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How To Use Evernote

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An in-depth guide on how to use Evernote, a note-taking application you can use to Get Things Done

Published in: Marketing
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How To Use Evernote

  1. 1. How to Use Evernote © A1 Virtual Consultant - Levy Reyes 1
  2. 2. What is Evernote? © A1 Virtual Consultant - Levy Reyes 2
  3. 3. Evernote is a suite of software and services designed for… © A1 Virtual Consultant - Levy Reyes 3
  4. 4. Notetaking and Achiving © A1 Virtual Consultant - Levy Reyes 4
  5. 5. A “note” can be… © A1 Virtual Consultant - Levy Reyes 5
  6. 6. a piece of formatted text © A1 Virtual Consultant - Levy Reyes 6
  7. 7. A full webpage or webpage excerpt © A1 Virtual Consultant - Levy Reyes 7
  8. 8. A photograph © A1 Virtual Consultant - Levy Reyes 8
  9. 9. a voice memo © A1 Virtual Consultant - Levy Reyes 9
  10. 10. Or a handwritten “ink” note © A1 Virtual Consultant - Levy Reyes 10
  11. 11. Organize, remember and store all your stuff in one place © A1 Virtual Consultant - Levy Reyes 11
  12. 12. And access it from any of your devices © A1 Virtual Consultant - Levy Reyes 12
  13. 13. Let’s go ahead and see what Evernote can do © A1 Virtual Consultant - Levy Reyes 13
  14. 14. Go to your browser and type in www.evernote.com © A1 Virtual Consultant - Levy Reyes 14
  15. 15. This page will display on your screen © A1 Virtual Consultant - Levy Reyes 15
  16. 16. Let’s sign up first © A1 Virtual Consultant - Levy Reyes 16
  17. 17. This page should display © A1 Virtual Consultant - Levy Reyes 17
  18. 18. Let’s use the free version for this tutorial © A1 Virtual Consultant - Levy Reyes 18
  19. 19. This form will appear © A1 Virtual Consultant - Levy Reyes 19
  20. 20. Type in your email © A1 Virtual Consultant - Levy Reyes 20
  21. 21. And your password © A1 Virtual Consultant - Levy Reyes 21
  22. 22. Then click register © A1 Virtual Consultant - Levy Reyes 22
  23. 23. Congratulations! You have now created your Evernote account © A1 Virtual Consultant - Levy Reyes 23
  24. 24. Now let’s get Evernote installed in your computer © A1 Virtual Consultant - Levy Reyes 24
  25. 25. For this tutorial, we’ll download the Windows version © A1 Virtual Consultant - Levy Reyes 25
  26. 26. Go back to www.evernote.com © A1 Virtual Consultant - Levy Reyes 26
  27. 27. Scroll down © A1 Virtual Consultant - Levy Reyes 27
  28. 28. Then click Download Evernote © A1 Virtual Consultant - Levy Reyes 28
  29. 29. Your download should start immediately © A1 Virtual Consultant - Levy Reyes 29
  30. 30. The website will automatically detect your computer © A1 Virtual Consultant - Levy Reyes 30
  31. 31. And provide you with the correct download option © A1 Virtual Consultant - Levy Reyes 31
  32. 32. When your download is complete © A1 Virtual Consultant - Levy Reyes 32
  33. 33. Run the installer © A1 Virtual Consultant - Levy Reyes 33
  34. 34. Click on run when prompted to © A1 Virtual Consultant - Levy Reyes 34
  35. 35. Complete the installation © A1 Virtual Consultant - Levy Reyes 35
  36. 36. Tick the box to accept the License Agreement © A1 Virtual Consultant - Levy Reyes 36
  37. 37. Then click Install © A1 Virtual Consultant - Levy Reyes 37
  38. 38. Wait until the installation setup is complete © A1 Virtual Consultant - Levy Reyes 38
  39. 39. Click on Finish to exit the Setup Wizard © A1 Virtual Consultant - Levy Reyes 39
  40. 40. Congratulations! You have now installed Evernote © A1 Virtual Consultant - Levy Reyes 40
  41. 41. Now let’s login and get started © A1 Virtual Consultant - Levy Reyes 41
  42. 42. Since we already have an account click on: © A1 Virtual Consultant - Levy Reyes 42
  43. 43. Type in your email/username © A1 Virtual Consultant - Levy Reyes 43
  44. 44. And password © A1 Virtual Consultant - Levy Reyes 44
  45. 45. Then click on Sign In © A1 Virtual Consultant - Levy Reyes 45
