Getting Started with Evernote. Part 1

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1 Getting Started with Evernote Part 1

2 Why Evernote? There s nothing like having a note paper or notebook so you can write down thoughts, notes, sketches, ideas, to do lists, goals, dreams, inspirational quotes where ever you are.

3 Can You Find Notes When you Need Them? Paper is great Sticky notes are handy reminders Notebooks are crammed full of good stuff, but Can we find them when we need them?

4 Can you Find It! Can you find your notes from that class you took when you need them most? How about finding the website you found with your ancestor s information on it three weeks ago? How about remembering you have a meeting to attend?

5 Evernote to the Rescue!

6 What is Evernote? Evernote is a digital notebook or as I think of it a digital loose-leaf. In your digital loose-leaf you can have notes, notebooks and different sections so you can organize your content without having to drag a cumbersome loose-leaf around with you.

7 What can you Store in Evernote? Capture, store, tag and index just about any type of data Text notes and documents including PDF & Word files, receipts, s, screen shots, etc. Images including digital photos from your computer or devices Audio files Existing audio files or your own recordings, i.e. reminders, etc. Video Files Websites

8 How do I get my items into Evernote? Typing Clipping Screen Shots Scanning: Pictures, financial receipts, documents, articles, etc. into Evernote Copying Files into Evernote

9 Advantages of Evernote One place to store everything Once your information is all assembled, there are easy ways to find just one item you're looking for. You can tag, and filter notes You can find information easily including text that might be hidden inside an image. Sync across multiple devices so your notes are always with you.

10 Keeping our Notes Digital FIND EVERYTHING! It will always be right at your fingertips, not in the filing drawer at home, stuffed in a drawer or cabinet or some other storage place, or stuck to the fridge -- you will always have it with you. Evernote s technology allows you to do a simple search and get your hands on that piece of information you need now! No need to search through piles of papers

11 Searching Capabilities Evernote has advanced searching capabilities Evernote can search by keyword, tag, or content This makes it so you can search anything and have your document or image in seconds

12 OCR Evernote uses OCR technology Optical Character Recognition Finds and recognizes texts in photos and other documents and makes it searchable Example: Take a picture of a sign that says Holden Cemetery Evernote will make the words in the photo searchable so that if you search cemetery or Holden, Evernote will find the photo

13 Evernote can be everywhere you are With Evernote you can always get your hands on your notes either with Computer Internet Tablet Phone

14 Evernote uses Cloud Storage A computer or server sitting in the Evernote Office is storing your information

15 Syncing Evernote makes sure all of your data is up-to-date across all of your devices by synchronizing your information. You can tell Evernote not to sync some content Syncs on timed intervals or when you manually hit sync button

16 Sharing Want to share that website or newspaper article with your Aunt Sharon? Easy with Evernote! Just share your notes through , chat or a web url (address)

17 Worried about Privacy & Security? With Evernote you have the ability to encrypt and protect sensitive material. You can also password your documents before adding them to Evernote.

18 Free & Premium Free Go Premium link Premium account $5 month or $45 Year

19 Creating your Evernote account

20 Go to and click Sign up now

21 Type in the you want associated with Evernote and then type in a password This will include an as a user name and a password. Write this down so you don t forget it. You will need it later on after the install.

22 Fill in the Create Account with the same information on the previous screen

23 Downloading Evernote to your Desktop This button will take you to the web-based version. This will download Evernote to your Desktop

24 Downloading in Internet Explorer In Explorer click on run

25 Downloading Evernote in Chrome Click

26 Save it to a Folder on Your Computer

27 Click on the down arrow and click Open When Done

28 Instruction Page 1 2 3

29 Installing Evernote

30 Logging in

31 Logging into Evernote Click on Get Started

32 The Evernote Sign-in Screen Already Have an Account or username. This is what you're going to use to log in to your account. Typically it's your Password

33 Evernote Go to and open the note from Evernote

34 Welcome to Evernote Workspace

35 Notes & Web Clipper

36 Search

37 Using Evernote

38 Evernote Terms Database Note Notebook Stack Tag Clipping Sync Premium Subscriber Shortcuts (keyboard) Shortcuts (Searches) Saved Search Reminder Attributes URL

39 Database This term is used loosely to describe the entire collection of Evernote. This includes notes and notebooks. This can be interchanged with the term Evernote Account

40 Opening Screen

41

42 Notes A single item stored in Evernote. This can be a PDF file, a document, an image, a piece of text, a file, an audio or video file, a screen capture, url address, an , or any combination thereof.

