Getting Started with Evernote for:

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.

PC Desktop and MacBook Pro with sample notes

 

Use Evernote to:

 

  • Write iconTake notes Write it down—from short lists to lengthy research notes

  • Collect iconCollect everything Save content from multiple sources all in one place—web articles, handwritten notes, and photos

  • Find iconFind what you need Search all your saved notes—quickly access the info you need for your work

  • Present iconShare your work Share what you're working on—collaborate better with others

Create, edit, and share notes in 3 easy steps:

Step 1Create a new note

 

Step 1: Create a note

To create a new text note:

  1. Click the plus sign ('+') from the side navigation menu to create a new, blank note
  2. Give your note a title by entering it in the 'Title your note' field
  3. Click or tab over to the next text field and enter a few lines of text

Step 2Organize with notebooks

 

Step 2: Organize with notebooks

To move notes into different notebook:

  1. Select a note, then select the name of the current notebook located just above the note title
  2. Select the notebook where you want to move the notebook to

 

New notes are automatically saved to the default notebook that came with your account, if no other notebook is selected.

Note: For Evernote Business subscribers, use Evernote desktop or mobile client applications to move notes between personal and business notebooks.

Step 3Share notes with others

 

Step 3: Share notes

To share an individual note:

  1. Select a note from the note list, then tap Share at the top right of the screen
  2. Make sure there's at least one recipient, type a message, then click Send.

Get Evernote on all your devices

Sync across all devices

Log in to Evernote on all your devices using the same username and password so you can create and sync notes seamlessly.

 

Get Evernote

Download EvernoteDownload and install Evernote on computers and mobile devices

Download Web ClipperDownload Evernote Web Clipper on any computer

 

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

Next

Learn how to use Evernote to take notes, collect everything, find what you need, and share with others.

Take notes

The best way to start using Evernote is by using it to take notes. A note is just what it sounds like—any piece of information you want to save for later.

MacBook Pro with a sample note

Many ways to take notes

Use Evernote to create notes with text, checlists, photos, or anything else you want to remember.

Some ideas to get you started:

  • Create checklistsCreate a checklist with tasks you need to accomplish.
  • Add images and filesAttach images, PDFs, and other types of files to quickly share and communicate with remote teams in field offices or building sites.

 

Distraction-free writing

Click on the expand (two arrows) button to hide the notes list.

Expand note for distraction-free writing

 

1. Create notes

 

Select Notebook from the side menu

 

a. Select a notebook

To create a new note inside a specific notebook, select the notebook from the side navigation menu, then select the notebook from the notebooks list.

 

Create a new note

 

b. Create a new note in selected notebook

Select the plus sign ('+'), 'New Note' button, from the side navigation menu to create a new note that will be saved to the selected notebook.

 

Add a note title

 

c. Add a note title and some text

With your cursor in the 'Untitled' field, name your note so it's easier to find later. Tab or click anywhere below the note title and type in some text.

 

2. Edit notes

You can edit notes you've created or notes that have been shared with you, if you've been granted edit and invite permissions.

 

Edit text

 

To edit text inside a note, click anywhere inside a selected note to start editing. Any changes you make are synced to the Evernote service so they are available to you wherever you have Evernote.

 

Edit styles and layouts

 

Use the text formatting and layout tools to change the way the note looks:

  1. Text style tools: Bold, italicize, underline, format as superscript, format as subscript, and strike-through text
  2. List tools: Create checklists, bulleted lists, and numbered lists
  3. Layout tools: Insert line dividers, realign text, and insert tables

 

Formatting tools

 

 

Access text and layout tools

 

Access toolbar

 

To access the text and layout tools, simply click anywhere inside a selected note to display the tools in the toolbar at the top of the screen.

 

 

Note: To move backwards through a list of most recent formatting changes, press 'Command + Z' (Mac) or 'Ctrl +Z' (Windows). To move forwards through a list of most recent formatting changes, press 'Shift + Command + Z' (Mac) or 'Shift + Ctrl +Z' (Windows).

 

 

Add line dividers

 

Add line dividers

 

Use line dividers to organize your content into smaller sections.

 

Delete notes

 

Delete a note

 

To delete a note:

  1. Select the note paper button from the side navigation menu to view all your notes as a list.
  2. Hover over the note you'd like to delete. Click the trash bin, then click 'Delete' to confirm. For business notebooks, click the no entry sign (circle with a line), to remove the notebook from your account.

Note: Evernote Business subscribers can select 'Personal Notes' above the notes list to choose between viewing a list of 'personal notes' or 'business notes.'

More about the 'Trash' notebook

More tips

To get more out of Evernote, explore the following tips:

  • Checklists: Use checklists to manage tasks. More about checklists
  • Create reminders to manage tasks: Use reminders to keep track of notes that contain time-sensitive information, and receive alerts for upcoming tasks and events. More about using reminders

Next

Collect different types of content into notes.