  46. 46. A welcome note should display on your screen © A1 Virtual Consultant - Levy Reyes 46
  47. 47. Click on Get Started © A1 Virtual Consultant - Levy Reyes 47
  48. 48. You will be shown with this display © A1 Virtual Consultant - Levy Reyes 48
  49. 49. Let’s try and create our first note © A1 Virtual Consultant - Levy Reyes 49
  50. 50. Click on Create a note © A1 Virtual Consultant - Levy Reyes 50
  51. 51. This should show up on your screen © A1 Virtual Consultant - Levy Reyes 51
  52. 52. Click on New Note © A1 Virtual Consultant - Levy Reyes 52
  53. 53. You will have this © A1 Virtual Consultant - Levy Reyes 53
  54. 54. Let’s take time to review your Evernote Home Screen © A1 Virtual Consultant - Levy Reyes 54
  55. 55. This area is your note editor © A1 Virtual Consultant - Levy Reyes 55
  56. 56. Sidebar – shows the content of your Evernote © A1 Virtual Consultant - Levy Reyes 56
  57. 57. Note List – displays all your notes © A1 Virtual Consultant - Levy Reyes 57
  58. 58. Search Bar – look up notes, keywords, tags, location and more © A1 Virtual Consultant - Levy Reyes 58
  59. 59. Activity Stream Button – shows your activity details © A1 Virtual Consultant - Levy Reyes 59
  60. 60. Sync Button – used to manually sync © A1 Virtual Consultant - Levy Reyes 60
  61. 61. Account Info Button – add Evernote account or Sign Out © A1 Virtual Consultant - Levy Reyes 61
  62. 62. Type in your first note © A1 Virtual Consultant - Levy Reyes 62
  63. 63. Type in the Note Title here © A1 Virtual Consultant - Levy Reyes 63
  64. 64. Type in the body of your Note here © A1 Virtual Consultant - Levy Reyes 64
  65. 65. You can also create an audio or video note © A1 Virtual Consultant - Levy Reyes 65
  66. 66. To create an audio note, click on New Note dropdown © A1 Virtual Consultant - Levy Reyes 66
  67. 67. Your note options will appear © A1 Virtual Consultant - Levy Reyes 67
  68. 68. Select New Audio Note © A1 Virtual Consultant - Levy Reyes 68
  69. 69. This is what should display on your note editor © A1 Virtual Consultant - Levy Reyes 69
  70. 70. Type in your note title © A1 Virtual Consultant - Levy Reyes 70
  71. 71. Click record to create your audio note © A1 Virtual Consultant - Levy Reyes 71
  72. 72. Once you’re done, click Save © A1 Virtual Consultant - Levy Reyes 72
  73. 73. To play your audio note, click on the play button © A1 Virtual Consultant - Levy Reyes 73
  74. 74. To create a video note, click on New Note dropdown © A1 Virtual Consultant - Levy Reyes 74
  75. 75. Select New Webcam Note © A1 Virtual Consultant - Levy Reyes 75
  76. 76. You need to have your webcam connected to do this © A1 Virtual Consultant - Levy Reyes 76
  77. 77. Your webcam should start up © A1 Virtual Consultant - Levy Reyes 77
  78. 78. Click on Take Snapshot © A1 Virtual Consultant - Levy Reyes 78
  79. 79. Your snapshot should display © A1 Virtual Consultant - Levy Reyes 79
  80. 80. You can retake your snapshot © A1 Virtual Consultant - Levy Reyes 80
  81. 81. Or save to Evernote © A1 Virtual Consultant - Levy Reyes 81
  82. 82. You can annotate your images using texts, arrows or shapes © A1 Virtual Consultant - Levy Reyes 82
  83. 83. Your snapshot will be opened in a window like Paint © A1 Virtual Consultant - Levy Reyes 83
  84. 84. The icons on the left let you edit your image © A1 Virtual Consultant - Levy Reyes 84
  85. 85. For further emphasis on your notes © A1 Virtual Consultant - Levy Reyes 85
  86. 86. Add arrows © A1 Virtual Consultant - Levy Reyes 86
  87. 87. Add text © A1 Virtual Consultant - Levy Reyes 87
  88. 88. Add shapes © A1 Virtual Consultant - Levy Reyes 88
  89. 89. Draw on your image © A1 Virtual Consultant - Levy Reyes 89
  90. 90. Pixelate your image © A1 Virtual Consultant - Levy Reyes 90
  91. 91. Add stamps to your image © A1 Virtual Consultant - Levy Reyes 91
  92. 92. And crop your image © A1 Virtual Consultant - Levy Reyes 92
  93. 93. © A1 Virtual Consultant - Levy Reyes 93
