evernote overview - drcs-solutions.com€¦ · notebooks, and the notes within them, can be...

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Evernote Overview Evernote is a cross-platform application/cloud-based service that serves as an easily searchable centralized modern workspace for all your work, reference material, and knowledge. Almost any media type ( images, text, business cards, emails, web pages, live or saved photos, paper scans, PDFs, hand-written and audio notes, etc.) can be saved and indexed, organized into Notebooks and Stacks. Notebooks, and the notes within them, can be configured for sharing, collaboration, in-app discussion, or protected to provide access to participating Evernote and Non Evernote users. Tags provide a quick way to filter notes by keyword or key phrases. Cloud-based, Evernote is accessible anywhere — even oine. Your data and/or team data is accessible from all popular web browsers, desktop application (Mac & Windows), mobile phone or tablet (iPhone, Android or Windows).

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Page 1: Evernote Overview - drcs-solutions.com€¦ · Notebooks, and the notes within them, can be configured for sharing, collaboration, in-app discussion, or protected to provide access

Evernote Overview

Evernote is a cross-platform application/cloud-based service that servesas an easily searchable centralized modern workspace for all your work,reference material, and knowledge.

Almost any media type (images, text, business cards, emails, webpages, live or saved photos, paper scans, PDFs, hand-written and audionotes, etc.) can be saved and indexed, organized into Notebooks andStacks.

Notebooks, and the notes within them, can be configured for sharing,collaboration, in-app discussion, or protected to provide access toparticipating Evernote and Non Evernote users. Tags provide a quickway to filter notes by keyword or key phrases.

Cloud-based, Evernote is accessible anywhere — even offline. Your dataand/or team data is accessible from all popular web browsers, desktopapplication (Mac & Windows), mobile phone or tablet (iPhone, Android orWindows).

Page 2: Evernote Overview - drcs-solutions.com€¦ · Notebooks, and the notes within them, can be configured for sharing, collaboration, in-app discussion, or protected to provide access

Take notesA note is just what it sounds like—any piece of information or idea youwant to save for later. You can keep pretty much any type of content in anote.

Page 3: Evernote Overview - drcs-solutions.com€¦ · Notebooks, and the notes within them, can be configured for sharing, collaboration, in-app discussion, or protected to provide access

Many ways to take notes

You can keep pretty much any type of content in a note. Here are someideas:

Type, write, or even record audio notes from any meeting.Annotate photos and PDFs for quick communication with teamsworking remotely in field offices or building sites.Photos of anything that might inspire new ideas, new designs, or

Page 4: Evernote Overview - drcs-solutions.com€¦ · Notebooks, and the notes within them, can be configured for sharing, collaboration, in-app discussion, or protected to provide access

new compositions.Snap photos of a whiteboard or Post-it ® Notes from a brainstormsession.Scan contracts, legal documents, receipts, or business cards.Use your computer, mobile phone, or tablet to create any kind ofnote and recall them as needed.

Add other types of content to a noteWhen you select or tap to edit your note, select from the available iconsthat appear in the note editor:

Attach files of any kind

Add checkboxes (clickable)

Add bulleted and numbered lists

Add photos from your camera roll

Take a photo with your camera or webcam

Record audio

Page 5: Evernote Overview - drcs-solutions.com€¦ · Notebooks, and the notes within them, can be configured for sharing, collaboration, in-app discussion, or protected to provide access

* Evernote now provides a draw mode in its mobile apps.

More Ways to Create Notes See the following for more ways to take notes:

Checklists: Use checklists to manage tasks.

Create reminders to manage tasks: Use reminders to keep trackof notes that contain time-sensitive information, and receive in-app,email, and push notification alerts for upcoming tasks and events.

Annotate your notes: Clarify and solicit feedback by annotating anentire note, an individual image, or a PDF. Use lines, shapes,arrows to comment, clarify, and collaborate.

Forward emails directly into Evernote: Forward digital receipts,travel reservations, or weekly electronic newsletters directly to yourEvernote account.

Scan business cards: Use the ScanSnap Evernote Edition scannerto capture photos of business cards, extract and save contactdetails from the card into Evernote, and match with LinkedInprofiles. This scanner also scans and automatically saves receiptsand other documents into designated notebooks.

Evernote Clipper: Save multiple screenshots of anything on yourscreen along with additional text into one note.

