NoteBook encrypts the page’s data, it does not encrypt any of the page’s attachments.
IMPORTANT: Store your Notebook’s password in a safe place — you won’t be able to open your Notebook
without it!

NoteBook 3.0
Customizing Page Paper Styles, Tabs, and Other Settings
Setting a Page’s Paper Style

Choose a command in Page → Paper Style to set the current
page’s paper style. Use the Page Background Inspector (Win-
dow → Inspector) to customize the paper style and other page
appearance attributes, such as adding a background image.
Changing a Page’s Format Settings

Use the Page Format Inspector (Window → Inspector) to customize the current page’s layout and fonts. For
example, you can set the font the page uses to display information in its dates and other columns. Com-
mands in the Page and View menus manipulate many of the same settings.
Changing the Paper Style and Font of All Pages in an Existing Notebook
Use the Notebook Inspector to change the paper style and font of all of the pages in a Notebook. The Note-
book Inspector displays the current default paper style and font settings for the Notebook.
You can set the default paper style and font for all new
Notebooks in NoteBook preferences.

NoteBook 3.0
Telling NoteBook Not to Add a Tab to New Divider Pages

By default, NoteBook adds a tab to each new Divider page you add to a Notebook. The Notebook Inspec-
tor contains an option to disable this behavior. You can set NoteBook not to add tabs to new Dividers for all
new Notebooks in NoteBook preferences.
Changing a Page’s Tab Settings

Choose Page → Add a Tab to add a tab to the current page, and Page → Remove Tab to remove it. You
can add a tab to any page and remove it from any page, including the Contents page. Use the Page Tab
Inspector (Window → Inspector) to customize a tab’s appearance, such as its background color and font.
Viewing How a Page’s Current Settings Differ from the Default Settings
Every Notebook maintains a “template” page for each of the pages types you can add. Whenever you create
a new Divider page, for example, NoteBook creates it by copying the Notebook’s Divider page template.
To see how a page’s settings differ from the template for its type, choose “Show Custom Settings” from the
Inspector’s “Options” tab, near the Inspector panel’s lower-right corner.
With Show Custom
Settings active, the
Page Background,
Format, Tab, Font and
Numbering Inspectors
mark settings that
differ from the tem-
plate using a purple
circle with an arrow.
Pressing and hold-
ing the Option key
displays the template’s
settings.
Applying a Page’s Custom Settings to Other Pages

Once you’ve customized a page’s background, format, tab, font or numbering settings, use the Inspector’s
Options tab to apply those settings to other pages in the Notebook.
For example, you can set a Divider page’s tab to use a certain color and font, and then choose an option
from the Options tab to apply those tab settings to other Divider pages in the Notebook.

NoteBook 3.0
Customizing the Cover Page
To customize the Cover page, turn to it and choose Page → Prevent Editing. Once it’s editable, you can
use the Page Inspector to change the Cover’s look. For example, in the Page Background Inspector you can
change the Cover label’s style and background.
Use the Page Back-
ground Inspector to
customize the cover
page’s background
and label.
Apply custom fonts

and styling to text on
the cover page.
Change the label’s title

— even add more cells
to the Cover page’s
outline.
Once you’ve completed your changes, choose Page → Prevent Editing again to lock the Cover page.

Working with Notes
3
Adding a Text Note to a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Managing Notes Using an Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Working with Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Working with Text in Cells . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Working with Attachments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
NoteBook 3.0
Adding a Text Note to a Page
Notebooks contain different types of pages, each specialized for the information they contain. The most
common page is a “note” page, which can contain anything from a simple note to a diagram.
Adding a Note
To add a note to a page, choose Notes → New Text Note, or just double-click anywhere on the page. Notes
can contain multi-font text and attachments, and can be placed wherever you like. When you’re done
typing a note, press Escape or the Enter key to stop editing, or just click outside its bounds. When selected,
a note has resize knob at the corners - click and drag a knob to change the note’s size, or hold down the Op-
tion key while dragging to rotate the note.
Removing a Note
To remove a note, select it and press the Delete key.
Setting the Default Note Font

Use the Font Inspector (Window → Inspector) to set the page’s default note font. When you create new
notes, they will use whatever new font you choose.
Managing Notes Using an Outline
In NoteBook, you can also store information in outlines made up of “cells.” Outlines are great for managing
lists, and especially hierarchical lists, like a to do list made up of sub tasks. You create an outline by adding
and arranging “cells.” A cell contains a note you’ve typed, some text you’ve pasted, or even files or images
you’ve imported. Cells are similar to text notes except being members of an outline they cannot be placed
at any location on a page.
Creating an Outline
New pages are empty, except for their name. Press Return to create the first cell in the page’s outline, then
begin typing to fill the cell with text. Press Return to end editing, and again to add another cell. When you’re
not editing text, the Delete key removes any cells you’ve selected.
These two cells are
“siblings” — they have
the same amount of
indentation within the
outline.
Quickly Adding Cells using List Mode

If you’re typing a list of items, you’ll want to add a new cell each time you finish with the current one. Choos-
ing Outline → List Mode causes the Return key to end editing of the current cell and add a new cell for
your next list item. See the Keyboard pane of NoteBook preferences to make List Mode your default state.
40 3 Working with Notes

NoteBook 3.0
Indenting and Unindenting Cells

Press the Tab key to indent the selected cell, and Shift-Tab to unindent it. You can also indent cells using
commands in the Outline menu. You can’t indent the first cell on a page because there’s no cell above it to
become its parent.
When you indent a
cell, the cell above
becomes its “parent.”
The indented cell
becomes a “child” of
the cell above it. Cells
with children have a
triangle cell control.
Moving Cells
The blue bullet or triangle at the cell’s left side is its “cell control.” Click and drag the cell control to move
a cell.
When you move a
cell, its children move
with it.
You can also move cells using commands in the Outline menu. TIP: You can move a cell to another page
by dragging it onto the other page’s tab. Copy a cell to another page by Option-dragging it to the tab.
Hiding or Showing Child Cells

Clicking a cell’s triangle to hides or shows its children. A cell with hidden children has a right-pointing
triangle.
A cell is “collapsed” if
its children are hidden,
and “expanded” if
they’re visible.
You can also expand and collapse cells using commands in the Outline → Expand and Collapse menu.
TIPS: Option-Right Arrow expands the currently-selected cell and selects its first child. Option-Left Arrow
collapses the currently-selected cell’s parent and selects the parent. Option-click a triangle to expand a cell
and all of its descendants.
3 Working with Notes 41

NoteBook 3.0
Reducing a Cell to a Single Line of Text (aka Folded Editing)

To hide all but the first line of text in a cell, select the cell and choose Outline → Show Full Cell Text.
Cells with hidden
text end in an ellipsis.
Clicking in the cell
exposes all of its text.
The cell reverts to its
first line when you end
editing.
The Escape key is the

keyboard shortcut for
hiding and showing
full text.
Working with a Portion of an Outline

Use Outline → Hoist to work with just a portion of a large outline. Hoisting hides all cells except the select-
ed cell and its descendants. When you hoist, ellipses appear at the top and bottom of the page, to indicate
that some of the page’s cells are not visible.
You can hoist multiple times within the same page. Outline → Unhoist undoes the most-recent hoist, and
Outline → Unhoist All restores all cells to view. By The Way: Why did we name this command “hoist?” We
didn’t — it’s a term coined back when outlining applications were first written.
Assigning Fonts to Different Levels in an Outline

Use the Font Inspector (Window → Inspector) to apply a font to each level in the outline. With the Font
Inspector you can set the page’s default note font, and configure the page to auto-format its cells. Auto-
formatting forces cells at different levels in the outline to always use the same fonts.
TIP: If you just want to revert a cell back to the page’s default font, select it and choose Format → Font →
Plain. Choosing the Plain font setting also removes ruler settings such as sub- or super-scripting.
Numbering Cells
To prefix cells with bullets, Roman numerals or other characters, select the cells you want to number and
choose a numbering style from the Outline → Numbering menu. Choose Outline → Numbering →
Customize... to customize the numbering style, font and other options.
Sorting Cells
You can use the Sort pane in the Actions Inspector to sort a page’s cells. Choose Window → Inspector to
reveal the Inspector, click the Actions button, and finally the Sort tab within the Actions pane. Start creating
your own sort, or click the popup menu control to choose a favorite sort.
The Sort pane can sort using multiple criteria, such as by due date and then text. Drag the six sort criteria to
rearrange the sort order.
Auto-sorting
If you have a list you want to remain sorted as you make changes, you can set the parent cell to auto-sort
its children. Select the parent cell and then choose a sort from the Outline → Auto-sort menu. By default,
auto-sorting only applies to a cell’s children but you can set a cell to auto-sort all of its descendants. Note-
Book adds an Auto-sorting Sticker to cells that are configured to auto-sort their children - click and hold the
Sticker to view or change its settings.
You can also auto-sort all of the top-level cells on a page: deselect all cells, then choose a favorite sort from
the Outline → Auto-sort menu.

NoteBook 3.0
Working with Text
In most respects, working with text in text notes and cells is the same.
Navigating Through and Selecting Text

The following arrow and modifier key combinations navigate through or select text in a cell:
Right/Left Arrow — move to the next/previous character
Option-Right/Left — move to the next/previous word
Cmd-Right/Left — move to the end/beginning of the line
Cmd-Up/Down — move to the start/end of the text
Shift-Right/Left Arrow — select the next/previous character
Shift-Option-Right/Left — select the next/previous word
Shift-Cmd-Right/Left — select to the end/beginning of the line
Shift-Cmd-Up/Down — select to the start/end of the text
Using the Ruler

Like other text-based applications, NoteBook provides a ruler which you can use to format and align differ-
ent aspects of text within a cell. Choose View → Show Ruler to make it visible. While you’re editing a cell,
the ruler contains tab stops and other formatting controls, but is empty otherwise. Note that you cannot
change the ruler settings on Divider and Multidex pages.
Checking Spelling
Choosing Edit → Spelling → Check Spelling As You Type sets NoteBook to underline spelling mistakes as
you type. The spell checking underlines misspelled words as you type. Control-click a misspelling to see a
list of corrections.
Choose Edit → Spelling → Check Spelling to search for the next misspelled word in a Notebook, or Edit
→ Spelling → Spelling… to reveal the Spelling panel. The Spelling panel lets you set the scope of the spell
checking (the current page only or the entire Notebook).
Auto-completing Words
Type the beginning of a word and then press Option-Escape to see a list of completions. Use the up and
down arrow keys to select a different completion, press Return to accept the current one, or Option-Escape
to cancel.
Inserting URLs
Enter a URL in a cell by typing it. When you end editing, NoteBook converts it to a link.
Type a URL or e-mail
address into a cell.
When you end editing,

NoteBook converts it
to a link.
Choose Edit → Link → To the Web to assign a URL to a text selection.

NoteBook 3.0
Inserting Greek Characters

You can enter some commonly-used Greek characters using the Option key: Option-D for ∂, Option-M for µ,
Option-Z for Ω, and Option-P for π. Use the Greek keyboard layout to enter other characters.
Click the International

Preferences icon in
System Preferences to
view your internation-
al preference settings.
In the Input Menu sec-

tion, select the Greek
keyboard layout, and
also add the input
menu to the menu
bar.
Choose the Greek

keyboard layout from
the input menu. Now
NoteBook substitutes
Greek for characters
you type from the
keyboard.
Use the input menu

to switch back to your
original keyboard
layout, or press Cmd-
Space to cycle through
the active layouts.

