Data Privacy & Ownership

Evernote’s Three Laws of Data Protection

Evernote’s Three Laws of Data Protection are the core guiding principles for how we treat your company’s data. Everything we do at Evernote follows these three basic rules:

1. Your Data is Yours
2. Your Data is Protected
3. Your Data is Portable

We understand the importance of keeping your company’s data safe and secure and are committed to building a trusted relationship with our customers. For more information on Evernote’s Three Laws of Data Protection, see Evernote CEO Phil Libin’s statement on the Evernote blog.

Data Ownership

Everything saved in Personal Notebooks by an Evernote Business user is completely private. No one, not even your company's Evernote Business Admin can access the contents of a Personal Notebook. The ownership and copyright of all data that is placed in your Evernote account is retained by the original owner. The business has the right to access, use, manage and modify any content that is placed into an Evernote Business Notebook within a user account, regardless of whether the note has been published to the company's Business Library.

Evernote Business Premium

Every user that joins your company's Evernote Business account automatically receives an account upgrade to Evernote Business Premium, which includes all of the benefits of Evernote Premium, plus a variety of great features exclusive to Evernote Business, including:

• Increased monthly upload allowance for Personal Notes of 2GB. This applies only to Personal Notes uploaded to the same user account that is joined to your company's Evernote Business account.
• Shared monthly upload allowance of 2GB per user for Business Notebooks. For example, if 10 users are joined to your company's Evernote Business account, a 20GB monthly upload allowance for Business Notebooks will be shared by all your users collectively.
• Create Business Notebooks.
• Browse and join any Business Notebook published to your company's Business Library.
• Publish Business Notebooks to your company's Business Library.
• Manage all users, billing and Business Notebooks in your company's Evernote Business account (Admins only).

Evernote Business User Roles

Every individual that is joined to your company's Evernote Business account can be assigned one of two roles: Admin or User.

Evernote Business User

Every Evernote Business user receives all the benefits of Evernote Business Premium, as well as the ability to create Business Notebooks, and access every Business Notebook that has been published to the company’s Business Library.

Evernote Business Admin

Evernote Business Admins also have administrative control over the company’s Evernote Business account, which includes access to the Admin Console that enables the following:

• View and modify billing information
• Invite new users and increase/decrease total number of users
• Enable and disable Evernote Business user accounts
• Select Recommended Notebooks for the Business Library
• View, modify, share and manage all Business Notebooks in any user account and the Business Library

Notes

Notes are the basic unit for storing information in Evernote Business. You can capture just about anything in a note, including text, photos, audio, Web Clips, PDFs and files. Every Evernote Business user creates notes a little differently, and it is this versatility that makes Evernote Business a powerful and flexible tool for capturing, storing and sharing all of the information that matters to your business. Some examples of information commonly captured in notes include photos of diagrams and sketches, audio of meetings, and Web Clips of reference materials.

Notebooks

Notebooks are collections of notes and the primary way that information is organized in Evernote. Notebooks can be used in many different ways, including organizing notes by team, project, and product. There are three types of notebooks in Evernote Business:

Personal Notebook: Every user of Evernote Business also has access to Evernote for personal use. Personal Notebooks and all of the notes they contain are controlled and accessible by the user only and are completely private. No one, not even the Evernote Business Admin, can view, edit or share the contents of a user’s Personal Notebooks. Personal Notebooks can be shared with anyone or everyone, regardless of whether they are associated with the same Evernote Business account, and can even be shared via the web with people that do not have Evernote.

Business Notebook: Business Notebooks are notebooks that a user has specifically created to fill with notes related to the business, and can be shared selectively or published to the company's Business Library to be viewed and shared companywide. Business Notebooks are great for organizing notes at all levels of your organization. For example, a user might create one Business Notebook to keep all of their work-related research, while a product team might create a Shared Business Notebook for each phase in their product development cycle that is accessible to the entire team. The company has the right to access, use, manage and modify any notes that are stored in a Business Notebook, even if the Business Notebook has not been shared or published to the company's Business Library.

Recommended Business Notebook: Recommended Business Notebook is a designation given by the Evernote Business Admin to any Business Notebook published in the company's Business Library they believe is a must-view by everyone in the company. When an Evernote Business user views the company’s Business Library, Recommended Business Notebooks are featured prominently at the top of the list of Business Notebooks. There are many possible reasons to designate a Recommended Business Notebook, including to feature Business Notebooks that contain important company forms, policies, news, and documents.

The Business Library

The Business Library is your company's central repository of Business Notebooks that users have decided to share with the entire company, including Recommended Notebooks, which are featured prominently.

Any Evernote Business user can publish a Business Notebook to the Business Library and specify whether other users are able to view and/or edit the contents of the published Business Notebook. Your company's Evernote Business Admin may remove or change the permissions of anything in the Business Library. Every Evernote Business account has one Business Library.

Sync

Sync ensures that everything in your Evernote Business account is always available to view, edit and search everywhere you have Evernote. Your Evernote account, including all of your Business Notebooks, is automatically synced at regular intervals. You can also manually sync your account at any time to ensure that everything in your Evernote Business account is available everywhere.

