Getting Started with Evernote for:

Introduction

Remember Everything.

Welcome! Evernote is the easy and powerful way to remember everything, from lifelong memories and vital information to daily reminders and to-do lists.

Everything you store in your Evernote account is automatically synced across all of your devices, making it easy to capture, browse, search and edit your notes everywhere you have Evernote, including smartphones, tablets, computers and on the Web.

This guide will introduce you to the basics of using Evernote, including how to create, organize, sync, search and share notes.

Next

Learn how to navigate Evernote.

Navigation

Home Screen

From the Home Screen, you can quickly capture new notes with the new Quicknotes panel, as well as browse everything in your Evernote account by notebook, tags, and more.

  • Quicknotes
  • Announcements
  • Shortcuts
  • Notes
  • Notebooks
  • Tags

Customize your Home screen

You can change your Home screen to fit your style and your needs. Choose from three color themes: light, dark, and classic green. Additionally, you can show or hide sections and details as needed. To customize your Home screen, simply tap the Settings gear.

Quicknotes

From this panel, you can easily create new notes in one of five different ways:

  • Typing in some text
  • Choosing an existing picture on your device
  • Capturing a photo
  • Creating a Reminder and alerts
  • Creating a bulleted list
  • Creating a checklist
Quicknotes

Announcements

Stories about Evernote product updates, upcoming events, tips and more.

Announcements

Shortcuts

A customizable list of links to notes you would like quick access to.

Shortcuts

Notes

Displays all of the notes in your Evernote account, with the most recently updated notes shown first.

For Evernote Business users, two types of notes are available:

  • Personal Notes
  • Business Notes
Notes

Notebooks

Displays all of the notebooks and Notebook Stacks in your Evernote account. Tap any notebook to view the notes it contains.

Notebooks

Tags

View a sortable list of all the tags currently used in your Evernote account. Tap any tag to view all of the notes associated with it.

Business users have two options:

  • Personal Tags
  • Business Tags
Tags

Next

Time to create your first note!

Create & Edit a Note

An Evernote note can capture just about anything, including text, images, files, audio, clipped websites and more. Once created, your note will automatically be saved to Evernote and synced across all your devices. All notes are searchable, making them easy to find when you need them. Evernote even searches for typed and handwritten text inside attached images.

1. Using the Quicknote Panel

Quick Note panel buttons

The Quicknote panel provides you with several different ways to quickly create a new note:

  • Create Note buttonType Text: Tap to create a new text note.
  • Capture Photo buttonCapture Photo or Document: Tap to capture a photo or document using your device's normal or front-facing camera. The following examples of items you may want to attach to a note:
    • One or multiple photos
    • A page from an Evernote Smart Notebook
    • A page from a regular paper notebook
    • Receipts
    • Business cards
    Any photos or documents you've captured will be attached to a new note which can be edited later.
  • Select from Camera Roll buttonAttach an Existing Photo: Add an existing photo from your device's Camera Roll
  • Create ReminderCreate Reminder: Create a reminder that comes with an optional notification that can be set to alert you at a particular date and time of day.
  • Create Bulleted ListCreate Bulleted List: Create a list with the option of making it a bulleted list, numbered list, or checklist.

2. Using the Notes or Notebooks Panel

To create a new note from the Note or Notebooks panels, do the following:

Window showing new note button
  1. Open the Note List by either tapping the Notes panel or the Notebooks panel on the Home Screen, or tapping any of the recent notebooks listed in the Notebooks Panel.Evernote Business users have the option of creating a new note and adding it either to a personal or Business Notebook. To add a new note to a personal notebook, tap the Personal Notebooks panel. To add a new note to a Business Notebook, tap the Business Notebooks panel.
  2. Tap the Add Note button button in the top-right corner of the Note List. A new blank note will open in the note editor.