NoteBook 3.0
Inserting Other Special Characters

Use the character palette to enter special characters.
Use the Font panel’s

actions menu to
display the Character
palette.
Drag a character from

the palette into your
text.
Working with Text in Cells
When working with text in cells there are special commands.
Inserting a Blank Line

If you’re editing a cell, pressing Return ends editing. If you need to insert a blank line in the text, choose Edit
→ Insert → Line Break. Cmd-Return is the keyboard shortcut for this command. You can also press the
Enter key to add a blank line. Choosing Outline → Paragraph Mode sets the Return key to add blank lines
instead of end editing (press Option-Return to end editing).
Inserting a Tab
Pressing the Tab key indents the current cell. Press Option-Tab insert a tab character in a cell’s text. In Para-
graph Mode, the Tab key inserts a tab instead of changing the cell’s position in the hierarchy.
Pasting Multi-Line Text as an Outline

When you paste text into a page, NoteBook places that text into a single new cell. Choose Edit → Paste →
Paste Text as an Outline to divide the text into multiple lines, each placed in its own new cell. NoteBook
creates a new cell for every return character in the text, and indents each new cell by the number of tab
characters at the beginning of each line.

NoteBook 3.0
Working with Attachments
Adding an Attachment to a Page

Drop a document onto a page to add it to the outline. By default NoteBook adds the attachment to the
page’s outline - to place the attachment anywhere on the page, hold down the Shift key.
The green copy cursor

indicates the file will
be copied into the
Notebook.
Press Control while

dragging to create a
link to the original file.
When you link an at-
tachment, NoteBook
tracks it wherever
you move it on your
computer.
When you release the

file, NoteBook creates
a new cell to hold it. A
linked file attachment
has an arrow in its
lower-left corner.
Once you’ve added a file to an outline you can delete the original. You can set linking to be your default
action, in the Attachments pane in NoteBook preferences.
To place a file into an existing note, click within the note to create an insertion point, then drop the file into
the note.
Opening an Attachment
Double-clicking an attachment opens it within its default application. Control- or right-click an attachment
for a menu of applications that can open the file.
If you copied the file into your Notebook, NoteBook opens the copy (not the original). Any changes you
make to it will get saved to that copy within the Notebook. If you linked the file into your Notebook, Note-
Book opens the original file.
Customizing an Attachment’s Alignment in an Outline

Attachments within an outline’s cells have three alignment options: left-aligned, right-aligned, and “inline.”
With left- and right-aligned attachments, the cell’s text flows around the attachment. With inline attach-
ments, the attachment appears between characters in the text, as if it were a large character. To change
an attachment’s alignment, control-click the attachment and choose a new alignment from the contextual
menu that appears, or use the Attachment Inspector. NOTE: any number of attachments can be aligned
“inline” within a cell, but only one can have left- or right-alignment.

NoteBook 3.0
Working with Image Attachments

With NoteBook you can customize the presentation of image files, such as their rotation, and scaling.
The tool palette
lets you change an
image’s rotation,
alignment, and anti-
aliasing settings, or
show the Attachment
Inspector.
Drag a knob to scale,

or Option-drag to
rotate.
You can modify other attributes, such as the photo corners and drop shadow, using the Attachment Inspec-
tor (Window → Inspector).
Pasting an Image as a Specific Image Type

If the Clipboard contains an image, use a command in the Edit → Paste → Paste Image as menu to paste it
as specific image file type.
Getting a Quick Look Preview of an Attachment

If you’re running OS X 10.5 (Leopard) you can Quick Look an attachment, which will cause the attachment to
appear in the standard Quick Look viewer. Control-click the attachment and choose the Quick Look com-
mand from the contextual menu that appears, or use the Quick Look command in the Outline menu.
Importing from a Digital Camera

The Action Inspector’s Capture pane can import files directly into a Notebook from your digital camera.
NOTE: If your camera doesn’t appear in the Capture pane, it may not be Mac-compatible. In general, Note-
Book can access any camera or scanner that works with Apple’s Image Capture application. NoteBook will
add mages and other files imported from a camera to the destination page’s outline.
Working with “LinkBack” Attachments

When you paste an image or other content from a LinkBack-enabled application, you can later edit that
content directly within the source application. For example, if you create an equation in a LinkBack-enabled
equation editor such as LaTeXiT, you can paste the equation as an image into NoteBook. With the image
selected, choosing Edit → Edit in LaTeXiT launches LaTeXiT and opens the equation that created the image.
If you change the equation and save, those changes also appear in NoteBook.
For more information about LinkBack, and a list of LinkBack-enabled applications, visit the LinkBack Project
website.

NoteBook 3.0
Reclaiming Space after Deleting an Attachment

If you delete a note with a file attachment, NoteBook does not also remove the attachment from the
Notebook. To delete the attachment permanently from your Notebook, click “Remove All” in the Discarded
Attachments Multidex page.
Click Remove All to
delete all of the dis-
carded attachments.
If you select an at-

tachment, you can
copy and paste it
to another page, or
press the Delete key to
delete it.
Any attachments you don’t delete will continue to live within the Notebook, occupying space on your disk.
The Discarded Attachments page is particularly useful if you discover that you deleted a cell containing your
only copy of a file! By The Way: Why doesn’t NoteBook delete the attachments along with the cells that hold
them? This extra step is a safety measure to ensure that you don’t delete an attachment you still need.

Clipping
4
Clipping Selections From Other Applications into a Notebook . . . . . . . . . . . . . . . . 50
Advanced Clipping Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
NoteBook 3.0
Clipping Selections From Other Applications into a Notebook
“Clipping” automates the process of copying information into a Notebook page. If you’re using Apple Mail,
for example, and want to save a message in one your Notebooks, you would select the text, copy it, launch
NoteBook, open the Notebook, turn to the right page, paste, and then resume working in Mail. When you
clip, you achieve the same result in just two steps. What’s more, clipping happens in the background so
you never leave the application you’re working in — just clip and keep going, without losing your train of
thought.
Preparing a Page for Clipping

Before you can clip to a page, you must choose Page → Add Clipping Service to add a “Clipping Service” to
that page. Adding a Clipping Service causes that page to appear in all of the applications on your computer.
You can repeat this step for any other pages you want to clip to. A page with a Clipping Service attached
has a scissors icon next to its name.
Clipping a Selection
Once you’ve made a selection within another application, clip it NoteBook by choosing a Notebook page
from the application’s Services → NoteBook menu.
Each application’s
Services → Note-
Book menu lists all of
your Clipping Services.
NoteBook briefly changes its Dock icon and plays a sound to let you know that it received the clipping re-
quest. When you clip, NoteBook makes a copy of the original selection, including any attachments. You can
delete the original selection without losing the clipped copy. The clipping is also fully editable.
50 4 Clipping
NoteBook 3.0
Getting Information About a Clipping Using the Clipping Sticker

NoteBook assigns a Clipping Sticker to each clipping. The Clipping Sticker contains the source application’s
name and can contain additional information. Click and hold the Clipping Sticker to see its contents.
When you clip

from Apple Mail,
the Clipping Sticker
contains additional
information and op-
tions.
NoteBook also adds

a Contact Sticker if
the e-mail sender is in
your Address Book.
Whenever possible,
NoteBook adds a Snap
Back Sticker that re-
turns you to the source
document.
With web browsers,

the Snap Back Sticker
contains the source
page URL.
Quick Clipping using Contextual Menus

You can quickly clip selections to your Notebooks by Control- or right-clicking a selection to reveal a contex-
tual menu, then choosing a Clipping Service from the NoteBook submenu.
Clipping When Services Menu Items are Dimmed

Not all applications properly support the OS X Services menu. If you ever make a selection and find the clip-
ping service items are dimmed, try clipping using the contextual menus. If the application does not support
contextual menu plug-ins, you can clip using NoteBook’s Dock icon: copy the selection to the Clipboard,
then Control- or right-click NoteBook’s Dock icon and choose a Clipping Service from the Paste to menu.
Removing a Clipping Service

Remove a page’s Clipping Service by turning to the page and choosing Page → Remove Clipping Service.
If the Notebook with the Clipping Service no longer exists, you can remove its old Clipping Services in the
Clip pane of the Actions Inspector (Window → Inspector).
4 Clipping 51
NoteBook 3.0
Advanced Clipping Options
Clipping a Document as a PDF to a Notebook

You can send a PDF version of a document in another application directly into a Notebook using a Clipping
Service.
When printing in
another application,
the Print sheet’s PDF
button contains a
Send PDF to Note-
Book menu that lists
your Clipping Services
- choose one, and the
Print sheet will send
the PDF it generates
for the document
to that page in your
Notebook.
Creating a New Page for Each Clipping

When you clip to a note page, NoteBook adds the clipping to the page’s outline. Sometimes it’s convenient
to create a separate page to hold each clipping. If you add a Clipping Service to a Divider Page, NoteBook
creates a new note page to hold the clipping and adds that page to the Divider each time you clip.
Editing a Selection Before Clipping

You can edit a selection before clipping it by choosing NoteBook → Clip and Annotate in NoteBook’s
contextual clipping menu. The sheet that appears contains a text area for editing, as well as for giving the
clipping a title.
Choose Clip and

Annotate... to display
the Clip and Annotate
sheet.
52 4 Clipping
NoteBook 3.0
Clipping to Cells in an Outline

When you clip to a page, NoteBook adds each clipping as a new item at the end of the page’s outline. You
can also clip directly to a cell in the outline, so that the clippings become children of that cell. For example, if
you have an outline where the top-level cells are categories like “E-mails” and “Web Clippings,” you can add a
Clipping Service to each category cell and clip selections directly to those categories.
To add a Clipping
Service to a cell, select
the cell and choose
Outline → Add a
Clipping Service.
NoteBook adds a
Clipping Service
Sticker to each cell
with a Clipping
Service.
Choosing a cell’s Clip-

ping Service clips the
selection and saves it
as a child of the cell.
Adding a Keyboard Shortcut to a Clipping Service

You can add a keyboard shortcut to any Clipping Service menu item using the Clip pane of the Actions
Inspector (Window → Inspector).
Auto-saving After Clipping

Because clipping happens in the background, you might want NoteBook to save whenever you clip (oth-
erwise you could lose them if your computer has a problem). Choose this auto-save option in NoteBook’s
general preferences.
4 Clipping 53
Annotating Notes
5
Applying Highlighting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Adding and Removing Keywords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Adding and Removing Stickers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Adding Contact Information from Your Address Book . . . . . . . . . . . . . . . . . . . . . 59
Adding a Voice Annotation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Adding Sticky Notes and Flags . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61
Linking a Cell to the Web, Another Cell, or a Page . . . . . . . . . . . . . . . . . . . . . . . . 62
NoteBook 3.0
Applying Highlighting
Just like in a regular paper notebook, NoteBook provides highlighters which you can use to highlight text
or cells in a page’s outline. You can assign whatever meaning you choose to highlighting - for example, you
might choose to apply the red highlighter to very important items. One benefit of highlighting is how eas-
ily can later find highlighted items using the Highlighters page in the Notebook’s Multidex. So if you mark
important items with the red highlighter, you can see them all at once by viewing the red highlighter entry
in the Highlighters Multidex page.
Adding Highlighting to Text and Cells