43 Notes

44 Add a Note

45 Title of a Note The title is whatever you want to name your note. Click on the title and type it in. Title

46 Body of the Note Many formatting options Font Color and size Justification options, i.e. centered, left etc. Bulleted and numbered lists Checkboxes (these make great to-do lists) Tables Just like a word processor

47 Blank Note

48 Body of a Note Title of the Note Formatting Options Body of the note

49 URL Field (Web Address) If you use a Web Clipper (we will talk about this later) the URL or Web Address will come in with the note.

50 Security of a Note Notes can be Encrypted with Passwords Warning, if you lose your password you lose your information. Evernote cannot retrieve it for you You cannot encrypt an entire note or notebook, just a selection

51 Encrypting your Note Select the Text you want to encrypt

52 Encrypting your Note Right-Click (mouse) on the selected text and select Encrypt Selected Text

53 Put in your Password and a Hint Text is now hidden Double click on the lock and put in your password to open the text

54 Attributes or Metadata of a Note Data about each of your notes Date it was created How it was added What types of media it contains, and more All notes have these Some notes have more than others

55 Metadata Metadata

56 Other Options for Notes Set a reminder for a date or to do item Present in Screen Mode for presentation See info Share

57 Other info about notes Free Accounts, not note bigger than 25 mb Premium, not bigger than 100 mb per note If you open a file in another application, i.e. Word, whatever you change in your document will change in Evernote

58 Tag Your it!

59 Tags Word[s] attached to a note that identifies the subject of the note. Can group many notes by topic Each note may have multiple tags or none at all. Notes can be searched by using Tags.

60 To Add a Tag Click to the right of the tag icon or the last tag and type in your tag. If you already have that tag, it will automatically pop up and let you click on it. Type in the tag

61 Reuse Tags If a tag has been used before it will come up for you.

62 View Notes

63 Click on the icon by the notes and look at the view options and the sort orders.

64 List View Lists the notes with no graphics and shows a preview in the pane below..

65 Snippet View Notes have graphic description on the left and the note is shown in the right pane.

66 Card View The Card View shows the notes in greater descripton and a preview on the right.

67 Notebooks

68 Notebooks Container used for storing notes so you can organize your notes You can have up to 250 notebooks.

69 Notebooks

70 Make a Default Notebook called Inbox This notebook will be the one that notes go into if you don t specify a notebook.

71 Rename First Notebook Right-Click (Mouse) and click on Rename

72 This will be your Default Notebook Type in Inbox over the First Notebook Make sure the Make this my default notebook is checked Click on Settings

73 Creating a Notebook File New Notebook [choose between synced or local notebook] Local notebook only lives on your computer not in the cloud. It will not be available on other devices.

74 Type in the Name of Your New Notebook

75 Right-Click (mouse) on your notebook for other options including create and rename.

76 Moving Notes into a Notebook Click on the Note to add

77 Drag the Note into the Notebook

78 Click on the Notebook The note is in there

79 The Left Panel View Click on View Click on Left Panel Click on the options you would like to see on the Left Hand Column

80 Left Panel You can choose what options you want to show in this panel. Click on the Notebooks and collapse if you want.

81 Stacks

82 Stack Stack A group of your notebooks kept together Container for notebooks. Organizes notebooks. Stack might contain family history stack holding all of your family history notebooks in one place. Each stack counts as a notebook.

83 Adding or Creating a Stack Drag a notebook onto another notebook to create a stack or Drag a notebook into an existing stack Right-click (mouse) on a stack to rename it

84 Stack of Notebooks

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