IntroductionWelcome| 00:04 | Hi and welcome to Up and Running with
Evernote for Mac. I'm David Rivers.
| | 00:08 | I'll be showing you how Evernote can
replace your paper notebooks, while giving
| | 00:12 | you even more options for storing
content, but without any of those paper
| | 00:16 | notebook limitations.
| | 00:18 | We'll begin with a quick discussion
about Evernote and what it really is, what
| | 00:22 | you can do with it, and how to get it.
| | 00:26 | We'll explore the Evernote app for
using Evernote on your mobile devices, and
| | 00:30 | then we'll move into
creating notebooks and text notes.
| | 00:34 | Now notes can be other things too,
like images you snap with your smartphone,
| | 00:39 | audio clips, or even screenshots
from a favorite web site or document.
| | 00:44 | We'll discover ways to tag and filter
your notes to help make it faster and
| | 00:49 | easier to find what you're looking
for, even finding text that might be
| | 00:53 | hidden inside an image.
| | 00:55 | So with all of these topics and
more to cover, let's gets started.
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| Using the exercise files| 00:00 | If you're a Premium subscriber
with lynda.com, you'll have access to
| | 00:03 | the exercise files, and the
exercise files allow you to follow along
| | 00:07 | with me step-by-step.
| | 00:09 | If you do plan on using them, I highly
recommend placing them in a convenient
| | 00:12 | location, such as your Desktop.
| | 00:14 | Double-clicking this folder, shows you a
number of different files that we'll be
| | 00:18 | using through some of the movies in this title.
| | 00:21 | Now if you don't have the
exercise files, not to worry.
| | 00:24 | You can try following along with your
own files, or you can still learn lots by
| | 00:28 | simply sitting back, relaxing, and watching.
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|
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1. Getting Started with EvernoteWhat is Evernote?| 00:00 | Before we begin to use Evernote and
discover its powerful features and
| | 00:04 | functions, let's talk about
what Evernote actually is.
| | 00:07 | Well in a nutshell,
Evernote is a digital notebook.
| | 00:11 | It's a digital notebook that can capture,
store, and index just about any type
| | 00:16 | of data you can think of, all while
synching to the web and across all of your
| | 00:20 | devices like Windows PCs, Mac
computers, tablets and smartphones.
| | 00:25 | And because Evernote is a digital
notebook, not a paper one, you can store more
| | 00:29 | than just what you might write down,
draw, or paste into a paper notebook.
| | 00:34 | Now sure, you can write things in an
Evernote notebook, but aside from text
| | 00:39 | notes, you can also store images like
digital photos that you might already
| | 00:43 | have, or digital photos that you
want to take with your smartphone.
| | 00:47 | You can record your voice and
play it back whenever you need it.
| | 00:50 | You can copy or clip something you see
on a web page, or in another document and
| | 00:55 | keep it in your notebook.
| | 00:56 | And you can scan things
into your notebooks as well.
| | 01:00 | Of course the beauty of Evernote is you
can have it with you where ever you go.
| | 01:06 | With Evernote installed on your
computer, you can have it up and running and
| | 01:09 | waiting in the wings for your next command.
| | 01:12 | But when do you leave your computer,
you can have it on your smartphone or your
| | 01:16 | tablet, and everything is
synced up with your computers.
| | 01:20 | But storing content in a digital notebook
is really only half the picture when
| | 01:25 | it comes to Evernote.
| | 01:26 | Getting at that content is the other half.
| | 01:29 | Evernote will let you tag content in
a notebook and organize it and easily
| | 01:34 | so you can find what you're looking
for in a jiff, and with powerful search
| | 01:38 | functionality you can find the smallest
piece of information with lightning speed.
| | 01:43 | Just imagine for a second, you had a
photo taken with your smartphone and you
| | 01:46 | added it to your Evernote notebook.
| | 01:48 | It's a photo of you standing outside
your favorite restaurant with the name of
| | 01:52 | that restaurant showing up
right there in the picture.
| | 01:55 | Now to find the photo later on in
Evernote, you search for the name of the
| | 01:59 | restaurant, and thanks to OCR
technology in Evernote, that's Optical
| | 02:03 | Character Recognition, Evernote finds
and recognizes the text in your photo
| | 02:08 | and accesses that photo for you. Very cool!
