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1. Keep means that once a file is added to your Evernote account from this folder it will be left alone Delete means that after it s added the file will be deleted The latter option makes more sense to me but if you d rather set it to Keep be my guest The usual rules apply here the file can t be larger than the maximum size of a note given your account type free 25mb Premium 100mb MAC WORKAROUNDS Even though Evernote for Mac doesn t officially support Import Folders there are ways of approximating the same functionality The easiest way think is using a third party application for the Mac called Hazel If you re interested in making this stuff work on your Mac and are maybe a little geeky my pal Brooks has written a nice tutorial on how to do this over at DocumentSnap com DESKTOP SCANNERS Many desktop document scanners support scanning directly to Evernote Personally lm a big fan of the ScanSnap scanners by Fujitsu which we ll talk about more in the Paperless section but you can find several options in the Evernote Trunk The specific options and configuration for the various types of scanners available are beyond the scope of this guide but know Evernote Essentials Fourth Edition Nerdgap com that if you re looking to digitize all that paper that s littering your desk and keep it in your Evernote account then a nice document scanner will be a big help TWITTER T
2. I m only slightly embarrassed to admit to you that in the past few months I ve started reading comic books for the first time Why are you laughing Anyway I m regularly recommended comics to read both by friends and on blogs and podcasts It probably won t surprise you to learn that have a note in my Evernote account called Comics to buy that routinely add to Similar notes for books movies and bands are also present and routinely updated I m rarely stuck wondering what to read watch or listen thanks to my running lists Hardly rocket science know but this has quickly become one of my favorite Evernote uses Related if you use an iPhone or iPad there s an application called Drafts that can quickly append to existing Evernote notes without leaving the app It s like magic and you should look into it 15 Ok fine very embarrassed lm 35 years old for heaven s sake Evernote Essentials Fourth Edition Nerdgap com CONCLUSION Evernote is one of those apps with loads of potential uses and these are just a few of my favorites Hopefully they provided a little bit of inspiration for your own adoption of Evernote Evernote Essentials Fourth Edition Nerdgap com A Briet Look of EVETAGTE BUSIANGSS Evernote Business is well Evernote But for businesses You re really funny you know that Just hilarious At its core Evernote Business is the same Evernote you know
3. If you re asking yourself does he mean something most people throw away the answer is yes he does l m not a pack rat really but am when it comes to paper PROJECT RESOURCES As an adherent to the GID productivity philosophy my daily life is driven by projects 2 While many of these projects don t require any sort of reference or support material some do Evernote is where these materials live Some examples e A few months ago was the lucky recipient of a speeding ticket which absolutely earned but that s neither here nor there Dealing with this little bit of fun meant scanning several pieces of paper from the city and the police department These live in Evernote and are a click away from my Deal with Speeding Ticket project in OmniFocus e One of my job functions at Evernote is to write documentation for our Developer website where 20 A project in the GTD sense is anything that requires more than one action step to complete For example getting my leisure suit dry cleaned is a project the same way remodeling my bathroom is a project both will involve taking multiple actions before they project is finished 114 Evernote Essentials Fourth Edition Nerdgap com programmers can learn how to build applications that work with Evernote have an Evernote Business notebook dedicated to brainstorms and other ideas for things that should write for the site My coworkers also have acces
4. REMINDER NOTIFICATIONS Evernote can notify you of a reminder enabled note in two ways 1 A notification is sent to your computer or mobile device 2 An optional email digest sent at the beginning of the day this will contain links to each note with a reminder set for the current day This warrants some further discussion Evernote Essentials Fourth Edition Nerdgap com If you re using Evernote in complete isolation meaning you re not using Evernote Business or shared notebooks then you ll only be notified about notes in your account But what if you re a great big Evernote nerd whose cumin waffle club makes extensive use of shared notebooks and your employer uses Evernote Business It gets a smidge hairy but don t worry we ll get through it promise The easiest thing to do is head over to Evernote Web log in and visit the Reminders section under Settings Here you ll see a few configuration options e Timezone four out of five dentists recommend you set this to your usual timezone Digest emails are sent at the beginning of the day around 8 00 AM in my experience and your timezone is used to determine when the digest email should be sent e Email reminders this checkbox controls whether you receive reminder digest emails No check mark no digest emails Finally you ll have a list possibly a big list of notebooks each with its own set of configuration options This list will contai
5. or something How you name your searches is up to you but get comfortable with this feature Like said a minute ago when you ve got oodles and oodles of notes in your account and you find yourself routinely running the same search you ll thank your lucky stars that this feature exists Oh and one other thing saved searches are synced across all of your devices just like notes notebooks and tags If you create a saved search on your Windows computer and then 7 Which isn t to say that don t have all the affection in the world for Mongolia and everybody who calls it home it s just cumbersome to type is all Evernote Essentials Fourth Edition Nerdgap com Getting to Know Evernote Search sync your account that same search will be available on your iPad and your Android phone immediately after those devices are synced It s really spiffy IMAGE RECOGNITION In my vast decades of experience using Evernote and as an unofficial Evernote evangelist among my friends rr p and family this feature is easily the most awe inspiring searching for text within images Personally like cigars I m sure it won t surprise you to learn that use Evernote to record the various cigars I ve had over the years Text search in images comes in very handy here Whenever you add an image to a note in Evernote and the note lives in a synchronized notebook the image is sent through Evernote s own Optical Cha
6. see that a little over one year ago took my kids to a baseball game met an Internet friend for dinner for the first time and was apparently really interested in desk organization techniques based on the articles clipped can skip a few days backward and see that went to a independent movie premier on a short trip to Portland Oregon Jump a few days ahead and lm immediately taken back to a trying few days wherein attempted to learn to use Xcode Apple s software development environment You probably see where I m going with this Evernote Essentials Fourth Edition Nerdgap com All of those memories become far more compelling when can look back at everything else was doing at the time It s pretty great and the best part is that don t need to do anything other than what I m already doing enthusiastically using Evernote HOW TO DO IT There s really only one way to make Evernote into your history book add lots of different things to Evernote Aside from the obvious stuff scanned paper meeting notes content clipped from the web you re going to want to get personal with Evernote Some ideas e Create a separate notebook called Journal and write something in it every day e Snap a photo of yourself or your partner kids etc every day e Use Evernote to store the articles you read online love Evernote Clearly for this e Record meals outings and other personal activiti
7. Evernote Essentials Fourth Edition Nerdgap com Use Case Going Paperless with Evernote Desks and workspaces the world over are covered in paper Financial documents health insurance forms insurance agreements cumin waffle recipes clipped from food magazines you name it And for many of the owners of such clutter the idea of moving all of it into a digital system that s automatically backed up is to say the least attractive But as with anything worth doing converting wholly to the paperless lifestyle requires a bit of strategy work and most of all time wouldn t say it s a difficult endeavor but wouldn t say its easy either Luckily there are few software systems as well suited for this type of life as our beloved Evernote If you have a document scanner ideally one that integrates well with Evernote then you re 90 of the way there Let s talk for a bit about how this works the best ways to go about it and some nerdy tricks for making the process as friction free as possible THE BUILDING BLOCKS Evernote Account Hopefully you ve got one of these by now For this endeavor though you re probably going to need a Premium account at least temporarily A few reasons why Evernote Essentials Fourth Edition Nerdgap com e When you start scanning documents into your account you re going to be uploading a lot of information The 60mb of uploaded data per month allotted to Free
8. With this filter in action any email get from amazon com no matter what the name part of the email address is whose subject begins with Your Amazon Order will automatically be forwarded to my Evernote email address If that s not snazzy then don t know what is O Send canned response Choose canned response IMPORT FOLDERS Note this feature is currently only available under Windows SET NNI Select the source folder to import files from You can configure Evernote for Windows to watch certain gt ej Floppy Disk Drive A folders on your computer and add anything that shows up in 4 Bi Local Disk C those folders to your account To add an Import Folder select t aca Import Folders from the Tools menu When the dialog box oR cares appears click Add and you ll be asked to choose a folder 4 Ji Users somewhere on your computer Personally like to create a dedicated folder for this purpose E Conta Evernote Essentials Fourth Edition Nerdgap com After you choose your folder you have a few options click to modify them e Subfolders If this option is set to Yes then any items in subfolders within this folder will be added to your account In other words if you drag a whole folder full of stuff into this Import Folder everything in the dragged folder will be added Notebook Notes imported from this folder will end up as new notes in this notebook Resource
9. Business Library icon and you ll be presented with a lovely grid of notebooks At Evernote the company our library has many dozens of notebooks covering a variety of topics e Employee policies and procedures e Design ideas and collaborations e Marketing assets and promotional materials e Technical details of varying types Think of it as one part knowledge base one part collaborative workspace and one part whatever you want it to be In my own work produce a good amount of written content for the Evernote Developer site and almost all of it makes a stop in an Evernote Business notebook for review and editing by other members of my team before it makes its way onto the live site This is particularly handy since don t work at the office with all of my coworkers I work from my home and having the means to work asynchronously is important CONCLUSION Evernote Business is fairly easy to understand once youre comfortable using Evernote If you re interested in using Evernote in your business I d highly recommend checking it out since as previously mentioned I ve become quite a fan in the few short months it s been available Evernote Essentials Fourth Edition Nerdgap com mMpEeOorting amp Exporting Liat While data import and export might be a skosh nerdier than most of you might be up for I think its a good idea to cover it just in case Evernote for Windows and Mac allows you to export you
10. This is an important discipline to develop for aspiring paperless ers If you don t keep up with your scanning before you know it you ll be faced with yet another massive pile of stuff that will take a great deal longer to go through STRATEGIES EASY NOTE NAMING Naming all of these notes can be a somewhat tedious endeavor to be sure Luckily tools exist that let you quickly create the right kinds of note titles with very little typing Text expansion tools like Breevy for Windows and my personal favorite TextExpander for the Mac make it simple to for example create our oil change note title Create a new snippet in either of the above tools that will plug in the current date formatted correctly the name of your car or a dropdown if you have multiple cars and the words Oil Change Paperwork In TextExpander the snippet text would look like this Y M D car dropdown text Oil Change Paperwork If assign this snippet to run when type noil n for note oil for obvious reasons and type those characters in the note title field in Evernote it will open up a pop up window where I ll choose the appropriate car and hit Return The note title will look exactly like our example from before Like magic really That example might be a bit more complicated than we want but you get the idea Here are a few other potentially useful snippet ideas Evernote Essentials Fourth Edition Nerdgap co
11. Well that s actually a drop down menu that depending on the web page you re trying to clip can provide several different options Evernote Essentials Fourth Edition Nerdgap com e Clip article If this option is selected Evernote will attempt to figure out which part of the page you intended to clip and only grab that part For example if you re reading a blog post that s surrounded by a bunch of advertisements navigation elements and other cruft the Evernote Web Clipper will only highlight the text of the article or at least its best guess as to the text of the article It won t work perfectly every time But Chrome users can use their keyboards to grow or shrink the area to be clipped If the clipper can t figure out which part of the page is the main part this option won t appear in the drop down Clip selection If you highlight any part of the web page before invoking the clipper that s exactly what will be clipped if you choose Clip selection Clip full page Just like it says on the tin if you click this option you re going to get the entire page Clip URL This option will not save any part of the web page but create a new note with the web page s URL as the Source URL field and the page title as the note title Clip PDF Unless you re looking at a PDF in your browser this option won t be available If you are looking at a PDF you can clip the whole thing into your
12. and love but optimized for use in a business context This means that things like sharing are easy and the potential issues Surrounding using Evernote on your work computer aren t really issues anymore The good news is that if you know how to use Evernote you pretty much already know how to use Evernote Business It s more of an abstract concept than it is a new interface to Evernote Let s discuss a few of the core concepts behind Evernote Business BUSINESS NOTEBOOKS Edit View Note Format Window Help When your account belongs to a Business the creation New Note 3N of a notebook now offers a third option beside local and New Notebook Personal Notebook QN New Tag AT Business Notebook lt f synchronized notebooks Business Notebooks New FaceTime Camera Note Local Notebook New Audio Note trwv cure New Evernote Window XN 16 Some companies tend to frown on their employees installing software like Evernote because of the relative ease with which company data can leave the bounds of the corporate environment Evernote Business erases this concern since it s intended for use at the office and the company retains ownership of data added to Business notebooks 17 For your account to be added to a Business an administrator of the Business must invite you How this works along with a whole lot more info about Business can be found on the Evernote Business Resource Page Evernote Essentials Fourth Edit
13. enjoy Evernote Essentials Fourth Edition Nerdgap com In an era when creating content is seen as the backbone of any meaningful online work lve come to see a great deal of value in making permanent copies of everything say as well as a curated collection of what other people say about me Perhaps this isn t true for everybody but think it s a common enough problem to warrant pointing out a reasonably simple solution Evernote Essentials Fourth Edition Nerdgap com Use Case EWA s Your Parsonal History Book We ve already discussed at some length the various bits of information for which Evernote is the ideal home Truthfully we ve only just scratched the surface of what could and perhaps should be stored in Evernote But there s a more subtle benefit to adopting the Evernote lifestyle as it were Information memories and such are much more potent when viewed in the context in which they originally took place A heavy Evernote user like myself adds lots of new stuff to Evernote usually on a daily basis The types of things add to Evernote vary quite widely meeting notes from work things say on Twitter photos of my kids random ideas and so on This mountain of seemingly disparate information has become my personal history book can jump back to any point over the last five years as write this and get a pretty good idea about what was thinking and doing at that time For example
14. if you re serious about this paperless stuff There s really no way around it And a good one isn t Super cheap Good news You ll wonder how you ever lived without it once you have it Totally serious Evernote Essentials Fourth Edition Nerdgap com As mentioned in an earlier chapter I m a huge fan of ScanSnap scanners by Fujitsu I ve been using one for almost four years now and I m probably going to instruct my family to bury me with it A good scanner used moderately will last you a long time The reason m such a fan of the Fujitsu scanners is their tight integration with Evernote The ScanSnap Manager software which ships with the devices can be configured to scan documents directly into your Evernote account with a single tap of the scan stuff button on the front of the scanner There are several alternatives to the ScanSnap that integrate with Evernote so evaluate all of your options before you buy The Evernote Trunk is a great place to peruse the various document scanners that work with Evernote CHOOSING A FORMAT This part is important Most document scanners including the ScanSnap give you the ability to choose one of several file formats for your scanned documents These options generally fall into two categories e Various image file tyoes JPG PNG TIFF etc e PDF Here s a good rule of thumb for deciding which type of file format you want your scanned documents converted to
15. look at tags in Evernote As we learned in our glossary at the beginning a tag is simply a small piece of text that you can i P My Funky Fresh Note apply to one or more notes They look like this These are Tags Ap SRESUSTEN Ags a inbox X tagl tag2 tag3 Tags give us the ability to group our information in ways that go beyond the notebook concept For example have a son and a daughter that l m pretty fond of As write this they re seven and five years old respectively If you ve ever spent any amount of time with children around this age you ll know that they can be among other things prolific artists kid you not hardly a week goes by when don t have one or more hand drawn pictures delivered proudly to my desk It s awesome And as any dutiful Evernote lubbing parent would scan them into Evernote assuming they re not coated in glitter and elbow pasta From there each drawing is tagged with the young artist s name Now can search for all of the Evernote Essentials Fourth Edition Nerdgap com notes tagged with my son s name and the word drawing two separate tags and see all of the drawings he s given me since started using Evernote It s equally awesome But what s really awesome is that can select my son s name from my list of tags and see not only his drawings but also the records from his last few doctor visits the paperwork we filled out when he we
16. notebooks that you create will appear above notebooks created by other people that are shared with you e Name sorts the notebooks alphabetically e Count sorts the notebooks based on the number of notes contained in each notebook with the fullest notebooks at the top e Updated sorts them according to the last time their resident notes were modified with the most recently updated notebook at the top Finally if you want to export all of the notes in a notebook click the notebook in the grid or list then choose Export notes from notebook name from the File menu NOTEBOOK STACKS As promised it s time to chat about Notebook Stacks Relative to the rest of the application this feature is arguably the easiest to understand and use Let me offer what my High School English teacher would have called a teaching metaphor Evernote Essentials Fourth Edition Nerdgap com Notebooks amp Stacks Imagine you re sitting at a desk On this desk are two spiral bound notebooks the kind we ve all seen and probably used in school Now imagine that you take one of the notebooks and place it directly on top of the other notebook Then you grab a cocktail napkin and a red crayon and scribble My Notebooks on it then place it on top of the stacked notebooks Congratulations you now know literally everything there is to know about notebook stacks in Evernote As mentioned briefly in the introductory glossar
17. running are self explanatory Next Sync E PRISES Automatically Automatically Automatically Our first option controls how often Evernote for Mac will p_ m Missal sync on its own Configure this however you like but keep a Automatically couple of things in mind ah ah ah ah a ae 1 Most of the time syncing will only take a few seconds 2 The more often you sync the less of a chance there is of data being lost if your computer explodes or something V Warn me if quit while syncing Personally have my app configured to sync every 5 minutes for what it s worth Next we can individually control the sync frequency of any Linked notebooks we have notebooks shared by other people with us Here you can choose Automatically which is the default Manually or a handful of different eis Slaa timed intervals Unless you have a specific reason for a TOP E n doing otherwise just leave them all set to Automatic and everything will be just fine promise Evernote can check for new and updated versions of itself Check For Updates Now Last Check Monday November 19 2012 3 07 51 PM Pacific Standard Time Now then let s chat about Software Update shall we V Automatically check for updates Evernote for Mac can periodically check for new versions Daily of itself This screen controls whether and how often this Y Update to beta ve
18. t exactly my idea of a good time but I m persuaded that my own mistakes can be just as instructive as the myriad best practices and tricks I ve cooked up over the years Hopefully you ll agree and have learned a few things not to do SUMMATION It s important to remember that the preceding wall of text represents how use Evernote not my prescription for how it ought to be used As the old proverb goes one man s tag is another man s notebook Or something 4 This is an abbreviation of demilitarized zone a military term describing an area where military action is not permitted Nerdy types use this term to describe an isolated section of a network or block of data 122 Evernote Essentials Fourth Edition Nerdgap com Setting Up a New EVE ror ACeeuUnit I m regularly asked for advice on how to set up a brand spanking new Evernote account Common questions include e How many notebooks should create e How should employ stacks and tags e How can make sure m getting the most out of this application e Where can find an honest drink in this town Except for that last one the discussion quickly becomes philosophical START WITH WHY When first started using Evernote shortly after we invented the wheel went a little crazy Ok fine A lot crazy was a notebook making machine tagged every note like it was going to be outlawed the next day Instead of let
19. will reject this message The good news is that you can still share the note using the Shared Note URL discussed below in case the sharing via email doesn t pan out Since sharing with email is common to most of the Evernote applications desktop and mobile describing exactly how to do it would take quite a bit more time than you or would like In your Evernote app of choice find the Sharing options an arrow icon is what I d look for and choose Email If you have any trouble locating this let me know and l II figure it out for you SHARING VIA SHARED NOTE URL Just like it says on the tin this feature will take any note in your account and generate a unique URL for it that s suitable for sharing just about anywhere email messages web pages social networks etc This is probably my favorite means of sharing because can quickly bang out a note explaining something add a few images and share it with a couple of clicks Evernote Essentials Fourth Edition Nerdgap com Keep in mind when you share a single note its now public If somebody knows the URL of the note you shared they ll be able to see it as opposed to shared notebooks which can be limited to individual people The URLs for shared notes aren t easy to guess or anything but there s nothing stopping folks from sharing it with 500 of their closest Facebook pals if they have the URL Thankfully though shared notes can be un shared This a
20. 9 accesses the first nine items in your Shortcuts 1 for the top shortcut 2 for the second etc e 3 amp L takes you to the title field of the current note e 98 that s a single quote jumps you to the current note s tags for editing e 86 indents the selected text within the body of a note As mentioned version 5 of Evernote for Mac is quite a departure from previous versions but hopefully this chapter has helped you get familiar with it MAN THAT WAS LONG There s your overview of Evernote for Mac Now do yourself a favor and go play around with it for a bit and get familiar with where things are Most importantly though is that you have fun at least that s what my old man used to tell me Evernote Essentials Fourth Edition Nerdgap com A Tou ol Eemo e tor Windows So far we ve been talking all about the concepts behind Evernote but we haven t taken much of a look at the application itself aside from the single note view described earlier Lets poke around the Evernote application for Windows a bit shall we Since we re all logical people here and because I m an American male who is used to reading left to right we re going to go through the main toolbar in Evernote starting on the left and you guessed it working our way to the right First though this is what it looks like by default a All Notes bkendemo Evernote File Edit View Note Format Tools Help Syn
21. Evernote will serve you well GROW ORGANICALLY I m not saying that you have to spend a month stifling your budding love affair with Evernote The point here is to avoid creating a massive organizational headache for yourself later on It s a good deal easier to let your Evernote use grow as it occurs to you than it is to soend a weekend or two cleaning up a mess that didn t need to be made in the first place Evernote Essentials Fourth Edition Nerdgap com After you ve gotten the hang of Evernote you should slowly and deliberately begin introducing it to different parts of your life If you started by making an exhaustive notebook of recipes a very common use case by the way try using Evernote to plan and execute a project of some kind maybe a bathroom remodel or that ipe wood car you ve been meaning to build with the kids Evernote can be a powerful companion when you need to collect and organize a bunch of information that s all oriented around a certain task The ancillary benefit here is that you ll have a meticulous record of how something was done as well as the finished product itself Choose your own adventure here but heed this warning go slowly You ll soend more time becoming familiar with Evernote and less time rearranging and reorganizing later on SETTING IT UP Now that we ve gotten all of the abstract weirdness out of the way let s get to the meat what kinds of notebooks should you star
22. Fullerton California oak i 2 23 2012 10 08 AM 2 23 2012 10 08 AM Skitch snapshot Thumbnail view Let s quickly cover each of these 1 31 2012 11 29 AM 1 31 2012 11 29 AM Audio recording Fullerton California 3 29 2012 1 32 PM 3 29 2012 1 32 PM Audio Fullerton California 11 22 2011 12 03 PM 1 24 2012 5 12 PM Attachment New Pic When List view is active the note list appears 11 8 2011 1 55 PM 11 8 2011 1 55 PM Foo above the note preview pane and looks like this This view is easily the most Spartan of the three It obviously contains zero visual information about the note and is optimized for viewing the longest list of notes in the smallest amount of screen Skitch image space _20120329_171137 jpg 3 29 2012 If you choose Snippet view then the note list will sirens deh orl AME appear to the left of the note pane and will get you My Evernote Hello Profile something like this 2 22 2012 email ___ Greeting Hello Thank You Pleased to meet you Send my contact email 1 As you can see each note in this list has a bit more breathing room as well as some visual Welcome to the Evernote Hello indication as to what it contains And if you re 2 22 2012 Evernote Hello Feb 22 2012 3 59 58 PM particularly unlucky you ll end up with multiple Remember people encounters and shared F experiences then find them later with Evernote He photos of that weird looking guy who happens to be the guy typing these words Note Fu
