Microsoft Surface 3 Pro User manual

Surface 3
User Guide
With Windows 8.1
Published: May 2015
Version 1.0
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© 2015 Microsoft Page ii
© 2015 Microsoft. All rights reserved.
BlueTrack Technology, ClearType, Excel, Hotmail, Internet Explorer, Microsoft, OneNote, Outlook, PowerPoint, OneDrive,
Windows, Xbox, and Xbox Live are registered trademarks of Microsoft Corporation.
Surface and Skype are trademarks of Microsoft Corporation.
Bluetooth is a registered trademark of Bluetooth SIG, Inc.
Dolby and the double-D symbol are registered trademarks of Dolby Laboratories.
This document is provided “as-is.” Information in this document, including URL and other Internet website references,
may change without notice.
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Contents
Meet Surface 3 .................................................................................................................................................................1
SURFACE 3 FEATURES ........................................................................................................................................................................................... 1
Set up your Surface 3 ......................................................................................................................................................4
The basics..........................................................................................................................................................................5
POWER AND CHARGING ....................................................................................................................................................................................... 5
Get online: networking ...................................................................................................................................................6
Accounts and sign in .......................................................................................................................................................7
SIGN IN AND SIGN OUT......................................................................................................................................................................................... 7
ADDITIONAL ACCOUNTS....................................................................................................................................................................................... 7
Get to know Windows...................................................................................................................................................10
START SCREEN .....................................................................................................................................................................................................10
OPEN AN APP ......................................................................................................................................................................................................11
CHARMS...............................................................................................................................................................................................................11
THE FAMILIAR DESKTOP ......................................................................................................................................................................................11
LEARN MORE ABOUT WINDOWS.......................................................................................................................................................................12
Keep your Surface up to date ......................................................................................................................................12
INSTALL UPDATES MANUALLY ............................................................................................................................................................................12
VIEW YOUR UPDATE HISTORY .........................................................................................................................................................................12
MAKE SURE YOU HAVE THE LATEST SURFACE UPDATES ............................................................................................................................13
Surface Pen and OneNote ............................................................................................................................................13
SET UP SURFACE PEN..........................................................................................................................................................................................13
SURFACE PEN FEATURES.....................................................................................................................................................................................14
EXPLORE ONENOTE............................................................................................................................................................................................15
USE SURFACE PEN IN OTHER APPS....................................................................................................................................................................16
Type Cover keyboard and touchpad...........................................................................................................................16
TOUCHPAD...........................................................................................................................................................................................................18
Storage ............................................................................................................................................................................19
HOW MUCH SPACE DO IHAVE?.........................................................................................................................................................................19
OneDrive: Your personal cloud....................................................................................................................................19
SAVE AND OPEN FILES.........................................................................................................................................................................................19
GET TO YOUR FILES FROM ANYWHERE ..............................................................................................................................................................20
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Connect accessories and devices.................................................................................................................................21
CONNECT A TV, MONITOR,OR PROJECTOR.....................................................................................................................................................21
CONNECT A USB ACCESSORY (PRINTER,MOUSE,AND MORE) ......................................................................................................................23
ADD A BLUETOOTH ACCESSORY........................................................................................................................................................................23
ADD AN AUDIO ACCESSORY...............................................................................................................................................................................23
PRINT OR SCAN ...................................................................................................................................................................................................24
Surface audio features ..................................................................................................................................................24
ADJUST THE VOLUME..........................................................................................................................................................................................24
RECORD AUDIO....................................................................................................................................................................................................25
SET THE DEFAULT AUDIO DEVICE........................................................................................................................................................................25
CHANGE WHICH SOUNDS PLAY .........................................................................................................................................................................25
Cameras and the Camera app ......................................................................................................................................26