Adding Attachments

You can attach just about anything to a note, including files, images and audio. To add an attachment, tap the file attachment paperclip button in the note editor:

Attachment options

Attachment options

  • New Photo iconCamera: Tap to activate your device's camera and snap a photo as you normally would. Once you have captured a photo it will be attached to the note, and you will be returned to the Note Editor
  • Document Camera iconDocument Camera: Tap to activate your device's camera and capture an image of a document as you would any other image. Once you have captured a photo, it will be attached to the note, and you will be returned to the Note Editor
  • New Photo from Camera Roll iconSaved photo: Tap to open your device's Camera Roll, then select an existing photo to attach
  • New Audio iconAudio: Tap to begin recording a new audio clip. Once you have captured your audio clip it will be attached to the note, and you will be returned to the note editor

Formatting Text

To format text in a note, use any of the formatting tools as you would in a normal word processor:

Formatting toolbar iPad

Formatting Options

  1. Text Style Tools: Tap to change the text style, including bold, italicize, underscore, strike out, and highlight
  2. Paragraph Style/Simplified Formatting Tools: Select a block of text, tap the icon on the left, then tap any of the options to apply pre-defined format settings to it, or tap the icon on the right, then tap one of the options to simply the text formatting
  3. List Tools: Tap to create bulleted and numbered lists, or to insert a checkbox
  4. Indent Tools: Tap to indent the current line of text
  5. Undo and Redo: Tap to undo or redo the previous edit. On iPhone instead of pressing buttons, you can shake the device to undo or redo.

Changing Note Details

Note Info

To edit information about a particular note, tap more... below the title of the note. You can change a note's location details, tags, and which notebook it is saved in.

Note Info

Using Reminders

Reminders are a great way to keep track of notes that contain time-sensitive information, or for managing tasks you need to accomplish.

Setting a Reminder

To set a Reminder for a note, do the following:

  1. Select a note from the Notes List and tap the Reminder button in the top-right corner of the Note Editor. Tap Done when the Reminder Added box appears. Your new Reminder will appear in the Reminders List where it can be sorted, ordered, edited and more. Notes with Reminders appear in the Notes List with a clock icon displayed next to them.
  2. To view all available Reminders, tap the Reminder button from the Notes List.

Enabling Notification Alarms and Emails

There are two different ways to be notified when a Reminder is due:

  1. Notification Pop-ups: Alarms appear as pop-up boxes on your device. You are given the option to clear the alarm or open up and view the note.
  2. Email Notifications: You can opt to receive an email on the day timed reminders are due.

To manage various Reminders preferences such as configuring email reminders and time zones, tap your account name (located at the top of your Home Screen) to view your Account settings, then tap Reminders Settings located in the General Settings section.

Viewing, Editing, and Managing Reminders

There are several ways you can edit and manage your Reminders. The following is a list of just some of the ways to manage Reminders:

  1. To view a list of Reminders, open the Notes List, then tap the Reminder button . A number appears beside the icon indicating the number of reminders that have been created.
  2. To mark a Reminder as completed, swipe it to the left in the Reminders List and tap the checkbox.
  3. To cancel a Reminder, change or remove the notification date, open the note in the notes editor, tap the Reminder icon in the top-right of the note itself, then select the appropriate option: Clear Reminder, Change Date, or Remove Date.
  4. To reorder Reminders in your Reminders list, tap Edit in the top-right corner, drag the Reminders to move them up and down the list, and tap Done to save.

Deleting a Note

To delete a note, do the following:

  1. View your notes as thumbnails or snippets in the Notes List.
  2. Swipe left across the note and you will see a trash icon Trash icon appear.
  3. Tap the trash icon on the note(s) you want to delete. The note will be moved to your Trash Notebook
  4. To empty the trash, open the Trash notebook and swipe left across a note to erase it completely from your account. You also have the option of restoring it and moving it back into your Notebooks.