23. Notebook This is the one exception mentioned a second ago Sharing Notebooks isn t Export Notes From Archive difficult but it warrants an entire section of this guide so we re going to shelve it for now Evernote Essentials Fourth Edition Nerdgap com e Rename Notebook Change the Notebook s name l Il let that sink in for a sec e Delete Notebook Is he really going to explain what Delete Notebook means Add to Stack We re going to talk about stacks in roughly 20 seconds For now know that this option adds the clicked upon notebook to a notebook stack Sort by Notebook Name or Note Count The former of these two options will sort your list of Notebooks alphabetically by name while the latter will sort them according to the number of Notes that each notebook contains with the most packed notebook appearing at the top Export Notes from Notebook Name If for some reason you decide that you d like to take your data and do other things with it this option will let you export all of the notes in that notebook We re going to cover exporting and importing in a later chapter but this isn t something you re going to need to do very often NOTEBOOK ODDS AND ENDS MAC The above options are all available on the Mac as well By default the notebook list is collapsed on the right hand side of the main Evernote window Right click it and choose Show No
24. a location that simply indicates something as large as a City In most metropolitan areas with quality cellular coverage your GPS signal strength will probably be fine most of the time Just don t rely on it for anything extremely important SINGLE NOTES V GROUPS OF NOTES At the time of this writing the mobile Evernote clients are currently unable to show the location of a single note relative to your current location If you want to see a map of both your location and the location of a single note your best bet is to issue a search that will result in a small handful of notes including the one you want to map then view that set of notes in the map view hope I ve been able to bottle up some of the magic that is Evernote and GPS Having a location attached to your notes as well as a date and time helps add context to your memories and in my experience makes it more fun to revisit them later Evernote Essentials Fourth Edition Nerdgap com In addition to the regular Evernote applications for your computer tablet and smart phone the company has added a few more apps to its roster in recent months either by acquiring the parent company or building them in house And they re quite good Let s talk briefly about a few of them Note this list is not exhaustive For a complete list of Evernote s apps visit Evernote s web site SKITCH A notable acquisition by Evernote occurring in mid 2011 was Skitch
25. accounts will almost certainly be insufficient particularly if you re going to do a large initial info dump e One of the biggest benefits of going paperless with Evernote is the ability to search for text within PDF documents At the time of this writing this type of search is only available to Premium accounts Of course you could get by without a Premium account if you re not dealing with a huge amount of paper and the search stuff isn t terribly important to you But if you re surrounded by massive piles of paper and you want it all in Evernote you might considering signing up for a Premium account for a couple of months while you import everything then moving back to a Free account It won t cost a ton of cash and you ll have plenty of space to upload all that paper If you re already a Premium subscriber and you think the 1gb allotment may not be enough for your first month you can purchase additional upload space for 5 per gigabyte There are some restrictions but it s a good way to pad your upload allowance for the big initial import For the record lm obviously a pretty heavy duty Evernote user and I ve never gotten close to running up against the 1gb limit for my Premium account So don t go buying additional upload allowances unless you really need it because chances are you won t Document Scanner have good news and bad news Bad news You re going to need to buy a document scanner
26. applications in a new window window featuring five action packed tabs Let s Evernote Helper start with General o Kap anote Heper rona ia 0A E Background wen kau Starting at the top we have Open note links from Show Elephant in Menubar other applications in a new window If this option is selected clicking a link to a note from another application accomplished by using the Note Links feature discussed later will create a new window containing that note If you deselect this option it will browse to that note in the main Evernote window V Start the Evernote Helper when log in to my computer Below that we can configure how the Evernote Helper application behaves This is the little elephant icon visible in the menubar when Evernote is running that listens for the global shortcut keys discussed in a second among other things By checking the Keep Evernote Helper running Evernote Essentials Fourth Edition Nerdgap com box we can have this application continue to run even if the Preferences main Evernote app isn t running Evernote is always running S A on my machine so leave this unchecked It won t be a General Sync Software Update Clipping Shortcuts Formatting huge burden on your computer to leave it running but this Syne ait nates wih Warhol choice is yours to make Every 5 minutes u Shared books linked The two checkboxes below Keep Evernote Helper scales ec
27. conflict when trying to merge your updates into the existing note on Evernote s servers If this does happen Evernote will automatically create a new notebook called Conflicting Changes with the date the conflict happened This notebook will typically contain the modified copy or copies of the note that it wasn t able to automatically merge with the original This looks a lot scarier than it is you just need to manually copy the changes you want into the original note which is left alone during this process then delete the Conflicting Changes notebook This whole situation is very rare It s only happened to me a handful of times over four years and generally involves a shared notebook that has been edited by another person But wouldn t be a very good teacher if just left that whole bit out so there you go SYNC VS BACKUP lm a frothy maniac about backing up the data on my computers Just about everything is in at least three separate places except for Evernote While it is possible to back up the data files Evernote uses to house your information personally think of this as wasted effort When your Evernote data is synced with a desktop computer there are two copies of it one in your office and one in Evernote s data center And truth be told once it arrives in Evernote s data center it s copied to other computers in case one of them takes the dirt nap Your data is backed up in far more lo
28. embarrassing Now imagine you could take that same paper notebook and add any type of digital file you wanted to it It could hold images and record your voice and play it back to you You could easily rearrange the pages annotate them in any way that tickles your fancy and search the whole mess from the top of the very first page This notebook is designed to Evernote Essentials Fourth Edition Nerdgap com be with you for your entire life You won t ever have to worry about it filling up or about accidentally misplacing it Thats Evernote a ubiquitous digital notebook which syncs to the web and across all of your devices that can capture store and index just about any type of data you can throw at it Since you re reading this chances are you have at least a fleeting interest in learning more about this versatile application As write this I ve been using Evernote for over five years and have well over 12 000 discrete pieces of information stored in it funny pictures that lve found on the Internet digital backups of my tax forms photos of my wife and kids and audio recordings I ve both made and found even early versions of this very text you re reading right now it all lives in Evernote My goal in writing this is twofold e First to take people from Evernote Newbies to Evernote Ninjas e Second take the Evernote Ninjas and show them a few tricks and advanced techniques they never knew existed A lof
29. escorted gently to the chopping block OVER AUTOMATION As Evernote grows in popularity it s getting much easier to automatically add content to your Evernote account e g forwarding email based on filters Applications and services that do this aren t bad at all I still use several but they can quickly gunk up your account with extra data you don t really need or want and that will make your interactions with Evernote a bit more sluggish Evernote Essentials Fourth Edition Nerdgap com fancy myself a fellow who doesn t mind getting his hands dirty with new and creative applications that integrate with Evernote but it s routinely bitten me in the form of dozens or even hundreds of notes created without my direct involvement Situations like these have ended up with me spending time didn t need to spend cleaning up the mess or if Im honest creating and subsequently deferring a new task instructing me to clean up the mess IGNORING THE INBOX My vehemence in advocating the use of an inbox notebook for incoming notes notwithstanding routinely let the contents of my Inbox notebook lie fallow for weeks or months at a time even created a notebook called DMZ and shoved several hundred notes from Inbox into it for later processing and lm somewhat embarrassed to admit the vast majority of said notes are still sitting there Laying bare my shortcomings as an Evernote power user isn
30. find a new home for your most personal info by which mean things like financial or medical information If you re not comfortable with the idea of housing sensitive information in Evernote but still really want to do it anyway there is a way to do it You ll lose some of the benefits of having your documents in Evernote like searching the 2 Unless you decide to enable that two step verification we discussed in the Security chapter 147 Evernote Essentials Fourth Edition Nerdgap com contents of said documents but they ll still be available if you need them You ll have to encrypt your information before adding it to Evernote There are several different ways to encrypt a random file or piece of information and frankly they re beyond the scope of this guide If you d like to pursue this option search Google for how to encrypt a file on your computer s operating system IN CONCLUSION may be biased but can t think of a better system for going paperless than to scan all of your stuff into Evernote The best advice can give is to acquire the necessary tools and just get started it will absolutely take some time to empty your file cabinets but having all of your paper in your pocket will be worth the trouble Evernote Essentials Fourth Edition Nerdgap com Use Case ARAVA OUr SoC Vedia Offerings with Hano It may surprise you to learn that many many people have started blogs
31. important thing is that all of this stuff be organized such that you my handsome friend find it useful Don t be afraid to get your hands dirty here short of deleting things you won t permanently destroy anything Evernote Essentials Fourth Edition Nerdgap com Adding Stuff to aor A big part of what makes Evernote such a powerful and useful application is the ease with which you can add things to it We got a peek at some of these capabilities in a previous chapter when we looked at the global shortcut keys but it goes way beyond that my friends Let s look at each of the ways you can add stuff in greater detail and who knows maybe we can find some little hacky tricks along the way But first let s talk for a minute about what kinds of things you can store in Evernote Obviously the primary type of content you d toss into Evernote would be some form of text content from web pages emails and other documents you want to lock away forever You can also give it images PDF files even whole web pages The deal gets even sweeter since you can add any file to Evernote and itll be synchronized across all of your machines and devices This is especially useful for things like the Time Off Request Form from HR and the electronic user manual for your new adjustable bed that happens to be formatted for Microsoft Word But how pray tell are we to quickly and easily get our entire digital lives into Evernote Rea
32. in the last few years There s even a slight chance that you dear reader have a blog of your own You might also utilize one of the many popular social networks like Twitter Facebook Instagram and others There s a problem endemic to most of these platforms While your data still remains your property under the various Terms of Service agreements given by the services you use its a big pain in the keister to easily access all of your data and move it somewhere else even for archival purposes It can usually be done using the platform s Application Programming Interface API but using that complicated thing will almost certainly require the work of a software developer Thankfully there exists a service that makes archiving all of your social media content a snap And guess what It saves it to Evernote Unsurprisingly It s called IFTTT short for If this then that The way it works is pretty simple When something happens with one of your social media accounts or a plethora of other services actually you can configure IFTTT to take a certain action For example every time post something to my blog within 15 minutes IFTTT scoops it up using the RSS feed and the post is saved in a new note in my Evernote account It also includes the URL of the post so can view it on the original site if so desire Evernote Essentials Fourth Edition Nerdgap com Take a look around IFTTT and you ll find that all of
33. it then file it away iz CN If one drawing turns out to be particularly good or just like it a lot it may earn a coveted spot on my office wall for awhile Otherwise and refuse to feel bad about this it gets quietly tossed in the trash Don t judge me PAPERWORK Whether it s for school extra curricular activities or whatever else having kids means getting paper particularly when they start approaching four and five years old As you might have guessed I m going to go ahead and recommend that you scan that stuff into Evernote Not much else to say about that really FOR THEM One day l Il be able to show my kids all of this stuff I m not going to hand them a legal file box full of disorganized photos and the occasional report card that managed to hang onto Oh no I m going to be able to give them a running diary of their lives as they grew up It ll contain the big moments like birthdays and graduations and such but it will also be chock full of the more everyday stuff that happened through the years things that wanted to remember for no reason in particular The cool thing about capturing your children s lives using Evernote is that you can add and add and add with abandon and you re not governed by the number of empty pages in the half full photo album on the coffee table Capture everything you never know what will send you flying back to a cherished moment in your family s history
34. list is displayed Click the small button at the top of the list to reveal this menu You can choose to display your notes in Card Expanded Card Snippet or List view Play around with these a bit and All Notes see which one you like I m a Snippet view gal myself My Notes Below those options you ll see All Notes and My Notes These options are only available when you re viewing all of your notes which you can do by clicking Notes in the sidebar If you select My Notes then notes created by other people like say in a shared notebook will be hidden Include Sort by Date Created Next we have this funny little Include menu Since there are several official Evernote apps you can use to create notes Evernote Food Evernote Hello Skitch you can choose to include or exclude notes created in these other applications by checking or unchecking them in this menu Finally we have our old pal Sort by As you may have guessed this option allows you to choose how your notes are sorted Personally keep this at the default option Date Created unless have a good reason to switch it temporarily Choose your own adventure here THE BIG AREA WE HAVEN T TALKED ABOUT YET Finally we come to the large nebulous area to the right of the sidebar and note list and below the toolbar Depending on what you ve last clicked this area could be full of a few different things I
35. manager Once they re added check the box in Evernote Ditto for tasks assigned to other people After all tasks have been added to the task manager the to_process tag is removed If want to find any unprocessed meeting notes issue this search in Evernote tag to_process todo false That searches for any note containing the to_process tag that contains unchecked checkboxes As said simple If lm awake and clothed always have a stack of index cards in my back pocket If happen to be without my computer iPad or iPhone and need to take notes write them down on the cards When get back to my technology snap photos of the cards and process them as described above Irrespective of the media involved Evernote is my long term repository for notes As if there was any doubt right Evernote Essentials Fourth Edition Nerdgap com SCANNED PAPER Evernote is the center of my mostly paperless existence Actually have a fairly rigorous set of criteria for what is scanned into Evernote Things that are not obviously garbage Ok so maybe it s not that rigorous I m not really a huge fan of cramming my Evernote account full of stuff that has a slim chance of being useful down the road but paper is the exception My thinking is that really want to not have the physical paper so sticking it into Evernote is the next best thing and it doesn t require physical space on my desk or in my filing cabinet
36. notebook If you want to narrow your search to a single notebook here s your huckleberry This operator is special among the others in a couple of ways First it Can only appear once in your search unlike tag and others For instance this would be an invalid search notebook Inbox notebook Archive tag cumin waffles If you perform a search like this the results will be limited to the notebook referenced in the rightmost notebook operator Archive in this case Second the notebook operator must also appear first in any search you perform This is the exception to the rule about the any operator being first in your query For example notebook Archive any cumin waffles This search will yield all of the notes that contain the word cumin or the word waffles in the Archive notebook stack To search only within a specific notebook stack use this operator Example stack Financial 401 k Evernote Essentials Fourth Edition Nerdgap com A couple of potential gotchas to keep in mind with regard to the stack operator e f your search contains instances of both the notebook and stack operators the stack operator will be ignored even if the stack operator appears first in the search text e Using multiple instances of the stack operator will result in all but the first being ignored And as with several other operators wrap the stack name in quotes if it contains one or m
37. or services Random Skitches is the notebook where sync everything do in Skitch PlaceMe holds all of the notes created by PlaceMe a location tracking application that runs on my iPhone incidentally PlaceMe is a great app and worth checking out Penultimate is where all of my content created with Penultimate is synced Past Events is a stack where notebooks specific to past timely events etc are kept Things like conferences vacations day trips even a minor car accident was involved in yes really There are plenty others beside what s enumerated here but that should give you an idea how my account Is organized TAGS Tags and have a weird relationship While have lots of them rely more on notebooks for organization of my Evernote account than do tags There are a handful of tags 22 Penultimate is an iPad application whose parent company was acquired by Evernote in 2012 Evernote Essentials Fourth Edition Nerdgap com that are integral to effectively storing and finding certain types of data in my account but a good majority of my tags are artifacts from a bygone era in my Evernote use Put another way if whittled down my tag list to the ones frequently use there probably wouldn t be more than 40 or 50 The reason have so many is that like so many new and enthusiastic Evernote users tagged the living pudding out of every thing for a good amount of time and realized after the fact
38. remote control that came in the box with the television is miles deep in a landfill somewhere and we ve been relegated to the dark hopeless world of Universal Television Remote Control units These remote controls can ostensibly work with any modern ish television You just crack open the 300 page manual that came with the remote and find the little code that matches your Evernote Essentials Fourth Edition Nerdgap com television plug that code into the remote and you re off to the races Well we have two small children and the remote manual was gone in very short order Luckily a buddy of mine happened to remember the code for both the TV and the DVD player put them intO kaamen Evernote eS Qlevsion remote codes f Universal Remote Control Codes You might notice the word television at the bottom of the note body That isn t there by accident No that was added because after searching for remote codes and sifting through Bv010087 tons and tons of results that phrase matches Television many computer programming related notes in my account added the word television because wanted to increase the likelihood of my finding the remote control codes quickly if you ve never encountered a couple of young kids right at the beginning of TV hour you ll understand that not being able to turn it on can become a sticky situation pretty quick THE POINT The point i
39. responsible for decrypting it when you d like to see or use it Alright lets get back to the good stuff Secret note Launch code for secret kiss missile is TOP SECRET 12345 Evernote Essentials Fourth Edition Look Up 12345 Search with Google Cut Copy Paste Spelling and Grammar Substitutions Format Speech Paragraph Direction Link Encrypt Selected Text Nerdgap com Use Case Evernote tor Travel Junkies Being a work at home kind of fellow make regular trips to Northern California to remind everybody at Evernote that still work there and show off some choice selections from my admirable collection of nerdy t shirts It probably won t surprise you to learn that all of the details of each trip are carefully documented in Evernote before order even a single Gin and Tonic at the airport bar Joking Dave Whether you re setting off to traverse the globe or heading away for a weekend getaway Evernote can be a fabulous tool for managing all of the details of your trip Let s take a look at a few examples Together PACKING LISTS Before go anywhere make a new note in Evernote where list everything I d like to bring with me clothes gadgets including chargers and other miscellany The ninja move here is to create the list using the built in checkboxes provided in the Evernote note editor so you can mark things as packed as soon as they enter your fancy luggage or plas
40. the previous search Note that if you use any it must be the first term in your search with one exception that we ll talk about in a second tag Obviously this operator lets you search for notes that have or don t have a specific tag For example tag waffles This will match all of the notes in the active notebook or all notebooks if that s selected that are tagged with waffles Another tag waffles This will match all of the notes that are not tagged with waffles which for me isn t many Easy right But what if your tag contains spaces Equally easy simply wrap the tag text in a set of double quotes tag cumin waffles 1 There are two exceptions to the minus operator rule a minus before the notebook and stack operators will be ignored Evernote Essentials Fourth Edition Nerdgap com As you ve probably already figured out this will find all of the notes tagged with cumin waffles I have at least 30 You can also combine more than one instance of tag to further narrow your search tag cumin waffles tag recipes This search will return all because surely you have at least a couple notes tagged with cumin waffles and recipes You can also negate any of the tag operators using What if we want to see all of our recipes and all of our cumin waffle themed notes No sweat any tag cumin waffles tag recipes
41. the spaghetti in the machine Evernote employs roughly 40 billion engineers designers and other genius type folk One side effect of such an arrangement is that Evernote is very aggressive about updating its various applications While I ve done my best to ensure that everything in here is current know that it s possible for this text to not match up exactly with the latest offerings from Evernote Most of these changes are visual and don t really affect how the software itself behaves So while some of the screenshots might be different the concepts will almost certainly apply Ok ready to dive in Let s do this 3 Hyperbole is the spice of life folks Evernote Essentials Fourth Edition Nerdgap com Everything you store in Evernote is kept in a note While this may conjure up images of phone numbers or book titles scrawled on sticky notes or maybe the backs of envelopes notes in Evernote are much more powerful As we discussed a second ago notes can house just about anything digital text images files audio clips you name it I m sure that all sounds super fancy but that s just the kind of theoretically useful information you re looking to avoid Am right Of course I m right That said let s take a look at the anatomy of an Evernote note Since Evernote for Windows and Evernote for Mac aren t exactly identical twins we ll look at the same note on both platforms so everybody s on t
42. them should be used in a specific way They are similar to Google s search operators in this way For example if you type tag foo into the Evernote search box you re telling Evernote that you want to see notes that are tagged with foo Most of the operators described below work the same way though some of them don t require you to add anything encryption by itself searches for notes that contain encrypted regions for example Evernote search operators share common form and logic If you want to find all of the notes that have a certain attribute Evernote Essentials Fourth Edition Nerdgap com you d search with operator For all notes that don t have that attribute prepend your statement with a minus operator Pretty simple right Let s take a look at each of the available operators any Because this is going to come up a lot during this section we re going to cover it first The any operator converts your search from an AND type search into an OR For example let s say you perform a search with the following terms cumin waffle recipe This will return all notes that contain all of the words cumin waffle and recipe If we add the any operator to the previous example we ll have this any cumin waffle recipe Now this search will return all notes that contain any of those words instead of notes that have all of them like
43. these solutions are simple enough to implement Check out this blog post wrote describing the steps to back up your stuff like mentioned earlier in this chapter Caveat As of this writing IFTTT has been up and humming along for many months But since it s a free service have no idea how long it will exist or continue to perform its duties reliably If it should stop being available then this chapter isn t really going to help many folks For the time being though it s a killer solution that personally use to back up all of the following to Evernote e All of my blog posts on every blog write for e All of my Instagram photos e Foursquare check ins OTHER SOCIAL SAVE ABLES Aside from automatically backing up everything you post on the Internet there are other narcissistic tidbits like to clip to my Evernote account such as e Blog posts that mention me or my work positive or negative e Audio podcasts that mention me or my work these audio files are generally under 100mb the maximum size of a single note for Premium users e Nice emails sent to me by readers listeners or customers that can be used to drag me out of a funk should the need arise These types of content are useful in determining what I m doing right as well as wrong I m particularly interested in the latter case actually because that s what will help me improve my craft and put out better stuff that more people will hopefully
44. this search term Everno This search will yield you any note that contains a word that begins with Everno and ends with anything else excluding spaces Evernote Evernotable Evernotationally all of these words would match A couple of other things regarding the search syntax should be noted First you can only use wildcard characters at the end of search terms instead of within and before According to the documentation this is because allowing wildcard characters everywhere would put an increased load on the Evernote servers Here are some examples of what mean e everno valid search e ev te invalid search e vernote invalid search Also when matching literal terms words or phrases that aren t attached to an operator in other words then any number of spaces will be interpreted as a single space In other words this Evernote is lots of spaces Great will match this Evernote is Great Evernote Essentials Fourth Edition Nerdgap com CONCLUSION Yeah it s a lot of information As you begin to accumulate more and more notes in your account these search operators will start to become more useful Don t worry if you don t think you ll ever use these You may not to be honest If you do definitely come back and reference this chapter Onward Evernote Essentials Fourth Edition Nerdgap com Power User lagging Strategies One of the major complaints I ve he
45. to the notes at the time you export The dialog box looks a lot like this 7 Eenotn XM Format Lanen V Include tags for each note This will export the selected notes into a single XML file that preserves the exact You ll almost certainly want to choose ENEX as the eat IDE AEE ETa e oe format If you choose ENEX it will produce a single file containing all of the notes you chose to export If you chose HTML you ll get a big honking directory full of HTML files and associated images and other files assuming your notes contain any images or files that is WHY EXPORT By and large the most compelling reason to export your data from Evernote is to create a backup or archive of your notes Since all of your data also exists on Evernote s servers unless you use Local notebooks this may seem a bit counterintuitive and honestly its not something most people are going to do with any regularity But if you decide that you will sleep better knowing that you ve got a backup copy of your notes living on a computer that you personally control then export to your heart s content CAVEAT EXPORTOR These made up Latin phrases are starting to annoy even me There are a few things you need to keep in mind when exporting your notes in the ENEX format Evernote Essentials Fourth Edition Nerdgap com e Notebooks are not included as part of your export If you want to make a local archive so you can re assemble your data s