Related Notes

Related Notes allow you to discover the shared knowledge of your entire business. In Evernote for Mac, whenever you create or view a note, Related Notes from both your Personal and Business Notebooks, as well as Business Notebooks that co-workers have shared with you will appear below the note editor. Related Notes will also be displayed any time you clip content from the web with Evernote Web Clipper, and when you view webpages with Evernote Clearly.

Related Notes are currently available in Evernote for Mac as a Premium feature, as well as Evernote Web Clipper for Chrome and Evernote Clearly.

Related Results

The Related Results feature for the Chrome web browser lets you discover knowledge from across your company any time you perform a search. Enable Related Results in the Evernote Web Clipper and Clearly extension settings, and Evernote will display relevant Personal and Business Notes from your Evernote account, as well as from Shared Business Notebooks and your company's Business Library whenever you search the Internet using Google, Yahoo, Bing, and other search engines. Related Results appear on the page near the search results.

To enable Related Results, install Evernote Web Clipper for Chrome, then go to Windows > Extensions in Chrome, and click the Options link next to the Evernote Web Clipper. When the 'Options' menu is displayed, click the Related Results checkbox.

Joining a Business

To access all the features of Evernote Business, you must join the company's Evernote Business account. Your company's Evernote Business Admin may choose from two ways to allow users to join the company's Evernote Business account:

• Auto-approval by email domain: If your company has a dedicated email domain (e.g. @evernote.com), your company's Evernote Business Admin may allow anyone with an email address at that domain to join the company's Evernote Business account. To find out if your company has enabled this method of joining, please contact your Admin directly.

  If your Admin has enabled this method of joining, simply visit http://evernote.com/business, enter your company email address in the ‘Get Started’ field, then click the green arrow next to the field. You will automatically be sent an invitation email with a link and instructions on how to complete the sign-up process.

• Individual invitation: Your company's Evernote Business Admin may opt to send individual invitations via email to join the company's Evernote Business account. To join, click the Join Evernote button in the invitation email. A sign-in page will be opened in your web browser.

Existing Evernote Users

For existing Evernote users, enter your Evernote username and password, and your full name. Your full name will be used to identify you to other members of your company's Evernote Business account, and will also be displayed on any Business Notebooks you share with others or publish to the company's Business Library.

Providing your existing Evernote username and password will allow you to access Personal Notebooks, Business Notebooks, and the Business Library with the same login. We strongly recommend that all existing Evernote users join their company’s Evernote Business account with their existing username and password so that they receive all of the personal and business benefits of Evernote Business Premium. This includes an increased monthly upload allowance of 2GB for Personal Notebooks, as well as all of the personal benefits of Evernote Premium, including PDF search, increased maximum note size, and more.

New Evernote Users

For new users, click the Create a new account link at the bottom of the sign-in page, then follow the on-screen instructions to create a brand new Evernote account. Once your account creation is complete, your new Evernote account will automatically be joined to your company's Evernote Business account.

Setting Your Business Email Address

One of the first things you may want to do after joining your company's Evernote Business account is to set your business email address.

Anytime you share a note or notebook in Evernote, the recipient will receive an email notifying them that they now have access to the data you have shared. By default, this notification email will come from the email address that is associated with your Evernote account. If you prefer that the notification email for any Business Notes or Business Notebooks that you share come from a different email address, such as your work email, you may easily specify this in your account settings.

To set your business email address, do the following:

1. Log into Evernote via the web.
2. Click your name in the top-right corner of the screen to open the Account Info menu.
3. Click Settings.
4. In the sidebar, click Personal Settings.
5. Enter the email address you want to be shown when sharing Business Notes and Business Notebooks in the 'Business Email Address' field in the 'Contact' section.
6. Click the Save Changes button at the bottom of the screen.

Any email notifications for Shared Personal Notes or Shared Personal Notebooks will show the email address associated with your Evernote account as the sender. Any email notifications for Shared Business Notes or Shared Business Notebooks will show the business email address you specified as the sender.

Leaving a Business

In the event that you leave your company or no longer wish to have your Evernote account joined to your company's Evernote Business account, Evernote makes it easy to leave your company's Evernote Business account.

Please be aware that leaving Evernote Business will affect your Evernote account in the following ways:

• All of your Personal Notes and Personal Notebooks will remain unchanged and completely accessible.

• You will no longer be able to access, view, edit or share your Business Notebooks, even those that were not shared or published to your company's Business Library.

• You will no longer be able to access your company's Business Library.

• Every user of Evernote Business receives all the benefits of Evernote Business Premium. Once your Evernote account is no longer joined to your company's Evernote Business account, your account will automatically be switched to a Free Account.

Evernote for Mac

To leave your company's Evernote Business account using Evernote for Mac, do the following:

1. Select Evernote > Account Info.... The Account Info dialog will be displayed.
2. Under the Account Summary heading, click Manage Billing. Your Evernote Account Summary will be opened in your web browser.
3. To the right of your Account Type, click Leave Business. A confirmation dialog will be displayed.
4. Click Confirm. Your Evernote account will no longer be joined to your company's Evernote Business account.