TAKE A PHOTO.....................................................................................................................................................................................................26
TAKE A PANORAMA.............................................................................................................................................................................................26
RECORD A VIDEO.................................................................................................................................................................................................26
TAKE A PHOTO OR VIDEO FROM THE LOCK SCREEN.........................................................................................................................................27
ADJUST THE FOCUS .............................................................................................................................................................................................27
Apps on your Surface....................................................................................................................................................28
FIND AND OPEN AN APP.....................................................................................................................................................................................28
SWITCH BETWEEN APPS ......................................................................................................................................................................................28
CLOSE AN APP .....................................................................................................................................................................................................29
CHANGE SETTINGS FOR AN APP.........................................................................................................................................................................29
BUILT-IN APPS .....................................................................................................................................................................................................30
MICROSOFT OFFICE ............................................................................................................................................................................................34
MORE INSTALLED APPS.......................................................................................................................................................................................35
INSTALL MORE APPS............................................................................................................................................................................................36
Customization and settings..........................................................................................................................................38
PERSONALIZE YOUR LOCK SCREEN ....................................................................................................................................................................38
PERSONALIZE YOUR START SCREEN ..................................................................................................................................................................38
ADJUST YOUR TOUCHSCREEN SETTINGS ...........................................................................................................................................................39
SYNC YOUR SETTINGS .........................................................................................................................................................................................39
ADD A LANGUAGE...............................................................................................................................................................................................40
DESKTOP SETTINGS .............................................................................................................................................................................................40
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Accessibility ....................................................................................................................................................................41
EASE OF ACCESS ON THE SIGN-IN SCREEN.......................................................................................................................................................41
Care and cleaning ..........................................................................................................................................................42
PROTECT YOUR SURFACE FROM VIRUSES..........................................................................................................................................................42
TOUCHSCREEN CARE...........................................................................................................................................................................................42
COVER CARE.........................................................................................................................................................................................................42
BATTERY CARE......................................................................................................................................................................................................42
Registration, repair, and warranty ..............................................................................................................................43
REGISTER YOUR SURFACE 3 AND SURFACE 3 TYPE COVER ...........................................................................................................................43
REPAIR ..................................................................................................................................................................................................................43
WARRANTY ..........................................................................................................................................................................................................43
More help........................................................................................................................................................................43
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Meet Surface 3
Meet Surface 3, the tablet that can replace your laptop. Use this guide to get started with your
Surface 3. For more Surface 3 details and how-to info, go online to Surface.com.
Surface 3 features
Power button
Press the power button to turn Surface 3 on. When Surface 3 is on, press
and hold the power button to shut down. You’ll also use the power button
to put Surface to sleep, and to wake it when you’re ready to start working
again.
Windows button
The Windows button takes you to the Start screen where you can open
your apps quickly, search for files on your Surface, or info on the web. If
you’re already at the Start screen, the Windows button takes you back to
the last app you were using.
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Touchscreen
Use the 10.8” ClearType full HD display, with its 3:2 aspect ratio and 1920 x
1280 resolution display, to watch HD movies, browse the web, and use
your favorite apps.
10-point multi-touch lets you use your fingers to select, zoom, and move
things around.
Kickstand
Flip out the 3-position kickstand to work or play comfortably at your desk,
on the couch, or while giving a hands-free presentation.
Wi-Fi and Bluetooth
Surface supports standard Wi-Fi protocols (802.11a/b/g/n/ac) and
Bluetooth® 4.0. Connect to a wireless network and use Bluetooth devices
such as keyboards, mice, printers, and headsets.
Cameras
Surface 3 features an 8 megapixel rear-facing camera with autofocus, and
a 3.5 megapixel, fixed-focus, front-facing camera. Both cameras record
video in 1080p, with a 16:9 aspect ratio (widescreen). Front and back
privacy lights help make sure there are no surprises.
Microphone
Use the front-facing microphone for calls and recordings.
Stereo speakers
Stereo speakers with Dolby® enhanced sound let you listen to music,
podcasts, and audio books.
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Ports and connectors
Surface 3 has the ports you expect in a full-feature laptop:
Full-size USB 3.0 port
Connect a USB accessory—like a mouse, printer, Ethernet adapter,
USB drive, or smartphone.
Micro USB charging port
Charge Surface 3 using the Micro USB charging port and included
Micro USB power supply.
MicroSD card slot
Use the microSD card slot and a microSD card (sold separately) for
extra storage and transferring files.
Mini DisplayPort version 1.1
Share what’s on your Surface screen by connecting it to an HDTV,
monitor, or projector. (Video adapters sold separately.)