  94. 94. To create an ink note, click on New Note dropdown © A1 Virtual Consultant - Levy Reyes 94
  95. 95. Select New Ink Note © A1 Virtual Consultant - Levy Reyes 95
  96. 96. Your Note Editor should look like this © A1 Virtual Consultant - Levy Reyes 96
  97. 97. You can write your note as if you were doodling © A1 Virtual Consultant - Levy Reyes 97
  98. 98. You can also take a screenshot with Evernote © A1 Virtual Consultant - Levy Reyes 98
  99. 99. Click on New Note dropdown © A1 Virtual Consultant - Levy Reyes 99
  100. 100. Select New Screenshot © A1 Virtual Consultant - Levy Reyes 100
  101. 101. A screenshot or clip of your screen will be displayed © A1 Virtual Consultant - Levy Reyes 101
  102. 102. The clip will be displayed in a Paint like window © A1 Virtual Consultant - Levy Reyes 102
  103. 103. Remember when we annotated the webcam note earlier? © A1 Virtual Consultant - Levy Reyes 103
  104. 104. Works exactly the same!  © A1 Virtual Consultant - Levy Reyes 104
  105. 105. Your screenshot note is done! © A1 Virtual Consultant - Levy Reyes 105
  106. 106. Now that we have created your notes, let’s organize! © A1 Virtual Consultant - Levy Reyes 106
  107. 107. Organize your notes around projects or interests in your Notebook © A1 Virtual Consultant - Levy Reyes 107
  108. 108. To create your Notebook, click File © A1 Virtual Consultant - Levy Reyes 108
  109. 109. Select New Notebook © A1 Virtual Consultant - Levy Reyes 109
  110. 110. This box will pop up © A1 Virtual Consultant - Levy Reyes 110
  111. 111. There are 2 types of Notebook © A1 Virtual Consultant - Levy Reyes 111
  112. 112. Synchronized Notebook – shared notebook © A1 Virtual Consultant - Levy Reyes 112
  113. 113. Local Notebook – stored only on your hard drive © A1 Virtual Consultant - Levy Reyes 113
  114. 114. For this tutorial, let’s create a synchronized notebook © A1 Virtual Consultant - Levy Reyes 114
  115. 115. Type in your notebook’s name © A1 Virtual Consultant - Levy Reyes 115
  116. 116. Tick the box, to make it your default notebook © A1 Virtual Consultant - Levy Reyes 116
  117. 117. Then click OK © A1 Virtual Consultant - Levy Reyes 117
  118. 118. Your Notebook should now be saved © A1 Virtual Consultant - Levy Reyes 118
  119. 119. You can move files by dragging it to your Notebook © A1 Virtual Consultant - Levy Reyes 119
  120. 120. Or alternatively you can click Note © A1 Virtual Consultant - Levy Reyes 120
  121. 121. Select Move © A1 Virtual Consultant - Levy Reyes 121
  122. 122. Then select the Notebook you want to move it to © A1 Virtual Consultant - Levy Reyes 122
  123. 123. Evernote lets you share your notebook © A1 Virtual Consultant - Levy Reyes 123
  124. 124. Keep projects, resources and ideas in one shared place © A1 Virtual Consultant - Levy Reyes 124
  125. 125. So you and your team can be more productive © A1 Virtual Consultant - Levy Reyes 125
  126. 126. On Evernote, select Notebook © A1 Virtual Consultant - Levy Reyes 126
  127. 127. Your Notebooks should display © A1 Virtual Consultant - Levy Reyes 127
  128. 128. Select the Notebook you wish to share © A1 Virtual Consultant - Levy Reyes 128
  129. 129. These icons will show beside your folder’s name © A1 Virtual Consultant - Levy Reyes 129
  130. 130. Click on this icon to share your folder © A1 Virtual Consultant - Levy Reyes 130
  131. 131. This box will display © A1 Virtual Consultant - Levy Reyes 131
  132. 132. You can share it with individuals © A1 Virtual Consultant - Levy Reyes 132
  133. 133. Or create a public link © A1 Virtual Consultant - Levy Reyes 133
  134. 134. If you share with individuals, this box will show up © A1 Virtual Consultant - Levy Reyes 134
  135. 135. Enter the email addresses of your collaborators © A1 Virtual Consultant - Levy Reyes 135
  136. 136. You can control their access by clicking on the dropdown © A1 Virtual Consultant - Levy Reyes 136
  137. 137. View notes © A1 Virtual Consultant - Levy Reyes 137