46. to you e Play a sound lets Evernote know that you d like Evernote play a short audio beep sound when you Clip new things There s no right way to configure any of these set them however you like and feel confident in your Evernote autonomy Next the newly clipped PDFs box When you add a PDF to a note in Evernote you can view it one of two ways as an attachment or inline The former option will show you a small box with the filename that you can click to view the PDF The latter option will render the actual PDF file in the note body You can change how individual PDFs are rendered right click the PDF choose View as Attachment or View Inline but this menu controls the default behavior Personally a o 1S E A prefer the inline method General Sync Software Update Clipping Shortcuts Formatting 0o00 Preferences Evernote allows you to assign global keyboard shortcuts for common actions Finally we have another great big button to install the Evernote Web Clipper more on this later If New Note you don t already have the Evernote Web Clipper Paste to Evernote installed clicking this button will launch your Clip Rectangle or Window default web browser and take you to the page Clip Full Screen where you can install it Click to record shortcut Search in Evernote AQF And now Shortcuts These options control the global shortcut keys meaning they re available a
47. when scanning If it contains handwritten text you want it to be a regular image JPG or PNG ideally Otherwise choose PDF You might be wondering why make such a recommendation Well it s your lucky day because I m going to tell you Evernote Essentials Fourth Edition Nerdgap com Evernote s Optical Character Recognition OCR the thing that lets you find text in images works like this If the file is a PDF it looks for formatted as in type written text and generates a second copy of the PDF that contains whatever text it finds This second PDF is embedded in the first and won t be visible to you but it makes searching PDFs possible Evernote does not index hand written text in PDFs If the file is an image then it will be evaluated for both handwritten and typewritten text The reason we don t just scan everything as an image file is that PDF documents offer plenty of cool features like multi page documents and the ability to highlight and copy blocks of text SCANNING ORGANIZING AND NOT LOSING YOUR MIND Depending on the document scanner you choose there is one fairly universal truth the names of the notes it creates will be by and large totally meaningless Things like the date expressed in some inscrutable fashion 2012081300457243 pdf or maybe something like Document24 pdf that s what you re likely up against It s a little aggravating honestly but we play the hand we re dea
48. within a beta version of OS 7 suggest future Phones could get a fingerprint reader CNN As we store more and more of our personal lives on smartphones mobile security is becoming increasingly crucial A password offers some protection but it may not deter a serious Zagat hacker Q Fingerprint Sensor For users of Apple devices more help might be on the way According to several reports the next version of Apple s mobile operating system suggests future iPhones will have biometric scanners that read fingerprints A user could register his or her prints with the device then place a thumb on the home button to More from CNN Video repons Next iPhone mic x www cnn com 2013 07 30 tech mobile iphone fingerprint sensor index htmI hpt hp_t3 Vy t ese a Reports Next iPhone might read your fingerprints lt xml version 1 0 en H lt IDOCTYPE plist puie LAJA E7 DTD PLIST 1 0 84 http www apptes con DTDs pertyList 1 0 dtd gt i aust version 1 0 gt cheperet tutor image abel Left hands key gt ring gt Photo of a person n iPhone with their teft hand white touching ia lt key gt en or image Label r lt string gt Photo of a person holding an i an tone y with their right hand wiitettouehingi the Hone button with their lt key gt fingerprint image lt key gt Sirine flegersriet thet chang s cotor darda tha setup proceas lt steing gt lt key gt fingerprint statu agt tPRecognition is 1e
49. Delete public link link and the sharing will you guessed it stop WHEN SOMEBODY SHARES A NOTEBOOK WITH YOU Now that we ve talked at length about how to share notebooks with everybody you might be wondering what happens if Evernote Essentials Fourth Edition Nerdgap com somebody shares a notebook with me Mr Fancy Pants At the top of the notebook list on the left hand side you ll see Shared Clicking that will give you the Manage Sharing option which lets you change which of your notebooks are shared and how and below that will maybe be a list of notebooks These notebooks can be of one of two varieties public notebooks that you ve linked to your account or notebooks that have been shared with you by another user If it s a public notebook the contents will be read only If it was shared with you by another user you may or may not have the ability to edit the contents of the notebook depending upon how the user shared the notebook with you If you right click on a notebook in this list and choose Notebook Settings you ll see the details regarding this notebook s sharing and what you can do with it Another sure fire way to tell if you have the ability to modify a notebook is to try to modify it If it s been shared with you in View only mode clicking inside the body of the note will produce the same effect as screaming at a bag of potting soil absolutely nothing If you are abl
50. Evernote account using this option 5 EVERNOTE Sign out inkedmn Bollywood Wikipedia the free encyclopedia Better than a sharp stick in the eye right And we G inbox haven t talked about those two buttons at the bottom ee T Click to add comment On the left you have All notes clicking that guy Notes sin once A will show you a miniature view of all of the notes in All notes en wikipedia org 16 your Evernote account You can search them from Noise clipped trom n wikipediaorg within that impossibly tiny little window and any note you choose will be opened on Evernote s web ee 7 7 11 From Wikipedia the free encyclopedia This article has multiple interface issues Please help improve it or discuss these issues on the en wikipedia org On the right you ve got the domain name of the web Ninja Wikipedia te tree encyclopedia 4 sfat A 7 7 11 From Wikipedia the free encyclopedia Shinobi redirects here For page you re viewing en wikipedia org in this case other uses see Shinobi disambiguation For other uses see Clicking there will show you all of the notes you ve en wikipedia org clipped from that domain in the past Thurible Swing Counts 9 14 10 Three sets of triple swings When censing the Most Blessed Sacrament Three sets of And as you can see like ninja Again not sorry Evernote Essentials Fourth Edition Nerdgap com MOZILLA FIREFOX The Web Clipper for Firefox is
51. Om EVERNOTE ESSENTIALS ose Evernote Essentials 4th Edition by Brett Kelly 2010 2013 by Brett Kelly Media Inc Published by Brett Kelly Media Inc 1038 Bastanchury Road Suite 223 Fullerton California 92835 All Rights Reserved This book may not be reproduced transmitted or stored in whole or in part by any means including graphic electronic or mechanical without the express written consent of the publisher except in the case of brief quotations embodied in critical articles and reviews ISBN 978 0 6158719 5 0 First Edition July 2010 Second Edition August 2011 Third Edition February 2013 EVERNOTE and REMEMBER EVERYTHING are trademarks of Evernote Corporation and used under a license Table of Contents 4 Introduction 8 Notes 13 Notebooks amp Stacks 20 Tags 24 Getting to Know Evernote Search 27 Sync Huh 31 A Tour of Evernote for Mac 45 A Tour of Evernote for Windows 52 Adding Stuff to Evernote 63 More Than You Ever Wanted to Know about Evernote Search 73 Power User Tagging Strategies 76 Evernote in Your Pocket 80 Evernote amp GPS 83 Other Evernote Apps 87 Sharing is Caring 94 Evernote Reminders 99 A Smorgasbord of Evernote Tricks amp Tactics 104 A Brief Look of Evernote Business 107 Importing amp Exporting Evernote Data 111 How Use Evernote 123 Setting Up a New Evernote Account 128 Evernote Security Hugfest 131 Use Case Evernote for Travel Junkies 136 U
52. Projects Active is a stack containing notebooks related to yep active projects Some notebooks that live in this stack include EEv4 which contains information and research about the very text you re reading now and Nerdgap com which is where store post ideas and general information about my blog Projects Inactive is a stack containing notebooks related to projects that are complete on hold or otherwise inactive Notebooks in this stack relate to freelance projects I m no 21 realize could make a master packing list and just use it each time travel but my list does vary depending on when go and for how long Also I m just not that smart 117 Evernote Essentials Fourth Edition Nerdgap com longer involved with entrepreneurial endeavors I ve either shelved temporarily or abandoned and other personal projects related to my home family etc Work Active is a stack whose function is identical to Projects Active but geared toward my work at Evernote Work Inactive requires no explanation think Substances is a stack where keep notebooks related to legal substances have tried or would like to try such as cigars whiskies and beers Filing Cabinet is a stack where keep most scanned paper and other things need to keep for awhile including tax returns and other financial documents Random External is a stack containing notebooks that are mostly populated by other applications
53. View notes and activity _ updates in the Activity Stream i i i i v View notes and activity a In the first case the experience is essentially the same as began bring login 7 sharing a personal notebook Provide the email address of Modify end invite others the person or people with whom you d like to share the notebook and decide which permission level they should have Enter an optional message to the recipient if you want to and send the invitation Easy peasy lemon squeezy Evernote Essentials Fourth Edition Nerdgap com Publishing to the Business Library is like a mixture of sharing a personal notebook with the world as described in the chapter on sharing and sharing with individual users T Test Biz Notebook When you publish a notebook to the Business Library your Publish to the Business Library notebook will be visible to everybody who is part of the ee ee business that doesn t mean however that everybody can Users who join can just do whatever they want in the notebook No sir you _ View notes and activity a ee wii Steam have the same permissions options as when sharing a se tenet aa notebook with an individual Modify and invite others eel So what s this Business Library thing you ask It s pretty straightforward actually think of it as a directory of notebooks that employees of the business have seen fit to make available to everybody in the organization Click the
54. a bit leaner than the Chrome and Safari Clippers but it s still quite useful Invoking the Firefox clipper on a web page will give you these three options These options all work the same way as the similarly named options described in the previous section Clip article grabs only the part it thinks is actual content Clip full page grabs everything and Clip URL just saves the page s URL One thing to bear in mind though if you have any portion of the page selected when you invoke the clipper that portion of the page will be immediately clipped without any further input from you The good news though is that this clipped portion of the page will immediately appear in a new Evernote note on your desktop assuming you have the Evernote application installed of course otherwise the clip is sent to your account via Evernote Web so you won t sit there wondering why the clipper isn t doing anything INTERNET EXPLORER To clip content from within Internet Explorer you must highlight a portion of the page first right click it and choose Add to Evernote A dialog box will appear that will let you add tags change the title and other such like But I m afraid that s the extent of this clipper s features ALL THE REST Evernote Signed in as Brett Kelly Close 9 Quicknote to clip the content of this page check the Clip full page checkbox If your favorite browser hasn t been mentioned yet do
55. ain an image That my fine feathered friends is cool 2 When you select one or more attributes to use as filters they are used to filter only the notes that are currently visible In other words if you ve run a Saved Search that resulted in only a handful of notes then selecting stuff under Attributes will filter only that handful of notes by the criteria you select Evernote Essentials Fourth Edition Nerdgap com These options may seem a bit cryptic at first but play around with them Being able to quickly slice and dice your notes is some serious power user stuff and between you me and the lamppost is not hard at all once you get the hang of it ADS If you re a Premium subscriber you have the option to disable the small promotional images that appear at the bottom left corner of the window Personally have them hidden but do whatever your heart tells you here If you have a free account you re pretty much stuck One thing though ads have been completely removed from Evernote for Mac regardless of account type wouldn t be surprised to see the same thing happen to Evernote for Windows at some point in the future IN CONCLUSION If you re just starting out this list of stuff is going to be pretty small one or two notebooks a handful of tags maybe a saved search or two but it should help tie together some concepts described elsewhere in this guide nested tags notebook stacks etc The most
56. always available offline regardless of the device you re using For instance imagine quickly syncing your Evernote account on your iPad before boarding a 15 hour flight to someplace 15 hours away and lo and behold your notes aren t actually available like you assumed they d be A bit of an edge case perhaps but it s worth noting Android iPhone and iPad users are in luck though If you re a Premium subscriber you can choose one or more or all if you want of your notebooks as Offline notebooks Enabling this feature for a given notebook will result in the app downloading each note in the notebook in its entirety And like the name suggests the notebook will be fully available to you even on 15 hour plane rides CONFICTS Allow me to paint you a word picture Say you have a note in your account that contains several ingredients for your entry in the latest cumin waffle bake off It s already synced to all of your devices and is currently up to date everywhere Evernote Essentials Fourth Edition Nerdgap com Let s say you open the note on your Mac and modify it Let s also say that before your Mac has synced the updated note you also modify the note on your iPad such that it s different from the modified version on your Mac You now have two copies of a note that have been modified two different ways neither of which have synced yet When this happens it s not uncommon for Evernote to run into a
57. andy information for when as adults they blame their high blood pressure on you as parents Which makes a nice segue into the next point love a good segue MEDICAL STUFF If your kids are well kids chances are they spend a good bit of time each year in a doctor s office for one reason or another While your doctor is explaining to you why exactly your kid s eyes have turned from blue to a deep brown you can type all of the info right into Evernote Bonus our doctor emails us a recap of each visit we have with him so it s a piece of cake to forward that to your spiffy Evernote email address That way it s right there in your account if you ever need it DRAWINGS Between the ages of 3 and 8 or so your kids if they re anything like mine will be extremely prolific artists In a given week l Il usually get between 4 and four dozen drawings excitedly delivered to my desk As much as love my kids most of their drawings aren t exactly Picasso quality works and shoving them crudely into some filing cabinet isn t helping anybody This is yet another reason why my Fujitsu ScanSnap document scanner is worth its weight in gold As each Evernote Essentials Fourth Edition Nerdgap com drawing enters ny life its sent through the scanner which ise T ER sends it directly into Evernote of course lII add a short Welles and Uncle Joe descriptive title to the note and tag it with whichever kid eeh produced
58. arch If you re thinking I can t imagine ever needing to use this you re not alone If you want to get the full write up on the dates and time with timezones usage see the developer documentation link at the beginning of this chapter There are a few more options available for created that are suitable for mere mortals created day 1 This matches notes that were created yesterday or today You can substitute week month or year for day here and still have a valid search If you want to see all of the notes created in the last two months issue a search like this one created month 1 Or notes created 3 months ago created month 3 created month 2 You get the idea updated This operator works exactly the same as created but applies to the date a note was updated If you haven t ever updated a note since creating it the two dates will be the same todo This matches notes that contain the checkbox element These searches returns notes that have checkboxes Evernote Essentials Fourth Edition Nerdgap com that are checked not checked and checkboxes in either state respectively todo true checkboxes that are checked todo false checkboxes that are not checked todo checkboxes that are either checked or not checked sourceUrl This operator will let you search for notes that were clipped from a specific website or web page If want to see all of the notes I ve clippe
59. ard from newer Evernote users is that while it s insanely easy to add information to your Evernote database it s somewhat difficult to get it back out While Evernote features a very powerful built in search perhaps you re more comfortable simply selecting a tag or two to narrow your search Even if you aren t taking a little extra time to maintain your list of tags can be extremely beneficial down the road lest you end up with an unmanageable entanglement of tags that does little more than depress you We ve already talked a little bit about deciding between singular and plural tag names books vs book etc It s hard to overstate how much trouble this decision can save you in the long run So please do yourself a favor and pick a convention and follow it mercilessly NESTED TAGS The user experience folks at Evernote understand that people are going to potentially add a huge amount of data to their databases and in all likelihood an equally large number of tags So they added this nifty little feature that lets you nest your tags by dragging one or more tags onto another tag so that they become child tags This doesn t have any bearing on how the tags are implemented however it s merely a way to make your tags easier to interact with visually Evernote Essentials Fourth Edition AGICCEISKAIAN You can probably already see how useful this can be Instead of having a tag for every sing
60. ars all live ina notebook called Memories Evernote Essentials Fourth Edition Nerdgap com Events and trips Evernote is where create and keep miniature photo aloums When we go on a week long vacation or out to a nice dinner take photos and notes during the occasion and stick them into Evernote Now I not only remember that we did something fun but can look at exactly where and when we did it Emails Not every email is worth saving of course but every so often I ll receive a nice email from a customer or reader or maybe a personal hero that want to keep Evernote Photos All of my photos end up in Dropbox but the special ones end up in Evernote because of the date location information embedded in the note Meals couldn t cook my way out of a wet paper sack if you want to know the truth Luckily my wife and some of my friends are excellent cooks We like to go out to eat sometimes too Using Evernote Food make a nicely formatted record of what we cooked ate and drank as well as of everybody who was with us FINANCIAL AND MEDICAL RECORDS Like said in the chapter on security I m not exactly a worrywart when it comes to storing sensitive information in the cloud Evernote is home to many of my financial and medical documents Having ready access to historical data about our finances large purchases and my family s health is important to me more important than the ri
61. at shipped to your house along with the rest of Aunt Mildred s worldly possessions you might tag it with Aunt Mildred If you grabbed it from some food blog or website tag it with the name of the site e Project if applicable If this note is part of a larger project like say a cookbook called The Ultimate Guide Evernote Essentials Fourth Edition Nerdgap com to Cumin and Breakfast Foods then consider giving it a tag related to that project Many notes won t be part of such a project so obviously this can be omitted e People places If the note references any people or places that you find interesting tag the note with those as well Don t be afraid to tag that note with Lance Bass or Duluth if it makes sense and you think it might help you find the note later on when you re planning that road trip to see the N Sync reunion BRASS TACKS The bottom line is there really is no right or wrong approach to this tagging thing Know a few Evernote power users who have only a small handful of tags some even have zero tags Then you have dorks like me who have hundreds of tags Most people live somewhere between those two extremes Experiment with tags as you start integrating Evernote into your life Tagging is one of those skills you hone over time Figure out what works for you but don t be afraid to course correct down the road if the need arises Evernote Essentials Fourth Editio
62. ave to do it all at once The first step is to sort your cache of paper into two piles 1 Stuff Need in Digital Format Yesterday or The World Will Explode 2 Everything Else Once you have your two piles scan the first pile into Evernote we ll talk about this more in a second hang on Then grab a box or other container large enough to house the second pile Place said pile in said receptacle This will become the pile you scan when you have a random block of time with nothing to do If your date cancels on you or your favorite sporting event is postponed due to whatever causes the postponement of professional sporting events scan some of the pile of stuff Do this enough and after awhile your everything else pile will be gone STRATEGIES WEEKLY SCANNING actually have a dedicated to scan tray on my desk Throughout the week lII receive things in the mail etc that need to be scanned and just stack them up there Then on Saturday night I m an old married guy don t judge me I ll sit down with a modest pour of a delicious grown up beverage Evernote Essentials Fourth Edition Nerdgap com and an interesting podcast in my ears and just scan Better yet if you find yourself with a spare 20 minutes and you can either plop down in front of a television show or do some scanning choose the latter The fact is scanning all of the paper that enters your world takes time and can only be done so quickly
63. ay in a different Evernote account you should export your notebooks one at a time and name the ENEX file the name of the notebook for when you re import the data When you export one or more notes the only metadata that are not included are the created and modified dates This is important it means that if you import a collection of exported notes each note s created date will be whatever date and time was set on your computer at the time of the import In other words as far as Evernote is concerned every note you import will be a brand new note created when you import it This may not seem like a big deal Personally rely heavily on knowing when a note was created since it gives me additional context regarding the note s data All this is to say that you should remember this limitation before you getting all crazy with the exporting mkay Mkay As mentioned a second ago Evernote gives you the option to include any tags associated with the set of notes you re exporting There s no right or wrong answer here if you want your tags to come with you when you re import your notes then definitely select this option If you re looking for something like a fresh start with tags then leave that option deselected when you export OK SO IMPORTING THEN We ve talked a lot about exporting notes thus far so what s the deal with importing Glad you asked Importing is easy assuming the following two things e You kno
64. bile application just for your device lII wait if you d like to doa happy dance The specific usage of these mobile applications is beyond the scope of this guide because they are updated very frequently and chances are any specific instructions or screenshots Evernote Essentials Fourth Edition Nerdgap com include here will likely be obsolete or incorrect in the near future Another reason is that by and large the mobile applications are fairly simple to use and Evernote does a rather bang up job of highlighting new and updated features on the Evernote blog That being said highlighting some of the general use cases for the Evernote mobile applications is probably a good idea Don t you think Boy think so COMMON USES If my years of experience using Evernote on a mobile phone have taught me anything it s that your Evernote mobile usage will consist primarily of these three things in order 1 Adding stuff photos quick notes audio notes etc 2 Referencing existing notes 3 Modifying arranging or otherwise organizing your notes and notebooks Number 1 is the most common way a regular person will use Evernote on his or her smart phone especially taking photos The Evernote mobile applications are all optimized in this way adding things is easy and fast Looking things up in your Evernote account is something you ll do sometimes or more often depending on what it is you do For me it s usual
65. by emailing them There s no limit as to the type of file that can be added so go ahead and drop whatever file you like onto a note and Evernote will keep it safe and accessible Finally Evernote for both Windows and Mac ship with built in audio recording Simply click the microphone in the toolbar and the audio will start recording Once you ve got the audio you want click Save and the audio file will be embedded in the body of the note Because the audio is recorded at a relatively low bit rate meaning they re fine for recording somebody speaking maybe not so good for recording a symphony the resulting files won t be very large Free users will be able to easily fit an hour of audio or more into a single note MAC EXTRAS Evernote for Mac has a handful of extra functions that aren t present in Evernote for Windows We ll get into them in more detail later but just to avoid confusion I ll quickly describe them now These features may be missing from Evernote for Windows because they haven t been implemented yet or they ve been left out entirely 5 If you don t have Skitch installed on your Mac click this button will give you a little popup telling you where you can download it Evernote Essentials Fourth Edition Nerdgap com At the top of the window you ll see a little alarm clock and a little encircled heart Right below those notice the round camera shutter icon e The alarm clock is used to cr
66. c a Activity Trunk New Note v Share v z Print U Delete All Notes Notebooks J Tags Web Clips Mobile Files Starting on the left we have the standard Windows application menus File Edit etc These contain most of the options you d expect to find so we won t go through them all here most of the interesting stuff is happening elsewhere Onward The Back Forward buttons do pretty much what you d expect take you backward or forward If you re looking at one note then switch to a second note Back will take you to the first note and Forward will then take you to the second note Pretty straightforward just think of them like you would the Back Forward buttons in a modern web browser and you ve got the basic idea Evernote Essentials Fourth Edition Nerdgap com Sync lets you manually start a sync operation with Evernote s servers The arrows will start spinning and turn blue while the sync is happening then they ll go back to dormant gray when its over Not sure how this could be any easier to be honest Free actually introduces a feature we haven t discussed yet multiple accounts If you have a personal Evernote account and you decide to create a separate account for work related stuff you can have both of them logged into to Evernote for Windows simultaneously Use this menu to switch between accounts or add a new account For the latter option you ll need to create the account on Evernote com be
67. cations than a normal backup nerd would care about Evernote Essentials Fourth Edition Nerdgap com The point is this the number of catastrophic events that would have to take place for all of your Evernote data to be lost forever is very not small If you make use of local notebooks definitely back it up just like you would any other bit of info you don t care to lose Remember Local notebooks aren t synced to Evernote s data center so the only copy of that data is the one on your PC or Mac Back it up accordingly CLOSING THOUGHTS ON SYNC As we ll discuss in a minute Evernote sync happens automatically by default so you don t have to remember to click or tap the Sync button every time you make a change The vast majority of the time the process works flawlessly and will require zero intervention from you other than your being simply delighted in the knowledge that your Evernote data is available to you everywhere Evernote Essentials Fourth Edition Nerdgap com A Tour ot Evernote tor vac Near the end of 2012 Evernote released a massive overhaul of its desktop client for Mac dubbed v5 The interface is now very different from the Windows client so we re going to cover the Mac app separately here Just to reiterate Evernote has been known to rapidly change and update its applications so what you see below may not match the current version of the app exactly Let s start with the t