3.5 mm headset jack
Plug in your favorite headset for a little more privacy when listening
to music or conference calls. For more info, see Surface sound,
volume, and audio accessories on Surface.com.
Cover connectors
Click in a thin, light, backlit keyboard—Surface 3 Type Cover (sold
separately) also helps protect the touchscreen.
Software
Windows 8.1 operating system
Windows 8.1 provides an endless array of options for entertainment
and productivity at school, at home, or while you’re on the go.
Apps
Use the built-in apps featured on your Start screen, and install tons
more apps from the Windows Store. Since Surface 3 runs Windows
8.1, you can install and use your all your favorite desktop apps.
Processor
The Intel® Quad Core Atom™ processor provides the speed and power
you need for smooth, fast performance.
Memory and storage
Choose from 2 GB RAM with 64 GB storage or 4 GB RAM with 128 GB
storage. See Surface storage on Surface.com for info on formatted
storage capacity.
Sensors
Four sensors—compass, ambient light sensor, accelerometer, and
gyroscope—enable apps to do things like track motion and determine
location.
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Set up your Surface 3
If you have a Surface 3
Type Cover, click it into place
and open the kickstand.
Plug the Micro USB connector
into the Micro USB charging
port with the power cord
extending downward and the
light on the connector facing
toward you.
Plug the full-size USB
connector on the other end of
the cord into the power supply,
and plug the power supply into
an electrical outlet.
Press the power button to turn
Surface 3 on. Windows starts,
and guides you through the
setup process.
Use the Surface 3 touchscreen or Surface 3 Type Cover (sold separately) to enter info during setup.
To set up Surface 3, you’ll also need:
An Internet connection (recommended). Setup will automatically try to connect to a network. If
your network requires a password, you’ll need to have it handy. If you don’t have an Internet
connection, you can still set up your Surface, but you won’t get the latest Windows and Surface
updates until you’re online.
An account name. If you have a Microsoft account, use it to set up your Surface 3. A Microsoft
account is an email address and password you use to sign in to other Microsoft services like
Xbox, Hotmail, Outlook.com, OneDrive, Skype, or Windows Phone. If you don’t already have a
Microsoft account, you can create one during setup. If you prefer, create a local account. For
more info, see Microsoft account or local account?
For more info on getting set up, see Set up your Surface on Surface.com.
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The basics
Power and charging
To charge Surface 3:
1. Plug the Micro USB connector into
the Micro USB charging port with
the power cord extending downward
and the light on the connector
facing toward you.
2. Plug the full-size USB connector on
the other end of the cord into the
power supply.
3. Plug the power supply into an
electrical outlet. .
Allow 2-4 hours to charge Surface 3 fully from an empty state. It can take longer if you’re actively
using Surface 3 for power-intensive activities like gaming or video streaming.
If the Surface 3 battery is drained, you’ll need to charge Surface 3 for a few minutes before it’ll
turn on. Depending on how low the battery is, you may see a battery icon on the screen for 10-15
minutes before Windows starts.
To check the battery level, open the desktop
and select the battery status icon on the
right side of the taskbar.
Important Your Surface 3 is designed to
work best with the included power supply.
Using a third-party power supply may result
in slow charging.
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Make your battery last
For info on how to conserve power and make your Surface battery last longer, see Surface Pro and
Surface 3 battery and power on Surface.com. To learn about settings that control how your Surface
uses power, see Power plans: Frequently asked questions on Windows.com.
Touch, keyboard, pen, and mouse
With Surface, you can easily switch between using touch, a keyboard, a mouse, or a pen.
Touch. You can use your fingers on the touchscreen, the same as you would on a smartphone.
For example, drag your finger across the screen to scroll. For demos of the gestures you can
use, see Touch: Tap, swipe, and beyond on Surface.com.
Keyboard. Click in a Surface 3 Type Cover (sold separately) or use a full-size USB or Bluetooth
keyboard. There’s also a built-in on-screen keyboard you can use. For more info, see How to
use the Surface on-screen keyboard on Surface.com.
Touchpad or mouse. Use the Type Cover touchpad, or connect a USB or Bluetooth mouse. For
more info, see Touchpad use and settings, Connect a USB mouse, printer, and more, and Add a
Bluetooth device on Surface.com.