Page 6: Evernote Overview - drcs-solutions.com€¦ · Notebooks, and the notes within them, can be configured for sharing, collaboration, in-app discussion, or protected to provide access

Clip web pages: Save sections and entire pages clipped from theweb from any desktop computer. Once saved, contents can beannotated, edited, and shared with others

Organize with notebooksNotebooks are collections of notes. Every note you create is saved to anotebook. By default, Evernote saves notes to the notebook that camewith your new account. Create additional notebooks to organize yournotes around the topics that matter to you and your team.

Organize your notes so they'll be easier to find later. You can organizenotes however you want to – by project, product, department, client, orquarter, for example.

Page 7: Evernote Overview - drcs-solutions.com€¦ · Notebooks, and the notes within them, can be configured for sharing, collaboration, in-app discussion, or protected to provide access

Organize with tags

What can I do with tags?Tags let you add keywords to notes, making them easier to find andbrowse when you’ve got a lot of them. Use tags when a note mightapply to more than one category or when you want to filter results in a

Page 8: Evernote Overview - drcs-solutions.com€¦ · Notebooks, and the notes within them, can be configured for sharing, collaboration, in-app discussion, or protected to provide access

certain notebook by a keyword. You could use tags to associate noteswith categories, memories or locations.

Examples:

Project management: Add a tag to identify the project state(active, next, completed) or to the spec number or feature.Task management: Add a priority label to notes (p1, p2, p3).Recruiting: Add a tag for the location of a position or the hiringmanager (nyc, tokyo).Research: Add a tag for the relevant company or project

More Ways To Organize NotesEvernote provides additional ways to bring organization to your notes.

Examples:

Table of Contents: Automatically generate a table of contents fornotes contained within a Notebook.Note Link: Link from one or more notes to another note to createnote relationships (not limited to one notebook)Merge: Consolidate related notes into one note (ex: and emailstring).Note Copy or Move: Quickly copy or move a note to anotherNotebook

Page 9: Evernote Overview - drcs-solutions.com€¦ · Notebooks, and the notes within them, can be configured for sharing, collaboration, in-app discussion, or protected to provide access

Find what you needEverything in Evernote is searchable, including the contents of notes,notebooks, tags, and attachments.

Evernote’s search lets you get really granular, but this just means youhave a lot of ways to find what you are looking for.

Page 10: Evernote Overview - drcs-solutions.com€¦ · Notebooks, and the notes within them, can be configured for sharing, collaboration, in-app discussion, or protected to provide access

You can search for notes and notebooks by:

Keywords or tagsContact info in business cardsHandwritten or typed text in photosText in attached documents and PDFsNotebooks other colleagues have sharedTeam members who know about a topic at your companyNotes related to internet search results (with Evernote Web Clipper)

You can search within your entire Evernote account, or filter bynotebook, creation or update date, and geographical location where thenote was created. If you use a particular search frequently, you can saveand add it to your shortcuts for quick access. Evernotealso offers advanced search syntax for even more targeted searching.

Share notesEvernote makes it easy to share notes with others. Share notes such asmeeting agendas, design ideas clipped from the web, travel itineraries,reports, or project task lists.

Page 11: Evernote Overview - drcs-solutions.com€¦ · Notebooks, and the notes within them, can be configured for sharing, collaboration, in-app discussion, or protected to provide access

Different ways to share notesHere are a few ways to share notes with others:

Copy and paste a public link (URL) to a noteUse Work ChatEmail a note (Text, Post to Social Media)Note/Notes Presentation Mode

Page 12: Evernote Overview - drcs-solutions.com€¦ · Notebooks, and the notes within them, can be configured for sharing, collaboration, in-app discussion, or protected to provide access

Share notebooksEvernote lets you quickly and easily share any of your notebooks withother people, if you choose. Share a notebook and allow others to viewand collaborate on work.

Use shared notebooks to:

Organize a group project – Collect all your meeting notes, filesand to-do lists in one place.Build a creative repository – Save design inspiration, articles,photos and knowledge.Plan a business trip – Put your itineraries, packing list and phone

Page 13: Evernote Overview - drcs-solutions.com€¦ · Notebooks, and the notes within them, can be configured for sharing, collaboration, in-app discussion, or protected to provide access

numbers where you can always access them.

Different ways to share notebooks:Share a notebook with one or more individualsShare personal notebooks as links (URLs)Share a notebook with everyone in your company's EvernoteBusiness account

Evernote User Security Options:Two-Step (factor) AuthenticationMobile Device Passcode LockIn-Note Text Encryption (128 Bit AES) Recover Previous Note Versions

Dave Rebro • [email protected] • (262) 513-2833’The Paperless Professional” • “Get Your Mobile On!"©