Best Practice: Publishing OneNote notebooks in your Portal

Publishing OneNote notebooks allows you to share relevant content within the Portal. Combine it up with Custom Menus and Menu Items, and you'll have a powerful set of tools that will allow you to customize what your customers can see.

Benefits at a glance

• OneNote is robust, secure, and well supported

• You can support your notes with multimedia

• You can curate your content down to the last detail

• Seamless integration with your DD Portal

• You can show different Notebooks to different clients

• Easy integration inside Custom Menus

• Useful anytime you attach a PDF to a customer email

How to Publish

Here's a step-by-step video that takes you through the whole process, start to end. It's filled with annotations to help you follow the process.

Easy, right?

As always, let the DD team know if you are unsure about anything - we're always here to help you!

Until next time!

Serena CappelliniCustomer Success Manager