Next

Annotate images and PDFs inside Evernote

Annotate content

Evernote provides you with all the tools you need to visually communicate ideas, share feedback, and collaborate with friends and co-workers. Easily annotate images and PDFs with lines, shapes, arrows, and more.

Annotate any image in Evernote

Sample annotations on an image

Premium users can annotate PDFs and include an Annotation Summary

Sample annotations on a PDF

Get Evernote Premium

Start annotating

Images

Tap to open an image from inside a note, then select the Annotate button.

PDFs

Tap to open a PDF inside from a note, then select the Annotate button.

Using Annotate tools

Add lines and shapesArrow tool

Use the Arrow tool to point out an exact spot or item on an image or PDF with arrows:

  1. Select the Arrow tool.
  2. Hold and drag to the spot on the image you want the arrow to point. The arrow points and stretches in the direction you drag.
Add arrows

Line & Shape tools iconLine & Shape tools

Use the Line & Shape tools to call attention to specific areas.

Line and shape tool options

To annotate your image or PDF with lines and shapes do the following:

  1. Select the Line & Shapes tool icon to show all of the available shapes.
  2. Select the icon corresponding to the shape you want to use (lines, circles, and squares.)
  3. Hold and drag over the area of the image where you want the shape to appear.
Lines and Shapes

Text tool iconText tool

Use the Text tool to add text to your image or PDF:

  1. Select the Text tool.
  2. Click the spot where you want the text to appear. A text cursor appears.
  3. Type the text you want to display.
  4. To edit the text or change the text format, select the text you want to edit to bring up the options slider or click inside the text box to edit text.
  5. Use the switch to toggle between plain or outlined text.
Text tool

Pen & Highlight tools

Use the Pen tool to freehand draw with digital ink. Use the Highlighter tool to add a transparent color overlay.

Pen and Highlight options

To draw and highlight areas on your image do the following:

  1. Select the Pen & Highlighter tools icon to show the available tools.
  2. Select the Pen tool icon to freehand drawings, or the Highlighter icon to highlight anything with transparent ink.
  3. With either tool, hold and drag over the image to draw with digital ink.

Stamp tool iconStamp tool

Use Stamps to quickly give visual feedback about parts of an image. This is a good way to let others know what aspects of the image you like, dislike, or need more information about. You can add short text notes to stamps as well.

Stamp options

Add a stamp:

  1. Select the Stamp tool icon. A menu of the available stamps will be displayed.
  2. Select a stamp you want to use.
  3. Click anywhere on the image or PDF page to add the stamp.
Add stamps

 

Add text to a stamp:

  1. Select the stamp you want to add text to. The stamp editing options will be displayed around the stamp.
  2. Select the Stamp tool text icon, identified by the letter "a". This icon will change to a text field.
  3. Start typing to add text to the stamp. You may add up to 16 characters.

 

Add text to stamp

 

Add a pointer to a stamp:

  1. Select the stamp you want to add a pointer to. The stamp editing options will be displayed around the stamp.
  2. Select the + icon. The + icon will change to a solid blue anchor point, and a pointer will appear on the left side of the stamp.
  3. To rotate the pointer to another spot on the stamp, hold and drag the blue anchor point to any point around the stamp.

 

Add arrows to stamps

Pixelate toolPixelate tool

(available only for images)

Use the Pixelate tool to blur portions of an image you don't want to share, such as faces or other personal information:

  1. Tap the Pixelate icon
  2. Hold and drag over the area you want to pixelate.
Pixelate

Color & Stroke options

Select a color for your text, arrow, and shape annotations.

Color options

Select a stroke size for your text, arrow, and shape annotations.

Stroke options

More editing options

In addition to the Annotate tools, Evernote provides other ways you can change the general layout of your images and PDFs. You can access these options while in Annotate view by selecting from the Document Options menu, located at the top right corner screen.