Evernote for Windows Desktop

To leave your company's Evernote Business account using Evernote for Windows Desktop, do the following:

1. Select Help > Go to My Account Page. Your Evernote Account Summary will be opened in your web browser.
2. To the right of your Account Type, click Leave Business. A confirmation dialog will be displayed.
3. Click Confirm. Your Evernote account will no longer be joined to your company's Evernote Business account.

Evernote Web

To leave your company's Evernote Business account using Evernote via the web, do the following:

1. Login to Evernote via the web.
2. In the top-right corner of the screen, click your username to open the Account Info menu.
3. Click Settings.
4. To the right of your Account Type, click Leave Business. A confirmation dialog will be displayed.
5. Click Confirm. Your Evernote account will no longer be joined to your company's Evernote Business account.

Browsing Business Notebooks

You can easily browse your Business Notebooks, as well as Business Notebooks that others have shared with you or that you have joined from the Business Library, with Evernote for smartphones, computers, tablets and via the web.

Evernote for Mac

To view all of the Business Notebooks available in your Evernote account with Evernote for Mac, click Notebooks in the Sidebar. Business Notebooks will be displayed in gray alongside all of your brown Personal Notebooks.

Evernote for Windows Desktop

In Evernote for Windows Desktop, all of the Business Notebooks available in your Evernote account will appear in the Sidebar beneath the 'Business Notebooks' header. Business Notebooks will also be marked by a gray icon.

Evernote Web

In Evernote via the web, all of the Business Notebooks available in your Evernote account will appear in the Sidebar beneath the 'Business Notebooks' header.

Evernote for Android

To view all of the Business Notebooks available in your Evernote account with Evernote for Android, tap the Notebooks view on the Home Screen. Business Notebooks will be displayed in in the Notebook List below the 'Business Notebooks' header.

Evernote for iPhone, iPad and iPod Touch

To view all of the Business Notebooks available in your Evernote account with Evernote for iPhone, iPad and iPod Touch, tap the Notebooks view on the Home Screen. Business Notebooks will be displayed in gray beneath the 'Business Notebooks' header at the bottom of the Notebook List.

Creating a Business Notebook

By default, any Business Notebook you create will be visible only to you and your company's Evernote Business Admin.

Evernote for Mac

Business Notebooks in Evernote for Mac appear alongside all of your other Personal Notebooks, Shared Notebooks and Joined Notebooks in the Notebook list. Business Notebooks will have a gray cover and display the Evernote Business icon, as well as the business name.

To create a Business Notebook with Evernote for Mac, do the following:

1. In the Sidebar, click Notebooks. The Notebook List will be displayed.
2. In the top-left corner of the Notebook List, click the + New Notebook drop-down icon. A menu will be displayed.
3. Click Business Notebook. A new notebook will appear at the top of the Notebook List.
4. Enter a name for the new Business Notebook, then press the return key on your keyboard. The new Business Notebook will be added to the Notebook List.

Evernote for Windows Desktop

Business Notebooks in Evernote for Windows Desktop will appear in the Notebook List beneath the 'Business Notebooks' header, and be marked by a gray notebook icon. To create a Business Notebook with Evernote for Windows Desktop, do the following:

1. In the Sidebar, right-click on the Business Notebooks header or any Business Notebook.
2. Click Create New Business Notebook... The 'Create Business Notebook' dialog will be displayed.
3. Click the Create a business notebook radio button.
4. Enter a name for your new Business Notebook in the 'Name' field.
5. Click OK.

Evernote Web

Business Notebooks in Evernote via the web will appear in the Notebook List beneath the 'Business Notebooks' header. To create a Business Notebook with Evernote via the web, do the following:

1. Login to Evernote via the web.
2. In the Sidebar, click the menu icon to the right of the Business Notebooks header.
3. Click New Notebook... The 'Create a New Notebook' dialog will be displayed.
4. Click the Create a business notebook radio button.
5. Enter a name for your new Business Notebook in the 'Notebook name' field.
6. Click Save.

Evernote for Android

Business Notebooks in Evernote for Android will appear in the Notebook List beneath the 'Business Notebooks' header. To create a Business Notebook with Evernote for Android, do the following:

1. On the Home Screen, tap the Notebooks view to open the Notebook List.
2. Tap + New Notebook. The 'New notebook' dialog will be displayed.
3. Enter a name for the new Business Notebook.
4. Tap the Business Notebook radio button.
5. Tap Ok.

Evernote for iPhone, iPad and iPod Touch

Business Notebooks in Evernote for iPhone, iPad and iPod Touch will appear in the Notebook List beneath the 'Business Notebooks' header. To create a Business Notebook with Evernote for iPhone, iPad and iPod Touch, do the following:

1. On the Home Screen, tap the Notebooks view to open the Notebook List.
2. Tap the New Notebook icon at the beginning of the Notebook List. The 'New' dialog will be displayed.
3. Enter a name for the new Business Notebook.
4. Tap the Business Notebook slider.
5. Tap Save.

Moving an Individual Note to a Business Notebook

By default, any new note created in Evernote will be saved in the notebook you are currently viewing. If you are not currently viewing a notebook, the note will be saved in your default Personal Notebook.

Evernote for Mac

To move a note into a Business Notebook using Evernote for Mac, do the following:

1. Click the note you want to move to display it in the Note Editor.
2. Click the notebook drop-down at the top-left of the Note Editor.