| | 02:12 | Now just one last thing before we move
on, there are some terms you should be
| | 02:15 | familiar with before we start using Evernote.
| | 02:18 | For example, note; a single item stored
right there in Evernote, right in your
| | 02:23 | Evernote database, if you will.
| | 02:25 | It could be a PDF, it could be an image,
it could be a piece of text, an audio
| | 02:30 | file or any combination thereof.
| | 02:33 | You'll hear the term Notebook, which is
really just a named container used for
| | 02:37 | storing notes in a logical way.
| | 02:38 | For example, you might have several
different notebooks where you've organized
| | 02:42 | notes, like shopping lists, or recipes,
and keep them separate from each other.
| | 02:47 | Now at the time of recording this title,
Evernote will allow you to save up to
| | 02:51 | 250 different notebooks.
| | 02:54 | There's something called a stack as well,
which is just another named container
| | 02:58 | for a group of notebooks.
| | 03:00 | Just allows you an additional three levels
of organization of your notes and notebooks.
| | 03:05 | You'll also hear about tags; a
descriptive piece of text that's applied to
| | 03:09 | a note that can then be used to identify
it later, or group several notes by a topic.
| | 03:14 | Now each note can have
multiple tags or no tags at all.
| | 03:19 | You'll hear up the term clipping,
which is really just the act of capturing
| | 03:22 | content from another source, like a web
browser or another application that you
| | 03:26 | might be running on your Desktop.
| | 03:28 | It could be from a mobile device as well.
| | 03:30 | Synching or synchronization is
Evernote's function of keeping an up to date copy
| | 03:35 | of your entire Evernote database, except
for the parts that you tell it not to,
| | 03:40 | somewhere on the Internet.
| | 03:42 | Now this happens at the timed
intervals you select in Evernote.
| | 03:47 | And then there are also attributes.
| | 03:49 | These are little bits of data about
your notes, sometimes called metadata.
| | 03:54 | So for example, the day that the note
was created, and how you added it, the
| | 03:58 | types of media contained in the note, and so on.
| | 04:01 | So each note in Evernote has these,
though some will have more metadata
| | 04:07 | than others.
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| Exploring practical uses for Evernote| 00:00 | Aside from replacing your paper
notepad, or even your word processor with
| | 00:04 | Evernote for taking notes, there are a
number of other ways to use Evernote, so
| | 00:08 | let's explore some real-life scenarios.
| | 00:11 | We'll begin with storing pictures.
| | 00:13 | Now let's say you just met
someone and you took their business card.
| | 00:17 | Don't risk losing or
misplacing it, take a picture of it.
| | 00:20 | You can search for names, titles, et
cetera, to find their info quickly down the
| | 00:24 | road, or maybe you got into a fender-bender,
take a picture of both cars, the other
| | 00:28 | car's license plates, and the other
driver's license, for example. Or maybe you
| | 00:33 | just tried a great bottle of wine, take
a picture of the label and you'll always
| | 00:36 | be able to remember the
name when you go to buy it.
| | 00:39 | Take pictures of expense receipts and
checks that you might write as a great way
| | 00:43 | to back that information up in case
you lose it or need to track it later on.
| | 00:49 | Evernote has a great app for mobile
devices that enables you to upload these
| | 00:53 | pictures directly to your account and we'll
explore how that's done a little bit later.
| | 00:57 | How about saving documents?
| | 00:59 | When you receive a document, let's say,
it's a PowerPoint presentation, a Word
| | 01:03 | document, Excel file, even a
PDF, that you might need again.
| | 01:07 | Why not forward it to Evernote for safekeeping?
| | 01:10 | It's quite safe, it's easy, but Evernote
provides you with a unique email address
| | 01:14 | to send documents to your Evernote
account, and this can be very useful when you
| | 01:18 | use more than one computer to create
documents or send and receive emails.
| | 01:23 | How about archiving important information?
| | 01:26 | When you get a prescription,
photograph the receipt of the pharmacy, and that
| | 01:30 | will enable you to remember who
prescribed it, when the prescription ends, and
| | 01:34 | which pharmacy filled the prescription.
| | 01:36 | This information could be very useful
when you want to get a refill for example.