The following editing options are available:

  • Clear Annotations: Select Clear annotations from the Document Options menu to remove all annotations made on a particular image or on a PDF. For PDFs, this means that annotations made on every page in a PDF are removed.
  • Crop: Select Crop to select and save a portion of the image to a note.
  • Rotate: Rotates the current image 90 degrees clockwise or 90 degrees counter-clockwise.

Include Annotation Summary

Annotation Summary

Make it easier for your friends and co-workers to review all your PDF annotations by appending an Annotation Summary page as the first page of the PDF you plan to share or print out.

This Annotation Summary displays the following information and appears in the Note Editor view:

  • Annotation count: A running count of the number of times each type of annotation is used in a document
    Annotation summary count
  • Snippet summary: Cropped areas of a PDF that show precisely where on a page each annotation appears. This makes it easy for others to quickly review and reference your ideas and comments, without having to search through the entire document.

    Annotation Summary

To include an Annotation Summary, simply select Include Annotation Summary from the Document Options menu.

Next

Now that you have a note, let's sync it so that it's available across all your devices

Sync Notes

sync image

Sync ensures that everything in your Evernote account is always available to view, edit and search everywhere you have Evernote, including smartphones, tablets, computers and on the Web.

Automatic Sync

Evernote keeps your notes updated even when the app is not active. If you edit and sync on your computer, you'll see those changes when you open your iOS device. If you're a Premium or Business user, your notes are updated in the background when internet is available so you have the most recent versions when you open Evernote when you're offline.

Users with limited cellular data usage for their mobile device may want to sync only when their device is connected to a WiFi network. To do this, tap the Account info icon on the Home Screen, then toggle the Synchronize on WiFi only slider under Settings. This will disable syncing when connected using your cellular data connection.

Manual Sync

You can sync your Evernote account at any time from inside your account settings. Syncing manually is helpful when you want to immediately access content created on a different device, such as your computer.

sync image

Next

Evernote makes your notes easy to browse. Let's take a look at the different ways available

Browse Notes

You may browse notes easily by note, notebook, or tag by tapping any of the views on the Home Screen.

To close a view and return to the Home Screen, tap the Evernote iconEvernote icon in the top-left corner of the screen.

All notes

To browse all the notes in your Evernote account, tap the Notes panel on the Home Screen. Tap Sort for the option to view notes as a vertical list (Snippets) or a grid pattern (Cards). Notes can then be sorted by the date updated, date created, or in alphabetical order, by note title.

For Evernote Business users, notes are organized into two categories: Personal Notes and Business Notes, which can be accessed directly from the Home Screen.

Note List
Note List

Notebooks

To view all the notebooks in your Evernote account, tap the Notebooks panel on the Home Screen and select a notebook from the Notebooks List.

A few notes about how the Notebook List is organized:

  • The Notebooks List displays the notebook name along with the number of notes it contains
  • Notebooks you have shared with others will appear with a Shared Notebook icon. Joined Notebooks that others have shared with you appear with the Shared Notebook owner's Evernote username.
    For Evernote Business users, Business Notebooks that have been shared with you appear with the Evernote Business account name.
  • Notebooks can be grouped together and organized into Stacks which are displayed in the list in bolded text. To view all of the notebooks in a Notebook Stack, select it from the Notebooks List.
Notebook List

Tags

To view all of the tags in your Evernote account, tap the Tags panel on the Home Screen. The Tags List will be displayed.

For Evernote Business users, tags are organized into two categories: Personal Tags and Business Tags, which can be accessed directly from the Home Screen.

Select any tag to view the notes associated with it in the Note List.

Tags List

Shortcuts

Any note can be designated as a Shortcut to give you quick access to your most frequently-accessed notes.

To view all of the notes you have designated as Shortcuts, tap the Shortcuts panel on the Home Screen.

Next

There's lots of ways to organize your notes to make them easier to browse and search.

Organize Notes

Evernote gives you many ways to keep your notes organized, so that you can browse, search and remember in the way that works best for you.