68. ccount it also adds a measure of complexity that some people don t think is worth the trouble Evernote Essentials Fourth Edition Nerdgap com Know that if you decide to enable two step verification you can always disable it by logging into Evernote Web and choosing the Security tab under Settings I have it enabled for what it s worth NOTE ENCRYPTION Evernote for Windows and Mac gives you the ability to encrypt text within your notes Just highlight a portion of text right click and choose Encrypt selected text You ll be asked for a passphrase that you can later use to decrypt this text Please realize that if you encrypt a piece of text and forget the passphrase it s as good as deleted Neither the Evernote system nor staff has any way of recovering your encrypted data so be very careful to either use a passphrase you ll remember or consider using the same passphrase for all of your encrypted text Encryption is great for things like passwords account numbers and other sensitive information but be sure to remember that you can only encrypt regular text within notes the application currently doesn t support encrypting things like files including images and PDFs nor does it allow the encryption of whole notes or notebooks You can however encrypt your content before adding it to Evernote if you re more comfortable The only thing is the data won t be searchable by Evernote and obviously you ll be
69. conpletec string gt lt dict gt lt plist gt CNN As we store more and more of our personal lives on smartphones mobile security is becoming increasingly crucial A password offers some protection but it may not deter a serious hacker For users of Apple devices more help might be on the way According to several reports the next version of Apple s mobile operating system suggests future iPhones will have biometric scanners that read fingerprints A user could register his or her prints with the device then place a thumb on the home button to unlock the phone use Clearly every single day and honestly it s one of my favorite Evernote products It does one thing very well So there s an overview of the different clipping capabilities for modern web browsers d recommend installing any extensions available for your chosen browsers as they really You can configure which notebook tags etc are used when the selected article is clipped Alternately you can let Evernote choose the tags and destination notebook automatically using a feature called Smart Filing Evernote Essentials Fourth Edition Nerdgap com do make adding web content to Evernote a snap And don t forget you can clip text as well as images using any of these clipping tools EMAILING TO EVERNOTE When you create an Evernote account you re assigned a special email address that you can use to send content to Ev
70. count Regularly taking a few minutes to clean things up will pay dividends as your account grows around you like a nice denim jacket Evernote Essentials Fourth Edition Nerdgap com Evernote Security Hugtest We re going to take a break from our fun filled Evernote travels to talk about something that s equal parts necessary and unsexy No not flossing Security Let me begin by saying two things 1 I m not a security expert or anything even remotely resembling a security expert 2 I m absolutely not going to advise you one way or the other about keeping sensitive data in Evernote will say that storing data with any third party service incurs a certain measure of risk So you ll need to decide whether that risk is worth it or not If you re wondering keep plenty of information in Evernote that some people would never dream of storing there Neither of us is right or wrong don t think but that s where stand the convenience of having access to all of my stuff from anywhere is worth the potential downside Just to restate do what you feel comfortable with I m not your father though I m guessing he d probably tell you something similar Moving on Evernote Essentials Fourth Edition Nerdgap com There are a couple of security features offered by Evernote you should know about two step verification and note encryption TWO STEP VERIFICATION Known in nerdier circl
71. ction will vary based on the device or computer you re using but the share and stop sharing functions will almost always be in the same menu within whatever app you re using CONCLUSION There s an overview of sharing your Evernote stuff It s not hard to wrap your head around and can really enhance your Evernote experience Plus lm always telling my kids that they should share so figured owed you the same courtesy Evernote Essentials Fourth Edition Nerdgap com mol aalelicmacclaanarelcisc In May of 2013 Evernote introduced a new feature called Reminders to some of its applications Mac iOS Android Windows Phone and Evernote Web This is a feature people have wanted for roughly forever and thought it might be worth covering here You know for the children Let s talk about what reminders are their basic use and some interesting ways to employ them Cool Cool In a nutshell reminders let you flag a note When you set a reminder on a note a couple of things will happen e You ll be given the option to choose a date and time to be notified about that note more on this in a second e The note will appear in a special area at the top of any list of notes where it appears contents of a notebook search results etc When you no longer want to be reminded of that note you can mark the note as done or clear the reminder USING REMINDERS When you re viewing a single note lo
72. d ADDITIONAL FACTOIDS ABOUT NOTES For users with Free Evernote accounts a single note cannot be larger than 25 megabytes For most people this isn t a big deal but if you re thinking of using Evernote to store your raw video footage or DVD rips you re mostly out of luck unless the file is 25mb or smaller obviously If you re a Premium Subscriber that limit goes up to 100mb per note If you right click a file in Evernote and open it with an external application any changes you make will affect the file stored in Evernote when you save it For example if have a spreadsheet housed in a note and open it with Excel modify a few things and save it then the version in Evernote will reflect the changes made This is called the Live Update feature and is really handy if you find yourself editing a file stored in a single note from multiple computers This basic overview barely does justice to how versatile a single note can be In later chapters we ll be talking all sorts about how to maximize the utility of these little hunks of awesome Evernote Essentials Fourth Edition Nerdgap com Noles e1ele cn aeiicien lt Welp here we are Notebooks Simply put notebooks are named containers for notes How you decide on where your notes should live and how they re categorized is up to you but in this section we re going to go over nuggets like these e What the heck a notebook is e The different types o
73. d an itemized list of what was purchased and the place where you bought the stuff 2 Add this to Evernote and maybe tag it with expense 3 There is no step 3 When you get back putting together your expense report will be dead simple Also your company may handle such things using a snazzy web service that integrates with Evernote like Expensify which we use and is pretty great Look into that yourself or maybe shoot Helen in A P an email before you leave THINGS TO DO SEE AND TASTE Whether yours is a business trip or a pleasurable sojourn it can be pretty handy to have a list of places you d like to visit Evernote Essentials Fourth Edition Nerdgap com restaurants to try and if you re anything like me breweries to check out Create a new note and make a list of any of the above things you d like to experience while you re in town Bonus points for including things like e The address phone number and map link for the location e The names of particular dishes or beverages that you re interested in trying e People to ask for this can be cool if a buddy says Head to Joe s bar and order the Sleepytime Elixir and tell them sent you While at each of your selected spots make sure to create a new note in Evernote using your mobile phone or tablet if you re an iPhone or Android user Evernote Food is awesome for this This is because this will not only capture your locati
74. d from Wikipedia l d issue a search like this sourceUrL http en wikipedia org Remember that not all notes will have this attribute set resource This operator allows you to search for notes that contain a file of a certain MIME type If you have no idea what that means you can read about MIME types on Wikipedia To search for notes that contain GIF image files you could issue the following search resource image gif Or perhaps you want to find all the notes that contain audio files resource aqudio We haven t yet covered wildcard characters like the asterisk we just used but this search is looking for any note containing any audio file regardless of subtype mp3 wav etc The full list of possible MIME types is beyond the scope of this book there are hundreds of them but a quick Google search will help you determine the MIME type of the file you re trying locate Evernote Essentials Fourth Edition Nerdgap com SEARCHING REMINDERS There are three search operators that are specific to the relatively new reminders feature They can be a little confusing but useful in the right context reminderOrder this value is set when a reminder is added to a note In most cases the value will be a really long number that you probably won t remember The only really useful way to use this operator is with an asterisk reminderOrder That search will yield any note that has a reminder attached t
75. d on DESKTOP CLIPPING If you re using Evernote on your desktop in either Windows or OS X adding content to Evernote is a piece of cake In fact Evernote Essentials Fourth Edition Nerdgap com you re already very familiar with the first half of the process copying things to the system clipboard using Ctrl C or 86 C Once you ve got something in the clipboard you can use your global Paste to Evernote keystroke to shove it into a fresh new note in the active notebook This will work with text and image clippings as well as any file type provided the file isn t bigger than the maximum size of a note Free 25mb Premium 100mb Aside from using the system clipper you can also drag content from just about any application onto the notebook where you d like the note created The latest version of the Evernote application for Windows also adds an Evernote option to the Send To context submenu in Windows Explorer If you re using OS X you have another option for adding content to Evernote that s available in just about every application that allows printing If you click File gt Print in your favorite app you should see a PDF menu on the bottom left corner Drop that guy down and choose Save PDF to Evernote and presto it s clipped The reason this option is only available on the Mac is that OS X has low level operating system support for creating and rendering PDF files whereas Wind
76. d to Evernote Web accessible by visiting evernote com in your web browser and in turn synchronized to all of your other Evernote enabled devices tablets smart phones other computers And as you may have guessed any changes made to already synchronized notes will be synced as well The vast majority of the time you re going to want to choose Synchronized Notebook here For what it s worth have exactly zero local notebooks in my account and have upwards of 100 notebooks as type this because want all of my data to be available to me all the time Local notebooks are nice for extreme cases but find them to be far less useful than synchronized notebooks Also local notebooks can only be created using Evernote for Windows or Mac the mobile Evernote applications can t create local notebooks NOTEBOOK ODDS AND ENDS WINDOWS With one exception the concepts surrounding Notebooks in Evernote are pretty straightforward Once you ve created a notebook you can control its entire destiny by right clicking the notebook When you do you ll see these options New Notebook Share Notebook Notebook Settings Rename Notebook Delete Notebook e New Notebook Just like it says on the tin this option Add To Stack creates a new notebook Let s quickly go over what each of these does though most of them are pretty simple think v Sort by Notebook Name Sort by Note Count e Share
77. de to this thing since the last version of Evernote When you click into that box or strike 4 F you ll immediately see a list of your most recent searches and all of your saved searches Pretty spiffy but there s more Add Search Option At the top of the lists you can choose to search your entire Notebook account or the currently active notebook Again pretty spiffy Tag Contents Evernote search has always been really powerful but now many of the crazy operators discussed later are accessible to mere mortals by clicking the Add Search Option menu at the bottom of the searches list Source Created Modified We ll cover all of these options and how to use them without the snazzy dropdown menu in the massive chapter on search but for now just know that you can easily limit your search to a single notebook one or more tags the dates the note was created or modified etc I d be remiss if didn t mention the all new Searc Archive type ahead search that ships with version 5 of oia Evernote for Mac Click into that search field and pizza dinner l start typing It will immediately begin offering pizza guy q Whoa ibl h f h i frozen pizza possible matches for your search as you type poor pizza poacher easy bread machine pizza crust recipe Now that my dear friends is spiffy THE SIDEBAR No I m not talking about a secret courtroom conversation those might appear in the d
78. e an email receipt from Amazon com that want to store in my Finances notebook with the tags Amazon and receipts with a reminder without a date the email subject line should look like this before sending it to Evernote Your Amazon com Order C StuffThingsRandomOrderNumber Finances Amazon receipts Send that bad boy and it ll end up right where it should tagged and everything As with everything though there are a couple of caveats 1 The notebook and tags must already exist in your Evernote account Emailing notes with nonexistent tags or notebooks will not create either the notebook or the tags 2 The notebook name must come before the tags 3 If you mistype either the notebook name or tags then they will remain in the note title after it s imported In the case of the phantom notebook the note will be created in your default notebook 4 This feature won t work for notebooks whose names include the symbol or tags that include the sign Bonus Tip If you use a text expansion utility such as TextExpander for Mac or Breevy for Windows you can save time by creating snippets for common notebook and tag combinations For example send a lot of email receipts to Evernote for expenses l Il want to deduct during tax time and want them filed and tagged in a specific way so can find them later So created a snippet in TextExpander that quickly becomes the correct notebook and tag combinati
79. e everybody shares their favorite memory of Grandma that you can turn into a book for her 75th birthday If a few people need to casually access the same set of information you could do a lot worse than a shared Evernote notebook Alright so here s how the sausage Is made as it were SHARING A NOTEBOOK WITH ONE PERSON OR A FEW PEOPLE To share a notebook with somebody right click on the notebook name in your list of notebooks at the left hand Evernote Essentials Fourth Edition Nerdgap com side of your main Evernote window and choose the Sharing option T Cigars Note The screenshots in this chapter are taken on a i Mac but the Windows versions of these screens are Sharo ihia notebook essentially identical Invite individuals or create a public link to this notebook You ll now be looking at the Shared Notebook Settings _ Invite Individuals Create a Public Link _ screen which will look something like this Since we want to share a notebook with one person in this example click Invite Individuals which will expose this form Manage permissions Emailusers Send reminder Clearly this form will let you share with more than Modify notes mD x one person so feel free to fill in as many email addresses in that first box as you like If you re a Premium user and want the person with whom you re sharing the notebook to be able to modify the notebook or invite other users choose that I
80. e hotel s where l II be staying or hostels but lve never done that so whatever That note will house the following e The check in and check out dates of my stay lII also note the check out time for the day leave to ensure I m not automatically booked for an extra night if happen to oversleep e The name address and direct phone number for the place This gets emailed to my wife and other family members before leave to ensure that they know where am and how to reach me if drop my iPhone into a pitcher of margaritas If possible it s best to get the phone number of the front desk instead of the reservation line since that will almost certainly ring somewhere other than the actual hotel Evernote Essentials Fourth Edition Nerdgap com e A direct link to the Google Map of the hotel s location so can quickly look it up on my phone when get into town This makes getting there way easier and saves me from having to key in a long address while trying to hail a cab or negotiate a finicky rental car After check in l II append the following info to the above note e Room number and direct dial phone number e Wireless password for the hotel WiFi EXPENSES Most of my travel is for business so need to keep track of whatever money spend while away so can file the requisite expense report when get home This is a painfully simple process 1 Snap a photo of the receipt showing the amount you pai
81. e to get a cursor to appear within an existing note or create a new note then you can hold your head high because you ve been given Modify access to this notebook No really congratulations Alright enough about this notebook malarky Sharing individual notes is where Evernote gets really social so let s talk about that for a minute SHARING INDIVIDUAL NOTES Note sharing can happen using one of several means all of which are quite straightforward e Email e Shared note link viewable in a web browser e Social Networks Twitter Facebook LinkedIn Evernote Essentials Fourth Edition Nerdgap com If you share a note with somebody via email Evernote will create a mail message containing the entire note and send it to whomever you choose This can be done using virtually all of the Evernote client applications including Evernote com but there are a couple of things to keep in mind 1 Some email providers place a limit on the size of messages they will accept and deliver If you ve got a note with a 30mb audio file in it and you try to email it to your brother in law there s a chance the message will be rejected for being too large 2 In order to protect their users from nefarious characters these same email providers will often disallow emails that contain certain types of attachments For example if you email a note that contains a exe file a Windows executable file you can bet that many email providers
82. ealize that you re now sitting on a sizable list of event notebooks With the advent of notebook stacks you can quickly shuffle these into their own stack and keep them effectively hidden until you want or need to peruse them MEETING NOTES If you have a job you probably attend meetings Heck even if you don t have a job you probably find yourself in a meeting like context every now and again Evernote is a fantastic place to both take and store meeting notes As mentioned in the chapter on phones and tablets you won t find me in a meeting without my iPad open on the table in front of me But what if don t have a tablet computer smart guy No problem Jot down your meeting notes on paper or your bare forearm or whatever you prefer to write on don t know When you get back to your desk you can either transfer them to Evernote by typing them or and this is some seriously Star Trek stuff take a photo of the notes and put that into Evernote Once that note is run through Evernote s OCR system the handwritten text will be searchable unless your handwriting is so bad even you can t read it may or may not have this problem STUFF I WANT I ll be honest my wife and have got this act like a grown up charade pretty much nailed One of the things adults do we re told to avoid impulsive buying is to add the thing you want to a list and let it sit there for a period of time maybe a c
83. eate and edit reminders We ll cover those in great detail later on e The encircled heart lets you edit the current note using Skitch Evernote s image annotation application You can also right click an image or PDF embedded in a note and modify only that file using Skitch e The camera shutter will let you take a photo with your Mac s iSight camera and insert it into the note body Finally we have the info panel If you click the little i i at the top right of the window you ll be presented with a whole host of information about that note I m the Title of the Note Evernote Essentials C tagl tag tag3 the batman symbol Much of this information is available outside this panel note title notebook tags etc but the info panel does inne Cohan offer a bunch of other stuff like the note s source URL November 3 2012 8 14 AM if you clipped it from the web the dates the note was http google com View Site created and last modified and whether it has been synced If the note contains attachments that are capable of being indexed for search like images it will also tell you whether they ve been indexed Then you can see how large the note is both its size in bytes as well as the JE Een Sa Giese word and letter counts view and change the author click to set author value of a note something personally don t use very aon much but can be helpful when searchin
84. ebeau who has spent untold hours answering my questions giving me advice all while being one of the most genuinely nice guys lve known My good friend Glen Stansberry of lifedev net never failed to give me the honest feedback and encouragement that needed to get this thing out the door and I m in his debt I m extremely fortunate to belong to the very fine LifeRemix blog network which is comprised of the who s who of life improvement writers and bloggers Having that group of people available for questions and advice has been invaluable and can only hope to be a quarter the writer these folks are To my good friends and dueling consiglieri Andrew Carroll and Robert Bruce owe immeasurable gratitude for many long meetings phone calls and their invaluable advice Special thanks to Phil Libin and Andrew Sinkov at Evernote for their encouragement and support Laurelin Varieur the coolest English teacher on the planet anda great friend was instrumental in making sure this thing ended up without errant semicolons and em dashes Evernote Essentials Fourth Edition Nerdgap com Thanks to my large friend Michael Todd for sharing the inspirational story of a young boy who mistook the cumin for the cinnamon at breakfast it changed my life forever My two little cheerleaders my son and daughter who despite having precious little idea what was doing when writing this still encouraged me to do my best and were always
85. en you click Tags you ll have all of your tags arranged in a horizontally scrollable grid Using the menu at the top you can add a new tag or search for a specific tag Clicking Evernote Essentials Fourth Edition Nerdgap com Name or Note Count will sort the tags alphabetically or by the number of times the tag is used in your account By holding the 88 key you can select multiple tags If any notes contain all of the selected tags you can jump directly to a list of those notes by clicking the big blue Show Number Notes button at the top right Clicking Clear Selection will deselect any tags you have selected below To create a nested tag a tag that lives beneath a parent tag just drag what will eventually be the child tag onto the parent tag For example if wanted to make beverages a child tag of bike because there s a bike cup holder joke in here somewhere would drag beverages on to bike bicycle 2 And of course you can double click a tag to view all of the notes containing that tag PREFERENCES AND KEYBOARD SHORTCUTS As my great grandfather used to say it s not a ooo Preferences full blown tour if you didn t explore the application a T EJ m A preferences Click Preferences from the General Sync Software Update Clipping Shortcuts Formatting Evernote menu and you ll see the Preferences V Open note links from other
86. entially endless amount you could do with it in all sorts of contexts Thankfully that s all over because in app sharing is here We ll get into the plumbing of this in a second but first let s talk about why it s such a cool feature Most office professional types Know there are all sorts of clumsy ways to collaborate on a document with a coworker or team Whether you re emailing different revisions of the document back and forth or accessing the same document on a shared network drive or something there are inelegant ways to do it that often lead to conflicts missing or outdated data or any number of other headache inducing hiccups On the flip side there are an equally large number of collaboration solutions that have thought of everything and go out of their way to ensure that through cumbersome check in out procedures and such it s virtually impossible to clobber the last version of a document with the one you just edited Notebook sharing lives sort of in the middle it s a low friction way to share information with one or more people on your team You can decide who gets to edit the information and who doesn t and all of the information lives in Evernote so all of the synchronization stuff is handled for you and changes are automatically added to everybody s notebook Notebook sharing isn t just for the suits mind you Privately share photos of a birthday party with some close friends Create a notebook wher
87. ernote from any email client It s as simple as it sounds send an email to Evernote and it gets added to your default notebook with the subject of the email as the note title and the body as well the body of the note But let me tell you it goes way beyond that Freddie Way To start grab your special Evernote email address The easiest way to find this is to either look in the Account portion of whatever app you re using or visit Evernote com s Settings area and look for the email address Hint create a contact in your computer s address book called Evernote with your super spiffy email address for easy forwarding especially from your mobile device It will look something like this username abc123 m evernote com Anything you send to this email address will go right into your default notebook including attachments Slick NOTEBOOK TAG AND REMINDER MAGIC But what if you want to have a specific email end up ina specific notebook Or maybe add a tag or two Create a reminder No problem Here s how you do it In the subject of the email add the name of the notebook where you d like this thing to land prepended with the symbol For tags prepend those with the sign To adda reminder add an exclamation point If you d like your reminder to have a date you can include it using this format Evernote Essentials Fourth Edition Nerdgap com IYYYY MM DD e g 2013 07 30 For example if hav
88. es Do these things and things like these for awhile and without even really trying you ll have a pretty cool personal timeline that will only become cooler the longer you do it CONCLUSION Honestly this is one of the few benefits reserved for those who use Evernote in a variety of contexts and situations but lIl be honest it s a lot of fun to randomly jump to a date in my Evernote account and just poke around Evernote Essentials Fourth Edition Nerdgap com Evernoting tor Dumb PURE WOU As your affection for Evernote grows and you begin storing more and more data in your account there exists a danger Not like a shark or the IRS or whatever more of a concern The concern m referring to is of course not being able to find the thing you added to your account like a year ago and really really need Like right now To help mitigate this issue lve come up with an approach to organization within Evernote like to call it Organizing For Dumb Future You The basic idea is this when you add something to Evernote that you absolutely expect to need at some point in the future try to imagine the circumstance in which you ll need it and which words you re likely to use when trying to find it Think have a mediocre example Of course do We have a television in our house l m fairly convinced that the dirt holding up our house is newer than this television It s laughably old Naturally the
89. es as two factor authentication two step verification makes it difficult for some nefarious character to access your account Here s how it works When you enable two step verification on your account you ll be asked for a mobile phone number Evernote will verify that you have access to the phone whose number you provided From that point on each time you login to Evernote or any other Evernote product Skitch Clearly etc you ll be sent a numeric code via text message that you ll need to enter in addition to your username and password The security implications here are pretty obvious think even if somebody gets ahold of your Evernote login information he s also going to need to have your phone with him in order to gain access to your account What about if I m in an airplane or a submarine and I can t get text messages Hmm When you set up two step verification you ll be issued a set of single use backup codes These codes can be used in place of the code sent via text message if you aren t able to receive text messages for whatever reason Note that each of these codes can be used only once After you use one it s of as much use to you as yesterday s winning lottery numbers and can be deleted Ok so should set this up or not Two step verification is not a requirement for all Evernote accounts Whether you use or not it is up to you While it does add a measure of security to your a
