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Getting Started with Evernote
Part 1
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.
Can You Find Notes When you Need Them?
Paper is greatSticky notes are handy remindersNotebooks are crammed full of good stuff, butCan we find them when we need them?
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?
Evernote to the Rescue!
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.
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, emails, screen shots, etc.Images including digital photos from your computer or devicesAudio files – Existing audio files or your own recordings, i.e. reminders, etc. Video FilesWebsites
How do I get my items into Evernote?
TypingClippingScreen ShotsScanning:
Pictures, financial receipts, documents, articles, etc.
Email into EvernoteCopying Files into Evernote
Advantages of Evernote
One place to store everythingOnce your information is all assembled, there are easy ways to find just one item you're looking for. You can tag, and filter notesYou can find information easily including text that might be hidden inside an image.Sync across multiple devices so your notes are always with you.
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…
Searching Capabilities
Evernote has advanced searching capabilitiesEvernote can search by keyword, tag, or contentThis makes it so you can search anything and have your document or image in seconds
OCR
Evernote uses OCR technology Optical Character RecognitionFinds and recognizes texts in photos and other documents and makes it searchableExample: 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
Evernote can be everywhere you are
With Evernote you can always get your hands on your notes either with
ComputerInternetTablet
Phone
Evernote uses Cloud Storage
A computer or server sitting in the Evernote Office is storing your information
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
Sharing
Want to share that website or newspaper article with your Aunt Sharon?Easy with Evernote! Just share your notes through email, chat or a web url (address)
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.
Free & Premium
FreeGo Premium link
Premium account $5 month or $45 Year
Creating your Evernote account
Type in the Email you want associated with Evernote and then type in a password
This will include an email 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.
Fill in the Create Account with the same information on the previous screen
Downloading Evernote to your Desktop
This button will take you to the web-based version.
This will download Evernote to your Desktop
Downloading in Internet Explorer
In Explorer click on run
Downloading Evernote in Chrome
Click
Save it to a Folder on Your Computer
Click on the down arrow and click “Open When Done”
Instruction Page
1 2 3
Installing Evernote
Logging in
Logging into Evernote
Click on Get Started
The Evernote Sign-in Screen
Already Have an AccountEmail or username.
This is what you're going to use to log in to your account. Typically it's your email
Password
Evernote Email
Go to email and open the note from Evernote
Welcome to Evernote Workspace
Notes & Web Clipper
Search
Using Evernote
Evernote Terms
DatabaseNoteNotebookStackTagClippingSyncPremium Subscriber
Shortcuts (keyboard)Shortcuts (Searches)Saved SearchReminderAttributesURL
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
Opening Screen
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 email, or any combination thereof.
Notes
Add a Note
Title of a Note
The title is whatever you want to name your note. Click on the title and type it in.
Title
Body of the Note
Many formatting optionsFont Color and sizeJustification options, i.e. centered, left etc.Bulleted and numbered listsCheckboxes (these make great to-do lists)TablesJust like a word processor
Blank Note
Body of a Note
Title of the Note
Body of the note
Formatting Options
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.
Security of a Note
Notes can be Encrypted with PasswordsWarning, if you lose your password you lose your information. Evernote cannot retrieve it for youYou cannot encrypt an entire note or notebook, just a selection
Encrypting your Note
Select the Text you want to encrypt
Encrypting your Note
Right-Click (mouse) on the selected text and select “Encrypt Selected Text”
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…
Attributes or Metadata of a Note
Data about each of your notesDate it was created How it was added What types of media it contains, and moreAll notes have theseSome notes have more than others
Metadata
Metadata
Other Options for Notes
Set a reminder for a date or to do itemPresent in Screen Mode for presentationSee info Share
Other info about notes
Free Accounts, not note bigger than 25 mbPremium, not bigger than 100 mb per noteIf you open a file in another application, i.e. “Word,” whatever you change in your document will change in Evernote
Tag – “Your it!”
Tags
Word[s] attached to a note that identifies the subject of the note.Can group many notes by topicEach note may have multiple tags or none at all. Notes can be searched by using Tags.
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
Reuse Tags
If a tag has been used before it will come up for you.
View Notes
Click on the icon by the notes and look at the view options and the sort orders.
List View
Lists the notes with no graphics and shows a preview in the pane below..
Snippet View
Notes have graphic description on the left and the note is shown in the right pane.
Card View
The Card View shows the notes in greater descripton and a preview on the right.
Notebooks
Notebooks
Container used for storing notes so you can organize your notesYou can have up to 250 notebooks.
Notebooks
Make a Default Notebook called Inbox
This notebook will be the one that notes go into if you don’t specify a notebook.
Rename First Notebook
Right-Click (Mouse) and click on “Rename”
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
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.
Type in the Name of Your New Notebook
Right-Click (mouse) on your notebook for other options including create and rename.
Moving Notes into a Notebook
Click on the Note to add
Drag the Note into the Notebook
Click on the Notebook – The note is in there
The Left Panel View
Click on ViewClick on Left PanelClick on the options you would like to see on the Left Hand Column
Left Panel
You can choose what options you want to show in this panel.Click on the Notebooks and collapse if you want.
Stacks
Stack
Stack – A group of your notebooks kept togetherContainer 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.
Adding or Creating a Stack
Drag a notebook onto another notebook to create a stack orDrag a notebook into an existing stackRight-click (mouse) on a stack to rename it
Stack of Notebooks
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