Getting Started with Evernote:

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Evernote – for your life's work

Evernote is the modern workspace that enables you to be your most productive. Whether you’re a freelance designer collecting sources of inspiration or are a part of a team of professionals who want to work together more efficiently, Evernote helps you achieve your goals.

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.

Get Evernote on all your devices

Sync across all devices

Once you've logged in to Evernote on all your devices, using the same username and password, you can create and view notes from any device or web browser.

 

Get Evernote

Download EvernoteDownload/install on desktop computers and mobile devices

Download Web ClipperDownload the Evernote Web Clipper on any desktop computer

 

Use the Web Clipper to save research, emails, news, and anything other digital content from the web or emails from your desktop computer into Evernote. Once you've clipped something from the web, Web Clipper will suggest other related notes in Evernote.

Next

Get started by learning about the Home Screen.

The Home Screen

Open any web browser and go to http://evernote.com/. Click WEB SIGN IN at the top-right of the page. Sign in with your Evernote Username and Password.

From the Home Screen you can create new notes and notebooks, as well as browse, organize, and search your Evernote account.

  1. Sidebar: Offers many ways to browse the contents of your Evernote account. Learn more
  2. Note List: Displays all of the notes in your Evernote account, with the most recently updated notes shown first by default. This is also where search results are displayed. Learn more
  3. Note Editor: Where you view and edit the note currently selected from the Note List. By default, your most recently updated note will be displayed when you launch Evernote. Learn more
  4. Search: Search all of the notes in your Evernote account for keywords, tags, and more. Evernote even lets you search for typed and handwritten text in images Learn more
  5. New Note button: Click to create a new blank note in the notebook you are currently viewing. If you are viewing the 'All Personal Notes' Note List, the note will be created in your default notebook Learn more
  6. Account Info Menu: Manage your account settings, logout of Evernote, and other useful account features

Next

Time to create your first note!

Take notes

An Evernote note can capture just about anything, including text, images, files, audio, Web Clippings and more. All notes are searchable, making them easy to find when you need them. Evernote even searches for typed and handwritten text inside attached images.

Creating a New Note

To create a new note, do the following

  1. Click the New Note button. The note will be created in the notebook you are currently viewing. If you are viewing the 'All Personal Notes' Note List, the note will be created in your default notebook
  2. New Note button
  3. To save the new note in a different notebook, click the notebook drop-down, located below to the note title field, then select a notebook from the list
  4. Click Done. Your new note will be synced to your Evernote account and immediately available everywhere you have Evernote installed

Editing a Note

To edit the contents of a note, click it in the Note List to display its contents in the Note Editor, then click the Edit iconEdit icon in the top-right corner of the Note Editor to make edits.

Formatting Text

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

Formatting toolbar
  1. Font Tools: Click the buttons or use selectors to change the font, font size and font styles. Options include a number of fonts, sizes, bold, italics, underline, superscript and subscript, strikethrough, and font color. Select text and press the Eraser button to reset font style back to default.
  2. Layout Tools: Select text and click a layout tool to change text alignment (left, center, or right) or create bulleted and numbered lists.
  3. Special Element Tools: Click to insert a checkbox, website hyperlink, or horizontal rule

Adding Attachments

Just about anything can be attached to a note, including files, images and audio. To add an attachment, do the following:

  • Click the Edit iconEdit icon in the top-right corner of the Note Editor. The formatting toolbar will appear in the Note Editor
  • Click the Attachment iconAttachment icon in the formatting toolbar. The 'Attach Files' dialog will be displayed
  • Click Choose File. Your computer file browser will be opened
  • Select the file you want to attach. You will be returned to the 'Attach Files' dialog
  • Repeat the steps above to attach additional files
  • Click Attach. The files will be attached to the note and uploaded to your Evernote account

Deleting a Note

To delete a note, do the following:

  1. Right-click (PC) or control-click (Mac) on the note you want to delete. An options menu will be displayed
  2. Click Delete... A confirmation dialog will be displayed
  3. Click Delete. The note will be moved to your Trash Notebook

Next

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

Browse notes

There are many ways to browse the notes in your Evernote account. You may browse notes easily by note, notebook, and tag in the Sidebar.

All Personal Notes

To browse all the notes in your personal notebooks, click All Personal Notes beneath the 'Personal Noteboks' heading in the Sidebar. All of your notes will be displayed in the Note List.

Joined Notebooks

To view notes in notebook that other Evernote users have shared with you, click the Joined Notebooks header in the Sidebar, then click the name of the Shared Notebook that you want to view.

Personal Notebooks

All of your Personal Notebooks are displayed in the Sidebar beneath the 'Personal Notebooks' header. To see all of the note in any of these notebooks, click it. All the notes contained in that notebook will be displayed in the Note List.

Tags

All of the tags in your Evernote account, are displayed in the Sidebar beneath the Tags header. To view all of the notes associated with a tag, click the tag. The notes with that tag will be shown in the Note List.

Next

The next section will explain ways to organize your notes and 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.

All Evernote accounts have one default notebook that is automatically created when the account is created.