Collect everything

Use Evernote to capture many different types of content all in one note, including web content; images, documents, and PDFs; emails; and related content from partnering digital content providers (Premium and Business only).

MacBook Pro with a sample note

You can save pretty much any type of content in a note. Here are some ideas to get you started:

 

Add photos or images

 

Add images

 

To insert photos and images:

  1. Click the paperclip from the editing tools, then click 'Choose file' to select a supported image file from your computer.
  2. Double-click, or click 'Open,' to select the file, then click 'Attach files' to see the image appear inside the note.

 

Save emails to Evernote

Forward emails to Evernote

Forward emails from any email application into your Evernote account using an email address specifically generated for you to save emails to Evernote.

 

Attach external files

Attach external files

Attach external files, such as Microsoft Office documents or PDF files, to a note.

 

 

Add public links (URLs) to other notes

Link to other Evernote notes by copying and pasting a public link (URL) of existing notes into the note you're working on. With public links, you can create a list of table of contents, for example, with quick links to each related note.

Add public links to notes

To add a link to another Evernote note:

  1. Open the note you'd like to link to.
  2. Click the downward pointing arrow on the 'Share' button and select 'Link', select 'Copy', then click 'Done'
  3. Open the note where you'd like to paste the link, and click anywhere inside the note to paste the URL you've copied to the clipboard.

Note: Because this is a public link, anyone with that link can see the contents of your note until you stop sharing the link. To stop sharing a note, go to the 'Public Note URL' page, and select 'Stop sharing note'.

More about creating public links to other notes

Organize with notebooks

Organize your notes so they'll be easier to find later. Organize them however you'd like—by project, product, department, client, or quarter, for example.

 

Create a new notebook

 

Create a new notebook

 

To create a new notebook:

  1. Select the notebook button from the side navigation menu.
  2. Select the notebook with a plus sign ('+'), button at the top of the notebooks list.
  3. Enter a notebook name in the 'Title your notebook' field.
  4. Click Create notebook. Click the plus sign ('+') from the side navigation menu to add new notes to your new notebook.

Note: People with Business accounts can choose to create either a personal or business notebook.

 

 

Rename a notebook

To rename a notebook:

 

1. Click the 'i' that appears at the top of a selected notebook

 

Note: Many find it useful to rename the default notebook to 'Inbox' or 'To file', or whatever makes the most sense to you.

 

Rename a notebook

 

 

Replace the existing notebook title in the 'Title' field with a new one

 

Replace with new notebook name

Note: Many find it useful to rename the default notebook to 'Inbox' or 'To file', or whatever makes the most sense to you.

 

Move a note to another notebook

 

Move a note

 

From any opened note, click on the name of the existing notebook, then select the new notebook you'd like to move the note to.

 

Delete or remove a notebook

 

Delete or remove a notebook

 

To delete a personal notebook or remove a business notebook from your account:

  1. Select the note paper button from the side navigation menu to view all your notes as a list.
  2. Hover over the note you'd like to delete, click the trash bin, then click 'Delete' to confirm. The notebook is moved to your 'Trash' notebook.

 

Once a notebook is deleted, all its notes are moved to the ‘Trash’ notebook.

More about how to create notes and notebooks

More tips on how to organize notebooks

Organize with tags

Tags can make it easier to find notes and are particularly useful for notes that could belong to multiple notebooks. Create tags for each project phase, each task owner, or each approval phase in a review process, for example.

Organize with tags

 

  • Create new: Type a name in the 'New tag...' field near the top of a selected note and press the Enter key
  • Add existing: Select from a list of existing tags in a selected note
  • Add multiple tags: Click the plus sign ('+') tab next to an existing tag of a selected note
  • Delete tags: Select an existing tag and press the Delete key

 

More about how to use tags to organize notes

More tips

Explore the following tips for other ways to save content into Evernote:

  • Forward emails directly into Evernote: Forward digital receipts, travel reservations, or weekly electronic newsletters directly to your Evernote account. More about saving emails to Evernote
  • Scan business cards: Use the ScanSnap Evernote Edition scanner to capture photos of business cards, extract and save contact details from the card into Evernote, and match with LinkedIn profiles. This scanner also scans and automatically saves receipts and other documents into designated notebooks. More about the ScanSnap Evernote Edition scanner
  • Clip web pages: Save sections and entire pages clipped from the web from any computer. Once saved, contents can be annotated, edited, and shared with others. More about the Evernote Web Clipper
  • Organize related notebooks into stacks: Stacks are a great way to organize related groups of notebooks. They are only visible to you and cannot be shared. More about notebook stacks
  • Find content related to what you're working on (Premium and Business only): Enable the Context feature to surface relevant information from your own account or your team's (Evernote Business) account. Enable Expertise Discovery and find others in your company who may know more about the content your working on. More about collecting related content

Next

Now that you've created some notes, you'll want to be able to easily find notes when you need them.