To add highlighting to a word or cell, select it and choose Edit → Highlight → Add. You can set the current
highlighter by choosing it from the Edit → Highlight menu.
You can you can customize the highlighter colors as well as give them
names in NoteBook preferences. The Colors panel (Format → Font →
Show Colors...) contains a list of “factory-original” highlighter colors, if
you ever want to restore them.
NOTE: If you send a Notebook or Page Bundle to another Note-

Book user, the document will adopt that user’s highlighter colors.
Quickly Adding Highlighting Using Highlighting Mode

You can quickly apply a highlighter by holding down Control-Option-Command to enter “highlighter mode”:
In highlighter mode,
the cursor changes to
a highlighter.
Click a cell’s blue bullet

or triangle to apply
the current highlighter
to that cell, or apply
it to text by clicking a
text selection or drag-
ging it out using the
highlighter.
While in highlighter
mode, press the keys
1 through 6 to change
the highlighter color.
You can also enter highlighting mode by clicking the highlighter item in the Notebook’s toolbar. The mouse
remains in highlighter mode until you click the highlighter item a second time.
56 5 Annotating Notes
NoteBook 3.0
Removing Highlighting
To remove highlighting, select the highlighted word or cell and choose Edit → Highlight → Remove.
Adding and Removing Keywords
Adding and Removing Keywords

A Keyword is a word or short phrase that you assign to cells in an outline to help describe their contents.
For example, you might add the “Urgent” Keyword to cells with important to dos. One benefit of adding
Keywords is the ease in later finding those items using the Keywords page in the Notebook’s Multidex. So if
you add the Urgent Keyword to important items, you can see them all at once by viewing the Urgent entry
in the Keywords Multidex page. NoteBook includes several Keywords and you can add your own.
Adding a Keyword to a Cell

NoteBook displays the Keywords assigned to cells in the Keywords column, to the left of the red margin line.
Choose View → Keywords to hide or show the Keywords column, and Outline → Add Keyword to display
a field for adding a Keyword.
With Keywords visible,
double-clicking in the
Keyword area next to
a cell also displays the
Keyword entry field.
Click the button to
choose from the list of
existing Keywords.
Click and hold the

Keyword area next to
a cell to see all of the
Keywords attached
to the cell. Choosing
a Keyword from the
menu makes it the vis-
ible Keyword (the first
one in the list).
You can also assign Keywords by control-clicking a Cell and using the contextual menu that appears.
“Favorite” Keywords appear in this menu, which you designate using the Keywords Inspector
(Window → Inspector).
You can add as many Keywords to a cell as you like.
Resizing the Keywords Column

To resize the Keywords column, press the Option key to reveal the column’s boundary, then drag it to a new
width.
Removing Keywords
To remove a Keyword, select the cell and use the Cell Inspector (Window → Inspector) to remove its
Keywords. Or choose a command from the Cell contextual menu.
5 Annotating Notes 57
NoteBook 3.0
Adding and Removing Stickers
A Sticker is a small icon that you assign to cells in an outline to help describe their contents. For example,
you might add the Greek “Delta” Sticker to cells with important changes. One benefit of adding Stickers is
the ease in later finding those items using the Stickers page in the Notebook’s Multidex. So if you add the
Delta Sticker to items with important changes, you can see them all at once by viewing the Delta Sticker
entry in the Stickers Multidex page. NoteBook includes several Stickers and you can add your own.
Adding a Sticker to a Cell

NoteBook displays the Stickers assigned to cells in the Stickers column, to the left of the red margin line.
Choose View → Stickers to hide or show the Stickers column, and use the Stickers Inspector (Window →
Inspector) to add a Sticker.
In the Stickers Inspec-
tor, choose a Sticker,
then drag it from the
dispenser and drop it
on a cell. The Stickers
Inspector contains
several Sticker cat-
egories:
■A ssorted and Key-
board — NoteBook’s
built-in sets
■ Custom — Built-in
Stickers you’ve cus-

tomized, or images
you’ve added
as Stickers
■ Favorites — Stickers
you’ve designated as
“favorites”
■ Selected Cells —
Stickers assigned
to the currently
selected cells
■ [Notebook name]
— all of the Stickers

assigned to cells
within the current
Notebook
Click and hold the

Sticker area next to
a cell to see all of the
Stickers attached to
the cell. Choosing a
Sticker from the menu
makes it the visible
Sticker (the first one in
the list).
NoteBook 3.0
You can also assign Stickers by control-clicking a Cell and using the contextual menu that appears. “Favorite”
Stickers appear in this menu, which you designate using the Stickers Inspector.
You can add as many Stickers to a cell as you like.
Custom Stickers
You can use the Sticker Inspector to create custom-color versions any of the NoteBook’s built-in Stickers. You
can also use the Inspector to create your own Stickers from images of your choice.
Removing Stickers
To remove a Sticker, select the cell and choose the Cell Inspector (Window → Inspector) to remove its Stick-
ers. Or choose a command from the Cell contextual menu.
Adding Contact Information from Your Address Book
You can attach contacts from your Address Book as Contact Stickers, so that the contact information is
handy when you need it. A Contact Sticker is a link to a contact in Address Book, meaning that changes you
make to the contact in Address Book automatically appear in the Contact Sticker.
Adding a Contact Sticker to a Cell

Drag a contact from Address Book and drop it on a cell to create a Contact Sticker.
Drag a contact from

Address Book and
drop it on a cell.
NoteBook adds a
Contact Sticker to the
cell — click it to see a
menu of Address Book
contact information.
NoteBook 3.0
You can also add a contact as a link within a cell’s text: click within the cell to set the insertion point, then
drag the contact into the cell. For each contact, NoteBook adds both the contact name and a link. Clicking
the link takes you to that entry in Address Book.
Adding a Voice Annotation
You can type notes in a lecture or meeting and record the person speaking using the built-in voice annota-
tion feature. NoteBook adds Voice Annotation Stickers that are synced to the voice recording, so you can
start playback at the exact point at which you began typing a note. You can also copy a voice annotation file
to iTunes, and from there to your iPod for anywhere playback.
Adding a Voice Annotation

Choose Page → Voice Annotate… to add a voice recording to your notes as you type.
Adjust the input
volume, then click
“Start Recording”.
Click “Open Sound”

to change the current
sound input device.
When you’re done,

choose Page → Stop
Recording to stop.
Reviewing a Voice Annotation

After you finish recording, NoteBook adds a Voice Annotation Sticker to all cells you created or changed
Click and hold a Voice
Annotation Sticker to
see the time at which
you entered the note
during the recording,
or click the Sticker to
start playback from
that point.
Choose “Open in
iTunes” to copy the
entire voice annota-
tion to your iTunes
music library, which
you can then transfer
to your iPod.
TIP: You can use the Voice Annotation toolbar item to start, monitor, and stop your recording.
NoteBook 3.0
Adding Sticky Notes and Flags
In NoteBook you can add Sticky Notes and Flags to your Notebook pages. Notes and flags are perfect for
quick notes that you want to attach to pages. The benefit of NoteBook Sticky Notes and Flags over their real-
world counterparts is their appearance in the Multidex: if you ever need to locate a note or flag, just look up
a word it contains in a text Multidex page.
Adding a Sticky Note or Flag to a Page

Choose a note from the Notes → Sticky Note menu to add a Sticky Note to the current page.
Once you’ve added a
note to a page, begin
typing to fill the note
with text. To end
editing, press Escape
or click outside of the
note.
Drag the resize corner

to resize the note,
and Option drag the
corner to change the
note’s rotation.
When you turn away from a page that has Sticky Notes attached, if any portion of a Sticky Note extends
beyond the border of the Notebook you can click that visible portion to return to the page.
The Notes menu contains two other sticky note styles: Sticky Flags and Sticky Reminders. Both flags and
reminders start off wide but not very tall in size. Reminders include a word like Urgent or Fax.
Sticky Notes and Flags do not appear when you print or export as a website, but they do appear in the Multi-
dex’s text pages, under the words they contain.
Moving and Removing Sticky Notes and Flags

You can reposition a Sticky Note by dragging it with the mouse. If you’re editing the note’s text you must
first exit edit mode before moving the note with the mouse.
To remove a Sticky
Note, drag it away
from the page until
you see the “poof”
cursor, then release
the mouse.
NoteBook 3.0
Attaching a Sticky Flag to a Cell in the Outline

You can attach a Sticky Flag to a cell in a page’s outline. The flag will move with the cell as you move
it through the outline, and will disappear if you hide the cell by collapsing its parent or scroll the cell
out of view.
To attach a flag to a
cell, drag the flag until
it’s positioned over
the cell, then press
and hold the Option
key - NoteBook adds
an arrow to the flag,
and outlines the cell to
show that the flag will
attach to it when you
release the mouse.
Adding Sticky Notes and Flags Using the Toolbar

You can also add Sticky Notes and Flags by dragging them out from the Sticky Note toolbar item. Click and
hold the toolbar item to see a menu of available note and flag styles.
Linking a Cell to the Web, Another Cell, or a Page
You can attach Link Stickers to cells in a page’s outline, for quick access to web pages or to other cells and
pages in the same Notebook. You can also use Link Stickers to create links between different Notebooks.
Adding a Link Sticker for a URL or E-mail Address

To add a Link Sticker for a URL or e-mail address to a cell, select the cell and choose Edit → Link → To the
Web…. Then enter the URL or e-mail address in the sheet that appears, and optionally set the link color.
Click the Link Sticker

to open the link, or
click and hold to see
its URL.
You can add as many

Link Stickers as you
like.
NoteBook 3.0
Linking a Cell to Another Cell or Page

Creating a link between a cell and another cell or page is a two-step process. To begin, select the source cell
and choose Edit → Link → To a Cell or Page.
NoteBook adds a
Link Sticker to the
source cell. The Sticker
remains disabled until
you complete the link.
To complete the link, first locate the destination cell (in the same page, a different page, or even a different
Notebook) and choose Edit → Link → Complete Link to Cell.
NoteBook draws a link

arrow to indicate that
the link is complete.
NoteBook also adds

a Snap Back Sticker
to the destination —
click it to return to the
source cell.
To link instead to a
page, deselect all
cells on the page and
choose Edit → Link
→ Complete Link to
Cell.
Click and hold the Link

Sticker to see informa-
tion about the link
destination.
NoteBook adds a Snap Back Sticker to the destination by default. You can change this behavior in NoteBook
preferences. You can add as many links to a cell as you like.
Quickly Creating Links using Point-and-Click Linking

You can also use “Point-and-Click” linking to create links between pages, saving trips to the menus. To initiate
the link, Press Control-Option to enter Link Mode — NoteBook changes the cursor to a link cursor. While in
Link Mode, click the source cell’s cell control. This sets the link source. Next, locate the destination cell and
while in Link Mode click its cell control, or, to create a link to a page, click the page’s header area above its
name.
While in Link Mode you can press the keys 1 through 7 to change the Link color.
Diagrams, Sketches and
6
Handwriting
Adding Diagrams and Sketches to Pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Adding Handwritten Notes to a Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Annotating PDF Documents with Diagrams and Sketches . . . . . . . . . . . . . . . . . . 68
NoteBook 3.0
Adding Diagrams and Sketches to Pages
When words won’t suffice for capturing a thought or concept, add diagram or sketch to your Notebook
pages.
Adding Shapes and Lines to a Page