Surface Pen. Take notes, draw, and mark up documents using Surface Pen (sold separately).
You can jot a quick note in OneNote, even when you have Surface 3 locked. Just click the pen
and start writing. Your note will be in the Quick Notes section of OneNote the next time you
sign in. For more info, see Using Surface Pen on Surface.com.
Get online: networking
Connect to a Wi-Fi network
1. Swipe in from the right edge of the screen, and select Settings > wireless network .
2. Select a network name, and select Connect. (If you want to connect to this network every
time it's in range, select Connect automatically).
3. If prompted, enter your network security key (network password), and select Next. If you
need help finding your wireless network password, see How to find your wireless network
password on Surface.com.
4. Choose whether to connect to other PCs and devices on the network. Choose No if you’re
connecting to a network in a public place like a café.
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Connect to a wired network
1. Plug a USB to Ethernet adapter (sold separately) into the USB port on your Surface.
2. Plug an Ethernet cable into the adapter, and plug the other end of the cable into your
router or an Ethernet network port.
3. Swipe in from the right edge of the screen, select Settings > wired network .
4. If prompted, enter your user name and password.
5. To see if you’re online, go to Start , and open Internet Explorer.
Disconnect from a network
1. Swipe in from the right edge of the screen, select Settings > wireless network (or
wired network ).
2. Select the network with a Connected status, and choose Disconnect.
Accounts and sign in
Sign in and sign out
To sign in:
1. Turn on or wake Surface by pressing the power button.
2. Swipe up on the screen or tap a key on the keyboard.
3. If you see your account name and account picture, enter your password and select the right
arrow or press Enter on your keyboard.
4. If you see a different account name, select the left arrow. Then select your own account,
enter your password, and select the right arrow or press Enter on your keyboard.
To sign out:
Go to Start , select your account name in the upper-right corner, and then select Sign
out.
Additional accounts
Each person who uses your Surface should have his or her own account to sign in. When you set
up your Surface, your account is created based on the info you supply.
From this account, you can create, modify, or remove other accounts. If you want, you can give
other accounts these abilities, too. For details, see Manage accounts with an Administrator account.
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First, though, think about whether any new account you create will be a local account that works
only on this one Surface, or a Microsoft account (an email address and password that you use to
sign in to Windows). A Microsoft account provides the best experience.
Later, you can decide what level of control the account should have: Standard, Administrator, or
Child.
Microsoft account or local account?
Here are some key differences between a Microsoft account and a local account:
Microsoft account
Local account
An email address and password you use to
sign in on computers running Windows 8.1 or
later, and to sign in to other Microsoft services
like Xbox, Hotmail, Outlook.com, OneDrive,
Skype, or Windows Phone.
A user name and password that works only on
this one computer.
You can keep your personal settings in sync
with any other PC you have running Windows
8.1 or Windows RT 8.1 that you sign into with
your Microsoft account.
You need to personalize each computer
individually.
When you sign in to your Surface with your
Microsoft account, you’re also connected to
your OneDrive, Skype, and Windows Store
accounts.
You’ll need to sign on to services like
OneDrive, Skype, or Windows Store each time
you want to access them.
Documents, photos, and other files you create
are saved to your OneDrive by default.
OneDrive is like a local folder that follows you
wherever you sign in with your Microsoft
account.
Your files aren’t automatically saved to the
cloud.
If you forget the password for a Microsoft
account, you can go to
https://account.live.com/password/reset to
reset your password online.
If you forget the password for your local
account, Microsoft can’t help you reset your
password or access your files.
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If you’re not sure whether you have a Microsoft account, or you can't remember the email address
you used with those services, you can easily sign up for a new, free email address. See Create a user
account on Windows.com to learn how.
Account types: Standard, Administrator, or Child
The account type determines what you can do using that account. Choose one of these account
types:
Administrator. When you sign in with an administrator account, you can create, change, or
remove (delete) other accounts, and you can set the account type on other accounts you
create. You can also install apps.
The first account on your Surface is always an administrator account. To create another
administrator account, you need to first create the new account, and then edit it to make it an
administrator account.