3. Select the Business Notebook you want to move your note to. The change will be synced to your Evernote account immediately.

Evernote for Windows Desktop

To move a note into a Business Notebook using Evernote for Windows Desktop, do the following:

1. Click the note you want to move to display it in the Note Editor.
2. Click the notebook drop-down at the top-right of the Note Editor.

3. Select the Business Notebook you want to move your note to.

Moving notes between personal notebooks and Business Notebooks is not yet supported on Evernote Web, Android, or iPhone, iPad, and iPod Touch. Please use the desktop applications to migrate these files.

Moving Multiple Notes From a Personal Notebook to a Business Notebook

At times, you may find it necessary to move multiple notes from a Personal Notebook to a Business Notebook. This is often the case when a user first joins their company's Evernote Business account.

Evernote for Mac

To move multiple notes into a Business Notebook using Evernote for Mac, do the following:

1. Hold the Command key, then click the notes you want to move to select them. To select all of the notes currently displayed in the Note List, you may also click any note, then hit Command-A.
2. Control-click on any of the selected notes. An options menu will be displayed.


3. Select Move to Notebook. A dialog with a list of all the Business Notebooks and Personal Notebooks in your Evernote account will be displayed.

   You may also select Copy to Notebook if you want to retain a copy of the notes in their original notebook.

4. Click the Business Notebook you want to move the selected notes to. The change will be synced to your Evernote account immediately.

Evernote for Windows Desktop

To move multiple notes into a Business Notebook using Evernote for Windows Desktop, do the following:

1. Hold the Ctrl key, then click the notes you want to move to select them. To select all of the notes currently displayed in the Note List, you may also click any note, then hit Ctrl-A.
2. Right-click on any of the selected notes. An options menu will be displayed.


3. Select Move to Notebook > Notebook... A dialog with a list of all the Business Notebooks and Personal Notebooks in your Evernote account will be displayed.

   You may also select Copy to Notebook > Notebook... if you want to retain a copy of the notes in their original notebook.


4. Click the Business Notebook you want to move the selected notes to.
5. Click Move. The change will be synced to your Evernote account immediately.

Moving notes between personal notebooks and Business Notebooks is not yet supported on Evernote Web, Android, or iPhone, iPad, and iPod Touch. Please use the desktop applications to migrate these files.

Selectively Sharing Business Notebooks

With Evernote Business, you may choose to share all of the contents of a Business Notebook with specific Evernote users, even those who are not joined to your company's Evernote Business account. To learn how to share a Business Notebook companywide by publishing it to your company's Business Library, see The Business Library section of this user guide.

When you share a Business Notebook, an invitation to join the Business Notebook will be sent to the invitees you specify via email. The email address associated with your Evernote account will be shown as the sender by default. If you prefer to use another email address for sharing Business Notebooks, you may set a business email address in your account settings. For more information see 'Setting Your Business Email Address' on the Account Management page of this user guide.

Evernote for Mac

To selectively share a Business Notebook using Evernote for Mac, do the following:

1. In the Sidebar, click Notebooks to open the Notebook List.
2. Hover your mouse pointer over the Business Notebook you want to share. The share icon will appear in the lower-right corner of the Business Notebook.
3. Click the Share icon. The 'Share this notebook' dialog will be displayed.
4. Click Invite Individuals. The 'Share with individuals' dialog will be displayed.
5. Click the Individuals who join can drop-down, then select the permission level for the users you are inviting. You may choose to allow the invited users to view all notes and activity in the Business Notebook, view and modify the notes in the Business Notebook, or view, modify and invite others to join the Business Notebook.
6. In the 'Add a message' field, you may optionally add a message that will be included in the email invitation.
7. Click Invite. An invitation to join the Business Notebook will be sent via email.

Evernote for Windows Desktop

To selectively share a Business Notebook using Evernote for Windows Desktop, do the following:

1. Beneath the Business Notebooks header in the Sidebar, right-click the Business Notebook you want to share.
2. Click Share Notebook. The 'Sharing' dialog will be displayed.
3. Click Invite Individuals.
4. In the 'Share with individuals' field, enter the email address of the user you want to share the Business Notebook with. You may also enter multiple email addresses separated by a comma.
5. Click the Individuals who join can drop-down, then select the permission level for the users you are inviting. You may choose to allow the invited users to view all notes and activity in the Business Notebook, view and modify the notes in the Business Notebook, or view, modify and invite others to join the Business Notebook.
6. In the 'Add a message' field, you may optionally add a message that will be included in the email invitation.
7. Click Invite. An invitation to join the Business Notebook will be sent via email.

Evernote Web

To selectively share a Business Notebook using Evernote via the web, do the following:

1. Login to Evernote via the web.
2. Beneath the Business Notebooks header in the Sidebar, click the name of the Business Notebook you want to share.
3. To the right of the name of the Business Notebook, click the menu icon. An options menu will be displayed.
4. Click Share this notebook. The notebook sharing menu will be displayed.
5. Click Invite Individuals.
6. In the 'Share with individuals' field, enter the email address of the user you want to share the Business Notebook with. You may also enter multiple email addresses separated by a comma.
7. Click the Individuals who join can drop-down, then select the permission level for the users you are inviting. You may choose to allow the invited users to view all notes and activity in the Business Notebook, view and modify the notes in the Business Notebook, or view, modify and invite others to join the Business Notebook.
8. In the 'Add a message' field, you may optionally add a message that will be included in the email invitation.
9. Click Invite. An invitation to join the Business Notebook will be sent via email.