Choose a shape from the Shapes menu to add a shape the current page. Drag a resize knob to change the
shape’s size, or Option-click the knob to change its rotation.
Double-click the shape to place text

within its bounds. The Shape Inspector
(Window → Inspector) contains controls for
changing other attributes of a shape, such as
its fill color and shadow.
The Shapes menu also contains lines that you

can add to connect shapes into diagrams.
Drag a line endpoint to a shape to connect
the line to that shape. The Shape Inspector
contains controls for changing line attributes
such as its mid-point and line endings.
You can also add shapes and lines by dragging them out from the Shape and Line toolbar items. Click and
hold the toolbar item to see a menu of available shape and line styles.
Working with the Shape Layer

When you add a shape or line to a page, the object lives in a transparent layer above the page’s outline. You
can show or hide this layer with the View → Shapes command. In addition, if you plan to work exclusively
with the shape layer choosing View → Focus on Shapes will prevent mouse clicks and key events from
entering the outline beneath the shapes.
Adding an Attachment to the Shape Layer

You can add an attachment to the shape layer by holding down the Shift key while dropping the attach-
ment onto the page. You can also make dragging to the shape layer be the default action - see NoteBook
preferences.
Adding a Sketch to a Page

In addition to shapes you can use the mouse or a tablet stylus to add a sketch to a Notebook page. Sketch-
ing requires that you add the Ink toolbar item to the toolbar (View → Customize Toolbar…).
Clicking and holding the Ink item reveals its menu with commands for changing the mouse mode. There
are three mouse modes:
n Mouse Mode - the mouse or stylus can select and drag items in the shape layer
n Sketch Mode - the mouse or stylus draws on the shape layer; with a stylus, NoteBook varies the line
thickness based on the pressure you apply to the tablet
n Write Mode - NoteBook converts the strokes you make using the stylus to text (tablet-only)
To begin sketching, use the Ink toolbar item to switch to sketch mode. You can also click the Ink toolbar
item to switch between modes.
66 6 Diagrams, Sketches and Handwriting

NoteBook 3.0
The Ink item’s Set Pen Width and Color brings up a Colors panel that includes a special control for adjusting
the pen’s width. NoteBook does not current support the tablet stylus’ eraser.
The Ink toolbar item has a command for setting the pen color and width.
Adding Handwritten Notes to a Page
If you have a tablet you can use the stylus to write words on a Notebook page, which NoteBook converts to
text using the “InkWell” technology built into OS X. You cannot use InkWell without a tablet.
Writing on a Page
To begin writing on a page, switch to Write mode using the Ink toolbar item.
As you write words,
NoteBook periodically
adds bubbles with the
text interpretations of
what you’ve written
- click a bubble to see
InkWell’s list of likely
interpretations.
Choose an alternate
interpretation from
the list, or Edit for a
sheet where you can
type your own text or
rewrite the word using
the stylus.
To rewrite using the

stylus, just start writ-
ing anywhere on the
screen. As you write,
a yellow “writing pad”
will appear beneath
your strokes. When
you stop writing, OS
X will fill the edit field
with its interpreta-
tion of what you’ve
written. You can also
use InkWell gestures to
make corrections (you
cannot use InkWell
gestures when you’re
writing on a Notebook
page).
By default, NoteBook displays text interpretation bubbles whenever it converts your writing to text. Choose
Show Text Interpretations in the Ink toolbar item to hide the interpretation bubbles.
6 Diagrams, Sketches and Handwriting 67

NoteBook 3.0
Annotating PDF Documents with Diagrams and Sketches
NoteBook makes annotating PDF documents easy. Once added to a Notebook, you can use the diagram-
ming and sketching features to mark up the document, then print it back out to generate a PDF with the
markups. For example, if you’re a student and your professor hands out class notes in PDF form, you can add
the PDF notes to your Notebook and mark up the notes within NoteBook.
Adding a PDF Document for Annotation

To add a PDF document for annotation, drop the PDF onto a Notebook. By default NoteBook asks if you
want to annotate it. When you click yes to annotate, NoteBook creates a Notebook page for each page in
the PDF document, and sets the PDF page to be the background of the Notebook page.
Once the PDF pages

have been added to
the Notebook you can
use the diagramming,
sketching and other
tools to add annota-
tions to the PDF.
Choose File → Print

and Save as PDF to
generate a new PDF
document from the
Notebook pages that
includes the annota-
tions.
68 6 Diagrams, Sketches and Handwriting

Working with To Do Items
7
Adding a Checkbox, Due Date and Priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Managing The Appearance and Order of To Do Items . . . . . . . . . . . . . . . . . . . . . 71
Using the Multidex to Manage To Dos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Exporting To Do Items to iCal and Entourage . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
NoteBook 3.0
Adding a Checkbox, Due Date and Priority
The Outline → Action Item menu contains commands for managing to do items that you’ve added to a
page’s outline.
Working with Checkboxes

The Outline → Action Item menu contains commands for tracking action items in cells:
n Add/Remove Status Checkbox - adds/removes a checkbox to/from the page’s selected cells
n Change To Do Status - checks or unchecks a cell’s checkbox; you can also click in a checkbox to
change its status
n Add a CheckBox to New Cells - sets NoteBook to automatically add a checkbox to each new cell you
add to the current page
Setting a Cell’s Due Date

Choose View → Due Dates to hide or show cell due dates, and Outline → Action Item → Set Due Date to
display a field for setting a cell’s due date.
With due dates visible
you can also click in
the due date area
next to a cell to start
typing the due date.
This field understands
words like “today” and
“Friday.”
Click the calendar icon

to reveal a calendar
control for graphically
setting the due date.
NoteBook preferences
presents options for
automatically setting
a cell’s due date based
on the due date and
completion status of
its child cells.
Emptying the field clears the due date. A cell does not need a checkbox to have a due date.
70 7 Working with To Do Items

NoteBook 3.0
Setting a Cell’s Priority

Choose View → Priorities to hide or show cell priorities, and choose a priority setting from the Outline →
Action Item menu to change a cell’s priority.
With priorities visible
you can also click and
hold in the priority
area next to a cell to
reveal a priority menu.
NoteBook tracks four
priority values.
You can choose a dif-

ferent priority symbol
style in NoteBook
preferences.
Managing The Appearance and Order of To Do Items
Changing the Appearance of “Due Soon,” “Due Today,” and “Overdue” Items
NoteBook’s preferences panel contains options for how items that are “due soon” or “overdue” should appear.
For example, you can set NoteBook to draw “overdue” items in red.
“Striking Through” and Hiding Completed Items

NoteBook’s preferences panel contains options for how completed items should appear. For example, you
can set NoteBook to draw complete items with a “strikethrough” or using a special color.
Choose Outline → Action Item → Hide Completed Items to set NoteBook to hide completed items.
NoteBook does not hide them immediately - it waits until you turn away from their page, or the start of a
new day.
Keeping To Do Items Sorted with Auto-sorting

You can set NoteBook to keep your to dos sorted as you make changes or add more. With a parent cell se-
lected, choose a sort from the Outline → Auto-sort menu. The Prioritize sort was designed to manage ac-
tion items, bubbling high-priority items to the top of the list, and bubbling completed items to the bottom.
If your action items live at the top level of a page’s outline, deselecting all cells and choosing a sort from the
Auto-sort menu will set the page to auto-sort its cells.
7 Working with To Do Items 71

NoteBook 3.0
Using the Multidex to Manage To Dos
Managing To Dos in the Multidex

The To Do Items page in the Multidex shows all of the cells with checkboxes within a Notebook, grouped by
their completion status.
While other Multidex
pages are static, you
can modify the cells
that appear on this
page. Check off an
item or change its due
date, for example, and
NoteBook moves it to
the correct category.
NoteBook sets the To

Do Items Index page
to auto-sort its cells
using an Auto-sort
Sticker. Use the Sticker
to change the sort or
disable auto-sorting.
72 7 Working with To Do Items

NoteBook 3.0
Exporting To Do Items to iCal and Entourage
Exporting To Do Items to iCal

Choose Page → Sync Action Items to iCal to add a page’s action items to your iCal calendar. An action item
is any cell with a status checkbox.
NoteBook creates cal-
endars for the action
item status categories,
or names the calen-
dars after the pages
you sync to iCal.
Action items appear

in iCal’s To Dos list.
For action items with
a due date, NoteBook
optionally adds them
to iCal as calendar
events.
A page synced with

iCal displays an iCal
Sticker next to its
name.
Use iCal’s calendar list to hide or show a subset of your actions items. For example, uncheck the “Due Today”
calendar to hide all of the items due today, or uncheck all calendars except “Incomplete” to see just your
incomplete items.
As you add or modify action items, NoteBook sends those changes to iCal. Any changes you make in iCal,
however, won’t appear in your NoteBook pages.
The next time you sync iCal to your iPod, iCal will add your NoteBook action items to your iPod’s calendar.
Exporting To Do Items to Entourage

You can also export your to do items to Entourage - use NoteBook’s preferences panel to set Entourage as
your calendar application of choice. You can export to Entourage or iCal but not both.
Adding an iCal Alarm to a To Do Item

Choose Outline → Action Item → Add an iCal Alarm to add an iCal alarm to one of your to do items. Note
that you must first sync a page’s action items to iCal before you can add an iCal alarm to any of its to do
items.
7 Working with To Do Items 73

Searching Using the Multidex
8
and Super-Find
Quickly Locating Information Using the Multidex . . . . . . . . . . . . . . . . . . . . . . . . 76
Precise Searches Using Super-Find . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
NoteBook 3.0
Quickly Locating Information Using the Multidex
NoteBook’s patented Multidex™ appears at the back of every Notebook and contains pages that make it
easy to quickly locate information by what little you remember about it: a name, a number, the date you
entered it.
Multidex Pages
The Multidex contains many different pages, each providing a different view of the contents of a Notebook.
There are Multidex pages for text, dates and other attributes.
The Text page lists all
of the words in use
within the Notebook.
Click a letter to jump
to the words that
begin with that letter
on the page.
Clicking a word
expands it to show the
notes that contain it
and where.
Clicking a bullet jumps

you to the note’s page
and selects it.
By default, NoteBook
collapses each note to
just the first line of text
containing the word.
Use the Multidex Page
Options Sticker to
view matching notes
in their entirety.
Each Notebook’s Multidex contains the following pages:

n Text — all of the words within the Notebook
n Capitalized Words — all of the capitalized words within the Notebook
n Numbers — all numbers within the Notebook
n Internet Addresses — all e-mail addresses and URLs within the Notebook
n Highlighting — each highlighter used within the Notebook and the notes that use it
n Keywords — the Keywords used within the Notebook and the notes that use them
n Stickers — the Stickers used within the Notebook and the notes that use them
n To Do Items — the notes with to do checkboxes
n Attachments — the types of attachments within the Notebook and the notes that contain them
n Discarded Attachments — the attachments that do not appear in any note but still reside within
the Notebook
76 8 Searching Using the Multidex and Super-Find

NoteBook 3.0
n Creation Dates — the dates on which notes were added to the Notebook and the notes that were
added
n Change Dates — the date on which notes were changed in the Notebook and the notes that were
changed
n Due Dates — the due dates assigned to notes in the Notebook and the notes that have due dates
assigned
Precise Searches Using Super-Find
NoteBook support regular find (Edit → Find → Find…), but it also includes Super-Find. With Super-Find,
NoteBook uses all of the Multidex pages to locate information very precisely. For example, if you know that a
note was added after a particular date, and has a particular Keyword attached to it, you can use the Super-
Find panel to see just those notes added after that date and with that Keyword.
Searching Using Super-Find