Notebooks

Notebooks are the most common way of organizing notes in Evernote, and are commonly used to separate notes by category, location or purpose. For example, you might create one notebook called 'Work Notes' and one called 'Personal Notes' to keep these types of notes separate and easier to find.

Shared Notebooks can also be used to selectively allow others to see and edit the contents of your notebooks.

Creating a New Notebook

To create a new notebook in Evernote, do the following:

  1. On the Home Screen, tap the Notebooks panel to display the Notebooks List
  2. Tap Edit at the of the Notebook List
  3. Tap New Notebook at the top of the Notebook List
  4. Enter a name for your new notebook and tap Done. You can start adding notes to your new notebook immediately
    Evernote Business users have the option of specifying whether new notebooks are 'Personal' or 'Business'
Tags List

Adding Notes to a Notebook

By default, all new notes are saved to your Evernote account's default notebook. To create a new note in a specific notebook, select the notebook you want to add the new note to (from the Notebook List), and tap the New Note button New Note icon.

Deleting a Notebook

Please be aware that when a notebook is deleted, all the notes it contains will be moved to the Trash notebook.

To delete a Notebook or a Notebook Stack, do the following:

  1. On the Home Screen, tap the Notebooks panel to display the Notebook List
  2. Tap Edit Edit Notebook icon at the top of the Notebooks List
  3. Tap the Edit button Edit Notebook icon next to the Notebook or Stack you want to delete
  4. Tap Cancel or Delete when prompted to delete the selected Notebook or Notebook Stack

Tapping on the Edit button Edit Notebook icon next to a selected Shared or Joined Notebook gives you the option of unlinking the notebook from your Evernote account

The specified Notebook or Notebook Stack will be deleted and any notes in it will be moved to the Trash Notebook. Please note that this operation cannot be undone.

Tags

Tags give you the option of adding keywords to notes in order to improve searchability. One or more tags can be added to a note. Common uses for tags include associating notes with categories, people, memories or locations.

To view all of the tags in your Evernote account, tap the Tags panel on the Home Screen

Evernote Business users are provided with separate personal and business tag lists. Tap the appropriate Tags List from the Home Screen you would like to edit or manage.

Creating or Adding Tags to a Note

To add a tag to a note, do the following:

  1. Open a new or existing note
  2. Tap more... located in the top-left corner of the note editor just beneath the Note title
  3. Tap Add Tag and begin typing. Existing tags that begin with the same letter(s) will appear as clickable buttons for you to select from. Type a new tag or tap the tag(s) from the options presented
  4. Tap anywhere outside of the list of tags to return to the note editor
  5. Tap Done when you have finished adding and editing all your tags

Shortcuts

Shortcuts are an easy way to create a list of frequently-used notes, notebooks, tags, and stacks.

Note: You can only add a note to shortcuts on iOS devices.

To designate a note as a Shortcut, do the following:

  1. Tap the note you want to designate as a Favorite to open it in the Note Editor
  2. Tap the star icon Favorite iconShortcut button located at the top-right corner of the note editor. A solid, green star Favorite icon selectedindicates that a particular note has been marked as a Shortcut and will appear in the Shortcuts panel on the Home Screen
  3. Tap the Done button to save your note
  4. To view all of your Shortcuts, tap View from the Shortcuts panel on the Home Screen

Next

Check out how Evernote's powerful search makes it easy to find your notes

Search Notes

Everything in Evernote is searchable, including the contents of notes, tags and attachments. Evernote even searches for typed and handwritten text inside attached images.

Search on iPad and iPhone

To search your Evernote account, open any of the views from the Home Screen, then enter the text you want to search for in the Search Field, located at the top-right of the screen. Evernote for iPhone, iPad and iPod Touch searches within the current context only, meaning that you must use the Search Field within the appropriate view for the type of content you want to search for. For example, to search for notes, use the Search Field in the All notes view.