Evernote for Android

To selectively share a Business Notebook using Evernote for Android, do the following:

1. On the Home Screen, tap the Notebooks View. The Notebook List will be displayed.
2. Tap the Note Count next to the notebook you want to share. An options menu will be displayed.
3. Tap Sharing Settings.
4. Tap Add people.
5. Enter the email addresses of the people you want to invite, or tap the + icon to select users from your Android contacts.
6. Select the permission level for the users you are inviting. You may choose to allow the invited users to view all notes and activity in the Business Notebook, view and modify the notes in the Business Notebook, or view, modify and invite others to join the Business Notebook.
7. Tap Invite. An invitation to join the Business Notebook will be sent via email.

iPhone, iPad & iPod Touch

To selectively share a Business Notebook using Evernote for iPhone, iPad & iPod Touch, do the following:

1. On the Home Screen, tap the Notebooks view. The Notebook List will be displayed
2. Open the 'Sharing settings' menu:
   • iPad: Tap the Edit button at the top-right of the Notebook List, then tap the notebook you want to share, followed by the Share icon.
   • iPhone & iPod Touch: Tap the Edit button at the top-right of the Notebook List, tap the notebook you want to share, then tap Modify Sharing
3. Tap Add People.
4. Enter the email addresses of the people you want to invite, or tap the + icon to select users from your contacts.
5. Select the permission level for the users you are inviting. You may choose to allow the invited users to view all notes and activity in the Business Notebook, view and modify the notes in the Business Notebook, or view, modify and invite others to join the Business Notebook.
6. Tap Invite. An invitation to join the Business Notebook will be sent via email.

Joining a Shared Business Notebook

If another Evernote Business user shares a Business Notebook with you, you will receive an invitation email. To view the Shared Business Notebook click the Open Shared Notebook button in the invitation email. The Shared Business Notebook will be opened in the Evernote Web client in your default web browser, where you can view all of the notes it contains.

Once the Shared Business Notebook is open in the Evernote Web client, you may click the Join Notebook button to join the Shared Business Notebook. Joined Business Notebooks appear in the Notebook List of your Evernote account.

Changing Business Notebook Permissions

Once a Business Notebook has been shared, either by inviting selected individuals or by publishing it to the company's Business Library, its user permissions can be changed at any time. Changes can be made by either the user who created the Business Notebook or the company's Evernote Business Admin.

The following user permissions are available:

• View notes and activity: The invited user may view all of the notes in the Shared Business Notebook, and view any changes made to the Shared Business Notebook in their Evernote Activity Stream.
• Modify notes: The invited user may view all of the notes in the Shared Business Notebook, and make changes to them.
• Modify and invite others: The invited user may view all of the notes in the Shared Business Notebook, make changes to them, and invite other users to join the Shared Business Notebook.

Evernote for Mac

To change the user permissions of a Shared Business Notebook using Evernote for Mac, do the following:

1. In the Sidebar, click Notebooks to open the Notebook List.
2. Hover your mouse pointer over the Business Notebook you want to share. The share icon will appear in the lower-right corner of the Business Notebook.
3. Click the Share icon. All of the individuals that the Business Notebook is currently shared with and their individual user permission level will be listed beneath the 'Manage permissions' heading.
4. To stop sharing the Business Notebook with a user, click the X to the right of their email address, then click Submit in the confirmation dialog.
5. To change the user permission level of an individual, click the permissions drop-down to the right of their name, then select a different user permission level.
6. Click Dismiss. Your changes will take effect immediately.

Evernote for Windows Desktop

To change the user permissions of a Shared Business Notebook using Evernote for Windows Desktop, do the following:

1. Beneath the Business Notebooks header in the Sidebar, right-click the name of the Business Notebook you want to share.
2. Click Share Notebook. The notebook sharing menu will be displayed. All of the individuals that the Business Notebook is currently shared with and their individual user permission level will be listed beneath the 'Manage permissions' heading.
3. To stop sharing the Business Notebook with a user, click the X to the right of their email address, then click Remove in the confirmation dialog.
4. To change the user permission level of an individual, click the permissions drop-down to the right of their name, then select a different user permission level.
5. Click Done. Your changes will take effect immediately.

Evernote Web

To change the user permissions of a Shared Business Notebook using Evernote via the web, do the following:

1. Login to Evernote via the web.
2. Beneath the Business Notebooks header in the Sidebar, click the name of the Business Notebook you want to share.
3. To the right of the name of the Business Notebook, click the menu icon. An options menu will be displayed.
4. Click Share this notebook. The notebook sharing menu will be displayed. All of the individuals that the Business Notebook is currently shared with and their individual user permission level will be listed beneath the 'Manage permissions' heading.
5. To stop sharing the Business Notebook with a user, click the X to the right of their email address, then click Remove in the confirmation dialog.
6. To change the user permission level of an individual, click the permissions drop-down to the right of their name, then select a different user permission level.
7. Click Done. Your changes will take effect immediately.