Choose Edit → Find → Super Find… to search for notes with certain words and/or attributes. NoteBook
displays the search results in the Index section’s Super-Find Results page.
Use the Super-Find

panel to search for
cells with particular
text, Keyword, Sticker,
date, priority, action
item status and high-
lighting settings.
In the Keywords
& Stickers section,
command click items
to create a multiple
selection.
8 Searching Using the Multidex and Super-Find 77

NoteBook 3.0
Advanced Text Searching with Super-Find

Enter several words in the Super-Find panel’s text field to search for cells containing all of the words.
When you enter multiple words, NoteBook matches cells that con-
tain them all. NoteBook also ignores word order, so a search for
“contact suppliers” will also match cells with “suppliers contact”.
For more precise text searching, enclose the word or phrase in

quotes. Enclosing words in quotes causes NoteBook to perform a
“brute-force literal” search. Brute-force searches are less efficient
than the normal indexed searches, but can match text strings
more precisely.
Capitalizing a word within the quotes causes NoteBook to

perform a “case-sensitive” literal search for that word. In this ex-
ample, NoteBook will match cells containing “Contact suppliers”
and “Contact Suppliers” but not “contact suppliers”.
78 8 Searching Using the Multidex and Super-Find

Printing, Importing, Exporting,
9
and Website Publishing
Printing Pages in a Notebook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Importing Files From Other Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Sharing Pages and Notebooks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Exporting a Notebook to Other File Formats . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Publishing a Notebook as a Website . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Advanced Website Export Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Exporting Notes to Your iPod . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
NoteBook 3.0
Printing Pages in a Notebook
Printing Pages
Choose File → Print… to print pages from your Notebook.
By default NoteBook
prints the current
Notebook page. You
can set NoteBook to
print all pages or a
page range. If a Note-
book page contains
more information
than can fit within a
single printed page,
NoteBook uses two or
more pages to print it.
The Print sheet

contains options for
including the Cover
page in the printout,
and customizing
the layout, appear-
ance, and how page
numbers are printed.
If you’re running Tiger,
choose “NoteBook”
from the print options
popup menu to see
these options.
Setting Page Margins

Choose File → Page Setup… to set page margins. In the sheet that appears, choose NoteBook from the
Settings popup menu, then Enter your new margin settings in NoteBook’s custom page setup pane.
Exporting to PDF
To create a PDF version of a Notebook, choose File → Print…, then choose the Save as PDF… option in the
Print sheet’s PDF button.
80 9 Printing, Importing, Exporting, and Website Publishing

NoteBook 3.0
Importing Files From Other Applications
Importing refers to the conversion of files created by other applications into NoteBook outlines and text. If
you want to simply add a document to a Notebook, keeping it as a separate file that lives within a Notebook,
just drag-and-drop the file onto a Notebook page.
Importing Files
Choose File → Import to import documents created by other applications into a Notebook page. NoteBook
imports the following file formats:
n .txt — plain text
n .rtf/.rtfd — rich text
n .doc — Microsoft word processing format; NoteBook uses the .doc file reader built into OS X
n .opml — “Outline Processor Markup Language,” a popular XML-based file format supported by many
outlining applications
When importing, NoteBook recreates any outline structure it detects within the document: NoteBook con-
verts each line of text ending in a Return character into a single cell. NoteBook also counts the number of
tab characters at the start of each line and indents the cell that many times.
Importing NoteTaker Notebooks

If you have documents created by the old NoteTaker application, you can import them into NoteBook.
In NoteTaker, choose
File → Export
NTML… → Export
Notebook. In the
panel that appears,
turn off the option
to generate separate
page files, and choose
“NTML” from the XSLT
Transform popup.
Clicking Save places
the NTML output in
the folder you specify
in the Save As text
field.
In NoteBook, choose
File → Open… and
select the .xml file
in the NTML output
folder.
9 Printing, Importing, Exporting, and Website Publishing 81

NoteBook 3.0
Sharing Pages and Notebooks
Sharing Pages Using Page Bundles

You can share pages with other NoteBook users by sending them a Page Bundle. A Page Bundle is a collec-
tion of pages copied from one of your Notebooks, along with all of their attachments, bundled up into a file
that cannot be mangled by e-mail systems.
To create a Page
Bundle, turn to the
page you want to
share, press the Op-
tion key to change the
Notebook’s title bar
icon to a Page Bundle
icon, then drag the
Page Bundle icon from
the title bar to a Mail
or Finder window.
When another NoteBook user receives the Page Bundle, they can double-click it to open it, or drop the
bundle on one of their Notebooks to add its pages to that Notebook.
Page bundles have the file extension .nbpb, to distinguish them from regular NoteBook documents. They
also have a different file icon.
Sharing Notebooks via E-mail

Because some e-mail systems “mangle” Notebooks, you should “zip” or “stuff” them before including them in
an e-mail message. For example, locate the Notebook you want to e-mail in the Finder, then choose File →
Compress to create a zipped version of the Notebook that you can then send in e-mail.
Also, before e-mailing a Notebook you may want to reduce its size by removing any “discarded” attachments,
using the Discarded Attachments Multidex page.
Exporting a Notebook to Other File Formats
Exporting to Other File Formats

Choose File → Export… to export a Notebook to one of the following file formats:
n .txt — plain text, readable by text editors but does not preserve fonts or attachments
n .rtf/.rtfd — rich text, readable by most text editors and preserves fonts and attachments (NoteBook
uses the .rtfd file format if the exported pages contain attachments)
n .doc — Microsoft word processing format, preserves fonts and attachments (except those in Media
Frames) but is not readable by most applications; NoteBook uses the .doc file generator built into OS X
n .opml — “Outline Processor Markup Language,” a popular XML-based file format supported by many
outlining applications; it preserves the outline structure but not fonts and attachments
n .nbpb — NoteBook Page Bundle, for sharing one or more pages with other NoteBook users
n .nbml — “NoteBook Markup Language,” an XML-based file format that preserves fonts and attach-
ments but is not readable by most applications

NoteBook 3.0
Publishing a Notebook as a Website
You can turn any Notebook into a website, which you can then share with other computer users.
Publishing a Notebook Website to Your Hard Disk

Choose File → Export as a Website → To Disk… to display the website export sheet. By default, NoteBook
places the Notebook’s website components in the Sites folder in your home folder, in a folder with the Note-
book’s name. You can export all pages, a page range, or just the current page.
The web version looks

and behaves like the
original Notebook -
you can even still
expand and collapse
cells in the page’s
outline.
If a page has attach-

ments, NoteBook
copies them all into
the website export
folder. Clicking the
attachment’s icon
displays or downloads
the attachment.
Whenever you change

your Notebook you
can update the web-
site version by choos-
ing File → Export as
a Website → Export
Changes.
NOTES: Web pages have no notion of a “ruler,” so there are no tab-stops in the Notebook web pages. If you
use tabs to create columns within a Notebook page, web browsers will most-likely not display the columns
correctly. If you assign a password to your Notebook, the web version will not be password-protected.
NoteBook cannot generate web versions of a Notebook’s Index pages.

NoteBook 3.0
Creating a “Sidebar”-style Website

You can set a Notebook to export as “sidebar”-style website, where the browser window opens onto two
frames: a narrow “sidebar” frame on the left listing page names, and a main frame where each page gets
displayed. Clicking on a link in the sidebar frame displays the selected page in the main frame.
In the Notebook
section of the Export
pane of the Actions
Inspector (Window
→ Inspector), choose
“Create a Sidebar”.
NoteBook builds the

sidebar from the Note-
book’s Contents page.
Typically the Contents
page’s fonts are too
large for the sidebar’s
narrow width, so
NoteBook reduces
their size by the per-
centage specified in
the Export pane in the
Inspector. NoteBook
won’t reduce any font
to less than 11pt.
If you have one or more pages you don’t want to appear in the sidebar you can use the Export Inspector
pane to exclude them.
Notes About Lined Paper Styles and Other Page Backgrounds

Because of limitations in web pages, if a page has a lined paper style, only the left margin line carries over to
its website version. In addition, if a page has a background image, that image only appears in the website if
the image is “tiled.” The background image will not appear if it’s scaled or centered.
You can use the Page Output section of the Export pane in the Actions Inspector (Window → Inspector) to
customize the look of exported pages. For example, you can choose not to export the page background or
the page curl control.
Notes About Image Attachments and Their Thumbnails

If an attachment contains a PDF document, clicking the image thumbnail in the web page initiates a
download of the original PDF document. If an attachment contains another type of image file, such as a
PNG or JPEG, clicking the image thumbnail in the web page does nothing. You can change this behavior
in the Website Export Thumbnail Image Settings sheet. To access the sheet, Control-click an attachment
and choose Website Export Thumbnail Image Settings… from the contextual menu that appears. In
the sheet that appears you can specify what happens when the user clicks the attachment’s image in the
website: open the original document, for example.
For JPEG images, you can control the thumbnail image’s file size by setting its compression factor. This com-
pression setting does not affect the original JPEG document, only the thumbnail.

NoteBook 3.0
Publishing a Notebook Website Using a CD

You can give users on other computers a copy of your Notebook website by storing it to a CD. Drag the
website folder from its location on your computer’s hard drive to a blank CD, and then burn the CD. To view
the website from the CD, double-click the index.html file within the website on the CD. You can view the
Notebook website on any Mac, PC or Linux computer with a CD drive.
Publishing a Notebook to MobileMe or an FTP Account

When you choose File → Export as a Website → To Disk…, NoteBook places the results on your com-
puter’s hard drive. If you want to publish the results to the Internet, you must use a file transfer program to
upload them to a web server. You can skip the hard drive step completely by publishing directly to your
MobileMe account or an FTP or SFTP account.
Choosing File → Export as a Website → To the Web… creates a website from your Notebook and stores it
directly into your MobileMe account or FTP or SFTP server. When you export to MobileMe, NoteBook places
the results in the Sites folder of your MobileMe account.
When exporting to FTP or SFTP, NoteBook asks for your account information and the export destination
folder in your account. NoteBook creates a folder with the site name within the destination folder, and
places the website in that new folder.
Advanced Website Export Options
About NoteBook’s Website Export

When exporting as a website, NoteBook creates a set of files and folders within the Notebook’s export folder:
n attachments — a folder containing the page’s attachments

n images — a folder containing supporting image files
n index.html — the Notebook’s first exported page
n pages — a folder containing each page’s web file

NoteBook 3.0
Use the Export pane in NoteBook’s Inspector (Window → Inspector) to customize where NoteBook places
these folders and files, and even the export process itself.
Choose a custom
name for the page’s
web file.
The export style pop-

up lets you choose an
export location style
for the current page.
Create new styles or
use the default one.
Each location style

specifies the top-level
export path, and the
names of subfolders
within the that path.
If you set the export
folder, NoteBook
won’t ask you for one
at export time. Each
subfolder is relative to
the export path, but
you can choose an
absolute path.
The “Use cell text as

contents” option tells
NoteBook to fill the
page’s web file with
the text contents of
the page.
Once you’ve chosen “Use cell text as contents” for a page, place the custom web code within the page’s cells.
Here’s an example from the NoteBook Help Notebook:
During export, Note-

Book fills the page’s
web file with this text.
NoteBook ignores
hidden cells — a
cell’s parent must be
expanded for its text
to be included.