90. ess and frictionless manner Evernote offers plugins or extensions for several browsers in addition to the Web Clipper bookmarklet that you can use in virtually any modern browser The four most popular desktop browsers in use today Safari Mozilla Firefox Google Chrome and Internet Explorer each have their own native Web Clipper Let s take a closer look at em GOOGLE CHROME AND SAFARI Because Google Chrome and Safari share the same plumbing they re both based on an open source browser called Webkit their Web Clippers look and behave essentially the same After you ve installed the Web Clipper in either Chrome or Safari you ll have a little elephant icon in your browser s toolbar Clicking said elephant while Evernote Sign out inkedmn viewing a web page will soawn a handsome little Bollywood Wikipedia the free encyclopedia window that looks like this G inbox Q Click to add tags As you can see clicked the elephant while Tae ei ormat 4 reading the Wikipedia page on Bollywood I m ee Cliparticle a fan and I m not even a little sorry so we ve got the page title already filled in as well as my personal default notebook Inbox can also _ _ _ _ _ All notes en wikipedia org add tags or an additional comment if so desire But there s more to this seemingly innocent pop up than meets the eye See where it says Clip article
91. essor or WYSIWYG what you see is what you get editor on the web chances are you ve seen most of these options before If not play around with them and you ll have the hang of it in a couple of minutes Note that these tools are only visible on the Mac when your cursor is inside the note body In the body of your note you have several examples of styled text You may have big text small text red text and blue text Dr Seuss fans I m available for parties Like said the text styling stuff is pretty standard if you ve used other rich text editing tools in the past Let s look at the things you re not used to seeing Evernote Essentials Fourth Edition Nerdgap com Checkboxes are pretty darn useful if you like to make lists and goodness knows do While you can add them by clicking on the checkbox image above the body it s much easier and faster to do it using the keyboard shortcut Ctrl Shift C on Windows 8 47 T on OS X Once they re in there you can select and deselect them all day long If you want to add images you have a few options You can copy images from the Web if your OS supports it right click gt Copy then Paste into Evernote or you can drag them from your desktop or web browser You can also email images to Evernote which we ll cover in greater detail later on If you want to add files to your notes you can do that by dragging them from another application on your desktop or
92. ext are the tags in the little blue ovals at the top of the window on the Mac the white rounded rectangles under Windows You can add more tags by clicking to the right of the last tag and remove them by clicking the tag and hitting the Delete key on your keyboard If you start typing a tag that Evernote already knows about it will offer you the option to automatically fill in the rest of the tag Just below the tags in the Windows interface you ll find the source URL field If you use one of the Web Clippers discussed later to grab the contents of your note the source URL field will contain the URL of the webpage from which you clipped it If you d like to change the value of this field you can edit it directly by clicking on it To view and or change this value on the Mac you ll need to click the little i button at the top right and change the URL there we ll talk about this section in more detail in a minute Now we re to the fun part the body of the note As you can see from the screenshots above that white rectangle is pretty versatile Directly above it you ll find all of the various formatting options available to you when editing your note Choose a font size and color as well as alignment and justification centered right justified left justified and fully justified options bulleted and numbered lists checkboxes for to do s simple tables and a horizontal divider If you ve used any type of word proc
93. ey get an abbreviated definition and a single usage example After all Brevity is the soul of Internet Documentation or something latitude longitude altitude These will search for notes created at a set of coordinates Latitude 32 author This matches the author s name author Brett Kelly source This matches notes created within a certain application source app ms word recoType Search for notes that contain recognition data like images that contain words and handwritten notes recolype handwritten encryption This matches notes that have an encrypted region in them encryption no parameters for this operator Ok That was more than a little terse lII admit But we re not done yet How about some real world search examples Let s say wanted to find all of the notes created in the last Evernote Essentials Fourth Edition Nerdgap com two weeks in my Archive notebook dealing with Evernote that contain an image notebook Archive created week 2 resource image evernote Or maybe m looking for all of the mp3s added during 2008 that also have encrypted text within the notes created 20080101 created 20090101 resource audio mp3 encryption A quick aside regarding the asterisk as a wildcard character If you re unfamiliar with this practice the idea is that you can provide part of a word and use the asterisk to mean and anything else One example might be
94. f notebooks e Power user strategies for making the most out of your notebooks WHAT S A NOTEBOOK Well as mentioned a second ago notebooks are containers for notes When you first create an account with Evernote you ll have a single notebook called your username s notebook e g if your Evernote user name is Jane then your default notebook will be Jane s notebook Until you create additional Notebooks all of your notes will live in that notebook The good news is that you can create additional notebooks up to 250 of them in fact This means that you can have a notebook for recipes another one for sewing patterns and yet another for all of your favorite database queries Or you know something like that Evernote Essentials Fourth Edition Nerdgap com To create a new notebook on Windows or Mac open the File menu and select New Notebook The dialog box that pops up will look something like this Make this my default notebook Notebook type Local Notebook Synchronized Notebook Here you can assign a custom name to your notebook but TETEE ATOE EO i has been created there are also a couple of other options below that we haven t discussed yet cance WHAT THE HECK IS A DEFAULT NOTEBOOK There are lots of ways to add stuff to Evernote email from the web using browser plugins and others When something is added to Evernote or a new note is created without defini
95. fore logging in with it here This menu also gives you the option to log out of the current account Clicking Activity will reveal your Activity Stream In a nutshell this is a list of any activity that s happened in your shared Evernote world If somebody shares a note or notebook with you it will appear here along with notifications of updates to shared notes and a bunch of other things If you end up as a prolific sharer expect your Activity Stream to be well active The Trunk button launches a new window showing you the Evernote Trunk a collection of software hardware and other goodies that all work with Evernote in some way There are tons of great apps in there particularly for smart phone users Snoop around and see if anything strikes your fancy New Note does just what it says on the tin creates a new note Share is also quite straightforward Click this item to ee choose from one of several sharing options Email Twitter i Facebook and others ae Email notes to Usage will show you a snazzy little graph of your current as m month s upload usage So if you have a free account which is given 60 megabytes of upload allowance per 0 15MB 30MB 45MB 60MB month you ll see how much of that 60mb you ve used when the cycle resets and other important tidbits about rte vp ai your account Evernote Essentials Fourth Edition Nerdgap com CUSTOMIZING THE TOOLBAR If you re not a big fan of one or mo
96. g and view the history of the note Type an address to set a location 4 Synced 24 seconds ago All attachments have been indexed Speaking of NOTE HISTORY Premium users have the ability to view previous versions of a given note provided its been changed since it was created don t exactly know why this function is omitted from Evernote for Windows but l m assuming it s because most Mac computers have a built in camera while many Windows computers do not Evernote Essentials Fourth Edition Nerdgap com This is a little ambiguous since it gives the impression that each change to a note is recorded and can be restored later In fact Evernote doesn t remember every single change made to a note Instead it checks every few hours to see if a note has been changed If it has the previous version is saved In other words don t expect to see each revision of a note you ve changed ten times in the last three hours If you want to restore an old version of a note click the View History option and you ll be shown a complete list of stored revisions of that note Click import next to the one you want to recover and it will be added to your account Note this action simply adds the old note back to your account and will not overwrite the current version If you want to delete the newer version or merge any changes between the two versions you ll need to do that by han
97. he same page First on the Mac Now the same note on a Windows PC Whoa Nelly Clearly there s a lot going on in these windows Let s talk briefly about each of the major interface elements visible in these windows as well as the various kinds of trickery we can do inside the note body Again these windows are pretty different so the position of the various elements won t be the same on the Mac as on Windows but they re not too hard to spot Evernote Essentials Fourth Edition I m the Title of the Note tag2 tag3 the batman symbol EBE Sof eas gM toe l m the Title of the Note This is the body of a note You can have text like this Big text like this Perhaps something in a dark blue with bold italics and strikethrough You might like to maintain a list of tasks Buy the farm Drink 3 raw eggs like Rocky Find the meaning of life You can also include images And any other type of file like this Python script 5 getiTunesGenres py i Aer KB ee a gt eas uresa This is the body of a note You can have text like this hap r rk bl th bold ita You might like to maintain a list of tasks Buy the farm Drink 3 raw eggs like Rocky Find the meaning of life You can also include images And any other type of file ike this Python script Nerdgap com THE NOTE WINDOW First the title of the note The title can be whatever you d like just click on the title itself to change it N
98. his feature isn t something personally use very much but it s worth discussing here if only briefly If you re a Twitter user and you start following myEN the account will automatically follow you back From there if you send a direct message DM to myEN from your Twitter account the contents of the message will be added to your Evernote account in your default notebook Also if you mention myEN in any public Tweet said Tweet will be saved to your Evernote account If this sounds interesting to you check out this blog post on the Evernote blog which describes how to set this up CONCLUSION In case it wasn t painfully obvious there are many ways to add content to Evernote Now that you know how to do it go add some stuff Evernote Essentials Fourth Edition Nerdgap com Vore Tan ele Ever E LOM Gale n a lelelell Evernote Search The most basic way to search Evernote is by plugging a few words into the little search box and getting some results While this is perfectly acceptable for most occasions a great deal more power exists beneath this simple exterior in the form of operators which we ll cover in this chapter in excruciating detail If you want to read the full developer documentation for Evernote search visit the resources page or search Google for Evernote Search Grammar OPERATORS Operators in this context are words that are used as a way of indicating that the text that follows
99. iPad if you re curious It will probably shock you to learn that Evernote performs quite well on these in between devices Currently Evernote offers native applications for the following types of tablet computers e The iPad e Tablets running Android including the Barnes and Noble NOOK and Amazon s Kindle Fire e The Playbook by Blackberry While the first two have many of the same features the Playbook application isn t quite as capable as the others Just so you know Note use an iPad If you use an Android tablet you can comfortably exchange your tablet s name for iPad in the next section and it will all be true Most of the time Evernote on my iPad serves the following functions Evernote Essentials Fourth Edition Nerdgap com e Note taking during meetings when I m actually in the meeting most of my meetings are done over the phone these days e Drafting blog posts and other written bits of content e Using the Maps application while in the car and another person is driving of course e Carrying lots of scanned documents to meetings with my favorite tax professional attorney etc That last one is big Using Evernote to store scanned copies of all of your paper is a very popular use case and one that we ll examine much more closely later Instead of dragging a big folder full of paper just grab my iPad when go see my accountant And if your accountant is as cool as mine you m
100. ifornia where Evernote s home office is located and unsurprisingly create notes while I m there don t even really like West Hollywood but apparently go there too Essentially most notes that have location data attached to them will appear in Atlas Evernote Essentials Fourth Edition AGICCEISKAOIAN Up until this point only notes created using Evernote s mobile applications had location data attached to them Version 5 of Evernote for Mac takes advantage of the geolocation features available in Mac OS X 10 8 Mountain Lion so any note you create in Evernote for Mac will have geolocation data included Mac OS X will prompt you the first time Evernote OOO Security amp Privacy lt gt Showall Q attempts to access your location and you re free to disallow it If you ve allowed it once before and General FileVault Firewall QE you d like to disallow it going forward you can do es that by opening System Preferences selecting ee ea Security amp Privacy clicking the Privacy tab and Ap contacts GQ wer st deselecting Evernote in the Location Services E Twiter I Toiiar a Diagnostics amp Usage m TEEN section For our final great big button we have the Trunk 4 Indicates an app that has requested your location within last 24 hours The Trunk is a curated categorized collection of applications services and other goodies that wo
101. ight just share a specific notebook with him before heading to the meeting collaboration will be discussed very soon too How use Evernote on my iPad isn t what s important though The important thing to remember is if you own a tablet you can probably install Evernote on it and have access to all of your stuff wherever you go It s pretty sweet honestly CONCLUSION How or if you use Evernote on your mobile devices will be quite specific to your work life and all the rest of it The only practical advice can give here is that even if you rarely use it its a great idea to have Evernote installed on your devices just in case you need to access your account while not at a computer Evernote Essentials Fourth Edition Nerdgap com Evernote amp GPS Speaking of mobile devices most of the modern ones smart phones and tablets specifically available these days ship with the ability to interact with a Global Positioning System or GPS This means that there s a little radio inside your device that when some software asks for it can talk to some crazy satellite in soace and get your geolocation coordinates or the latitude and longitude representing where you are This all sounds awfully fancy know but Evernote actually does some pretty cool stuff with this GPS business Any time you create a new note in Evernote on your mobile device the software will include your location in the note s metadata Fo
102. ion Nerdgap com The difference between a Business Notebook and the other two types is simple Business notebooks and the data they contain belong to the business not the user For example if your name happens to be Bob Hi Bob and you work for Esmeralda s Driveway Paving Service any data you create or save in the Evernote Business account held by Esmeralda now belong to Esmeralda s company Practically this means a few things 1 You can t completely remove data from an Evernote Business notebook unless you re one of the administrators on the Evernote Business account You can throw a note into the Business s Trash but only a Business admin user can empty the Trash and the admin can easily restore the trashed note or notebook 2 If you leave your job and your account is removed your data will live on as part of the Evernote Business SHARING BUSINESS NOTEBOOKS By default Business Notebooks are not shared with anybody The notebook and the data it contains belong to the business but the notebook will only be visible to you until one or both of two things happens Brett s Fake Notebook 1 The notebook is shared with another user or users Share with individuals Invite others to view or edit this notebook Gmail Import Contacts by name Enter email addresses separated by commas 2 The notebook is published to the Business Library Individuals who join can Individuals can view notes and see
103. irst you want your stuff be easy to find All of this organizational nonsense isn t worth squat if you can t easily find what you need when you need it Keep this in mind when deciding on things like notebooks both the number of notebooks you have and how they re named Second remember that you re going to be doing a good bit of skimming when you re looking for a particular note By this mean that most of the time when you search for something or view a notebook you re going to be looking at a list of notes instead of only the note you want For this reason make sure you can identify the contents of the note by seeing only the title For example When you scan in a copy of the work order from your favorite oil change place don t just call the note Oil Change Paperwork since if you have more than one of these you ll have to open each note to find the one you want Instead consider naming your note something like 2012 07 25 Mustang Oil Change Paperwork The more knowledge you Evernote Essentials Fourth Edition Nerdgap com can bake into a note title the better off you ll be when you re looking through a list of a few dozen notes STRATEGIES YOUR INITIAL IMPORT In my experience the biggest obstacle when trying to go all paperless and stuff is well the metric pantload of paper you ll have to import when you begin Fear not weary paper havers for there is a secret You don t h
104. isclosure chapter Along the far left side of the Evernote window is the redesigned sidebar Let s walk through it together shall we First we have the Shortcuts area This is in many ways the successor to the Favorites Bar from previous versions of Evernote The short description anything you want quick access to notes notebooks or tags gets dragged into shortcuts and dropped Here s an example from my account Evernote Essentials Fourth Edition Nerdgap com Here we have a couple of notes one about a Ruby thing one about Wordpress my Gardening notebook which is empty because lm awful at gardening and l d be totally lost without my cheese tag Because cheese is important to me Anyway Shortcuts don t need to be permanent If you re no longer interested in having your cheese tag in the shortcuts area right click it and choose Remove from Shortcuts Below the shortcuts area there are a few big buttons e Notes e Notebooks e Tags e Atlas e Trunk The first three are fairly self explanatory honestly Clicking Notes will show you your notes on the right Ditto for Notebooks and Tags More rocket surgery What the pete is this Atlas thing you might find yourself asking We ll I m going to tell you Just take it easy Atlas is a fun new way to display your notes organized geographically Here s a sample from my account routinely visit Northern Cal
105. ized to look like the rest of the body copy It s not really obvious in the above example but all of the text in the note has been converted to Note Text font Anyway that s simplified formatting and rather abruptly the end of our guided tour of the preferences for Evernote for Mac Finally Reminders Apologies for all of the obscured info in that image I m not what you d call a professional Reminders will be covered in painful detail in a later chapter but let s briefly discuss this tab At the top there s a single checkbox Receive reminder emails If you check this box you ll get a daily digest email containing a list of all reminders due that day Easy Below the checkbox you ll have a list of shared and Business B notebooks For each notebook in the list you can choose to subscribe to reminders for that notebook and whether you want reminders for that notebook to appear in your digest emails provided you check the checkbox at the top i _ Evernote Essentials Fourth Edition Hundreds of shoppers gathered outside Macy s at North Point Mall in Alpharetta Ga ahead of the retailer s midnight opening NEW YORK CNNMoney Shoppers turned out in droves at malls and big box stores around the country to take advantage of Black Friday deals as retailers opened their doors earlier than ever on Thanksgiving According to early estimates the late evening
106. k for your huge collection of cumin waffle recipes tagging each note with cumin and waffle isn t going to help you very Evernote Essentials Fourth Edition Nerdgap com much since you re not adding useful information to the note Try to avoid being redundant when tagging your notes You might consider avoiding tagging altogether until your account begins to take shape It s simple enough to tag several notes batch style after the notes are in your account Deleting a mess of unused tags however is a tedious exercise that will likely require a stiff drink Don t tag anything unless it makes sense to do so GOING FORWARD Creating an unordered pile of information in Evernote is easy Some people choose to use it this way and it works well for them but think taking a bit of time every so often to evaluate how the software is working for you can result in a better experience overall Here are a few things you can do periodically to ensure that your account is organized and as useful as it can be e Remove any tags that are only used once or not at all e Look for notebooks containing only a small handful of notes and archive those notes if possible e Search for notes with cruft in the titles e g Fwd clean them up and stick them in the appropriate notebooks The important thing to remember here is that to get the most out of Evernote you ll need to perform regular maintenance on your ac
107. ke If you add a tag that doesn t currently exist it will be added to the top level tag list Evernote Essentials Fourth Edition Nerdgap com meaning it won t belong to any parent tag by default So if you re serious about keeping your tags in order you re going to have to spend a few minutes every so often assigning these new tags to parent tags if appropriate Tip When you change a tag in the tag list say from cumin breakfast pastries to cumin waffles all instances of that tag in your notes will also be replaced with the new value Tags are one of the key elements in a successful Evernote experience With the proper care and feeding they can enable you to find any bit of information in even the most vast of Evernote databases in a matter of seconds Evernote Essentials Fourth Edition Nerdgap com AV 2aal lcou lain elela mele lt o According to a Survey I ve just made up everybody and their uncle has a smart phone these days If you re reading this chances are you have some type of Internet capable mini computer in your pocket purse or gym bag assuming you re on a treadmill while you read this of course SMART PHONES Most smart phones available today come in one of four flavors e An iPhone e An Android handset e A Blackberry device e A Windows Phone handset If your smart phone falls into one of those four categories you ll be happy to learn that Evernote makes a special mo
108. ld spit out a word count for every Markdown document in the EvernoteEssentials directory While could duplicate this functionality by making a small application that talks to Evernote s API the above command is far simpler think it s pretty obvious that love Evernote but the way create prose these days offers more flexibility than Evernote can currently provide It s also worth pointing out that work in technology and have been writing software in some capacity for over a decade My choices in tools are probably different from yours Don t take this last section as an admonishment from me that you not write in Evernote use the right tool for the job Lots and lots of people find Evernote to be a great writing tool TASK MANAGEMENT This is something tried to do a few years back with mixed success lm actually not very bright and as such need my task management software to be really smart and require little in terms of ongoing maintenance OmniFocus is my task manager of choice and has been for some time because it lets me do things like these e Dependent actions don t show me this task until these other three have been marked as complete e Repeating tasks add this to my task list every other Thursday e Location based reminders make a loud noise when lm near a grocery store and remind me to buy milk Evernote can t currently do any of those things While it s absolu
109. le variation on the cumin waffle recipe you ve collected and created you can simply drop them all under a cumin waffles parent tag CONTROLLING THE SORT Being a true cumin waffle fanatic whose tags easily number in the hundreds having to scroll down to the C tags every time you want to reference a recipe can be quite annoying Well with a little hackery you can control which of your tags appear at the top of the alphabetically sorted list If you change cumin waffles to cumin waffles note the asterisk at the front of the tag it jumps to the top Nifty eh You can use several symbol characters to control the sort with even more granularity Below is a table of all of the symbols you can place in front of a tag to have it appear at or near the top in order of precedence Exclamation Point Hash or Pound Symbol Dollar Sign Percentage Symbol Ampersand Asterisk or Star At Symbol will sort after any tags beginning with a number Caret will sort after any tags beginning with a number eeeee0ee gt PRA HK to In other words if you prepend a tag with it will appear at the very top of the list Tags beginning with will appear just below tags with and so on Tip Create a tag called Frequent and drag any tags you want easy access to into that tag TAG MAINTENANCE As you create and add new notes in Evernote you re able to type in whatever tags you li
110. lect all of the notes in the notebook using 86 A or Select All from the Edit menu 5 Choose Copy Note Links from the Note menu 6 Create a new note in the same notebook and call it whatever you like This will be your table of contents so name it appropriately 7 Click into the body of the new note and paste 8 Set a reminder on the note with no date and time 9 Have a waffle because that s all there is to it Once you re finished you ll have a note at the top of the note list that contains links to all of the notes in that notebook Spiffy Bear in mind that your table of contents won t be automatically updated when you add new notes to the notebook you ll have to manually update the table of contents with links to any new notes 14 This can t be done on a mobile device or on the web and as previously mentioned reminders aren t yet supported on Windows Evernote Essentials Fourth Edition Nerdgap com TIME SENSITIVE INFORMATION don t personally use Evernote to manage tasks but I ve found reminders to be useful for having specific information available to me at very specific times A few examples About a month ago heard from a friend that a band like is going to be playing in my neighborhood later this year and that tickets would go on sale the following week clipped the web page containing ticket information into Evernote and set a reminder to go off 10 minutes before
111. llerton California 1 31 2012 Testing things Skitch snapshot 2 23 2012 Skitched image0 png 1 5MB Evernote Essentials Fourth Edition Nerdgap com Finally we have Thumbnail view which boasts an almost completely visual as in non textual interface to your notes If many or most of your notes contain photos or some other imagery you might find a comfy home with Thumbnail view Note Fullesto 1 31 2012 So those are the view options Naturally choose the one you like best Personally I m a Snippet view gal if you re wondering Now let s look at that big list like thing running down the far left hand side of the window which Audio Fullerto affectionately call The List 3 29 2012 The List gives you access to everything in your Evernote account notebooks tags saved searches and a new partygoer we haven t met yet Attributes more on those in a second Each section can be expanded or collapsed by clicking the little triangle next to the name We spoke about notebook stacks earlier and they re front and center in the Notebooks section of the sidebar If you see a little triangle next to something in the Notebooks section that s a notebook stack Easy as pie And again if you want to create a stack just drag one notebook on to another and rename the stack it creates right click gt Rename Stack If you want to add a notebook to a stack drag it onto the stack and release Wan
112. lt The simple fact is this anything you scan into Evernote will need some massaging a new meaningful title some tags perhaps and placement in the proper notebook In other words once you ve scanned the document your job is only partially done Tagging and notebook ing are somewhat important here If your stack of scannable stuff is from many different sources and deals with many different areas of your life you ll be best served by having a system that will let you find and group this stuff later Evernote Essentials Fourth Edition Nerdgap com Perhaps something like this e For bank statements stick them in a notebook called Banking and tag them with the name of the financial institution and the year the statement was issued For medical stuff bills statements policies etc tag them with the name of the insurance company hospital or other entity Probably you ll want to put such a note into a Medical notebook or even a vendor specific notebook if you re going to be dealing with a lot of paper from this company If you keep your car service records stuff from the oil change place dealership brake place etc you should consider tagging each note with the name of the place that performed the service the car in question yes even if you own just one and maybe the type of service performed oil change engine rebuild etc There are two important guiding principles here F
