Getting Started with Evernote

Part 1

Why Evernote?

There’s nothing like having a note paper or notebook so you can write down thoughts, notes, sketches, ideas, to do lists, goals, dreams, inspirational quotes where ever you are.

Can You Find Notes When you Need Them?

Paper is greatSticky notes are handy remindersNotebooks are crammed full of good stuff, butCan we find them when we need them?

Can you Find It!

Can you find your notes from that class you took when you need them most?

How about finding the website you found with your ancestor’s information on it three weeks ago?

How about remembering you have a meeting to attend?

Evernote to the Rescue!

What is Evernote?

Evernote is a digital notebook or as I think of it – a digital loose-leaf.

In your digital loose-leaf you can have notes, notebooks and different sections so you can organize your content without having to drag a cumbersome loose-leaf around with you.

What can you Store in Evernote?

Capture, store, tag and index just about any type of data

Text notes and documents including PDF & Word files, receipts, emails, screen shots, etc.Images including digital photos from your computer or devicesAudio files – Existing audio files or your own recordings, i.e. reminders, etc. Video FilesWebsites

How do I get my items into Evernote?

TypingClippingScreen ShotsScanning:

Pictures, financial receipts, documents, articles, etc.

Email into EvernoteCopying Files into Evernote

Advantages of Evernote

One place to store everythingOnce your information is all assembled, there are easy ways to find just one item you're looking for. You can tag, and filter notesYou can find information easily including text that might be hidden inside an image.Sync across multiple devices so your notes are always with you.

Keeping our Notes Digital

FIND EVERYTHING! It will always be right at your fingertips, not in the filing drawer at home, stuffed in a drawer or cabinet or some other storage place, or stuck to the fridge -- you will always have it with you.Evernote’s technology allows you to do a simple search and get your hands on that piece of information you need now!No need to search through piles of papers…

Searching Capabilities

Evernote has advanced searching capabilitiesEvernote can search by keyword, tag, or contentThis makes it so you can search anything and have your document or image in seconds

OCR

Evernote uses OCR technology Optical Character RecognitionFinds and recognizes texts in photos and other documents and makes it searchableExample: Take a picture of a sign that says “Holden Cemetery” – Evernote will make the words in the photo searchable so that if you search cemetery or Holden, Evernote will find the photo

Evernote can be everywhere you are

With Evernote you can always get your hands on your notes either with

ComputerInternetTablet

Phone

Evernote uses Cloud Storage

A computer or server sitting in the Evernote Office is storing your information

Syncing

Evernote makes sure all of your data is up-to-date across all of your devices by synchronizing your information.

You can tell Evernote not to sync some content

Syncs on timed intervals or when you manually hit sync button

Sharing

Want to share that website or newspaper article with your Aunt Sharon?Easy with Evernote! Just share your notes through email, chat or a web url (address)

Worried about Privacy & Security?

With Evernote you have the ability to encrypt and protect sensitive material.You can also password your documents before adding them to Evernote.

Free & Premium

FreeGo Premium link

Premium account $5 month or $45 Year

Creating your Evernote account

Go to www.Evernote.com and click “Sign up now”

Type in the Email you want associated with Evernote and then type in a password

This will include an email as a user name and a password. Write this down so you don’t forget it. You will need it later on after the install.

Fill in the Create Account with the same information on the previous screen

Downloading Evernote to your Desktop

This button will take you to the web-based version.

This will download Evernote to your Desktop

Downloading in Internet Explorer

In Explorer click on run

Downloading Evernote in Chrome

Click

Save it to a Folder on Your Computer

Click on the down arrow and click “Open When Done”

Instruction Page

1 2 3

Installing Evernote

Logging in

Logging into Evernote

Click on Get Started

The Evernote Sign-in Screen

Already Have an AccountEmail or username.