NoteBook 3.0
Exporting Notes to Your iPod
You can export the text of any page’s outline to your iPod. Your iPod must follow Apple’s “notes” specifica-
tion, which Apple has not implemented on all iPods. For example, iPhones and iPod Touches do not support
the notes specification.
Exporting to an iPod
Choose Page → Sync Page to iPod to add a copy of a Notebook page’s outline to your iPod.
NoteBook adds an
iPod Sticker to synced
pages.
NoteBook places synced pages in a NoteBook folder in your iPod’s Notes folder.
Choose a page from the list. Do not choose the “{nbfiles}” entry — this is a collec-
tion of administrative files.
When you view a page, the first screen is a list of its top-level cells.
Selecting a cell displays that cell’s children, and so on.
When you change a synced page, NoteBook syncs those changes to your iPod after you save the changes.
If your iPod isn’t attached when you save changes to a synced page, that’s OK — NoteBook collects the
changes until the next time you attach your iPod to your computer. But if NoteBook isn’t running when you
attach your iPod, the changes won’t get transferred. NoteBook syncs pages to your iPod without the help of
Apple’s iSync application. NoteBook syncs pages without the help of Apple’s iSync application.

Menu Guide
10
NoteBook . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Edit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Outline . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Format . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Window . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
NoteBook 3.0
NoteBook
About NoteBook… — displays NoteBook’s About panel

Check for a New Version — checks the Circus Ponies
website for a newer version of NoteBook than the one
you’re running
Preferences… (Cmd-Comma) — toggles NoteBook’s

Preferences panel
License Manager… — displays NoteBook’s License
Manager
Show License Agreement… — displays the NoteBook
software license agreement
Services — lists the Services provided by other applica-

tions to operate on the current selection
Hide NoteBook (Cmd-H) — hides the NoteBook
application
Hide Others (Option-Cmd-H) — hides all applications
except NoteBook
Show All — reveals all hidden applications
Quit NoteBook (Cmd-Q) — quits the NoteBook

application
90 10 Menu Guide
NoteBook 3.0
File
New (Cmd-N) — creates an new, untitled Notebook

New from Starting Point… — opens a panel of Note-
book templates for common tasks
Open… (Cmd-O) — displays the Open panel
Open Recent — lists the Notebooks you’ve recently
opened
Close (Cmd-W) — closes the current Notebook

Save (Cmd-S) — saves the current Notebook
Save As… (Shift-Cmd-S) — saves the current Notebook
to a new location on your computer
Save All — saves all unsaved Notebooks
Revert to Saved… — discards all changes you’ve made
to the current Notebook since you last saved it
Import… — imports the contents of files in certain file

formats into a Notebook page
Export… — saves some or all of the current Notebook in
a file format that can be read by other applications
Export as a Website… — contains commands for saving
some or all of the current Notebook as a website, to your
hard disk or the web
Cover (Control-Cmd-K) — toggles Notebook’s cover

page
Set Password… — sets the password required to open
the Notebook
Page Setup… (Shift-Cmd-P) — displays the Print Page

Setup sheet
Print… (Cmd-P) — displays the Print sheet
10 Menu Guide 91
NoteBook 3.0
Edit
Undo (Cmd-Z) — undoes the most recent command

Redo (Shift-Cmd-Z) — redoes the most recent com-
mand
Cut (Cmd-X) — removes the current selection and stores

it on the Clipboard
Copy — commands to copy the current selection to the
Clipboard
Paste — commands to paste the Clipboard’s contents
Delete — removes the current selection without storing
it on the Clipboard
Select All (Cmd-A) — selects all text or cells
Deselect All (Shift-Cmd-A) — deselects all cells
Insert — commands to insert line breaks, page breaks,

smart quotes, and time and date stamps
Remove — commands to remove page breaks
Complete (Option-Escape) — presents a list of comple-
tions for the word you’re currently typing
Assign as Keyword (Option-Cmd-K) — converts the
current text selection into a Keyword and adds it to the
current cell, or removes the Keyword represented by the
current selection from the cell
Highlight — commands for highlighting the current cell

or text selection, setting the current highlighter
Link — commands for creating web and cell links, setting
the current link color
Find — commands for finding text within a Notebook

Filter — commands for filtering text
Spelling — commands for spell checking
Speech — commands to start and stop speaking the cur-
rent selection
Edit LinkBack Item — opens a LinkBack item in its editor

application
Special Characters… — opens the Characters palette
92 10 Menu Guide
NoteBook 3.0
View
Ruler (Cmd-R) — toggles the text ruler

Contents Card (Option-Cmd-Home) — toggles Con-
tents Card display
Navigation Bar — toggles navigation bar display
Toolbar (Cmd /) — toggles toolbar display
Customize Toolbar… — reveals a sheet for configuring
the toolbar
Creation Dates — toggles creation dates display

Change Dates — toggles change dates display
Due Dates — toggles due dates display
Show Date and Time — toggles display of dates and
times in the dates column
Shapes — toggles Shape display

Focus on Shapes (Option-Cmd-S) — toggles direction
of all mouse clicks and key presses to the Shape layer
Stickers — toggles Sticker display
Keywords (Cmd-K) — toggles Keyword display
Checkboxes — toggles status checkbox display
Priorities — toggles priority display
Notes Column (Control-Cmd-H) — toggles Cornell Note
Taking page notes column display
Zoom — commands for changing the Notebook’s visual

scale
10 Menu Guide 93
NoteBook 3.0
Page
Note Page (Shift-Cmd-N) — adds a new Note page to

the current Notebook
Writing Page — adds a new Writing page to the current
Notebook
Cornell Note Taking Page — adds a new Cornell Note
Taking page to the current Notebook
To Do Page — adds a new to do page to the current
Notebook
Divider Page (Option-Cmd-N) — adds a new Divider
page to the current Notebook
Delete Current Page — deletes the current page from
the Notebook
Remove Multidex — deletes/adds the Multidex pages
from the Notebook
Go — commands for jumping to a different page in the
Notebook
Paper Style — commands for changing the current

page’s paper style
Add a/Remove Tab (Shift-Cmd-T) — adds a tab to or
removes a tab from the current page
Add a/Remove Clipping Service — adds or removes a
Clipping Service to or from the current page
Voice Annotate... (Option-Cmd-R) — adds a voice an-
notation to the current page
Sync Action Items to iCal/Entourage — syncs the page’s
action item cells to iCal or Entourage
Sync Page to iPod — syncs the page’s outline to your
iPod
Prevent Editing — locks or unlocks the current page so

that it’s not possible to make changes
Encrypt within Notebook — encrypts/decrypts the cur-
rent page’s data file on disk
Show Page Inspector… — reveals the Page Inspector
94 10 Menu Guide
NoteBook 3.0
Outline
New Cell (Return) — adds a new cell

New Cell Above (Shift-Return) — adds a new cell above
the selected cell
New Table — adds a new table to the outline (not avail-
able in the initial 3.0 release)
Show Full Cell Text (Escape) — toggles the selected
cells to show just their first line of text
Expand and Collapse — commands for expanding and
collapsing cells
Move — commands for moving cells within the outline
Join (Shift-Cmd J) — combines two or more sibling cells
into one
Divide (Control Return) — creates two cells from one,
splitting the current cell apart at the text insertion point
Paragraph Mode (Cmd-Escape) — tells NoteBook to add
a Return character when you press the Return key
List Mode (Cmd-L) — causes the Return key to both end
editing and create a new cell
Hoist (Shift-Cmd-H) — focuses the page on one cell and

its descendants
Unhoist (Option-Shift-Cmd-H) — undoes one level of
hoisting
Unhoist All — unhoists all hoisting
Cell Controls — commands for hiding and showing cell

controls
Cell Spacing — commands for adjusting the inter-cell
spacing
Numbering — commands for configuring the cell num-
bering style
Auto-Sorting — commands for configuring auto-sorting
Add Keyword — shows a field for typing a Keyword to

add to the current cell
Action Item — commands for configuring cells as action
items
Remove — commands for removing Keywords and Stick-

ers from the selected cells
Select — commands for selecting cells
Add a/Remove Clipping Service — adds a Clipping

Service to the cell, or removes it.
10 Menu Guide 95
NoteBook 3.0
Notes
New Text Note (Control-Cmd-N) — adds a new text note

to the page
Sticky Note — commands for adding Sticky Notes to the

current page
Sticky Flag — commands for adding Sticky Flags to the
current page
Reminder Flag — commands for adding Reminder Flags
to the current page
Shapes
The Shapes menu contains commands for adding shapes

and lines to the current page.
Format
Font — commands for changing the current font and

font style
Text — commands for changing the current text
alignment
Shapes — commands for changing the ordering of
shapes on the page
96 10 Menu Guide
NoteBook 3.0
Window
Minimize (Cmd-M) — minimizes the current window by

placing it in the Dock
Zoom — increases the current window to its maximum
size
Inspector (Shift-Cmd-I) — toggles NoteBook’s Inspector

panel
Bring All to Front — positions all of NoteBook’s windows

in front of every other application’s windows
Help
NoteBook Help (Cmd-?) — opens NoteBook’s online

help document
Quick Start Guide — opens NoteBook’s Quick Start
guide
What’s New in NoteBook 3.0 — displays the NoteBook
3.0 release notes
Watch Online Tutorial Videos — opens a web browser

window to the NoteBook online tutorial videos
Visit Discussion Forums — opens a web browser win-
dow to the NoteBook online discussion forums
Send Feedback… — brings up the Feedback page on
the Circus Ponies website; use this command to report
bugs or submit suggestions
10 Menu Guide 97
Frequently Asked Questions
11
“NoteBook Says Someone Else is Using My Notebook?” . . . . . . . . . . . . . . . . . . . . 100
“Can I Install NoteBook on My Desktop and My Laptop?” . . . . . . . . . . . . . . . . . . . 100
“NoteBook Says My License File is Invalid?” . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
“How Can I Remove the Blank Lines NoteBook Has Added to My Cells?” . . . . . . . . . 102
“Can I Merge a Notebook I’ve Changed on Two Different Computers?” . . . . . . . . . . 102
“What Do the ⌘, ⇧, ⌥, ⌃, ⎋, ↩, ⇥, ↖ and ↘ Menu Symbols Mean?” . . . . . . . . . 103
“How Do I Hide the Blue Bullets for Cells that Can’t Expand?” . . . . . . . . . . . . . . . . 103
“How Do I Link a File into a Notebook?” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
“How Do I Change the Paper Style and Font of All Pages in a Notebook?” . . . . . . . . 104
“How Do I Tell NoteBook Not to Add Tabs to New Divider Pages?” . . . . . . . . . . . . . 104
“How Do I Save a Notebook as a PDF File?” . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
“Is There a NoteBook ‘Reader’ Application?” . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
“Does NoteBook Run on Windows?” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
“Can I Give Copies of My Notebook Websites to Windows Users?” . . . . . . . . . . . . . 105
“How Can I Clip — the Contextual Menu Doesn’t Appear and the
Services Menu Doesn’t Work?” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
“How Can I Clip — the Services Menu Items are Dimmed or Do Nothing?” . . . . . . . . 106
“How Can I Remove Old Clipping Services?” . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
“Why is Printed Text Smaller than Onscreen?” . . . . . . . . . . . . . . . . . . . . . . . . . . 106
“How Do I Set Paper Margins for Printing?” . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
“How Do I Print the Cover Page?” . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
NoteBook 3.0
“NoteBook Says Someone Else is Using My Notebook?”
“I’m getting the message that my Notebook appears to be open on another computer, but I’m the only
person with access to it. What’s happening?”
When you open a Notebook, NoteBook saves a small “lock” file inside of it. If someone else opens that
Notebook — if it lives on a network disk, for example — their copy of NoteBook sees the lock and tells them
the Notebook is already open. It’s important that NoteBook flag two people opening the same Notebook
because the Notebook can become corrupted as each person saves their changes. When you close the
Notebook, NoteBook removes the lock file.
If NoteBook or your computer crashes while a Notebook is open, the lock file will still exist the next time you
open that Notebook. NoteBook sees the lock file and thinks the Notebook is open on some other computer.
Because it’s not really open anywhere else, it’s safe for you to choose “Open to Make Changes.”
“Can I Install NoteBook on My Desktop and My Laptop?”
You can install NoteBook on as many computers as you like, the only restriction is just one of those copies
can run at one time.
100 11 Frequently Asked Questions