Document & PDF Search (Evernote Premium Feature)

Evernote Premium and Evernote Business subscribers may also search for typed and handwritten text inside the following attached file types:

  • Scanned PDFs
  • Documents (Microsoft Office, and iWork)
  • Spreadsheets (Microsoft Office, and iWork)
  • Presentations (Microsoft Office, and iWork)

Learn more about these and other great features of Evernote Premium and Evernote Business.

Next

Now let's look at all the ways you can share memories captured in Evernote

Share Notes

Evernote is more than a tool for remembering everything, it's also great for sharing the information and memories you capture with others, as well as collaborating.

Shared Notes

Shared Notes

To share a note, do the following:

  1. On the Home Screen, tap the All notes view, or tap any notebook in the Notebooks view to open the Note List
  2. Tap a note from the Note List to open it. The Note Editor will be displayed
  3. Tap the Share iconShare icon and choose from any of the following:
    • Message: Tap to send a Public URL via the Message app for your iPhone, iPad or iPod Touch.
    • Twitter: Tap to tweet a Public URL of the note. You will be redirected to Twitter and asked to confirm that you want to post the tweet
    • Facebook: Tap to post a Public URL of the note to your Facebook wall. You will be redirected to Facebook and asked to confirm that you want to post the update
    • Print: Tap to print your note using a network-enabled printer
    • Copy link: Tap to create a Public URL for your note. The URL will automatically be copied to your clipboard and can be shared with anyone
    • Mail: Tap to send the contents of the note as an email. The email address associated with your Evernote account will be shown as the sender
  4. Please be aware that sharing via Message, Twitter, Facebook and Copy creates a Public URL that can be viewed by anyone that has the URL. To disable the URL, return to the Share menu, then tap Stop Sharing

Use AirDrop to share with devices

AirDrop lets you share things with people near you, and now you can use it to share notes with others. In any note, tap the share icon and choose AirDrop. You’ll see the people near you who have AirDrop enabled. Choose one or more of them, and share away.

Shared Notebooks

Shared Notebooks let you share your notebooks and the notes they contain with anyone, whether they are an Evernote user or not.

Note: You must have Modify and Invite Others access to a notebook in order to share it.

Shared Notebooks
Shared Notebooks
Shared Notebooks

To turn a notebook into a Shared Notebook, do the following:

  1. Open any notebook you wish to share.
  2. Tap the Share iconShare icon:
  3. Tap one of the two sharing options from the notebook Sharing settings dialog:
    • Invite Individuals
      Allows you to share the notebook with specific Evernote users. Evernote Premium users can also allow others to edit their Shared Notebooks. Anyone that you invite must login to Evernote to view your Shared Notebook. If they do not have an Evernote account, they will be prompted to create one. You can modify who has access to your Shared Notebook any time by tapping the notebook's Share icon
    • Generate Public Link
      Creates a publicly accessible URL that can be accessed by anyone, including those who do not have Evernote. Please note that anyone with the Public Link will be able to view the entire contents of this notebook. You can disable a Public Link at anytime by tapping the notebook's Share icon, then tapping the Disable link button
  4. If you are sharing a notebook from your personal Evernote account, or are sharing an Evernote Business notebook to someone outside the business, invitees will receive an invitation to join. They will have the option to View Notebook (only look at contents in a web browser) or Join Notebook (add the Shared Notebook to their Evernote account). If you are an Evernote Business user and are sharing a Business Notebook, invitees who are in your Evernote Business will receive a notification email and the notebook will appear in their Evernote account after their next sync.

Next

Congratulations! You've learned all the basics for using Evernote. Take a look at our Tips & Resources to find more ways to learn about Evernote

Tips & Resources

Check out these additional resources to make the most of Evernote for iOS:

Technical Support

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

Evernote User Forums

Read or join other users' discussion about using Evernote.

Evernote Blog

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

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