Standard. People using a Standard account can create and edit files and personalize their
settings, but they can’t create, change, or remove any other accounts. They may not be able to
install some apps. When you create a new account, it’s a standard account unless you edit the
account to make it an administrator account, or you set it up as a Child account.
Child. Child accounts are controlled by the Family Safety settings you apply to the account. See
Keep your kids safer on the PC on Windows.com to learn how to turn on Family Safety features.
Manage accounts with an Administrator account
When you sign in with an Administrator account, you can create, change, or remove other
accounts.
To create an account:
1. Sign in with an Administrator account.
2. Go to Start , and select PC settings > Accounts > Other accounts > Add an
account.
3. Enter the email address that the new account will use to sign in to Windows, and select
Next.
If you know the email address the new account user uses to sign in to Microsoft services,
enter it. Or, you can sign up for a new email address, add a child’s account, or sign in
without a Microsoft account (not recommended).
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To set an account type:
1. Sign in with an Administrator account.
2. Go to Start , and select PC settings > Accounts > Other accounts, and select the
account you want to change.
3. Select Edit, and under Account type, choose the account type, and select OK.
To delete an account:
1. Sign in with an Administrator account.
2. Go to Start , and select PC settings > Accounts > Other accounts, and select the
account you want to remove.
3. Select Remove > Delete account and data.
For more on accounts, see All about accounts on Surface.com.
Get to know Windows
Start screen
Start is the heart of your Surface—it’s
where you open apps, check your
calendar, mail, and more in live tiles,
and get to your favorite websites.
From Start you can search for files,
apps, and settings, and search the
web.
There are several ways to get to Start:
Tap the Windows button on your Surface.
Press the Windows logo key on your keyboard.
Swipe in from the right edge of the screen, and select Start .
Move your mouse to the lower-left corner of the screen, and select Start .
Customize Start by adding, removing, rearranging, and resizing tiles. For more info, see Personalize
your PC on Windows.com.
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Open an app
Select a tile on Start to open the app. If you don’t see the app you want, select Search , enter the
name of the app, and select it from the list.
To see a full list of the apps on your Surface, swipe up on the Start screen to get to Apps view. (If
you’re using a mouse, click the arrow near the lower-left corner of the screen.) For more info
about apps, see Apps on your Surface.
Charms
Charms help you do the things you do most often:
Search is how you find things on Surface, in OneDrive, in apps, and on the web.
Share files, photos, or webpages from within a Windows Store app.
Start takes you to the Start screen. If you're already on Start, it takes you to the last
app you were using.
Devices is a quick way to send files and info to other devices that are connected to
your Surface, like your printer, Xbox, smartphone, speakers, TV, or a projector.
Settings is the place to make changes to common settings, find settings for your
Surface (like personalization, user accounts, and devices), and change settings for the
app you’re using.
Another quick way to get to settings:
Go to Start , and select PC settings (it’s the tile with the gear on your
Start screen.)
To open the charms, swipe in from the right edge of the screen, and select the charm you want.
The familiar desktop
The Windows desktop—with its taskbar, folders, and icons—is still here, with a new taskbar and
streamlined file management. This is where you’ll use desktop apps like Microsoft Office and
Windows features like File Explorer. You can also pin Windows Store apps to the taskbar, so you
can launch them without leaving the desktop.
To open the desktop, just open any desktop app, or go to Start , and select Desktop.
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Learn more about Windows
To get up to speed with Windows 8.1, see Get to know Windows on Surface.com, and check out
the Windows tutorial on Windows.com.
To learn how to customize and personalize your Surface, sync and change your settings, and more,
see Customization and settings.
Keep your Surface up to date
Microsoft releases important updates to improve Windows software security and reliability, and
system and hardware updates (also known as firmware updates) to help improve the stability and
performance of your Surface hardware.
By default, your Surface is set to install updates automatically.
Install updates manually
To check for and install updates manually:
1. Go to Start , and select PC settings > Update and recovery > Check now.
2. If updates are available, select View details, select the updates you want to install, and
select Install.
For more info on keeping your Surface up to date, see Install Surface and Windows updates on
Surface.com.
View your update history
To see which updates you already have, and the date each was installed:
Go to Start , and select PC settings > Update and recovery > Windows Update >
View your update history.