113. ly something like referencing a grocery list or finding the occasional account number while lm at the DMV or something certainly don t do it every day whereas add things to Evernote using my iPhone quite often at least a few times per week if not every day The Evernote mobile applications are also quite adept at letting you browse the contents of your notebooks or perform searches but it generally takes a bit longer to do this on a mobile device because like we talked about in the Notebooks chapter near the beginning of this guide notes Evernote Essentials Fourth Edition Nerdgap com don t necessarily live on mobile devices in their entirety So once you select a note in your mobile app to view it will take a few seconds or longer to download the contents of the note It all happens pretty quickly assuming you have a strong connection to the Internet and your smart phone isn t super old but it can sometimes be a little slow if conditions aren t optimal As far as modifying or organizing existing notes rarely do this When create a note l II sometimes make sure add it to the correct notebook in my account and if necessary apply any tags want Beyond that virtually all of the curating do with my Evernote account happens on my computer TABLETS Just like with the smart phones you can t swing a dead cat these days without hitting somebody carrying some kind of tablet computer Heck have one an
114. m e The date formatted as above Maybe assign this snippet to nd for note date e The name of your bank or other financial institution as nbank e The name of your health care provider as nheal With this kind of tool in your toolbox you can quickly build meaningful note titles that are easy to skim and as a bonus will sort correctly by date if you have Evernote set to order the notes by title One more thought on the date stuff consider making the date in the note title correspond with the date noted on the scanned sheet This adds a little extra work since you ll have to manually input the date but it will make your life easier in the long run if you ask me anyway STRATEGIES FINDING SCANNED PAPER know what you re thinking This is a fine and good Mr Nerdy Pants but how can quickly and easily locate my scanned documents when need them Hm Glad you asked We talked a bit about Evernote search in an earlier chapter This is one of many practical uses for those super snazzy operators mentioned before specifically the resource operator which lets you search for notes that contain specific types of attachments So let s say you wanted to find all of your oil change paperwork for 2012 You would do just fine to issue a search like this intitle 0il Change resource application pdf intitle 2012 Evernote Essentials Fourth Edition Nerdgap com Assumi
115. makers of a handy screen capture and annotation utility for Mac OS X The day the acquisition was announced Evernote also unveiled Skitch for Android which works on both tablets and smart phones Since WRITER then Evernote has produced Skitch for iPhone iPad AT WORK Windows desktop and Windows Phone Essentially Skitch lets you quickly annotate a photo or screenshot as well as simply draw on a blank canvas Using a simple set of tools you can easily highlight part of an image with arrows shapes free form lines or text For example just took this photo using the built in camera on my MacBook Pro and quickly made it pretty using Skitch Other Evernote Apps And as you may have guessed Skitch lets you quickly save your annotated images to your Evernote account I ve used this tool for years on my Macs long before used Evernote truth be told and swear by it In fact Skitch was used extensively in the creation of the various screenshots that appear in this guide Learn more about Skitch here PENULTIMATE Not altogether dissimilar from Skitch is Penultimate a drawing app for the iPad Evernote acquired this company in mid 2012 The app focuses more on writing and simple sketching than Skitch does so it can be quite useful for hand writing notes during meetings or drawing simple diagrams It offers a few different paper like background options for sketches including lined grid and blank You can purchase othe
116. n t Title a P My Favorite Web Page Ever Cookies are on the house despair Just about any modern web browser is capable Notebook of utilizing the Web Clipper bookmarklet Head over to the Evernote downloads page for the bookmarklet and drag it to your browser s bookmark bar Once it s installed you can click it and you ll be presented with this Gsave page URL Scip full page Save Cancel Evernote Essentials Fourth Edition Nerdgap com EVERNOTE CLEARLY Evernote Clearly is a separate browser extension available for Google Chrome Mozilla Firefox and the Opera web browser It s primary function is to remove everything from the web page you re looking at except the part you want to read It s similar to the Clip Article option in the Chrome Safari clipper but much better at removing cruft Here s a web page from CNN com Here s the same page after activating Evernote Clearly Not bad right In the second screenshot notice the small row of buttons at the right of the screen e Clicking the elephant will clip the article into your Evernote account e The button that looks like a highlighter lets you highlight portions of the article before it s clipped and the highlights will appear in the resulting note e The pair of A s let you control the theme used by Clearly choose from several pre defined combinations of text color and size and backgrou
117. n Nerdgap com Getting to Know FAETO Seance Evernote s native search capabilities are in my humble opinion part of what takes Evernote from the realm of cool useful tool to are you a wizard or something We re going to dive head first into all of the search related bells and whistles and there are several whistles in a later chapter but you don t need to wait for that part of our show to start searching In this section we re going to cover two of the easiest and yet most useful aspects of Evernote search For now type some stuff into the Evernote search box and run it lll wait here it s cool have coffee Assuming your search matched any of the notes in your account you ll see that Evernote dutifully executed your search and showed you the results Nothing terribly surprising there If your account only contains a handful of notes search isn t really going to rock your world For those of us with thousands and thousands of notes to sift through search is both a necessity and a lifesaver The first of our two headlining features that makes search in Evernote so powerful the Saved Search SAVED SEARCHES Whenever you issue a search in Evernote on any of the client applications including mobile apps you have the option to save that search for use later on Evernote Essentials Fourth Edition Nerdgap com For example Let s say a good portion of your discretionary time is s
118. n notebooks you use that are shared with you by other lt r Test Biz Notebook O Include in daily email Show notifications people as well as Evernote Business notebooks 45 This Week _ Show notifications For Evernote Business notebooks indicated by the little briefcase icon you can enable or disable notifications as well as digest emails If you have the Email reminders option enabled reminders set in shared notebooks will always be included in the digest email Check the relevant boxes for any notebooks you want to keep tabs on In case you re wondering you won t receive a notification email for reminders that don t have a date and time associated with them Also if no reminders are set for a given day you won t receive a digest email that day Evernote Essentials Fourth Edition Nerdgap com REMINDER USE CASES Here are a couple of nice use cases for reminders that lve come up with in the relatively brief time they ve been available NOTEBOOK TABLES OF CONTENTS First and foremost setting a reminder on a note causes that note to appear at the top of any note list that contains the note This could be the contents of a given notebook the All Notes view the results of a search anything This can be especially useful if you want to create a table of contents for a notebook Here s how to do it on the Mac 3 Select the notebook for which you d like to create the table of contents 4 Se
119. nd color or define your own e I let you guess what the printer icon does e The text bubble will play an audio version of whatever is on the screen It works surprisingly well OOA Breports Next iPhone mic x C www cnn com 2013 07 30 tech mobile iphone octane sensor index htmi hpt np_13 Ww tsr Our Mobile Society Reports Next iPhone might read your SHARE THES on fingerprints O OGQD iem E More sharing By Brandon Griggs CNN Fikecommend 1 3k Updated 3 44 PM EDT Tue July 30 2013 Fled under Mobile lt xml version 1 0 encoding UTF 8 lt IDOCTYPE plist PUBLIC oer om PLIST 1 0 EN http www apple com DTDS i PropertyList 1 8 dta i lt plist version 1 0 gt lt dict gt lt key gt enroll tutor image Label Left hand lt key gt sree of a person holding an aes uith their left hand while touching oa ey Home button with their thumb lt strin Pily tutor image tabet right hand lt key gt estrinoPhoto of a person holding an iPhone with their right hand SSMS the Home button a thunbe str tring gt lt key gt fingerprint image lt SStringoA Fingerprint that changes colour during the setup process lt string gt lt key gt fingerprint status lt key gt lt string gt Recognition is complete lt string gt lt dict gt lt plist gt xury taken to a whole The new Acura RLX ssaa CNN TRENDS zite Aaron Swartz Tvitter These ines of code found
120. ng a specific target notebook your default notebook will be the home of your new note You can move notes between notebooks of course but the default notebook in your account will be where it begins its life We ll cover how to configure which notebook is your default notebook in a later chapter it s in the application preferences if you re impatient like me NOTEBOOK TYPE ARE YOU SERIOUS Evernote Notebooks come in one of two flavors Local and Synchronized Local Notebooks live only on the computer where they are created If you add any notes to a Local Notebook they will not be synced to Evernote Web and thus will not be available on your other computers or devices This is a rather important distinction In some instances a local notebook may be the correct choice If for instance you store sensitive financial or medical information in Evernote then you may want to use a local notebook for this information The basic rule is this local notebooks will only ever be accessible to people with physical access to your computer If the information you re storing in Evernote Evernote Essentials Fourth Edition Nerdgap com is sensitive enough to warrant this type of security then go ahead and choose Local Notebook Synchronized notebooks are different and if you ask me represent what is arguably Evernote s flagship feature Anything you drop into a synchronized notebook will be automatically uploade
121. ng you ve been good boys and girls and have named your notes properly as described earlier in this chapter that search will give you all of the notes in your account that have Oil Change and 2012 in the title and that have a PDF file attached to them Not bad eh The resource application pdf bit is key it tells Evernote that we re only interested in notes containing PDF file attachments If you re looking for an image file use resource image instead which searches for all image types REGARDING SENSITIVE INFORMATION I m not going to shut up about this all budding Evernote enthusiasts will at some point need to make a decision about storing sensitive information in Evernote The fact is your account like just about every other Internet site or service you use is protected only by a username and password Anybody who is able to figure out these two bits of info will have unfettered access to all of the information in your account The question of course is do need to worry about that The answer depends entirely on your comfort level with such things The folks at Evernote aren t slouches and have taken every precaution to ensure the safety of your information but storing information online anywhere carries with it a certain amount of risk If you don t want to take such a risk or the conduct standards of your profession don t allow you to take such a risk then you should probably
122. nt on a field trip with his school and oodles and oodles of photos of him doing various little boy things That s the power of tagging kids the ability to group your data in ways you may not expect or plan to when you first capture it When you tag a note just like when playing chess or chasing a sewer rat through your living room it s important to have a strategy Here now will share this strategy with you in all its dorky glory THE ART OF NOT NECESSARILY TAGGING First and foremost don t feel like you must tag every single note you create The fact is create on average a dozen or two notes every single day Many of them are quick notes about a thing I m doing that for all intents and purposes won t be useful an hour after type them Tagging notes like these would be a waste of time so don t do it If really need to find one of these notes later search for it If you are say 98 sure that the note you re creating won t be of much use in the future then you have my permission to not tag it at all No really it s ok For most of your notes though it s worth taking a few extra seconds to tag them This will be especially handy when we get to the section on searching ONE OR MANY Of all of the actionable snippets can offer you here this one is probably the most important choose whether your tags will be Evernote Essentials Fourth Edition Nerdgap com singular or plural w
123. nvite Individuals Create a Public Link option from the dropdown If not just leave View Notes selected which is the default If you would prefer the people with whom you re sharing to authenticate with Evernote before viewing your shared notebook check the box that requires this recommended Once you click Invite an email will Invite Give others access to view or edit this notebook be sent to each email address you ve added so if you T i want to include a special friendly message explaining what all this business is about you can do that in the Share with individuals Message field Invite others to view or edit this notebook Enter email addresses separated by commas Once you ve got all of these fields filled in to your liking you re ready to pull the trigger click Invite Individuals who join can After a few seconds you ll see something that looks View notes Ep eer and smells a great deal like this O Allow notebook preview without requiring login Here are all of the people with whom you re sharing this notebook If you want to stop sharing the notebook with this person just click the cute little x next to that person s name and email address If you want to change his access level just use the dropdown menu next to his name Add a message optional Evernote Essentials Fourth Edition Nerdgap com Additionally you can send an email to ever
124. ny time not just when you re in Evernote e New Note lets you create a new Evernote note in the active notebook Strike this keystroke and you re instantly looking at a blank Evernote note e Paste to Evernote lets you paste whatever you most recently copied to the system clipboard using C or Edit gt Copy into Evernote Evernote Essentials Fourth Edition Nerdgap com Clip Rectangle or Window opens a window on top of whatever you re looking at and allows you to draw a box to save that portion of the screen as an image to Evernote or simply click any window to save that whole window Clip Full Screen clips you guessed it the entire screen into a new note e Search in Evernote will switch to the Evernote eee Preferences application and put your cursor in the search a l S 2 box at the top right General Sync Software Update Clipping Shortcuts Formatting Fonts The default options for these keystrokes are probably E fine for most people They can be a little cumbersome at 1 ____ to strike because of the hand contortions required but Note plain text after a bit of use they ll become second nature If you acticin want to change any of these keystrokes click into the Format for Insert Date 3D appropriate input field and strike the keystroke you d November 15 2012 like to use Paste 38V L Simplify formatting of pasted content Next Formatting This one
125. o it whether it s been completed or not reminderTime this operator searches for the date and time of a reminder Again this one is really only useful with an asterisk reminderTime As you may have guessed this search will show you all of your notes with a reminder set that also has a date and time reminderDoneTime the third of our reminder search triplets this operator shows notes that have been marked as complete As with the other two the asterisk is your best bet here reminderDoneTime Yep this one shows you all of the notes in your account with reminders marked as done If you want to know the truth I ve been unable to find official documentation on these search operators The information provided above is literally everything I ve been able to figure out about using these operators and to be honest I m not sure how useful they ll be to most of you Either way promised you a complete overview of all search operators 1 Because reminders are so new they aren t available on all platforms as write this Notably Evernote for Windows and Blackberry do not currently support reminders Evernote Essentials Fourth Edition Nerdgap com and leaving these out would be breaking a promise which my mother insisted never do ADDITIONAL OPERATORS Since the majority of the remaining operators are in my opinion somewhat esoteric and are unlikely to appear in many real world searches th
126. of their respective stacks As far as Evernote s big computers are concerned stacks are just eye candy for us users SO WHAT S SO GREAT ABOUT NOTEBOOK STACKS SMART GUY In the dark ages before notebook stacks we Evernote nerds were forced to deal with a long flat list of notebooks It wasn t a big deal when we only had a dozen or so but when the number of notebooks got upwards of 50 having to scroll and scan for a specific notebook became a real pain in the hindquarters Notebook Stacks let you group your notebooks in whatever way makes sense to you For instance have a blog which is very impressive know have a few separate notebooks dedicated to this blog and they all have different names but they all live under a specific notebook stack Now just look for the stack name when visually scanning my list of notebooks knowing that the notebook want is nestled cozily inside We ll chat more about some additional organizational strategies involving notebook stacks but that s the biggie And with that we ve covered notebooks and stacks That wasn t so bad was it Of course not Evernote Essentials Fourth Edition Nerdgap com lags When was a kid my old man and would play a board game called Othello you may recognize it as Reversi On the front of the box below the name of the game read this poetic little tagline A minute to learn a lifetime to master That s sort of how
127. ok for the little alarm clock icon it s probably near the top of the note Click or tap S As write this Windows and Blackberry do not support reminders This may very well have changed by the time you read this Consult the Evernote web site for the latest and greatest information Evernote Essentials Fourth Edition Nerdgap com that guy once to set a reminder on that note and you ll get a little popover asking you if you want to add a date and time for notification When for whatever reason you no longer want to be reminded about this note click or tap the alarm clock again You ll be given three options e Mark as Done e Clear Reminder e Add or Change a Date The first two options might seem like they do the same thing but there s a subtle difference clearing a reminder removes any record that the reminder was ever set while marking a reminder as done will cause Evernote to remember both when the reminder was set and when you marked it as complete Personally recommend marking a reminder as done instead of clearing it altogether since using the reminderDoneTime search operator can search for notes with a reminder set that has also been marked as done Clearing the reminder altogether doesn t allow for this Just like it says on the tin adding a date and time toa reminder will let Evernote know you d like to be notified about that note on the given date at the given time Speaking of notifications
128. on When type entax at the end of an email subject that text quickly becomes Archive receipts tax deductible current year without the quotes or brackets If you find your self regularly emailing the same kinds of things to Evernote this might be a tactic you want to consider employing Evernote Essentials Fourth Edition Nerdgap com EMAIL FILTERS One of the most obvious use cases for Evernote is as a repository for things like receipts and other notifications that you d like to keep forever Surely manually forwarding these messages can t be the most efficient way to get them into Evernote right Check this out Just about every email application web or desktop has the ability to perform actions based on the characteristics of the message For example in GMail any email sent to me by my wife automatically gets a special label so can easily find all of her messages later What if we could do some cool stuff with these types of filtering mechanisms to remove some friction from our Evernote workflow Well you ll be happy to know that doing this is pretty straightforward as well Let s say you wanted to make je Mark os read sure all of your Amazon receipts are automatically _ sent to Evernote as they arrive In GMail you d create a filter like this Forward it to ZZBGm everiote com add forwarding address O Delete it O Never send it to Spam O label Choose label
129. on but also the date and time you were there Snap plenty of photos while enjoying the visit So you can brag to your friends about that croissant you had in Old Paris right before you show it to them They ll kinda hate you and you ll relish in it Mmm relish REVISITING AND RECOMMENDING try to create oodles of notes when travel and make it a point to use my iPhone because as said a Second ago that will automatically grab the GPS location information for wherever you are Then if you ever come back you can plot that really awesome sushi joint on a map and find it again with the greatest of ease You can also use your Evernote mojo to let friends know about that fabulous slice of carrot cake you had in The Mission when you last visited San Francisco and exactly where they can go to get it Your friends will like you more if you start doing this think Evernote Essentials Fourth Edition Nerdgap com CONCLUSION don t travel nearly as much as some pals of mine but really enjoy going back and looking at the various trips lve taken in the last few years Consider adopting this as part of your overall Evernote engagement strategy or something Evernote Essentials Fourth Edition Nerdgap com Use Case Hero Or Paone As mentioned earlier my lovely wife and have a couple of small children that we ve come to really like Having these two little pirates running around has created all sor
130. ood way to think of this would be as the prize in the box of breakfast cereal Or not EVENT SPECIFIC NOTEBOOKS Because Evernote supports many different types of media it s a pretty great way to capture the many facets of an event or celebration Birthday parties are a great example Using your Evernote capable smart phone snap tons of photos of the event and make an audio note containing the day s rendition of Happy Birthday or whichever refrain is typically sung at a birthday party in your land of origin Each of these notes will have the date and time when the note was created and if supported the GPS coordinates where the note was created If it s a birthday party for your young child Evernote is also useful for keeping track of gifts given and by whom for the purposes of sending thank you notes and whatnot Bridal and baby showers would be a natural off shoot of this idea Trade shows and conferences would also be a good fit After spending the day listening to speakers taking notes in Evernote visiting vendor booths snapping photos of products and other such activities you d end up with a serviceable record of the day s activities Bonus points for Evernote Essentials Fourth Edition Nerdgap com keeping photos of receipts for when you need to file the trip s expense report upon returning to the office If you choose to put this into somewhat extensive practice you might get to the point where you r
131. oolbar at the top of the window THE TOOLBAR Evernote New Note in inbox v Search notes On the far left not pictured you ll see your full name next to a little graphic Click that to show a small menu The first item is something we haven t covered yet and called Fast Account Switching It means exactly what you think if you have more than one Evernote account like say one for work stuff and one for personal stuff you can have both accounts configured in Evernote for Mac and quickly switch between them Spiffy Add Another Account Sign Out Brett Kelly Account Info Evernote Essentials Fourth Edition Nerdgap com If you want to set up a Second account so you can play with this feature that will again at the time of this writing need to be done on Evernote s website Once you ve created the account you can login with it on the Mac Next is the Sync button lII give you a second to guess what this button does Yep it manually initiates a sync When the arrows are swirling in a circle and glowing blue Evernote is syncing Rocket surgery You shared Twitter craig_lloyd What people think when you Nov 14 2012 1 35 PM Just to the right you ll find a fairly new member of the Evernote toolbar that s shaped like a cute little satellite dish Clicking this little guy will reveal your cpaandrew made the most recent update to Episodes Activity Stream Essen
132. openings are paying off Simpler Hundreds of shoppers gathered outside Macy s at North Point Mall in Alpharetta Ga ahead of the retailer s midnight opening NEW YORK CNNMoney Shoppers turned out in droves at malls and big box stores around the country to take advantage of Black Friday deals as retailers opened their doors earlier than ever on Thanksgiving According to early estimates the late evening openings are paying off ee0 Be si General Sync Software Update Clipping Shortcuts Formatting Reminders Preferences Receive reminder emails Emails will be sent in the morning on days when notes are due Joined and Business Notebook Reminder Subscriptions Reminders Subscribed Subscribed Not subscribed Not subscribed Subscribed This Week Not subscribed Raw ne Borer e Nerdgap com OTHER KEYBOARD SHORTCUTS In addition to the global hotkeys we covered a second ago there are a few new keyboard shortcuts available in version 5 of Evernote for Mac Unlike the global hotkeys these are only useful when Evernote for Mac is the active application when Evernote appears in the menubar in other words e 3 amp J lets you jump to a specific notebook from anywhere in the app Strike this shortcut and start typing e 3 A takes you to the All Notes view e 6 1 5 switches you to one of the main views found in the sidebar 1 for Notes 2 for Notebooks etc e 98 1
133. or add your own location if Evernote Evernote Essentials Fourth Edition Nerdgap com Food doesn t find it This app s data comes with the same read only business we talked about in the section on Evernote Hello Just so you know Here s a little insider tip use Evernote Food for capturing all sorts of things that have nothing to do with food Birthday parties family trips to the beach you name it Reasons why do this e can easily attach the name of a place to the note instead of just the geolocation coordinates which don t really mean anything without a map e can share a nicely formatted miniature photo album with friends and family If the regular Evernote app feels a little too free form for your taste try Evernote Food for an easy way to add stuff to Evernote In addition to making specialized apps like the ones described above Evernote provides an Application Programming Interface API that developers can use to integrate their applications and services with Evernote The result is oodles and oodles of third party applications that integrate with Evernote Check out the Evernote Trunk for a massive list of products and services that work with Evernote Evernote Essentials Fourth Edition Nerdgap com Snaring is Caring In terms of zoo animals Evernote isn t the monkey that frolics about with the other monkeys sharing its banana bunch and following his fellow monkeys on Twitter Evern
134. ords from the beginning and follow this standard ruthlessly For example have notes in my account tagged with book and others tagged with books This might sound like an incredibly benign little annoyance but it s caused me more than one headache over the years If it s all the same to you recommend going with the plural form of a given improper noun for your tags books movies blog posts wines etc In my experience it tends to relate more easily to my little brain Of course choose whichever strategy works best for you A TAGGING STRATEGY START GENERALLY END SPECIFICALLY If you re a new Evernote user it might take a bit of use before you figure out a tagging strategy that works for you This not unlike my gently receding hairline is normal What follows is a general purpose approach for tagging that works for me Modify and massage it as you see fit e General subject quote it here because m using it very loosely but the subject of a note is a prime example of good tag material If create a note with a recipe for my favorite cumin infused waffle batter obviously we re talking about food This should be your first tag Specific subjects To continue with the cumin waffle example I d also tag it with recipes and waffles since that s what the note contains Brain surgery know Source If you grabbed this recipe from that dusty box of index cards th