| | 01:41 | And I love this one, store your online passwords.
| | 01:45 | Whenever you buy something online or
create an online account, try forwarding
| | 01:49 | the confirmation or the receipt to Evernote.
| | 01:52 | Now when you forget your password,
registration number, or date of purchase, you
| | 01:57 | don't have to jump through all
kinds of hoops to recover them.
| | 01:59 | And by the way, you can encrypt portions
of content in Evernote for greater security.
| | 02:04 | How about recording whiteboard content?
| | 02:07 | Think of Evernote as an affordable way to
convert text on a whiteboard to a digital format.
| | 02:12 | Now at the end of that exciting
strategic planning session let's say, take a
| | 02:17 | picture of the white
board and send it to Evernote.
| | 02:19 | Evernote will scan the text, so you can
search for your department name to find
| | 02:23 | your piece of the strategic plan that
you probably forgot, and this works for
| | 02:28 | projected slides too.
| | 02:30 | How about recording your thoughts?
| | 02:31 | The Evernote mobile app lets you record your
thoughts and then upload it to your account.
| | 02:36 | Now this is perfect for when you have a
brilliant idea and want to ensure that
| | 02:40 | it's not lost among the
other clutter in your brain.
| | 02:43 | And one last cool
scenario is to keep your tweets.
| | 02:46 | By linking your Evernote in your
Twitter accounts, you can achieve archiving
| | 02:50 | your tweets by including the text @myEN,
and by doing that Evernote will grab
| | 02:56 | it and store for you.
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| Creating an Evernote account| 00:00 | The first thing you'll want to do to
get up and running with Evernote is to
| | 00:03 | create your account.
| | 00:05 | If you've already done this,
you can skip over this movie.
| | 00:08 | You'll begin at the evernote.com web site.
| | 00:10 | You can see here, I'm working on a Mac,
and you'll see the same information here
| | 00:14 | which includes a link to create your account.
| | 00:17 | So we'll go there first and now it's
just a simple matter of getting registered
| | 00:21 | by filling in the various fields you
see down the right-hand side of your
| | 00:24 | screen, accepting the Terms of Service
which you can read by clicking that link,
| | 00:28 | and registering with the Register button.
| | 00:32 | So we'll start that off, and
I'll see you on the other side.
| | 00:36 | After clicking the Register button, an
email is sent to the email address you
| | 00:40 | provided, and in there,
you'll find your confirmation code.
| | 00:44 | Enter it on this next screen and click Confirm.
| | 00:49 | You'll notice this takes you to a
screen where it's indicated your account has
| | 00:52 | been created, and now it's time to
get started with your Evernote account.
| | 00:56 | And you'll notice right away, there
is a link here to download Evernote.
| | 01:00 | The next step in the process is to
download Evernote to all of your devices.
| | 01:04 | That includes your computers and mobile devices,
so you'll always have access to your notes.
| | 01:09 | We'll talk about that in the next lesson.
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| Getting Evernote| 00:00 | When you create your Evernote account
like we did in the previous lesson,
| | 00:03 | you're automatically signed up for
the free version of Evernote and you can
| | 00:07 | access it over the web.
| | 00:09 | But to take real advantage of the
benefits of Evernote, you'll also want to get
| | 00:12 | it installed on all your devices.
| | 00:14 | This includes any computers you use and your
mobile devices like tablets and smartphones.
| | 00:20 | You might also want to consider
upgrading to the premium version of Evernote.
| | 00:24 | For a nominal fee, you do
get a number of upgrades.
| | 00:26 | So to help you decide, let's discuss them now.
| | 00:29 | If you were following along with me in
the previous lesson, we created our
| | 00:33 | account and arrived at this page where
we can download Evernote or go to the
| | 00:37 | Evernote Web version.
| | 00:39 | We're going to click the Download
Evernote button as though we're about to
| | 00:42 | install Evernote, and we're going to
first discuss what you get regardless of
| | 00:47 | whether you upgrade to premium or not.
| | 00:49 | From this page, you'll notice a number
of different versions of Evernote for
| | 00:52 | iOS, for Android, mobile devices,
Blackberries, for different computers and
| | 00:57 | operating systems, and browsers as well.
| | 01:00 | So it doesn't matter if you're
premium or working with the free version, you
| | 01:03 | get access to all those versions.