NoteBook 3.0
“NoteBook Says My License File is Invalid?”
If you see the message
NoteBook is having trouble finding a valid license file. Why might a license file become invalid? When
you enter a license key, NoteBook saves it in a file in ~/Library/Application Support/NoteBook/Licenses. At
launch time, NoteBook reads your license information from this file instead of asking you for it.
A license file is unique and becomes invalid when copied. If you ever restore your home folder from a
backup, for example, NoteBook may not accept the restored license file. Re-entering your original license
key allows NoteBook to generate a new and valid license file.
In the panel above, click Go to License Manager to view your licenses in the License Manager.
Click “Delete” to delete

the invalid license file,
then “Add” to re-enter
your license key.
Be sure to enter your license key and not your license key’s serial number. NoteBook won’t accept the serial
number in lieu of the license key.
11 Frequently Asked Questions 101

NoteBook 3.0
“How Can I Remove the Blank Lines NoteBook Has Added to

My Cells?”
Sometimes NoteBook adds blank lines to the cells on a page:
NoteBook adds
blank lines when it
determines there’s
not enough space to
place each line of text
on consecutive paper
lines.
When a page’s background contains paper lines, NoteBook aligns the text in each cell to the lines on the
page. NoteBook inserts a blank line whenever it determines that a line of text won’t fit comfortably beneath
the previous line of text. For example, if the page’s line spacing is too narrow, text placed on consecutive
lines would overlap without the extra space.
By default, NoteBook sets the page’s line spacing based on the font in the page’s first cell. If the first cell’s
font is smaller than the fonts in the cells that follow, NoteBook will add blank lines to those cells to avoid
overlap. To remove the blank lines, you can either set the cells on the page to use the same font, or choose a
different line spacing option in the Page Background Inspector (Window → Inspector).
“Can I Merge a Notebook I’ve Changed on Two Different Computers?”
It is not currently possible to merge the same Notebook, changed on two different computers, into a single
document. For example, if you copy a Notebook from your desktop to your laptop and then change each
copy separately, you cannot combine the two copies back into a single document.

NoteBook 3.0
“What Do the ⌘, ⇧, ⌥, ⌃, ⎋, ↩, ⇥, ↖ and ↘ Menu Symbols Mean?”
Each symbol corresponds to a key on your keyboard:

⌘ — Command/Apple key
⇧ — Shift key
⌥ — Option/Alt key
⌃ — Control key
↩ — Return key
⇥ — Tab key
⎋ — Escape key
↖ — Home key (Function-Left Arrow on laptops)
↘ — End key (Function-Right Arrow on laptops)
By The Way
Why did we choose these symbols for these keys? We didn’t — these are the symbols Apple selected for the
OS X user interface.
“How Do I Hide the Blue Bullets for Cells that Can’t Expand?”
Choose Outline → Cell Controls → Of Non-Empty Cells to hide the cell controls of empty cells, or
Outline → Cell Controls → Of Parent Cells Only to hide the cell controls of cells with no children
“How Do I Link a File into a Notebook?”
Press the Option key while dragging to get the link cursor. When you release the mouse, NoteBook will cre-
ate an Alias to the original file, which means that it will track it wherever you move the original file on your
computer. You can make linking your default drag-and-drop action in NoteBook preferences.

NoteBook 3.0
“How Do I Change the Paper Style and Font of All Pages in a

Notebook?”
Use the Notebook Inspector to change the paper style and font of all of the pages in a Notebook. The Note-
book Inspector displays the current default paper style and font settings for the Notebook.
You can set the default paper style and font for all new Notebooks in NoteBook preferences.
“How Do I Tell NoteBook Not to Add Tabs to New Divider Pages?”
By default, NoteBook adds a tab to each new Divider page you add to a Notebook. The Notebook Inspector
(WIndow → Inspector) contains an option to disable this behavior. You can set NoteBook not to add tabs
to new Dividers for all new Notebooks in NoteBook preferences.
“How Do I Save a Notebook as a PDF File?”
To create a PDF version of a Notebook, choose File → Print…, then choose the Save as PDF… option in the
Print sheet’s PDF button.

NoteBook 3.0
“Is There a NoteBook ‘Reader’ Application?”
There is no separate NoteBook reader application — you must have a copy of NoteBook to open a NoteBook
document.
However, with NoteBook’s website export feature, you can create websites that look and behave much like
the original NoteBook document, and any computer user with a browser can view them.
“Does NoteBook Run on Windows?”
NoteBook does not run on Windows. NoteBook is available exclusively on Mac OS X.
“Can I Give Copies of My Notebook Websites to Windows Users?”
Yes - you can give users on other computers a copy of your Notebook website by storing it to a CD. Drag the
website folder from its location on your computer’s hard drive to a blank CD, and then burn the CD. To view
the website from the CD, double-click the index.html file within the website on the CD. You can view the
Notebook website on any Mac, PC or Linux computer with a CD drive.
Clipping
“How Can I Clip — the Contextual Menu Doesn’t Appear and

the Services Menu Doesn’t Work?”
Not all applications properly support the OS X Services menu or contextual menu plug-ins, especially older
“Carbon” applications. If you ever encounter an application that supports neither, you can clip using Note-
Book’s Dock icon: copy the selection to the Clipboard, then Control- or right-click NoteBook’s Dock icon and
choose a Clipping Service from the Paste to menu.

NoteBook 3.0
“How Can I Clip — the Services Menu Items are Dimmed or

Do Nothing?”
Not all applications properly support the OS X Services menu. If you ever make a selection and find the clip-
ping service items are dimmed, try clipping using the contextual menus. If the application does not support
contextual menu plug-ins, you can clip using NoteBook’s Dock icon: copy the selection to the Clipboard,
then Control- or right-click NoteBook’s Dock icon and choose a Clipping Service from the Paste to menu.
“How Can I Remove Old Clipping Services?”
If Clipping Services appear for a Notebook that no longer exists, you can remove the old Clipping Services
using the Clip pane of the Actions Inspector (Window → Inspector).
Printing
“Why is Printed Text Smaller than Onscreen?”
By default, NoteBook prints a page exactly as it appears onscreen, including how the text wraps. If you print
a Notebook that has a very wide window, NoteBook has to scale the text in the printed output to maintain
the same text wrapping. You can turn off this scaling in NoteBook’s printing customization options. Choose
File → Print to reveal the Print sheet, then in NoteBook’s custom printing section choose the “Conform to
selected paper size” text wrapping option to disable scaling. If you’re running Tiger, choose “NoteBook” from
the Print sheet’s Options popup to see NoteBook’s customization options.
“How Do I Set Paper Margins for Printing?”
Choose File → Page Setup… to set page margins. In the sheet that appears, choose NoteBook from the
Settings popup menu, then Enter your new margin settings in NoteBook’s custom page setup pane.

NoteBook 3.0
“How Do I Print the Cover Page?”
You can set a Notebook to print its Cover page in NoteBook’s printing customization options. Choose File
→ Print to reveal the Print sheet, then in NoteBook’s custom printing section click the checkbox to print the
Cover page. If you’re running Tiger, choose “NoteBook” from the Print sheet’s Options popup to see Note-
Book’s customization options.

Version Info
12
What’s New in 3.0 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
NoteBook 3.0
What’s New in 3.0
Shapes, Sketches and Handwriting Recognition

n NoteBook 3.0 includes the ability to add diagrams and sketches to Notebook pages. These shapes live
in a layer that floats above each page. The toolbar includes an item that, when dragged out, creates a
new shape that you can place on the page. There’s a range of shapes to choose from, with attributes
like fill color, drop shadow, and stroke thickness that you can set using the Inspector. There’s also a
toolbar item with a collection of lines you can use to connect shapes together, with attributes also
set using the Inspector. Shapes can contain text, and shapes will appear in the Mutlidex’s text pages
under the words they contain.
n The toolbar also contains an “Ink” item that lets you set the mouse mode for drawing in the shape layer
(note that this item is not in the default toolbar - you have to choose View → Customize Toolbar… to
add it if you want it). Mouse mode lets you move shapes with the mouse or stylus. Sketch mode lets
you draw with the mouse or stylus. When using a stylus, NoteBook varies the line thickness based on
the pressure you apply to the tablet. If you have a tablet attached, you can also switch to Write mode,
where the strokes you make using the stylus are converted to text using Apple’s InkWell handwriting
recognition technology. At some point after you write, NoteBook asks InkWell to evaluate your strokes
and shows you the best interpretation of what you’ve written. InkWell generally provides ten possible
interpretations of handwriting - click an interpretation to see that list, or choose Edit to write a new
one. When you choose Edit, NoteBook switches to “write anywhere” mode, which means you should
just begin writing the new text anywhere on the screen, under which InkWell will place a yellow pad.
By default, NoteBook always shows you how InkWell has interpreted what you’ve written - you can turn
them off using the Ink toolbar item.
n The command View → Shapes shows/hides the shape layer, and the command View → Focus on
Shapes lets you tell NoteBook you only want to work with items in the shape layer.
n You can add an attachment to the shape layer by holding down the Shift key while you drop it onto
the page.
n The Ink toolbar item has a command for setting the pen color and width.
n There is a Shapes menu for adding shapes without using the toolbar.
Outlining
n When NoteBook 1.0 first shipped, every page was an outline, and all content lived within outlines.
With the addition of writing pages, shapes, and the like, outlines are no longer pervasive which makes
commands like Paragraph Mode and Expand and Collapse odd entries in general menus like Edit
and View. For this reason, a new Outline menu has been created that replaces the Cell menu and
consolidates all outline-related functionality.
n Also, the default page is called a “Note” page rather than an “Outlining” page. Note pages start off com-
pletely empty except for their name. To start creating an outline, press Return. You can also double-
click anywhere to place a note at that spot.
n You can now set cell numbering on a per-cell (and descendants) basis. There is no longer the concept
of a page-wide outlining style - when opening a 2.1 Notebook in 3.0, NoteBook 3.0 will transfer each
page’s numbering settings to its cells.
n You can now set the line spacing of levels in an outline.
110 12 Version Info