Find what you need

Find notes hero shot

 

All notes in Evernote are searchable, making them easy to find when you need them. Evernote can even search for typed and handwritten text inside attached images and PDFs.

What can I search for?

 

Search for the following in my notes and notebooks:

  • Keywords or tags
  • Contact information from scanned business cards
  • Pieces of paper with handwritten or typed text
  • Text in attached documents and PDFs

 

Search for the following in my chats:

  • Keywords
  • Contact names

How to search notes, notebooks, and chats

 

  • Search for notes: Select the plus sign ('+') from the side navigation menu, then enter your search terms in the 'Search notes' field located near the top of the screen.
  • Search for notebooks: Select the notebook from the side navigation menu and enter search terms in the 'Find a notebook' field located above your notebook list.
  • Search for chats: Select the speech bubble with an arrow from the side navigation menu, then enter keywords or contacts in the 'Search for people or chats' field at the top of the messages list.
  • Search for notebooks in your company's account (Evernote Business): Select the notebook from the side menu, select 'Business' at top of the notebooks list, then select 'All Business Notebooks' near the bottom of the notebook list. Enter your search terms in the 'Find a notebook' field located at the top of your notebook list.

More tips

More ways to find what you are looking for in Evernote:

Next

Learn how to share and collaborate with others on what you're working on.

Share your work

Share notes and request feedback

Share notes and collaborate using Work Chat

To invite others to view or edit a note:

  1. Select a note from the note list.
  2. Tap the 'Share' button at the top of the note editor
  3. Set the permission level to 'Can edit and invite', 'Can edit', or 'Can view'.
  4. Make sure there's at least one recipient, type a message, then click or tap Send.

More about how to share notes

 

 

Share notebooks and collaborate with others

Share notebooks in Work Chat

To share a notebook and invite others to add or edit content using Work Chat:

  1. Open your list of notebooks and find the notebook you want to share.
  2. Hover over the notebook name and select the 'Share' button.
  3. Select one or more recipients, select an existing chat group, or enter at least one email address.
  4. Set the permission level to 'Can edit and invite' or 'Can edit', add an optional note, then tap Send.

More about sharing notebooks

Stop sharing a note or notebook

 

Present notes on desktop clients

 

To stop sharing a note or notebook you have edit permissions for:

  1. Select a shared note or notebook from the notes or notebooks list, and click the 'i' at the top of the screen.
  2. From the 'Note info' or 'Notebook info' page, click ‘Modify Sharing,’ click the ‘x’ besides the name of the individual(s) you’d like to stop sharing with, then click Done to save changes.

Note: You can tell if a note or notebook is shared with you if an image of a group (of three people) appears near the ‘Share’ button when the note or notebook is selected.

 

More tips

More ways to make the most out of sharing and presenting in Evernote:

  • Add links (as public URLs) to other Evernote notes: Add links to other Evernote notes to serve as a 'table of contents' when sharing or presenting. This makes it easier for others to quickly link to other notes.
  • Multiple editors: Give others edit access so they can add feedback and revise a note you’ve shared with them. More about working with multiple editors. More about working with multiple editors

Next

See all the tips from this guide in one place.

Tips and Resources

Here is a list of all the tips highlighted in this guide of ways you can get more out of Evernote:

 

Write iconTake notes

Collect iconCollect everything

  • Forward emails directly into Evernote: Forward digital receipts, travel reservations, or weekly electronic newsletters directly to your Evernote account. More about saving emails to Evernote
  •  

  • Scan business cards: Use the ScanSnap Evernote Edition scanner to capture photos of business cards, extract and save contact details from the card into Evernote, and match with LinkedIn profiles. This scanner also scans and automatically saves receipts and other documents into designated notebooks. More about the ScanSnap Evernote Edition scanner
  •  

  • Clip web pages: Save sections and entire pages clipped from the web from any computer. Once saved, contents can be annotated, edited, and shared with others. More about the Evernote Web Clipper
  •  

  • Organize related notebooks into stacks: stacks are a great way to organize related groups of notebooks. They are only visible to you and cannot be shared. More about notebook stacks
  •  

  • Find content related to what you're working on (Premium and Business only): Enable the Context feature to surface relevant information from your own account or your team's (Evernote Business) account. Enable Expertise Discovery and find others in your company who may know more about the content you're working on. More about collecting related content

 

Find iconFind what you need

 

Present iconShare your work

  • Add links (as public URLs) to other Evernote notes: Add links to other Evernote notes to serve as a 'table of contents' when sharing or presenting. This makes it easier for others to quickly link to other notes.
  • Multiple editors: Give others edit access so they can add feedback and revise a note you've shared with them. More about working with multiple editors
  •