Evernote for Android

To change the user permissions of a Shared Business Notebook using Evernote for Android, you must remove the user from the Shared Business Notebook then re-invite them with a new user permission level by doing the following:

1. On the Home Screen, tap the Notebooks View. The Notebook List will be displayed.
2. Tap the Note Count next to the notebook you want to share. An options menu will be displayed.
3. Tap Edit access.
4. Tap the users you want to modify.
5. Tap Remove. The Business Notebook will no longer be shared with the user.
6. Re-invite the user as you normally would with the new user permission level.

iPhone, iPad & iPod Touch

To change the user permissions of a Shared Business Notebook using Evernote for iPhone, iPad & iPod Touch, you must remove the user from the Shared Business Notebook then re-invite them with a new user permission level by doing the following:

1. On the Home Screen, tap the Notebooks view. The Notebook List will be displayed
2. Open the 'Sharing settings' menu:
   • iPad: Tap the Edit button at the top-right of the Notebook List, then tap the notebook you want to share, followed by the Share icon.
   • iPhone & iPod Touch: Tap the Edit button at the top-right of the Notebook List, tap the notebook you want to share, then tap Modify Sharing
3. Tap Edit access.
4. Tap the users you want to modify.
5. Tap Remove. The Business Notebook will no longer be shared with the user.
6. Re-invite the user as you normally would with the new user permission level.

Organizing with Notebook Stacks

Notebook Stacks are a useful way for users to group their Business Notebooks in order to make them easier to browse. For example, you might create a Notebook Stack of all your Business Notebooks that are related to a single work project. You may put both Personal Notebooks and Business Notebooks in the same Notebook Stack.

Notebook Stacks are a way of organizing notebooks for yourself and only appear in your Evernote account. All of the notebooks in a Notebook Stack you create cannot be shared all at once.

Evernote for Mac

To create a Notebook Stack using Evernote for Mac, do the following:

1. In the Sidebar, click Notebooks to open the Notebook List.
2. Click and drag any notebook on to another notebook in the Notebook List. Both notebooks will now be included in a new Notebook Stack named 'Notebook Stack'.
3. Click and drag any other notebook on to the Notebook Stack to add it.
4. To rename the Notebook Stack, control-click the Notebook Stack, click Rename Stack, then enter the name you want to assign.
5. To view the notebooks in a Notebook Stack, double-click to expand it.
6. To view all the notes in a Notebook Stack, double-click to expand it, then click the View all notes card.
7. To remove a notebook from a Notebook Stack, double-click to expand the Notebook Stack, then click and drag the notebook to anywhere else in the Notebook List.
8. To delete a Notebook Stack, control-click the Notebook Stack, click Delete Stack, then click Delete in the confirmation dialog.

Evernote for Windows Desktop

To create a Notebook Stack using Evernote for Windows Desktop, do the following:

1. Right-click one of the Business Notebooks you want to be included in the Notebook Stack, then select Add to stack > New stack. A new Notebook Stack containing the selected Business Notebook will be created with the default name 'Notebook Stack'.
2. To add additional Business Notebooks to the Notebook Stack, click and drag them on to the Notebook Stack in the Sidebar.
3. To rename the Notebook Stack, right-click it, then select Rename and enter a new name.
4. To view the notebooks in a Notebook Stack, double-click to expand it.
5. To view all the notes in a Notebook Stack, click it.
6. To remove a Business Notebook from a Notebook Stack, right-click the Business Notebook, then click Remove from stack.
7. To delete a Notebook Stack, right-click the Notebook Stack, click Delete..., then click Delete Stack in the confirmation dialog.

Evernote Web

To create a Notebook Stack using Evernote via the Web, do the following:

1. In the Sidebar, click and drag any notebook on to another notebook in the Business Notebook List. The 'Create a New Stack' dialog will be displayed.
2. Enter a name for the new Notebook Stack, then click Save. Both notebooks will now be included in a new Notebook Stack.
3. Click and drag any other Business Notebook on to the Notebook Stack to add it.
4. To rename the Notebook Stack, click the options menu icon to the right of the name of the Notebook Stack, click Rename Stack..., enter the name your want to assign, then click Save.
5. To view all the notes in a Notebook Stack, click the name of the Notebook Stack in the Sidebar.
6. To remove a Business Notebook from a Notebook Stack, click the options menu icon to the right of the Business Notebook name in the Sidebar, then click Remove From Stack.
7. To delete a Notebook Stack, click the options menu icon to the right of the name of the Notebook Stack in the Sidebar, click Delete, then click Delete in the confirmation dialog.

Viewing the Business Library

All of the Business Notebooks that have been published to your company's Business Library are easy to browse and view anytime using Evernote.

Evernote for Mac

To view your company's Business Library using Evernote for Mac, click Business Library in the Sidebar.

Evernote for Windows Desktop

To view your company's Business Library using Evernote for Windows Desktop, click Business Library in the Sidebar.

Evernote Web

To view your company's Business Library using Evernote via the web, click Business Library in the Sidebar.