135. ore spaces stack Cumin Waffles inTitle This operator does just what the name implies searches the title of your notes inlitLe cumin This search will return all of your notes that have the word cumin in the title It works just like the rest as far as adding a minus quoting strings with spaces etc created Using this operator allows you to search for notes created on and after a specific date and time This one is especially hairy because of the way the date and time must be expressed For example the following will not work created March 10 2013 No instead you need to provide the date and time as expressed in only numbers The format for this is YYYYMMDD year month day So for our previous date example you d need to do something like this created 20130310 Evernote Essentials Fourth Edition Nerdgap com This would give you all of the notes created on or after that date If you want to find notes that were created on exactly March 10 2013 this would do the trick created 20130310 created 20130311 This search when expressed in human English says Give me all of my notes created on or after March 10 2013 but not on or after March 11 2013 It s a roundabout solution but it gets the job done If you re feeling particularly playful you can also supply a timezone since by default the date and time given are relative to the time zone of the user running the se
136. ote is more like the hippopotamus that sits in its specific area alone and happily chewing on whichever smaller zoo animal is lunch Evernote the hippopotamus doesn t dislike the other animals quite the opposite but it doesn t have much reason to get all cuddly with everybody Fact is a given person s Evernote database is largely her personal silo all the stuff she collects is for the most part important to her and kept for her own benefit There is however one notable exception to Evernote s antisocial behavior note and notebook sharing NOTEBOOK SHARING Notebook Sharing in Evernote first became available in June of 2009 Free users could share their notebooks with other people but those other people would be unable to modify the notes or add notes to the notebooks To modify the contents of a shared notebook the owner of the notebook needed to be a premium user This was all fine and the world continued to turn Trouble is the sharing feature lived exclusively in the Evernote web client the one you could access by visiting http evernote com Personally the only time ever use the web client is when I m at a computer that isn t mine Based Evernote Essentials Fourth Edition Nerdgap com on my limited knowledge of how the average person uses Evernote I m sure I m not the only one who makes little use of the web client Because of that Notebook Sharing was a non starter for me despite the pot
137. ouple of weeks or a month Once that time has expired Evernote Essentials Fourth Edition Nerdgap com you revisit the list and see if you still want that Brazilian foot cream as badly as you did when you first saw it See if you can guess which software application we use to track these Stuff Want items No really Go ahead and take Want to Buy a stab at it AUGUST 2013 Dr Martens 1460 FOR LIFE BLACK HARDLIF i 8 29 13 Dr Martens 1460 FOR LIFE BLACK Its totally Evernote HARDLIFE Print this page Add to wish list PART OF THE FOR LIFE COLLECTION All our For Life boot We have a shared notebook called Want to Buy where we Nimblestand ca 8 24 13 http www nimbistand com drop photos web clips or just short bits of text describing the item we simply must have Every so often we revisit our list and discover that maybe we didn t want that fireplace GroovBoard Walnut GroovBoard 8 22 13 Flat mode back groove GroovBoard lighter shaped like a moose as much as we thought we did Pal ae Ast gl rence da This works particularly well because it s super simple to add Ei ied ee T things especially stuff we find on the web Go ahead and give it a try EVIDENCE LOCKER Once upon a time a friend that isn t me was having a bit of trouble with a project at work Without getting into the gory details my friend who isn t me felt that some of his coworkers weren t remembering certain statements the
138. ows does not If you have Adobe Acrobat installed on your Windows machine you can choose Adobe PDF as the printer when printing a document and save the resulting PDF to Evernote While this solution does produce the desired result itis a rather cumbersome workaround Another neat feature specific to the Mac is the ability to drag and drop files directly onto the Evernote icon in your Dock This action will result in that file being added to a new note in your default notebook You can also drag multiple files onto the Dock icon at one time and they ll each be added to their own individual notes in your default notebook If you d like to add multiple files to a single note just create a new note Open PDF in Preview Save as PDF Save as PostScript Fax PDF Add PDF to iTunes Mail PDF Save PDF to Web Receipts Folder Mail PDF with Mailplane Save PDF to Evernote Save PDF to Scrivener Edit Menu 8 This feature is not included when you download Evernote from the Mac App Store but it can be added manually This forum post describes how to do it Evernote Essentials Fourth Edition Nerdgap com by dragging your files into the body of the note and dropping them CLIPPING FROM YOUR WEB BROWSER Since most of us spend a great deal of time in our web browsers these days the Evernote engineering team rightly spent a great deal of time working on adding content to Evernote from the browser in a seaml
139. pent scouring the Internet for Mongolian cumin waffle batter recipes Let s further assume that the balance of your discretionary time is spent in the kitchen making waffles using the recipes you ve found Personally take very little joy in keying the word Mongolian into a search box particularly on a mobile device Heck had to look up how to spell it while writing the last few sentences Thankfully though Evernote s saved search functionality is ready and willing to help There are different steps involved in creating a saved search depending on the app you re using desktop mobile web etc In most cases though it s fairly obvious how to do it Issue a search in whatever Evernote app you happen to be using and look around for the option to save the search On mobile devices this will usually be in the form of a button or graphic near the search box often including a magnifying glass and an addition symbol On Windows you can find the New Saved Search option in the application menus For Mac users click Save Search in the Find submenu under Edit after issuing a search When you create a saved search you ll be prompted to give the saved search a name It should be short and generally describe what results you ll see when you run it If have a saved search for all of the notes created in the last month using my iPhone that contain a photo might call the search Monthly Mobile Photos
140. r notes in one of two formats HTML this format is suitable for viewing outside of the Evernote application and can t be re imported later Another possible use of this format would be if you build one or more notes and you d like to share them on your website or with another person who isn t an Evernote user yet ENEX this format by contrast is XML and contains all of the data within your note s including most of the metadata This is the format we ll be discussing in more detail in a second because of its flexibility and mystery First though let s talk a bit about how to export your data and what the potential benefits are HOW TO EXPORT NOTES You can export all or part of your collection of notes quite easily If you want to export an entire notebook simply right click the notebook and choose the Export option If you want to export a small handful of notes make sure they re all selected then right click them and choose you guessed Evernote Essentials Fourth Edition Nerdgap com it Export Want to export every single note in your account Easy peasy right click All Notebooks and choose Export Export Selected Notes Performing any of the above actions will cause Evernote to prompt you for the name of the export file and the Save As TestNote enex B format as well as provide you with a checkbox that allows Where Desktop you to include any tags applied
141. r modified If you select Yesterday under the Since section you ll get all of the notes created or modified since yesterday Those are pretty easy to wrap your head around The more interesting sections are below Created and Last Modified if you ask me Contains and Source Contains as is probably obvious from looking at the options lets you filter your notes based on what s inside them Clicking Image will filter the current set of notes such Images Audio Ink Encrypted text To do items Unfinished to do items Finished to do items PDF document Attachment 4 Source Emailed to Evernote Email Web page Mobile that only notes containing images are shown All of the other Another application options under Contains will do the same Source lets you filter your notes based on how they got into your account in the first place If you want to see all of the notes you emailed to your account using your snazzy Evernote email address click Emailed to Evernote Pretty self explanatory One more thing though Actually two more things And these are very awesome 1 You can select three attributes at once one dealing with the date either Created or Last Modified one Contains and one Source This means that you can in effect tell Evernote that you only want to see notes created in the last week using your mobile phone that cont
142. r notes created on your mobile device this means several things e You can look at exactly where a note or group of notes was created using your mobile device e You can plot your current location relative to a group of notes SO WHAT WHY IS THIS COOL Let s say that you re a big mountain biking person or something I m not but go with me here Every time you find 12 Assuming your GPS signal strength was good when initially captured the note of course Evernote Essentials Fourth Edition AGICCEISKAIAN Evernote and GPS a super snazzy mountain biking location while you re there you create a new note in Evernote using your iPhone Maybe you snap a photo of the dirt don t know give me a break Next time you re in the area and you find yourself wondering where that super snazzy mountain biking spot is in relation to where you are just fire up Evernote Browse to your collection of mountain biking related notes maybe it s a notebook or a saved search and tell the app to plot those notes on a map Once you add your current location by tapping the little GPS arrow icon you ll see that you re just a couple of grassy Knolls away from reliving some mountain biker bliss Even if mountain biking isn t your thing ahem you can probably imagine how this would be crazy useful for you A few other examples all AT amp T gt 8 11 AM e That awesome sushi joint you found in an out of Places the
143. r specialty paper sets using Apple s in app purchase mechanism Personally I m a big fan of the Photo Sheet paper style which works nicely if you embed a photo in your sketch Here s a sample from my own personal archive If this app sounds like your cup of tea you can get more information on Evernote s web site Oh and for you hand writing folk highly recommend getting a good stylus for use with this app My personal favorite is the Cosmonaut by Studio Neat which works with all modern touch screen tablets and handsets EVERNOTE HELLO Evernote Hello is a specialized Evernote application for iPhone and Android phones that deals specifically with remembering people and encounters with people When go to a conference or other networking heavy event Evernote Hello is how keep track of who met and where met them Here s how it works Evernote Essentials Fourth Edition Nerdgap com Other Evernote Apps You meet somebody new or have never met in person 10 49 PM before Fire up Evernote Hello and tap the huge plus button Then you can either hand her your device or input Add a new encounter her information yourself When you re done you ll have a record of having met that person along with the location where you met If you meet her again some time later you can open her entry in Evernote Hello and choose to add an encounter Evernote Hello will remember when and where each encounter took place je
144. ra maas p You can also add notes and contact information for each person you meet and sync this information with your device s Address Book or Contacts application make pretty heavy use of this application personally Here s a real world example of what an Evernote Hello entry looks f Saar ate like I met this fetching young man a long time Internet pal f 868 Mission St San at Macworld in San Francisco in early 2012 Google pes Francisco Incidentally this application was one of the first Evernote Add notes client applications to use read only notes This means that notes created in Evernote Hello cannot be modified in any other application besides Hello The only exceptions are that you can tag these notes move them to different notebooks or delete them entirely if you like Get more information about Evernote Hello on Evernote s web site EVERNOTE FOOD Finally we come to Evernote Food If Evernote Hello is for people then Evernote Food is for you guessed it food It lets you capture meals and other details related to meals using photos and that geolocation business we talked about before Evernote Food is available for iOS and Android Create a new meal by tapping the plus button then start snapping photos You can include a caption for each photo if you like If you re eating out make sure to select a Place from the pre populated list of nearby restaurants or food related businesses
145. racter Recognition OCR system It looks for words and characters within the images and adds whatever it finds to the note s metadata allowing it to be found using Evernote search It s also really spiffy MISCELLANY A couple things to keep in mind as you begin to experiment with Evernote search If you have a specific notebook selected in your notebook list any searches you perform will only search that notebook To search all notebooks make sure All Notebooks is selected before you search To search for whole phrases wrap them in double quotes As said a minute ago we re going to dig much deeper into Evernote search a little later on This is just a taste of what it can do Evernote Essentials Fourth Edition Nerdgap com Syne Hun Let s take a quick second and go over what the heck this sync business is all about Luckily for both of us it s pretty straightforward Sync nerdy shorthand for synchronization is the process by which all of your notes notebooks tags and saved searches are copied up to Evernote s servers and back down to all of your devices For example If create a note in Evernote for Mac and then manually initiate a sync it will sync on its own every few minutes unless you configure it not to that note will be uploaded to a very large group of computers in Evernote s data center If then stand up from my desk and launch Evernote on my iPhone
146. re of the default toolbar options have good news you can change ae sync Trunk E New Note E New Note them Select Customize Toolbar from the application i f R Ink Note Audio Webcam SFAI Notes Share v menus and you ll be presented with this big collection Email Facebook Twitt LinkedIn Copy URL of buttons gt Email EJ Feceboo G Twitter 5 Linke Copy G Print jj Delete Uj Usage 3 Activity usery To change or rearrange the toolbar buttons simply Separator drag them around and drop them where you want If To customize your toolbar add buttons by dragging them to the toolbar Drag them off to remove you want to remove a Currently active toolbar button just drag it back into the big list To add a currently inactive toolbar button drag it out of the list onto the toolbar Doesn t get much easier than that if you ask me THE FAVORITES BAR No I m not talking about my favorite bar the Favorites Bar is that little strip of real estate just below e All Notes Ef Notebooks Jf Tags Web Clips Mobile Files For quick access drag notes notebooks and tags here the toolbar It looks like this by default Along with the default options All Notes Notebooks etc you also have a nice long strip of empty space where you can drag any note notebook or tag you want quick access to How you use this will depend on what kinds of data you keep in Evernote but it can be s
147. rk with Evernote Poke around in there for cool stuff to enhance your Evernote experience New stuff is being added all the time so check back often Heck I ve personally found tons of cool tools in the Trunk and work at Evernote Go check it out a Click the lock to make changes Advanced A couple of miscellaneous bits about the sidebar e At the bottom of the sidebar you ll occasionally see a small status bar thingie when the app is syncing downloading new note content etc This is completely normal and nothing to be afraid of though it will routinely disappear before you can identify what it s doing If you want to display your notebook or tag list in the sidebar right click Notebooks or Tags and choose Show Notebook or Tag List You can hide these big buttons individually by right clicking one and choosing Remove from Sidebar If you accidentally remove one that you want back right click in the blank area below and select the hidden item to add it back into the sidebar Evernote Essentials Fourth Edition Nerdgap com THE NOTE LIST If you select a notebook select a tag or issue a search you ll have a big list of notes just to the right of the sidebar we just talked about Clicking any of these notes will reveal the entire TF note in the big area to the right of the note list EJ Card View HH Expanded Card View v H Snippet View E List View You have a few options for how this
148. rsions when available happens and which versions we re interested in installing See eae ey te a a Go To Mac Forum If you click that great big button at the top Evernote will compare your Current version against the latest version If a newer version exists you ll be prompted to install it Next is the Automatically check for updates box which does exactly what it says on the tin checks for updates automatically You can control how often these checks Evernote Essentials Fourth Edition Nerdgap com occur by selecting Daily Weekly or Monthly from the dropdown menu Personally like to have the newest stuff so leave it set to Daily configure this to your liking but you should probably just choose Daily if you re unsure Finally we have the do you want to use beta versions box With this box checked you ll be offered beta versions of Evernote for Mac through the usual update mechanism This can be cool if you want to see new features or are waiting for a particular bug to be fixed but using beta software comes with some risk If the app becomes sentient and eats all of your cheesecake while you re asleep you don t have much recourse If you don t know what to do here leave this box unchecked Oh and there s a big button at the bottom that will take you to the Evernote for Mac discussion 000 Preferences forum This is a great place to post que
149. s pretty straightforward or is it Black Friday shoppers i _ 149 ts Fonts are fonts Many people have their favorites so out in full force choose your favorite fonts for rich and plain text notes Ee ae ee ee ASE Easy EiRecommend 272 yTweet 73 ffi share 3 g 2 Say You may not realize that you can automatically insert the current date by striking 8 D That little dropdown there lets you control how the date looks when you insert it using that keyboard shortcut Adjust to your liking At the bottom we have a checkbox labeled Simplify formatting of pasted content What the heck Let s say you re sitting at a coffee shop on Black Friday the day after Thanksgiving in the US and you grab some richly formatted stuff from the web like this Evernote Essentials Fourth Edition Nerdgap com A Tour of Evernote for Mac Let s also say that you copy that content and paste it into a new Evernote note without checking the Simplify formatting box It would probably look like this Now if we check the Simplify formatting box and paste the same content into a note it might look like this At a glance these two notes might look very similar because really they are But there are a couple of subtle differences when you enable simplified formatting the color of the article body is now black instead of the gray color that appears on CNN com the image description has been normal
150. s this your state of mind when adding something to Evernote can be quite different from your state of mind when you need to find that thing It s not hard to imagine the possible circumstances in which you ll want to locate a specific note be ready my friends Be ready CONCLUSION First of all allow me to say thanks By purchasing this guide you ve helped put food on my table and clothes on my family s collective back truly appreciate it While hope you ve enjoyed our wild ride through the land of Evernote Essentials Fourth Edition Nerdgap com Evernote my greatest desire is that this guide has helped you realize a couple of things 1 How stinking awesome Evernote is 2 Some cool ways you yes you can use it in your own life Now my friends send you out into the world armed with a working knowledge of one of the world s coolest pieces of productivity software And don t forget the immortal words of Peter Parker s Uncle Ben With great power comes great responsibility Ok that doesn t even make sense but it Sure Sounds good right Evernote Essentials Fourth Edition Nerdgap com Acknowledgements It may surprise you to learn that this document was not produced in a vacuum Granted did most of the typing but can honestly say that without the following people this thing would have never seen the light of day Its hard to overstate the generosity of Mr Chris Guill
151. s to this notebook and can submit ideas of their own Among my few hobbies is roasting my own coffee at home Several months ago my coffee roaster stopped working spoke with the manufacturer and learned that needed to replace a certain part of the roaster They sent me annotated photos and circuitry diagrams that would aid in the replacement of this part also have the roaster s instruction manual as a PDF and yep all of this stuff lives in Evernote One of these days might actually get time to make the repair If need to do something it goes into my task manager If need additional information to perform the task that goes into Evernote MEMORIES Evernote s tagline is Remember Everything This is convenient because that s pretty much the opposite of what can remember on my own which is to say almost nothing Ok maybe a bit of an exaggeration but forget a lot of things And as with most people my already murky memory gets even worse as the years go by Evernote has me covered like a warm blanket in this regard Some of the more important events remember with the help of my beloved Evernote e Kid stuff My kids eight and six years old as type this make things Drawings art projects LEGO contraptions and all manner of well stuff that kids make Photos of all of these things as well as scans of the various birthday and anniversary cards they ve made for my wife and me over the ye
152. se Case Evernote for Parents 139 Use Case Going Paperless with Evernote 149 Use Case Archiving Your Social Media Offerings with Evernote 152 Use Case Evernote as Your Personal History Book 154 Evernoting for Dumb Future You 157 Acknowledgements 159 Disclosure 160 About the Author Evernote Essentials Fourth Edition Nerdgap com noO ld be willing to bet that at some point in your life you ve purchased a paper notebook of some kind Maybe it was wire bound and cost a nickel at the grocery store or perhaps it was encased in a rare animal skin and cost as much as a fine pair of Italian loafers Your notebook may have been used for anything from compiling shopping lists to brainstorming the Definitive American Novel It could be equally useful in tracking a list of tasks or keeping tabs on your monthly spending at the Waffle House None of this actually matters as long as you can identify with the need to have a large number of pages bound into a conveniently portable little package Paper notebooks have their obvious limitations As handy as they can be they to use an Internet buzzword don t scale If your notebook isn t with you when you need to find something written in it or record a new idea you re out of luck Chuck And flipping through a hundred pages or so in search of that phone number you jotted down in the elevator at that conference is to say the least inefficient and potentially more than a little
153. sk of some nefarious character gaining access to such information TEMPORARY DATA Despite the not so subtle notion of forever in Evernote s name routinely use it as something of a scratch pad a place where can quickly type something that may be of limited use to me a few minutes hours or days after type it Evernote Essentials Fourth Edition Nerdgap com Some examples of what mean would include e Packing lists for travel e One shot task lists e Project plans e Brainstorms What s funny is that this stuff can end up being useful later on at least sometimes travel to Evernote s headquarters a few times per year and whenever create a new note to make a list of what to bring with me my past packing lists show up as related notes Then can just click over to one of those and quickly review it to make sure my current packing list isn t missing anything It s rather difficult to list all of the types of temporary information keep in Evernote There s a lot of it frankly and lve trained my fingers to instinctively strike the global new note shortcut when need to make a note of something NOTEBOOKS AND STACKS have a feeling this is the part that holds the most allure for the folks asking about my personal Evernote setup so let s dig into exactly how my account is laid out in terms of notebooks and stacks I m thinking a hierarchical list is probably appropriate here
154. stions or al 5 m comments about Evernote for Mac and is regularly Lal src oe tS sal perused by helpful Evernote staff and community By default place all clipped notes into the following notebook members lnbox 3 VPP l After clipping a f f M Bring the clip to the front Clipping is Evernote speak for adding stuff to M Bounce the dock icon once your account We ll talk more about how to clip Play a sound things in a bit but this pane lets you control what Evernote for Mac does when you clip something By default view newly clipped PDFs _ Evernote Web Clipper The first dropdown controls where newly clipped _ The Evernote Web Clipper lets you save interesting stuff you see on the web content goes remember that default notebook Li pani ei ual egies Sila pureed nasa ill ruses Saas apie sie stuff from earlier This menu in effect is another way to select your default notebook Anything you clip from your computer will end up here Next we ve got some checkboxes that control what happens when we clip something Bring the clip to the front will open a single note view of whatever you just clipped and bring it front and center so you can do stuff with it e Bounce the dock icon once will cause the Evernote Evernote Essentials Fourth Edition Nerdgap com icon in the dock to do a little soft shoe when you make a new clip Leave this option checked if this sounds good
155. sure to ask how my book was coming along My patient and long suffering wife Joana not only did she pick up some serious family slack during my periods of absence while writing this she also made it very clear that she would accept nothing less than my best work And thanks to you the reader for ponying up the cheddar to buy this thing hope it will make a difference for you Evernote Essentials Fourth Edition Nerdgap com Peo was hired by Evernote in May of 2010 Unless something has majorly changed lIl probably still be working there when you read this Know that while Evernote has been extremely generous in promoting it this guide is not an official Evernote product and should not be construed as having any sort of endorsement by Evernote Corporation For the purposes of this work I m just a regular slob who knows a good bit about Evernote In other words any and all responsibility for this work good or bad rests squarely with me Evernote Essentials Fourth Edition AGIC CEISKAOIAN Seems a little silly to be introducing myself to you now after all the quality time we ve had My name is Brett Kelly That s me up there looking a little bleary eyed for some reason lm a software developer writer and tattoo collector from Southern California work for Evernote and lm married to a lovely red haired girl and together we have two awesome kids When I m not dropping mad knowledge about E
156. t s a little bit like magic really Evernote Essentials Fourth Edition Nerdgap com NOTEBOOKS If you select Notebooks you ll see all of your notebooks and notebook stacks These can be viewed as a grid of snazzy notebook icons or as a list click the little view button at the top right to change the view Notebook stacks will look different from notebooks if you want to view the contents of a notebook stack just double click it and it will expand to show you all of the notebooks that live there Double click a notebook to view the contents in your chosen note view You can also create a new notebook by clicking the New notebook button at the top left Type the name of a notebook in the little box labeled Find a notebook to quickly search your notebooks For those of us with an absurdly large number of notebooks we can order them in several different ways using the picker at the top of the window e Owner will order your notebooks according to who created them All of your notebooks will appear at the top with any notebooks shared by other users at the bottom e Name sorts the notebooks alphabetically by name yours and those shared with you e Count will sort your notebooks according to the number of notes in each with the fullest notebooks appearing at the top e Updated places your most recently modified notebooks at the top of the list and the old dusty notebooks at the end TAGS Wh
157. t to remove a notebook Drag it on to All Notebooks at the top of the list and release Tags work similarly as they can be nested within other tags Just like with Notebook Stacks this organizational technique exists purely as a visual aid to you the fetching user If you have a tag called Food you might want to add the tags Thai Tex Mex and Italian Fusion as child tags How you do it is up to you or if you even do it at all since you don t have to if you d rather not To nest one tag within another just drop the child tag on the parent tag So using the above example you d drag Italian Fusion onto Food Next is the Saved Searches section This one s easy if you have a saved search in your account it will appear in this list Skitch snapshot 2 23 2012 2 22 2012 Audio recording 1 31 2012 Attachment Ne 11 22 2011 Evernote Essentials Fourth Edition Foo 11 8 2011 Nerdgap com A Tour of Evernote for Windows To run the saved search just click it You can edit rename or delete saved searches by right clicking them Simple 4 Attributes gt Created Finally we have Attributes These behave a lot like saved Last Modified searches but are built into Evernote Here s what the list 4 Contains looks like when mostly expanded Created and Last Modified deal with and I m totally serious the dates your notes were created o