This is what you're going to use to log in to your account. Typically it's your email

Password

Evernote Email

Go to email and open the note from Evernote

Welcome to Evernote Workspace

Notes & Web Clipper

Search

Using Evernote

Evernote Terms

DatabaseNoteNotebookStackTagClippingSyncPremium Subscriber

Shortcuts (keyboard)Shortcuts (Searches)Saved SearchReminderAttributesURL

Database

This term is used loosely to describe the entire collection of Evernote.This includes notes and notebooks.This can be interchanged with the term Evernote Account

Opening Screen

Notes

A single item stored in Evernote. This can be a PDF file, a document, an image, a piece of text, a file, an audio or video file, a screen capture, url address, an email, or any combination thereof.

Notes

Add a Note

Title of a Note

The title is whatever you want to name your note. Click on the title and type it in.

Title

Body of the Note

Many formatting optionsFont Color and sizeJustification options, i.e. centered, left etc.Bulleted and numbered listsCheckboxes (these make great to-do lists)TablesJust like a word processor

Blank Note

Body of a Note

Title of the Note

Body of the note

Formatting Options

URL Field (Web Address)

If you use a Web Clipper (we will talk about this later) the URL or Web Address will come in with the note.

Security of a Note

Notes can be Encrypted with PasswordsWarning, if you lose your password you lose your information. Evernote cannot retrieve it for youYou cannot encrypt an entire note or notebook, just a selection

Encrypting your Note

Select the Text you want to encrypt

Encrypting your Note

Right-Click (mouse) on the selected text and select “Encrypt Selected Text”

Put in your Password and a Hint

Text is now hidden

Double click on the lock and put in your password to open the text…

Attributes or Metadata of a Note

Data about each of your notesDate it was created How it was added What types of media it contains, and moreAll notes have theseSome notes have more than others

Metadata

Metadata

Other Options for Notes

Set a reminder for a date or to do itemPresent in Screen Mode for presentationSee info Share

Other info about notes

Free Accounts, not note bigger than 25 mbPremium, not bigger than 100 mb per noteIf you open a file in another application, i.e. “Word,” whatever you change in your document will change in Evernote

Tag – “Your it!”

Tags

Word[s] attached to a note that identifies the subject of the note.Can group many notes by topicEach note may have multiple tags or none at all. Notes can be searched by using Tags.

To Add a Tag

Click to the right of the tag icon or the last tag and type in your tag. If you already have that tag, it will automatically pop up and let you click on it.

Type in the tag

Reuse Tags

If a tag has been used before it will come up for you.

View Notes

Click on the icon by the notes and look at the view options and the sort orders.

List View

Lists the notes with no graphics and shows a preview in the pane below..

Snippet View

Notes have graphic description on the left and the note is shown in the right pane.

Card View

The Card View shows the notes in greater descripton and a preview on the right.

Notebooks

Notebooks

Container used for storing notes so you can organize your notesYou can have up to 250 notebooks.

Notebooks

Make a Default Notebook called Inbox

This notebook will be the one that notes go into if you don’t specify a notebook.

Rename First Notebook

Right-Click (Mouse) and click on “Rename”

This will be your Default Notebook

Type in Inbox over the “First Notebook”

Make sure the “Make this my default notebook” is checked

Click on Settings

Creating a Notebook

File – New Notebook – [choose between synced or local notebook]Local notebook only lives on your computer not in the cloud. It will not be available on other devices.

Type in the Name of Your New Notebook

Right-Click (mouse) on your notebook for other options including create and rename.

Moving Notes into a Notebook

Click on the Note to add

Drag the Note into the Notebook

Click on the Notebook – The note is in there

The Left Panel View

Click on ViewClick on Left PanelClick on the options you would like to see on the Left Hand Column

Left Panel

You can choose what options you want to show in this panel.Click on the Notebooks and collapse if you want.

Stacks

Stack

Stack – A group of your notebooks kept togetherContainer for notebooks.

Organizes notebooks. Stack might contain family history stack holding all of your family history notebooks in one place.

Each stack counts as a notebook.

Adding or Creating a Stack

Drag a notebook onto another notebook to create a stack orDrag a notebook into an existing stackRight-click (mouse) on a stack to rename it

Stack of Notebooks