  138. 138. View notes and activity © A1 Virtual Consultant - Levy Reyes 138
  139. 139. Modify notes © A1 Virtual Consultant - Levy Reyes 139
  140. 140. Modify and invite others © A1 Virtual Consultant - Levy Reyes 140
  141. 141. Tick the box to allow notebook preview without requiring login © A1 Virtual Consultant - Levy Reyes 141
  142. 142. You can also add a message if you want to © A1 Virtual Consultant - Levy Reyes 142
  143. 143. Click on Share once you’re done © A1 Virtual Consultant - Levy Reyes 143
  144. 144. Click on Done once you’re finished © A1 Virtual Consultant - Levy Reyes 144
  145. 145. If you want to create a public link, click © A1 Virtual Consultant - Levy Reyes 145
  146. 146. Your link should display © A1 Virtual Consultant - Levy Reyes 146
  147. 147. You can share this link via e-mail © A1 Virtual Consultant - Levy Reyes 147
  148. 148. Or your social media sites © A1 Virtual Consultant - Levy Reyes 148
  149. 149. Click on Done once you’re finished © A1 Virtual Consultant - Levy Reyes 149
  150. 150. We did say earlier that we can save a webpage © A1 Virtual Consultant - Levy Reyes 150
  151. 151. Or a webpage excerpt © A1 Virtual Consultant - Levy Reyes 151
  152. 152. To do that, we need to add Evernote Web Clipper © A1 Virtual Consultant - Levy Reyes 152
  153. 153. To do that, we need to add Evernote Web Clipper © A1 Virtual Consultant - Levy Reyes 153
  154. 154. Click on download © A1 Virtual Consultant - Levy Reyes 154
  155. 155. Your option will vary depending on your browser © A1 Virtual Consultant - Levy Reyes 155
  156. 156. For this tutorial, let’s download web clipper for chrome © A1 Virtual Consultant - Levy Reyes 156
  157. 157. This pop up will appear © A1 Virtual Consultant - Levy Reyes 157
  158. 158. Click on Add © A1 Virtual Consultant - Levy Reyes 158
  159. 159. The add on will automatically be added to your browser © A1 Virtual Consultant - Levy Reyes 159
  160. 160. To save a webpage, click on the Evernote icon © A1 Virtual Consultant - Levy Reyes 160
  161. 161. This window should display © A1 Virtual Consultant - Levy Reyes 161
  162. 162. Choose which saving type you prefer © A1 Virtual Consultant - Levy Reyes 162
  163. 163. Click on save, to save it in Evernote © A1 Virtual Consultant - Levy Reyes 163
  164. 164. You can also add annotations © A1 Virtual Consultant - Levy Reyes 164
  165. 165. And share the webpage or excerpt © A1 Virtual Consultant - Levy Reyes 165
  166. 166. © A1 Virtual Consultant - Levy Reyes 166
  167. 167. Choose how you want to share it © A1 Virtual Consultant - Levy Reyes 167
  168. 168. Remember Batman’s utility belt? © A1 Virtual Consultant - Levy Reyes 168
  169. 169. Where he has different tools he uses © A1 Virtual Consultant - Levy Reyes 169
  170. 170. Evernote works similarly like that © A1 Virtual Consultant - Levy Reyes 170
  171. 171. Here are some add ons that might be helpful © A1 Virtual Consultant - Levy Reyes 171
  172. 172. Evernote Clearly – reformats webpages and removes ads © A1 Virtual Consultant - Levy Reyes 172
  173. 173. Evernote Hello – a networking tool that helps you remember people © A1 Virtual Consultant - Levy Reyes 173
  174. 174. Penultimate – write notes, mark up images, save to your notebook © A1 Virtual Consultant - Levy Reyes 174
  175. 175. RightSignature – turns notes and attachments into PDF to be signed © A1 Virtual Consultant - Levy Reyes 175
  176. 176. Peek – make your notes into flashcards for study material © A1 Virtual Consultant - Levy Reyes 176
  177. 177. Evernote Skitch – draw attention by using annotation, shapes and sketches © A1 Virtual Consultant - Levy Reyes 177
  178. 178. And that ends our tutorial © A1 Virtual Consultant - Levy Reyes 178
  179. 179. For more information, you can go to © A1 Virtual Consultant - Levy Reyes 179
  180. 180. Thank you! © A1 Virtual Consultant - Levy Reyes 180
  181. 181. © A1 Virtual Consultant - Levy Reyes 181

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