158. t with As previously mentioned I m not going to shut up about having two notebooks minimum an inbox and a general archive The inbox mine s called Inbox if you re curious is what use for what Evernote calls the default notebook Any time you add something to Evernote and don t explicitly name a destination notebook your new addition will be placed in your default notebook which is configurable using the Windows Mac or Web versions of Evernote This means that you now have a staging area for any new stuff you add to Evernote Every so often go through your inbox notebook and organize what s in there add tags change the note titles if need be then move each note into its permanent home 235 Just in case you think I m pulling this goofy example out of thin air have a huge plank of this impossibly strong wood gathering dust on the side of my house that may one day become part of a wooden car started building with my son 28 For now anyway Evernote Essentials Fourth Edition Nerdgap com The general archive mine is Archive is where put things that don t belong in a specific notebook I m not much of a sports guy but every now and again lII read an interesting article online about something related to sports If want to save the article forever would shove it into my general archive because don t have any sports related notebooks in my Evernote account Another e
159. te both personally and professionally for several years MY USE CASES This is going to be pretty lengthy Buckle up buttercup NOTES It s in the name of the application for heaven s sake take a lot of notes notes for work notes for personal projects and tasks even notes about Evernote which has the makings of a fantastic joke but haven t been able to get it right just yet You d be hard pressed to find me without some type of device running Evernote when in a meeting at a conference or even having dinner The great part about Evernote is that 1 l m afraid that personal and professional privacy dictate that not show you certain things Thanks for your understanding 112 Evernote Essentials Fourth Edition Nerdgap com my memory is pretty awful most of the time and being able to quickly jot something down no matter where am is pretty compelling My note taking method for meetings is extremely simple Take note of anything worth remembering that came up during the meeting You know like everybody does If the meeting results in a task which it invariably does e f the task is for me to do add a checkbox in Evernote next to the task description e For tasks to be completed by somebody else that need to know about append W to the end of the task shorthand for waiting for Finally tag the note with to_process When the meeting is over add any tasks to my task
160. tebook List to see all of your notebooks This list doesn t give you the ability to modify your notebooks beyond sharing them and changing the name Sharing m Hawaii Trip Settings and Notebook Settings respectively To perform the rest of the actions mentioned in the Windows section you ll want to click the Notebooks item in the sidebar On the right you ll have your notebooks laid out either in a grid or a list Here s what the grid looks like e To create a new notebook click New Notebook at the Want to Bay Re ea top left of the grid or under the File menu e To share a notebook right click it in the notebook list on the right hand side of the main Evernote window or click the arrow in a box icon nestled within the Evernote Essentials Fourth Edition Nerdgap com notebook s icon in the grid Again we ll cover sharing in more detail a bit later e To change the name of a notebook click the name of the notebook in the grid and it will become editable To add a notebook to a stack more on those in the next section drag the notebook you want onto the stack you want and let er go To create a new stack drag one notebook onto another and a new stack will be created automatically If you want to change the way your notebooks are sorted in the grid or the list choose from the following options at the top of the window e Owner sorts the notebooks by who owns them Essentially
161. tely possible to create a serviceable task management system using Evernote Google for Evernote GTD or Evernote task management if you don t believe me it doesn t currently do what need These things happen Evernote Essentials Fourth Edition Nerdgap com Truth be told Evernote still handles an important function in my task management world reference material A good number of my tasks contain links to Evernote notes that contain information required to complete a task For example if my task is get new tires put on the car might link to the receipt from the ast time had new tires installed so know the size make and model use Evernote very extensively in this capacity MY EVERNOTE MISTAKES This section is a little embarrassing to write given how heavy of an Evernote user am and the fact that I m a employee for crying out loud but decided that this chapter would contain the good as well as the bad NOTEBOOK MANIA create lots of notebooks In fact that s my default behavior when come across a group of notes want to keep together as opposed to a common tag When said earlier that have around 85 notebooks in my account that s after culling the list down from well over 100 In fact failed to heed my own advice as outlined in the chapter on setting up a new Evernote account created many notebooks willy nilly and many of them contained fewer than 10 notes before being
162. that maybe was a little overzealous THINGS DO OUTSIDE OF EVERNOTE Yes it s true there are things could do in Evernote that choose not to A word of warning here I m not saying that it s bad to do these things in Evernote or that you should do what do Choose whichever tool and workflow suits you best only bring these things up because many people have asked Anyway there aren t a ton of them but here they are WRITING do almost no long form writing in Evernote This comes as a surprise to some people so allow me to explain My world is a plain text world write almost everything in Markdown a special markup syntax that can be converted to many other formats with relative ease Many applications for the Mac and iOS support authoring in and converting from Markdown but Evernote isn t one of them as write this who knows what the future holds Plain text also offers me the ability to manipulate it using software that already exists For example if wanted to get a ballpark estimate of how many words are in the current draft of this guide could jump over to Terminal app and type this cat EvernoteEssentials md wc w 233 On the Mac use an application called MacVim to write just about everything text as well as software On my iOS devices my preferred apps for writing are Drafts Byword and Editorial 119 Evernote Essentials Fourth Edition Nerdgap com That wou
163. the same note will show up after that app has synced This means that you can create new notes in Evernote while your device isn t connected to the Internet and your device will sync normally as soon as such a connection is available just to be clear the app has to be running for this to happen Now a couple things to note about the nature of sync as it relates to mobile devices Evernote for mobile devices is a little different from its Windows and Mac counterparts in that by default all of your data is not synced to your mobile device Rather when Evernote Essentials Fourth Edition AGIC CEISKAOIAN Evernote on your mobile device syncs it only downloads a portion of the note called metadata This metadata includes things like the note title the created and modified dates etc The reason for this is mobile devices aren t normally blessed with the gobs of disk space available on desktop and laptop computers so Evernote tries to be a good computing citizen and not eat up your entire storage area When you select a note to view on a mobile device Evernote will assuming you re connected to the Internet download the necessary data to display the note in full So if you have a note that has a handful of photos in it those images won t be downloaded to your mobile device until you select that note in Evernote This can be a bit of a gotcha when you re under the impression that all of your data is
164. the tickets would go on sale This way would have time to get to a computer and have my credit card ready right when the tickets became available In case didn t make it obvious in the travel chapter I m something of a headcase when it comes to traveling if you want to know the truth The airline typically fly lets folks check in 24 hours before their scheduled departure and some synaptic defect in my brain makes doing this an absolute necessity So create a note in Evernote with the flight information and confirmation number and set the reminder for 24 hours 10 minutes before the flight so can check in exactly on time As previously mentioned the common thread here is that there are times when want to have a specific bit of information shoved in front of my face precisely when need to do something about it Of course how use reminders isn t the best or only way to use them the feature probably has oodles of other applications that simply haven t thought of CONCLUSION Reminders are one of those features that appears simple and straightforward and it is really but with a little creativity it can pack quite a wallop Evernote Essentials Fourth Edition Nerdgap com ASMO CON oi EWornore S Se lecuics What follows is a random smattering of possible use cases for Evernote use most of these or some slight derivation myself and thought you might appreciate a little something extra A g
165. tially the Activity Stream is a list of the most recent sharing related events associated with your account Some things you or Topics in the notebook Business is Simple Nov 14 2012 12 02 PM Brett Kelly made the most recent update to Meeting might see in your Activity Stream Notes with Andrew a new note in the notebook Business is Simple Nov 13 2012 11 16 PM e Updates to notebooks shared with you Timmy added a new note to shared notebook name e New notebooks shared with you Tommy shared notebook name with you e New notes or notebooks you ve shared You shared note or notebook It will look something like this New Note in Archive To the right of the Activity Stream is a handy little button plus New Note in Inbox dropdown combo you can use to quickly create new notes When you activate the dropdown you ll see something like this Recent Notebooks New Note in 2012 Taxes New Note in New Note in Business is Simple The options in this menu will be the active notebook Archive above your default notebook Inbox and the last three notebooks you ve modified Clicking any of these options will create a new blank note in that notebook The final step of our left to right journey across the toolbar will take us to the Search field Believe it or not a ton of Evernote Essentials Fourth Edition Nerdgap com A Tour of Evernote for Mac improvements have been ma
166. tic garbage bag I m not here to judge Double ninja points for setting a reminder on the note to beep at you a day before your flight lest you forget to pack and are left shoving handfuls of clothing into your suitcase five minutes before you re slated to leave for the airport 27 If it sounds like this has happened to me before that s because it totally has 131 Evernote Essentials Fourth Edition Nerdgap com TRANSPORTATION AND LODGING When you book your flight s you re almost certainly going to be issued a confirmation number along with the flight numbers airport codes and other tidbits that you ll want to have accessible when your Uncle Roger begrudgingly pawns you off to the skycap at some unholy morning hour Ditto for whatever hotel motel B amp B hostel you ll be calling home while you re away from your real home This part won t really concern Uncle Roger Personally when I m planning a trip create a note called Flights which will contain the following information e Departing and arriving flights with flight number and appropriate times e Confirmation number or numbers if flying on multiple airlines e Any frequent flyer numbers associated with the airline I m flying e The holy crap something went wrong phone number for the airline so can call them if something goes wrong and say holy crap something went wrong Unsurprisingly I ll also make a note for th
167. ting the data dictate the organization created an insane system of categorization and organization and tried to shoehorn my data into it It probably won t surprise you to learn that before long was looking at the organizational equivalent of a plate of spaghetti Evernote Essentials Fourth Edition Nr Yceler Jeneolan Take it from me there s a better way identify why you re using this thing in the first place START SMALL Wanting to shove your entire life into Evernote a half hour after you ve installed it for the first time is a powerful urge It s so big and empty and accepting of all of your stuff why wouldn t you would advise against this Well at first You have to crawl before you can walk after all Most folks have a thought when they launch Evernote for the first time after installing it It goes something like this Man this will be perfect for something That something will in many cases be where you should start and only there If you ve been dying for a place to catalog the growth habits of your organic squash or a simple tool that can be used to organize your collection of antique waffle irons then that s precisely what you should do with Evernote at first Use that singular need as a means to get familiar with the software and more importantly your own way of using it Avoiding the trap of immediately lobbing every email photo and scanned document you have into
168. tion thereof Notebook A named container used for storing notes in a logical way you might have a notebook called Shopping Lists or Recipes for example As of this writing each Evernote account can have up to 250 notebooks Stack A named container for notebooks This allows an additional level of organization of your notes and notebooks your Medical stack might contain Insurance and Records notebooks for instance Tag A short descriptive piece of text applied to a note that can be used to identify it later or group several notes by topic Each note may have multiple tags or none at all Clipping The act of snagging content from a source your web browser or another application on your desktop or mobile device and adding it to your Evernote database Sync or synchronization Evernote s behavior of keeping an up to date copy of your entire database except the parts you tell it not to somewhere on the Internet This happens at timed intervals that you can configure Premium Subscriber or Premium user An Evernote user that pays a nominal fee every month for additional features and the ability to add more data per month than free users Shortcuts keyboard A set of global keystrokes which means they work no matter which application is currently active for adding new notes taking screenshots or initiating a new search of your Evernote database 2 This is a relatively ne
169. ts of interesting opportunities for using Evernote And since you re probably keen on knowing what they are lm going to enumerate them for you now Super PHOTOS Since Evernote automagically adds the current date and time when you create a new note it s a fabulous way to you know store pictures of your kids Do this early and often Evernote s monthly upload allowance for Premium users is large enough to allow for hundreds of high resolution photos to be added each month so you don t need to wait until they re in a suit or a dress to start capturing what your kids looked like when they were young AS THEY GROW Remember how every once in a blue moon your mom would snap a photo of you next to a tape measure or some yardstick affixed to the doorjamb in the kitchen Well with Evernote you can pop that same photo into a note or just type their height into a note using text but that s not as fun Maybe pick a date each month when 28 We re even thinking about keeping them 136 Evernote Essentials Fourth Edition Nerdgap com you drag them away from the Xbox and under duress stand them against the yardstick Keep this up and before long you ll have a nice organized record of how quickly your kid grows No slouching also like to do this whenever take one or both of my kids to the doctor Part of the check in procedure at our doctor s office is to measure height weight and blood pressure This can be h
170. ty goal admit But I m one of the biggest Evernote nerds you re likely to come across and think that if you re really interested in getting the most out of Evernote this is the guide for you So rather than continue prattling on about it we re going to get into the nuts and bolts of the desktop applications the mobile applications and the web service yes Evernote is all of these things PII cover how to configure Evernote for the first timers as well as how experienced Evernoters can make the most out of facilities like tagging and advanced searching I ll also be providing a bunch of use cases and examples for how you my dear friend can take your use of Evernote to the next level To make sure we re all speaking the same language I ve defined a few key terms that will appear frequently within this book give you The 60 Second Evernote Glossary patent pending e Database While not an official term you ll see it throughout this book as a succinct descriptor for your entire collection of Evernote notes and notebooks This term is interchangeable 1 Yes realize that ninja is the correct singular and plural form of the word What can say lm a contrarian Evernote Essentials Fourth Edition Nerdgap com with Evernote account Note A single item stored in your Evernote database This could be a PDF an image a piece of text any kind of other file on your computer an audio file or any combina
171. uper helpful if you have certain notes etc that you frequently update How about a couple of examples of how personally use this feature Ask and you shall receive read a fair number of books 2012 was the first year in which made a concerted effort to both read more and keep better track of what l d read and planned to read Naturally Evernote is a great solution for this Evernote Essentials Fourth Edition Nerdgap com created a note called 2012 Books I ve Read and dragged it to my Favorites Bar Now when get an idea for a book I d like to read or if finish a book can quickly jump to that one note in my account and make whatever changes are necessary know there are plenty of spiffy online services that help you keep track of books and such but Evernote lt ai i i i i i i i i i i i i i i i i WS serves me just fine THE NOTE LIST If you select a notebook or All Notes on the far i reated Updated Title left of the Evernote window you ll probably see a 3 29 2012 4 12 PM 3 29 2012 4 12 PM Skitch image IMG_20120329 171137 jpg 2 22 2012 3 59 PM 2 22 2012 4 00 PM My Evernote Hello Profile list of notes This list can be displayed IN ONE of 2 22 2012 3 59 PM 2 22 2012 3 59 PM Welcome to the Evernote Hello three different views List view Snippet view and 1 31 2012 10 30 AM 1 31 2012 10 30 AM Note
172. vernote enjoy whiskey Apple products good books and irresponsibly late night conversations If you want to get in touch with me can be found bumming around on Or you can visit my Internet weblog at Thanks again for reading
173. w feature at the time of this writing and may not be available on all Evernote applications Evernote Essentials Fourth Edition Nerdgap com Shortcuts A collection of selected notes notebooks and tags that are readily accessible in most Evernote applications desktop mobile etc Saved Search A search query that has been saved with a custom name and that can be executed anytime with a single click Reminder A note attribute that when activated will cause the note to appear at the top of any list of notes in which it appears Reminders can also have an optional notification sent at a date and time set by the user Attributes Bits of data about each of your notes the day it was created how it was added which types of media it contains and so on Each note in your database has these though some have more than others URL An Internet acronym which stands for Uniform Resource Locator It s just a fancy name for a website address like http nerdgap com it can actually refer to many other things on the web and on your computer or device but in this book we ll use it only to refer to website addresses Throughout this guide I ll be referring you to the resources page This is a page on my website where you can find all of the links and such referenced in the text lest they change and this thing goes out with one or more bad links in it The resources page is located here One last thing before we put
174. w where on your computer the ENEX file lives e You have a computer with Evernote installed This one s probably a safe bet Evernote Essentials Fourth Edition Nerdgap com In Evernote on your PC or Mac look under the File menu for the Import option When you click this bad boy you ll be asked for the location of the ENEX file you want to import Once you select it Evernote will create a new notebook and fill it with the contents of your ENEX file From here you can either rename the notebook if you want it to be a permanent part of your Evernote account or you can drag the notes into other notebooks that already exist it s up to you how to proceed from here CONCLUSION As mentioned earlier this whole import export dance isn t in all likelihood going to be something you use to any great extent But that doesn t mean some folks won t find it handy Evernote Essentials Fourth Edition Nerdgap com How Use Evernote Since the first incarnation of this little guide oodles of people have contacted me with some variation on the following question How do you use Evernote Mr Fancy Internet guy Well I ve heard you loud and clear In this chapter I m going to describe to you in detail how use Evernote how don t use it and how use it poorly This should be fun First though a disclaimer that you should keep in mind as you read this chapter Warning an uninformed sports analog
175. way corner of San Francisco a e That one winery where you drank some delicious wine with somebody you think is pretty great e The location of your car after you leave some Rialto Cafe theme park in exhaustion and would just like to l f Breakfast P E First Chrigtic Churc get on the road thank you very much The gist is this if you want to remember where you ve been after you ve left create a note in Evernote while you re there Simple as that Quick example As type these words l m sitting in a coffee shop near My current where live Awhile back created a note while my location family and were enjoying a scrumptious breakfast not Enticing far from my current location If view the notes created meal i near where am now can easily find and remember os Delicious meal our muy delisioso breakfast enjoyed nearby Not bad right Evernote Essentials Fourth Edition Nerdgap com CAVEAT GPSOR Side note just made up a phrase that sounds vaguely Latin Welcome to self publishing folks A few things to keep in mind with regard to this GPS business SIGNAL STRENGTH GPS radio reception can be as spotty as regular cell reception Latitude and longitude coordinates can be either very specific or quite general depending on signal strength If the signal is strong you ll be able to map your location to an area the size the average living room If it s quite weak you ll end up with
176. xcellent use for the general archive is to get an idea which notebooks you might want to create If you find yourself collecting a whole bunch of information about bees or something it might be a good idea to pull out all of your bee related notes and put them into their own notebook Maybe call it Bees Finally the general archive is a great place for notes that previously lived in their own notebook but are no longer of immediate use If you have a notebook called Crazy Web Project that contains various information relating to a crazy web project at your job you probably aren t going to need those notes for the rest of your life Maybe you leave the company or the project is cancelled whatever Once the notebook is no longer worth keeping give the notes in ita common tag like Project Crazy Web or something and drop them into the general archive This way they ll still show up in your search results and you ll still have access to them but they won t be taking up a whole notebook in your account REGARDING TAGS My only advice here is to tag your notes carefully It s easy to start applying a bunch of tags to each note in your account as you start using it but overly enthusiastic tagging can over time turn your tag list into a massive pile of stuff that doesn t mean much and that you mostly ignore Tags are a great way to create relationships between seemingly disparate information If you have a noteboo
177. y a stack is a named container for notebooks Here s an example In this image we have a stack called Substances which contains a few notebooks including Coffee Info and Coffee Roasting can even click the little arrow icon to the left of the stack to collapse it if want to You can create a notebook stack in one of two ways e Drag one notebook onto another notebook the second notebook must not already belong to a stack e Right click a notebook and choose Add to Stack Then you ll be able to choose from your existing stacks if you have any or choose New Stack which will yep create a new stack If you want to move a notebook out of a notebook stack under Windows just drag it onto All Notebooks and drop it On the Mac select the stack which will display all of the notebooks it contains then AE ue drag the notebook you want to remove out of the Ga a thought bubble and into the area containing your j other notebooks and stacks kai Sees A few other things to note about stacks e They can t contain notes only notebooks e They can t be shared though the notebooks that live inside them can be shared individually e Other than giving you a way to visually organize your Evernote Essentials Fourth Edition Nerdgap com notebooks they don t serve any meaningful function in terms of how your data is stored In other words notebooks are not children
178. y d made and it was looking like my friend who isn t me was going to catch some flak for missing a deadline that he hadn t committed to meeting Let me tell you this happened to my friend who isn t me precisely one time before he started archiving conversations deadlines and agreements in Evernote He even created a special tag for these notes I m told Specific emails instant messenger conversations and even meeting notes describing when certain things were said it all went into the evidence locker My friend who isn t me didn t need to produce most of the evidence he had accumulated but he slept way better at night knowing that he had the truth on his side Evernote Essentials Fourth Edition Nerdgap com NOTE LINKS This feature allows you to create a clickable link to an individual note in your account You can paste these links anywhere not just in Evernote though they work quite well there too Check out this blog post for an overview of how to use Note Links Personally use them rather extensively in conjunction with my task management app of choice For example if need to call my auto insurance carrier about something lIl grab the note link to my policy and drop it into the notes section of the task Then when I m on the phone can click or tap the link and be taken directly to the note need Oh and note links work on mobile devices too RUNNING LISTS No not that kind of running
179. y follows Tiger Woods is a professional golfer Perhaps you ve heard of him I m not sure where he stands now but during my formative years he was considered to be among the best to ever play the game At some point learned that this golfing prodigy has coaches Like several of them To my knowledge none of Tiger s coaching staff are moonlighting as professional golfers they have a fantastic understanding of the mechanics of the game but apparently not the chops to play among the world s best Lots of people think of me as something of a Tiger Woods when it comes to Evernote You d do better to think of me as one his coaches The fact is I m a pretty good practitioner of 18 Let s not talk about the those who can t do teach malarky lm not a fan of this sentiment and the indicated passage wasn t meant as any kind of homage to it Evernote Essentials Fourth Edition Ni Ycelef Jeneolan Evernote and its various capabilities but I m way better at teaching than am at doing That said lets take a tour of my Evernote account STATS currently have about 12 500 notes in my account spread across about 85 notebooks My account contains roughly 1 000 tags and around a dozen saved searches A couple of things to keep in mind 1 work for Evernote and we use the pudding out of Evernote at Evernote Many of my notes and notebooks are related to my job 2 I ve been using Everno
180. ybody with whom the notebook is shared by clicking Email Users or remind them you and your notebook still exist by clicking Send Reminder SHARING A NOTEBOOK WITH ALL OF HUMANITY If you happen to discover the formula for a clean burning renewable fuel and you want share it with the entire planet Evernote can make it happen for you Right click on the notebook containing the fuel thing and as in the previous example click Share Notebook When the Shared Notebook Settings screen appears click Create Public T Cigars Public link URL https www evernote com pub inkedmn ci Link This is quite a bit simpler than the first form we Invite saw because the only mode supported by this Give others access to view or edit this notebook type of sharing is View only In other words enabling this type of sharing will let everybody qlenite indisidusie see the contents of this notebook but not edit it unless you ve shared it specifically with somebody in which case he or she will be able to edit it Now you just need to give that public link to anybody and everybody who you want to see the notebook They ll be able to view it on the web using the public URL or link it to their account this means that it will appear alongside the other notebooks in their account when viewed using one of the Evernote client apps If you ever want to stop sharing this notebook just click the

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