Evernote for iPad

To view your company's Business Library using Evernote for iPhone, iPad and iPod Touch, tap the Business Premium view on the Home Screen, then tap the Business Library button under the 'Collaborate with Coworkers' header.

Joining & Leaving a Published Business Notebook

Once a Business Notebook has been published to the company's Business Library, any other user that is joined to the company's Evernote Business account may join that Business Notebook. As with other Joined Notebooks, joining a Business Notebook allows you to sync it to your Evernote account so that you always have access to its updated contents.

All Platforms

To join a Business Notebook that is published in your company's Business Library, do the following:

1. Open the Business Library.
2. Click Join Notebook on the Business Notebook you want to join. The Shared Notebook icon will appear at the top-right of the Business Notebook cover.

3. To leave a Business Notebook you have joined, click the Leave Notebook button. The Business Notebook will no longer be synced with your Evernote account; however, you may join it again at any time in the company's Business Library.

Publishing to the Business Library

Evernote for Mac

To publish a Business Notebook to your company's Business Library using Evernote for Mac, do the following:

1. In the Sidebar, click Notebooks to open the Notebook List.
2. Hover your mouse pointer over the Business Notebook you want to share. The share icon will appear in the lower-right corner of the Business Notebook.
3. Click the Share icon. The Sharing dialog will be displayed.
4. Click Publish to Business. The 'Publish to Business Directory' dialog will be displayed.
5. Click the Users who join can drop-down, then select a user permission level for the published Business Notebook.
6. In the 'Notebook Description' field, you may optionally add a brief description of the purpose or contents of the published Business Notebook. This description will be visible to other Evernote Business users when they are browsing the company's Business Library.
7. Click Publish. The Business Notebook will be published to the company's Business Library immediately.

Evernote for Windows Desktop

To publish a Business Notebook to your company's Business Library using Evernote for Windows Desktop, do the following:

1. Beneath the 'Business Notebooks' header in the Sidebar, right-click the name of the Business Notebook you want to share.
2. Click Share Notebook. The 'Sharing' menu will be displayed.
3. Click Publish to Business. The 'Publish to Business Directory' dialog will be displayed.
4. Click the Users who join can drop-down, then select a user permission level for the published Business Notebook.
5. In the 'Notebook Description' field, you may optionally add a brief description of the purpose or contents of the published Business Notebook. This description will be visible to other Evernote Business users when they are browsing the company's Business Library.
6. Click Publish. The Business Notebook will be published to the company's Business Library immediately.

Evernote Web

To publish a Business Notebook to your company's Business Library using Evernote via the web, do the following:

1. Login to Evernote via the web.
2. Beneath the Business Notebooks header in the Sidebar, click the name of the Business Notebook you want to share.
3. To the right of the name of the Business Notebook, click the menu icon. An options menu will be displayed.
4. Click Share this notebook. The notebook sharing menu will be displayed.
5. Click Publish to Business. The 'Publish to Business Directory' dialog will be displayed.
6. Click the Users who join can drop-down, then select a user permission level for the published Business Notebook.
7. In the 'Notebook Description' field, you may optionally add a brief description of the purpose or contents of the published Business Notebook. This description will be visible to other Evernote Business users when they are browsing the company's Business Library.
8. Click Publish. The Business Notebook will be published to the company's Business Library immediately.

Evernote for Android

To publish a Business Notebook to your company's Business Library using Evernote for Android, do the following:

1. On the Home Screen, tap the Notebooks View. The Notebook List will be displayed.
2. Tap the Note Count next to the notebook you want to share. An options menu will be displayed.
3. Tap Sharing Settings.
4. Tap Publish to Business. The 'Publish to the Business Directory' dialog will be displayed.
5. Select a user permission level for the published Business Notebook.
6. Tap Publish. The Business Notebook will be published to the company's Business Library immediately.

iPhone, iPad & iPod Touch

To publish a Business Notebook to your company's Business Library using Evernote for iPhone, iPad & iPod Touch, do the following:

1. On the Home Screen, tap the Notebooks view. The Notebook List will be displayed
2. Open the 'Sharing settings' menu:
   • iPad: Tap the Edit button at the top-right of the Notebook List, then tap the notebook you want to share, followed by the Share icon.
   • iPhone & iPod Touch: Tap the Edit button at the top-right of the Notebook List, tap the notebook you want to share, then tap Modify Sharing
3. Tap Publish to Business.
4. Select the permission level for the published Business Notebook.
5. Tap Publish. The Business Notebook will be published to the company's Business Library immediately.

Unpublishing From the Business Library

Evernote for Mac

To unpublish a Business Notebook from your company's Business Library using Evernote for Mac, do the following:

1. In the Sidebar, click Notebooks to open the Notebook List.
2. Hover your mouse pointer over the Business Notebook you want to share. The share icon will appear in the lower-right corner of the Business Notebook.
3. Click the Share icon. The Sharing dialog will be displayed.
4. Click the X to the right of your company's name in the 'Manage permissions' list. A confirmation dialog will be displayed.
5. To allow users who have joined the Business Notebook to retain access once the Business Notebook has been unpublished, click the Keep access with all joined users checkbox.
6. Click Submit. The Business Notebook will be unpublished from the company's Business Library immediately, but will still be available to you.

