# Add One Note

Adds a OneNote notebook to a document library by processing rows from an Excel file. Each row names a DocLibCfg template whose configuration defines how the notebook is added.

Filename pattern: filename must contain AddOneNote (case-insensitive).
Example: 20240115 AddOneNote matters.xlsx

# Columns

Name Required Description
Url / SiteUrl Conditional Server-relative URL of the target document library. Required when MatterCode is not provided.
MatterCode Conditional Matter code used to resolve document libraries from the matter list. Required when Url is not provided.
ClientCode No Client code used together with MatterCode to identify the matter.
DoclibSet Yes Name of the DocLibCfg template in config.json that defines how the OneNote file is added.
Properties No Any additional columns are collected as properties and passed to the template lookup.

Either Url or MatterCode must be provided. DoclibSet is always required.

# Behavior

When Url is provided, the notebook is added to that specific library. When MatterCode is provided, the notebook is added to all document libraries registered for that matter.

Last Updated: 4/20/2026, 12:54:05 PM