Updates to your Surface hardware appear in your update history as either “System Firmware
Update - XX/XX/XX” or “System Hardware Update - XX/XX/XX”. (“XX/XX/XX” stands for the date
that Microsoft made the Surface update available.)
Surface updates are cumulative—if you have the latest Surface update installed, you’re up to date.
For descriptions of the Surface updates released so far, see Surface 3 update history.
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Make sure you have the latest Surface updates
To make sure you that you have all the latest Surface hardware updates successfully installed:
1. Go to Surface 3 update history on Surface.com and look in the table at the top of the page
to see the latest available System Update.
2. Compare that to the last System Firmware or System Hardware update you see when you
view your update history on your Surface 3.
If you have trouble with updates, see Trouble installing Surface and Windows updates? on
Surface.com.
Surface Pen and OneNote
Use Surface Pen (sold separately) to quickly open OneNote, take screenshots, mark
up presentations, sign documents, and use and enjoy art apps.
Surface Pen has the heft and sensitivity of a pen, and thanks to Palm Block
technology, you can write naturally on your Surface 3 in any app that supports
inking.
Set up Surface Pen
If you have Surface Pen (sold separately), you’ll need to install its AAAA battery and pair it with
Surface 3. Here’s how:
To install the AAAA battery:
1. Unscrew the top of the pen from the bottom.
2. Insert the battery, wrapped in the label from the top of the pen, with the positive (+) end of
the battery pointing toward the writing tip.
3. Screw the top back on.
To pair Surface Pen to Surface 3:
1. Swipe in from the right edge of the screen, and select Settings > Change PC settings > PC
and devices > Bluetooth.
2. Make sure Bluetooth is On.
3. Hold down the top button of the pen for about 7 seconds, until the light in the middle of
the pen clip starts to flash.
4. When Surface Pen appears in the list of Bluetooth devices, select it, and select Pair.
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Surface Pen features
Top button.
Click the top button to open OneNote. Double-click to capture a
screenshot. Bluetooth technology links the top button of your Surface Pen
to your Surface 3.
Right-click button.
This button acts like the right-click button on a mouse. Click it once in
apps like OneNote to open a menu to choose pen color, thickness, and
other options. You can also click and hold the button to select text.
Eraser button.
Hold down the eraser button and move the tip over the area you want to
erase.
Tip.
The fine tip, along with Palm Block technology and multi-point sensitivity
in your Surface, lets you write and draw naturally.
Here are a few of the things you can do with the Surface Pen:
Click the top of the Surface Pen and start
writing a Quick Note—like a yellow sticky that
you’ll never lose. You don’t even need to
unlock your Surface.
Click again to write another note, or press the
power button on your Surface to put Surface
to sleep.
Sign in to Surface, and click the top of the pen
to open your latest notes. Add a Quick Note,
write in any of your OneNote notebooks, or
review and organize the notes you wrote
while Surface was locked.
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Double-click the top button on Surface Pen to
take a screenshot. Then, select what you want
to capture in the screenshot by dragging the
tip of the pen from one corner of your
selection to the opposite corner. When you
lift the pen tip, your selection appears in a
new page in OneNote.
You can use the Surface app to adjust your pen’s pressure sensitivity, or change which version of
OneNote opens when you click the pen’s top button. By default, the Windows Store version of
OneNote opens when you click the top button.
For more info about using Surface Pen and OneNote, see Using Surface Pen and Using OneNote
on Surface on Surface.com.
Explore OneNote
Your Surface comes with both OneNote and OneNote 2013 pre-installed, and you can install
OneNote from OneNote.com on your other devices—it’s free. Create as many notebooks as you
need. Use sections, pages, and tags to make things easier to find. Share some notebooks, and keep
others private.
To learn more about OneNote features and menus, see Using OneNote on Surface on Surface.com.
Note syncing
OneNote saves your notes, and syncs them to OneDrive (online cloud storage). With OneNote, you
can keep your notes, clippings, sketches, photos, and files organized and accessible from anywhere.
For more info, see Using OneDrive on Surface on Surface.com.
If you’re not connected to the Internet, OneNote saves your new and edited notes on your Surface.
They’ll sync automatically with your OneNote notebook the next time you’re online using Surface.
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