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, do the following:

  1. In the Sidebar, right-click (PC) or control-click (Mac) the Personal Notebooks header
  2. Click New Notebook. The 'Create Notebook' dialog box will be displayed
  3. Enter a name for your new notebook and click Save. You can add notes to your new notebook immediately

Adding Notes to a Notebook
To change the notebook a note is saved in, drag and drop the note you want to move from the Note List to the notebook you want to move it to in the Sidebar

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

To delete a notebook, do the following:

  1. In the Sidebar, right-click (PC) or control-click (Mac) the notebook you want to delete. A menu will be displayed
  2. Click Delete. A confirmation box will be displayed
  3. Click Delete. The notebook will be deleted and any notes in it will be moved to the Trash

Notebook Stacks

Notebook Stacks are an optional way to organize multiple notebooks by visually grouping them into sets. Notebook Stacks are commonly used for grouping notebooks that have a similar broad topic or theme. For example, you might create a Notebook Stack called 'Recipes' then add Notebooks to it called 'Breakfast Recipes,' 'Lunch Recipes,' and 'Dinner Recipes'.

Notebook Stack

Creating a Notebook Stack
To create a new Notebook Stack, do the following:

  1. In the Sidebar, Drag and drop one notebook on to another notebook. The 'Create a New Stack' dialog will be displayed
  2. Enter a name for the new Notebook Stack, then click Save
  3. Drag and drop any other notebooks you want to include on to the new Notebook Stack

Adding a Notebook to a Notebook Stack
Adding a notebook to a Notebook Stack is easy. Just drag and drop the notebook on to the Notebook Stack you want to add it to.

Deleting a Notebook Stack
Deleting a Notebook Stack will not delete any of the notes or notebooks contained in the Notebook Stack.

To delete a Notebook Stack, do the following:

  1. In the Sidebar, right-click (PC) or control-click (Mac) the Notebook Stack you want to delete. An options menu will be displayed
  2. Click Delete. A confirmation dialog will be displayed
  3. Click Delete

Tags

Tags are an optional way to associate keywords to notes and improve searchability. One or more tags can be added when a note is created or at a later time. Common uses for tags include associating notes with categories, memories or locations.

All of the tags in your Evernote account are viewable beneath the Tags header in the Sidebar

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

  1. Open a new or existing note
  2. Click the Edit icon in the top-right corner of the Note Editor
  3. Click Show Details in the Note Editor
  4. In the Add Tags... field, begin typing the tag you want to add. A list of suggested tags will appear Adding a tag
  5. Click the tag you want to add, or enter a new tag name
  6. Hit the Enter key (PC) or return key (Mac)

Removing a Tag
To remove a tag from a note, do the following:

  1. Open the note
  2. Click the Edit icon in the top-right corner of the Note Editor
  3. Click the Show Details
  4. Place your mouse cursor over the tag you want to remove. An X will appear on the tag
  5. Removing a tag
  6. Click the X. The tag will be removed

Next

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

Find what you need

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 field

To search your Evernote account, enter the text you want to search for in the Search Field, located above the Note List.

Document & PDF Search (Premium feature)

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)

Next

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

Share your work

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

Any individual note can be shared through Evernote, as well as email, social media and on the web, even if the recipient isn't an Evernote user. To share a note, do the following:

Sharing a Note

  1. Click the note that you want to share to open it in the Note Editor
  2. Click the share buttonShare button and choose from any of the following: Share Menu
    • Facebook: Click to post a Public URL for the note to your Facebook wall. You will be redirected to Facebook and asked to confirm that you want to post the update
    • Twitter: Click to tweet a Public URL for the note. You will be redirected to Twitter and asked to confirm that you want to post the tweet
    • LinkedIn: Click to post a Public URL for the note as an update to your LinkedIn account. You will be redirected to LinkedIn and asked to confirm that you want to post the update
    • Email: Click to send the contents of the note as an email. The email address associated with your Evernote account will be shown as the sender
    • Link: Click to make the note available via a publicly accessible URL. The URL will automatically be copied to your clipboard and can be shared with anyone. Please note that Share URLs can be accessed by anyone who has the URL.

Stop Sharing a Note
To disable a Public URL so that it is no longer public, do the following:

  1. Open the note
  2. Click the Edit icon in the top-right corner of the Note Editor
  3. Click the Shared icon, next to the notebook drop-down list. The 'Shared Note Attributes' dialog will be displayed Shared icon
  4. Click Stop Sharing. A confirmation dialog will be displayed
  5. Click Stop Sharing

Shared Notebooks

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

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

  1. In the Sidebar, right-click (PC) or control-click (Mac) the notebook you want to share. A menu will be displayed
  2. Click Share this notebook
  3. Click one of the two sharing options:
    • Invite Individuals
      Allows you to share the notebook with specific Evernote users. By default, other users can View notes in the notebook, but not contribute or modify. Evernote Premium users also have the option to allow others to Modify notes in order to edit or add notes to a Shared Notebooks. Anyone that you invite must log in to Evernote to see your Shared Notebook. If they do not have an Evernote account, they will be prompted to create one
    • Create a 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 clicking the notebook's Share icon and then clicking Delete public link
  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.

Stop Sharing a Shared Notebook
To stop sharing a Shared Notebook, do the following:

  1. In the Sidebar, right-click (PC) or control-click (Mac) the notebook you want to share. A menu will be displayed
  2. Click Share this notebook. The current sharing settings for the notebook will be displayed
  3. To stop sharing with an individual, click the X to the right of their name, then click Submit in the confirmation dialog
  4. To disable a Public URL, click Delete public link

Next

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

Tips and resources

Check out these additional resources to make the most of Evernote on Mac:

Technical Support

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Evernote User Forums

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Evernote Blog

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