NoteBook 3.0
n There is now an option in preferences to have left/right arrow keys initiate editing rather than turn the
page (those shortcuts become Option-Cmd Left/Right Arrow).
n The default line spacing option is now set to “height of tallest cell,” which should avoid the problem
of unwanted extra lines after a font change, or the “extra line” problem that often occurs after pasting
multi-font text from a web page
n The List Mode/Paragraph Mode default settings in preferences no longer apply just to new Notebooks.
NoteBook no longer displays a List Mode indicator on the page.
n Pressing Shift-Return creates a new cell above the current one.
n You can now fully drag cells to copy or move them between pages and Notebooks. In 2.1 you could
drag a cell to a Contents Card entry or a page’s tab to deposit the cell on that page. Pressing Option
while dragging now copies the cell to that page. Hovering over a tab or moving over a tab pressing
the Space bar temporarily turns to that page, allowing you to precisely position the cell on the destina-
tion page.
n You can now add a new cell above the current one using the Outline → New Cell Above command.
Indexing
n “Multidex” is now the new name for what was called the Index Section. Where an index page was
once referred to as the “Text Index” page, it is now called the Text page within the Multidex.
n Pressing Option-Cmd while opening a Notebook forces a rebuild of its index.
n When using NoteBook on Leopard, NoteBook uses the Leopard “tokenizer” to locate words within a
cell. This change should mean little for Western languages but will make a significant difference when
indexing languages like Japanese where words are not separated by spaces. If you open a Tiger-in-
dexed Notebook on Leopard, or if you open a Leopard-indexed Notebook on Tiger, NoteBook will force
a reindex so that the platform-appropriate index is used.
n NoteBook’s indexer has been reworked somewhat, to do a better job of locating numbers and to not
break up special strings within the text that are combinations of text and numbers.
n NoteBook now indexes and presents all words within a Notebook. Previously NoteBook used a “stop
list” to ignore common words like “the” and “and,” but as of NoteBook 3.0 the stop list concept has been
abandoned. A stop list helps reduce the index size on disk, but thanks to another change in how Note-
Book saves index information, the index files NoteBook 3.0 generates are 1/2 or less the size of Note-
Book 2.1 index files, even without the stop list. The first time you open an old Notebook in NoteBook
3.0, NoteBook will force a rebuild of its index.
NoteBook and Spotlight

n All of a Notebook’s text now appears in Spotlight (subject to the 100k limit imposed by Spotlight on
the amount of text it will index from one document). Previously only the words that appeared in a
Notebook’s Text Multidex page would appear in Spotlight, which meant words on the stop list did not
appear. Also, if a Notebook has encrypted pages, all the text from the Notebook except for that on
encrypted pages will appear. Previously if a Notebook included encrypted pages, none of its content
appeared in Spotlight.
n When a Notebook opens as a result of a Spotlight search, NoteBook now initiates a Super-Find search
on the Spotlight search terms to show you where the Notebook matched the Spotlight search.
12 Version Info 111

NoteBook 3.0
Working with Pages

n You can now open a page in its own window, separate from the window of the Notebook that con-
tains it. Opening a page in its own window is akin to temporarily pulling it out of the main Notebook,
so while a page resides within its own window you cannot turn to it within the main Notebook win-
dow. Any changes you make to a page in its window are preserved when you save the Notebook or
close the page’s window.
n Option-clicking a page in a Divider page opens that page in another window.
n You can now prevent editing on any page within a Notebook.
Clipping
n You can now clip to Divider pages. Each time you clip to a Divider page, NoteBook adds a new page to
the Divider to hold the clipping.
n When clipping to an Outlining page, NoteBook now places the clipping at the end of the page.
n There is now an Add Cell Clipping Service command in the cell contextual menu.
n You can now send a PDF version of a document directly into a Notebook using a Clipping Service.
When printing in another application, the Print sheet’s PDF button now contains a “Send PDF to
NoteBook” menu that lists your Clipping Services - choose one, and the Print sheet will send the PDF it
generates for the document to that page in your Notebook.
Encryption and Password Protection

n When you encrypt a page, NoteBook now requests the Notebook’s password only when you turn to
the page or otherwise need to access the encrypted page’s data. When you turn to a Multidex page,
export or print a Notebook with encrypted pages, NoteBook asks for the password to access the en-
crypted data - if you don’t enter it, NoteBook restricts your access to just the unencrypted data. Once
you’ve entered the password, NoteBook won’t request it again until you cover the Notebook or close
and reopen it.
Contents Card
n The Contents Card has been redesigned, and now includes a proper scroll bar. It also includes a cur-
rent page indicator and displays the page number of each item.
n When dragging cells to the Contents Card, you can now hover over a Divider page or press the Space
key to expand the Divider within the Contents Card. If you hover over or press the Space key while
positioned over an Outlining page, NoteBook turns to that page within the Notebook, allowing you to
position the cells on that page.
n The Contents Card only appears with a Notebook’s main window - it cannot be attached to the win-
dow of a page that you’ve opened in a separate window.
Sticky Notes and Flags

n You can add Sticky Notes and Flags to your Notebook pages. The notes and flags can contain what-
ever text you like, and there are several different designs to choose from. To remove them, drag them
away from the page (they will “poof” away). When you turn away from a page, its Sticky Notes disap-
pear except for whatever portion sticks out beyond the Notebook’s border - clicking a sticky takes you
to the page it’s attached to. Sticky Notes do not appear when you print or export as a website, but
they do appear in the Multidex’s text pages, under the words they contain.
n Note that when you double-click in a Sticky Note to edit its text, you have to click back inside the
Notebook window it’s attached to to end editing (or press Escape or Enter). While in edit mode it’s not
possible to move the note.
112 12 Version Info

NoteBook 3.0
n You can attach a Sticky Flag (the skinny stickies) to any cell in the Notebook. To do this, hold down the
Option key while dragging the Sticky Flag - a small arrow will appear, and NoteBook will highlight the
cell the flag is attached to. To unattach it, drag and press and release the Option key.
n The View → Stickies and Flags command hides/shows sticky notes and flags (this is a Notebook-wide
setting).
Attachments
n On Leopard you can tell NoteBook to QuickLook (using the contextual menu or the Quick Look com-
mand in the Outline menu) an attachment, which will cause the attachment to appear in the standard
Quick Look viewer.
n You can now move files into a Notebook. Previously the only file operation options were copy and link.
Pressing Command while dragging to a page adds the file(s) to the page and moves the original(s)
to the Trash. Note that you should only opt to move files when dragging from the Finder. NoteBook
cannot know the drag source application, so if you drag an attachment from Mail, say, NoteBook will
proceed with the move, leaving Mail confused about the location of the attachment.
Printing
n The default print settings are now closer to what you might really intend when you print (i.e. no page
border or paper lines, narrower margins), and should allow you to really feel like you’re positioning text
and shapes on a real piece of paper. For example, if you add a rectangle shape and position it along
the page’s left margin such that part of the shape is not visible, you will get nearly that same position-
ing when you print the page.
New Toobar
n NoteBook 3.0 includes a new toolbar that has been redesigned to resemble a ruler at the top of the
page, and incorporates the standard text ruler. It includes larger icons (a frequent request). There are
two background styles: plastic (you can set the color in preferences) and wood grain. You can also
reduce the size of the toolbar by Cmd-clicking the toolbar “lozenge” (the control located in the window
titlebar’s upper right corner).
n The toolbar includes a search field which searches the current page.
n Note that the small Inspector “i” button is no longer present in the lower-right corner of the Notebook
window. If you want a button that brings up the Inspector, add the Inspector toolbar item to your
toolbar.
Redesigned Inspector
n The Inspector panel has been redesigned. It is now 25% narrower, and resizes vertically as needed,
both to conserve screen real estate.
n You can now make changes to multiple cells, attachments or shapes at once (not just one-at-a-time).
Cell Dates
n The View menu contains an option to view both dates and times when viewing cell dates (Creation,
Change, Due). NoteBook has always stored times with cell dates, so all cells in existing Notebooks can
display their dates and times.
n In the Inspector you can now modify Creation and Change dates. With multiple cells selected, these
changes will apply to all of the selected cells.
12 Version Info 113

NoteBook 3.0
Miscellaneous Changes
n Cmd-click opens links in the background.
n NoteBook will now speak the text in the selected cells.
n There is an Outline → Add Keyword command which lets you assign a keyword to a cell without us-
ing the Keywords Inspector. When you choose it, a combo box appears in the Keywords column in the
same row as the selected cell, which you can use to choose an existing Keyword or create and add a
new one. You can also double-click in a cell’s Keyword space to make the combo box appear.
n When you click in a cell’s date area in the due date column, a calendar button appears which brings up
a graphical time/date control for setting the date.
n When you open a Notebook, NoteBook now preserves the modification date (previously that date
would change to whenever you opened the Notebook as a result of NoteBook writing the lock file).
n You can now set NoteBook to hide completed cells, which it will do once per day.
n When parent cells are set to display the soonest or latest date of their children, NoteBook now ignores
completed children.
n NoteBook now preserves Finder Spotlight comments for documents dragged into Notebooks docu-
ments.
n With web export, the file format for transparent images is now PNG instead of GIF. When NoteBook
was first released, there were many Windows computers that could not properly render transparent
PNGs but 5-years later the problem should be rare. Transparent PNGS look much better than transpar-
ent GIFs.
n The Voice Annotation panel lets you set values for metadata such as the recording’s title, which will ap-
pear when exported to iTunes.
n When running NoteBook from the Desktop, Downloads folder, CD or .dmg, NoteBook offers to install
itself in your Applications folder on quit.
n The way NoteBook draws highlighting has changed slightly. It’s not hyper-realistic as you see in Leop-
ard Mail notes as this proved to be too distracting, but it is nicer than 2.1 highlighting.
n Added a little more space at the bottom of the page so that when you’re typing at the very bottom
you’re not typing right up against the page border.
n There’s now an option to have NoteBook strike-through action items when they are completed.
n The built-in due date sort now sorts ascending by default (so that the oldest incomplete items appear
at the top).
n Added a heavily-requested 3-ring binder option.
n You can now associate a name with each highlighter color.
n On Leopard you can take a picture using the built-in iSight camera and have that picture inserted into
the current Notebook page.
114 12 Version Info

Notebook 3.0: User Guide

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NoteBook 3.

3. Notebooks, Pages and Dividers

4. Working with Notes

7. Diagrams, Sketches and Handwriting

8. Working with To Do Items

9. Searching Using the Multidex and Super-Find

10. Printing, Importing, Exporting, and Website Publishing

11. Menu Guide

12. Frequently Asked Questions

13. Version Info

➊ Choose File → Save and give the Notebook a name.

The indented cell is

➍ Use the Return key create more cells.

➎ Click the triangle to hide the parent cell’s children.

➐ Drag a file from the Finder and drop it on the page.

NoteBook copied the

You can store files,

The Contents page

A Divider page is like

New Notebooks start

Adding a new cell to

➍ Click the Contents tab again, to return to the Contents page.

The Contents and

Every Notebook has a

For example, the Text

Clipping into a Notebook

“Clipping” is a quick way of adding information to a Notebook.

Select “Untitled,” type

➌ Choose Page → Add a Clipping Service.

You can create as

Click and hold the

Because the clipping

Make a selection, then

Copy the selection,

NoteBook saves each

➋ Choose View → Keywords.

➌ Choose Outline → Action Item → Increase to increase the priority.

➍ Choose Outline → Action Item → Add a Status Checkbox.

➏ Select a word in the cell and choose Edit → Highlight → Add.

NoteBook provides six

Adjust the input levels.

Click and hold a Voice

The Super-Find panel

Results appear in the

Working with Media

Use the Print com-

If you choose “Export

➍ In a Finder window, double-click the file ~/Sites/untitled/index.html.

The website Notebook

Now that you know the basics...

Before You Upgrade to 3.0

Before You Migrate to Leopard

NoteBook will not

Installing the NoteBook Application

Note: NoteBook 3.0 requires OS X 10.4.11 (“Tiger”) or higher.

Be sure the copy

If you installed Note-

Entering Your License Key

Managing Your NoteBook Licenses

Choose NoteBook → License Manager to view your NoteBook licenses.

The License Manager

Recovering From an Invalid License File