Evernote for Windows Desktop

To publish a Business Notebook to your company's Business Library using Evernote for Windows Desktop, do the following:

1. Beneath the Business Notebooks header in the Sidebar, right-click the name of the Business Notebook you want to unpublish.
2. Click Share Notebook. The 'Sharing' menu will be displayed.
3. Click the X to the right of your company's name in the 'Manage permissions' list. A confirmation dialog will be displayed.
4. To allow users who have joined the Business Notebook to retain access once the Business Notebook has been unpublished, click the Keep access with all joined users checkbox.
5. Click Submit. The Business Notebook will be unpublished from the company's Business Library immediately, but will still be available to you.

Evernote Web

To unpublish a Business Notebook from your company's Business Library using Evernote via the web, do the following:

1. In the Sidebar, click the options menu icon to the right of the name of the Business Notebook you want to unpublish.
2. Click Modify Sharing. The Manage Permissions dialog will be displayed.
3. Click the X to the right of your company's name in the 'Manage permissions' list. A confirmation dialog will be displayed.
4. To allow users who have joined the Business Notebook to retain access once the Business Notebook has been unpublished, click the Keep access with all joined users checkbox.
5. Click Remove from Directory. The Business Notebook will be unpublished from the company's Business Library immediately, but will still be available to you.

Evernote for Android

To unpublish a Business Notebook from your company's Business Library using Evernote for Android, do the following:

1. On the Home Screen, tap the Notebooks View. The Notebook List will be displayed.
2. Tap the Note Count next to the notebook you want to unpublish. An options menu will be displayed.
3. Tap Sharing Settings.
4. Tap Unpublish. A confirmation dialog will be displayed.
5. To allow users who have joined the Business Notebook to retain access once the Business Notebook has been unpublished, tap the Keep access with all joined users checkbox.
6. Click Remove. The Business Notebook will be unpublished from the company's Business Library immediately, but will still be available to you.

iPhone, iPad & iPod Touch

To unpublish a Business Notebook to your company's Business Library using Evernote for iPhone, iPad & iPod Touch, do the following:

1. On the Home Screen, tap the Notebooks view. The Notebook List will be displayed
2. Open the 'Sharing settings' menu:
   • iPad: Tap the Edit button at the top-right of the Notebook List, then tap the notebook you want to share, followed by the Share icon.
   • iPhone & iPod Touch: Tap the Edit button at the top-right of the Notebook List, tap the notebook you want to share, then tap Modify Sharing
3. Tap Unpublish.
4. To allow users who have joined the Business Notebook to retain access once the Business Notebook has been unpublished, tap the Keep access with all joined users checkbox.
5. Tap Remove. The Business Notebook will be unpublished to the company's Business Library immediately.

Viewing the Business Trash

Any user may view the Business Trash in Evernote for Mac and Evernote for Windows Desktop.

Admin Console

See the 'Manage Trash' section under The Admin Console.

Evernote for Mac & Evernote for Windows Desktop

To browse all of the notes in the Business Trash in the Evernote for Mac and Evernote for Windows Desktop clients, click the gray Business Trash icon in the Notebook List (Mac) or the Business Trash icon in the Business Notebook List (Windows Desktop).

The notes will be displayed in the Note List, where they can be viewed and restored. Admins may also permanently delete notes from the Business Trash.

Restoring Notes

Any user may restore any Business Note in the Business Trash using Evernote for Mac and Evernote for Windows Desktop. Admins have the additional option of restoring from the Admin Console.

Admin Console

See the 'Manage Trash' section under The Admin Console.

Evernote for Mac & Evernote for Windows Desktop

When a user browses the Business Trash with Evernote for Mac or Evernote for Windows Desktop, they will see all of the Business Notes that have been deleted by any member of their company's Evernote Business account. Users may also restore any note in the Business Trash, which will return that note to the Business Notebook it was deleted from.

To restore a deleted Business Note with Evernote for Mac or Evernote for Windows Desktop, do the following:

1. In the Notebook List, click the Business Trash to view all of the Business Notes that have been deleted.
2. Click the Business Note you want to restore.
3. Click the Restore Note button at the top-right of the Business Note. The Business Note will be restored to the Business Notebook it was deleted from.

Permanently Deleting Notes (Admin Only)

See the 'Manage Trash' section under The Admin Console.

Get Evernote for All Your Devices

Evernote is available for just about every device and platform, including smartphones, computers and on the web, making it easy to remember everything and access it anytime, anywhere.

To download Evernote, visit the Evernote product page.

Evernote is available for all of the following:

Mobile

• iPhone
• iPad
• iPod Touch
• Windows Phone
• Windows 8
• Android
• BlackBerry
• WebOS

Desktop

• Mac OS X
• Windows Desktop

Evernote User Guides

Evernote is a powerful and versatile tool that helps you remember everything. To learn all the details of using Evernote for your preferred platform, check out our platform-specific user guides.

• Mac OS X
• iPhone, iPad & iPod Touch
• Android
• Windows Desktop
• Windows 8

Technical Support

Search for answers to your questions, or contact the support team.

Evernote User Forums

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Evernote Blog

Get inspiration from user stories and product announcements on Evernote's blog.

Videos

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