How to Use Evernote

Prepared by

Stephen Sungkip
 What is Evernote
Evernote??

 A note-taking and archiving software

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 What is Evernote
Evernote??

 You can use it in your computer, mobile

phone and in the web

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Basic Features of Evernote

1. Notebooks
2. Notes
3. Tagging
4. Search
5. Clipping

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 Benefits of Evernote

1. Capture
• Make notes, etc.
• Take and store files, photos

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 Benefits of Evernote

2. Categorize
• Create tags and drag-and-drop them to any
note

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 Benefits of Evernote

3. Find
• Notes easily
• Tags
• Search
• Filter

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In short, Evernote helps you to

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 This guide covers the basic functions of
Evernote to successfully set-up your
notes

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STEP 1: DOWNLOAD
AND INSTALL
SOFTWARE

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 Navigate to www.evernote.com

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• Download the software by clicking
“Download Now” button

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• Just follow the installation instructions

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STEP 2: CREATE AN
ACCOUNT

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• Click “Create account” located on the
upper-right of the screen

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• This new window will appear.

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◦ Enter the information being asked

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 Click “Register”

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 This page will appear. A confirmation
code is needed to proceed

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 Check your inbox for the confirmation
email sent by Evernote

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 Click on the confirmation link to
proceed with registration

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 Or copy the confirmation code

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 And paste code in Evernote registration
page and click “Confirm”

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 This new window will appear that
indicates account is activated

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 You can now log in to your account

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STEP 3: CREATING &
MANAGING
NOTEBOOKS

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• Notebook is a container where to store
your notes

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• You can create as many notebooks as you
need it

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• Before to create a notebook, open your
Evernote first

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• This page will appear

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 There are two (2) ways to create a
notebook

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• First, go to “File” and click “New
Notebook”

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• This window will appear:

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 Create a name for your notebook

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 Choose “Synchronized notebook” to
keep your files up-to-date

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 And click “Ok”

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• Alternative way is to click “Notebooks”,
right-click and select “Create
Notebook”

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 You can change name of your notebook
and its settings

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 To do that, right-click on it and select
properties as below

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 Change the name

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 When you are done, click “Ok”

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STEP 4: USING &
MAKING NOTES

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 You use Notes to create and store your
ideas, documents, pictures, etc

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 Notes is complete with basic word
processing tools

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 There are multiple ways to create a
note

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 One way is to click the button “New
Note”

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 Another way is to go to “File”
and click “New Note”

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 Or simply press Ctrl + N

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 A new note looks like this:

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 Note header shows the following:

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 Note Title field. Click title line to
add title

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 You can choose a notebook you want this
note to go in

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 Created field shows when note was
created

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 Author field to denote the author of
the note

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 Location field when note is created by
GPS

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 URL field to store address of the
webpage

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 Tag field to create names of new or
existing tags

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 To add a note, type, drag or paste in the
white portion

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 Edit and format contents of your notes
using toolbars

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 Evernote saves your notes automatically

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STEP 5: SHARING YOUR
NOTES

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 Share notes with friends, whether they
have Evernote installed or not

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 You can share notes through

1. Email notes
2. Notebooks

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Emailing Notes

Step 1:

◦ Select one or multiple notes in the list

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Step 2:

◦ Click the Email button

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Step 3: Type in recipients address(es)

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Step 3: And click “Send”

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Sharing Notebooks

Step 1: Select a Notebook from Notebook

pane, right-click, and select “Properties”

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Step 2: Click the “Sharing and
Collaboration options” link

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 You’ll be taken to Evernote website. This
will appear

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 Choose “Share with the world” or
“Share with individuals”

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 With “Share with the world”, a URL is
created to access your notebook

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 Describe your notebook

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 Click “Save”

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 In “Share with individuals”, enter
email address of individuals to receive link
to your notebook

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 You could allow recipients to view,
modify notebook.

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 When finished, click “Send invitation”
button

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 Only premium members can allow other
people to view, create, edit and delete
notes in a shared notebook

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STEP 6: TAGS

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 A tag is a keyword or term to describe an
item

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Use Tag to find, retrieve your notes easily
 Create tags anytime

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 To create tags for your notes, do the
following

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 Right-click on Tag section. Then select
“Create tag”

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 Create unique name for your tag

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To rename existing tag, follow this step

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 Right-click on a tag

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 Select rename tag & specify new name

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STEP 7: USING SEARCH
AND FILTER

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 Evernote Search feature provides instant
search results, even with hundreds or
thousands of notes

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 Type in few letters of your search
keyword(s)

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 Immediately found notes are
automatically displayed/highlighted

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 To jump to previous or next notes, press
F3 or Ctrl+F3

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 To display notes assigned to a single tag,
click on that tag

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 To display notes simultaneously assigned
to several tags:

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 Click on:

◦ “All Notebooks”

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 And

◦ Choose one of the tags from tag panel

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 Tags will become grayed out except those
that intersect with your selected tag

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 End
Thank you

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