THE SCENARIO

Have you ever wondered how to transfer ownership with OneNote? I can help! In the following scenario, a role change necessitates an ownership transfer.

Connie is moving into a new position at her company. The role is completely different and full of new responsibilities, so she decides to give her old workflow notes to her assistant, Roger. Connie knows that there is only one way to transfer OneNote packages, but there are two possible starting points. If she accesses the file from online, then she has to sign into office online, go to her notebooks and click Edit in OneNote before moving forward. If she accesses the file(s) from her desktop or applications, then she will immediately have access to OneNote.

After gaining access to OneNote, Connie opens the file(s) she wants to transfer. Next, she clicks File. Following that, she goes to Export. Here is a screenshot of what her page looks like.

The OneNote Package option should be selected as shown on the right side of the screenshot.

The OneNote Package option should be selected as shown on the right side of the screenshot.

After Connie exports the OneNote package, Roger saves it to his computer. Now Roger has ownership of the OneNote package and is able to upload it to his OneDrive for business. 

What if it Does not Work?

If the aforementioned steps do not work, then copies must be made manually into new notebooks. In our scenario, Roger would have had to manually save the file(s). This takes longer than the other method because you can only copy one section at a time instead of an entire notebook.

Robert Dunson

IT Consultant | AfidenceIT

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