| | 01:05 | You also get syncing between the
desktop, the web and your mobile versions.
| | 01:10 | Let's go up to the top right corner of
this page, and you can get to this page
| | 01:13 | from any browser, just click Go Premium.
| | 01:17 | Now in this page you'll see a number of
different topics regarding the premium version.
| | 01:22 | The first thing you'll notice at
the top is that there is a fee.
| | 01:25 | It's going to cost you $5 a month, but
you can pay the yearly price of $45 which
| | 01:29 | actually works out to just $3.75 per month.
| | 01:34 | Now as we scroll down, you'll see
some of the advantages to going premium.
| | 01:38 | First of all, under Supersized
uploads, both the free and premium versions
| | 01:43 | have monthly upload limits; 60 MB for the
free version and 1 GB for the premium version.
| | 01:50 | Now there's no total upload limit, so
you'll never have to delete notes to
| | 01:54 | make room for more notes, but if you
find yourself uploading more than 60 MB
| | 01:58 | of pictures and audio files in a month, the
premium account will definitely be worth it to you.
| | 02:03 | How about top priority support?
| | 02:06 | If you're a free user, your access
to support is via email, and they will
| | 02:10 | respond to you within one business day.
| | 02:13 | The timeframe is essentially a same for
premium users, but you're at the top of
| | 02:16 | the queue rather than the bottom.
| | 02:18 | Now me personally, I've never had to use
Support, so really this may or may not
| | 02:23 | be an issue for you.
| | 02:25 | How about Offline notebooks?
| | 02:28 | You can create offline and online
notebooks in both versions of Evernote, but
| | 02:32 | you can't change their type after the fact.
| | 02:35 | But if you want to be able to work with
your online version of a notebook while
| | 02:39 | you're offline, you'll need the
premium version to take it offline when you
| | 02:43 | don't have a network connection.
| | 02:46 | Next is a working together.
| | 02:47 | Well you can share your entire notebooks
via Evernote Web, whether you're a free
| | 02:52 | your premium user, but if you want to
allow others to edit those notebooks or
| | 02:57 | collaborate with you, you're
going to need the premium account.
| | 03:01 | Next is Note history.
| | 03:03 | Let's say, you're writing a report and
you decide to scrap a section and rewrite
| | 03:06 | it, but then you decide that you'd
like the original content better.
| | 03:11 | In the free version, you won't have
access to that previous version of the file
| | 03:15 | with the original section in it.
| | 03:16 | In the premium version, you can
access an entire history and undo any
| | 03:21 | changes that you've made.
| | 03:23 | Next is Larger files, bigger notes.
| | 03:25 | In the free version, the maximum
note size you can create is 25 MB;
| | 03:30 | in the premium version, it doubles to 50 MB.
| | 03:35 | Faster image recognition; both the
free and premium versions feature
| | 03:38 | searchable handwritten notes, or text
recognition inside of images, but the
| | 03:43 | premium account receives priority
access to this while the free account is
| | 03:47 | going to take a little bit longer.
| | 03:49 | So free account users have noticed
a lengthy delay in this recently.
| | 03:53 | So if you love this feature, you
think you're going to use it, I recommend
| | 03:56 | opting for the premium version.
| | 03:58 | Then there is PIN Lock.
| | 04:00 | If you're going to be using Evernote
on your iPhone or iPad, or maybe on your
| | 04:04 | Android smartphone or tablet, the
premium version lets you lock the Evernote app
| | 04:08 | for some added security.
| | 04:11 | Hide Promotions is the next topic.
| | 04:13 | If you dislike ads, well you're likely
going to want to opt for the premium version.
| | 04:17 | But to Evernote's credit, the ads are
very small, just a square in the lower
| | 04:21 | left corner of the screen and they're
usually for software or hardware that
| | 04:25 | works with Evernote, or even an
Evernote T-shirt, it's up to you.
| | 04:29 | Lastly is PDF search.
| | 04:31 | Now the free version allows you to upload
and sync images, audio, ink, and PDF files;
| | 04:37 | the premium version allows any type of
file whatsoever and you'll be able to
| | 04:41 | search for text inside a PDF,
something you can't do in the free version.
| | 04:46 | So it's your call.
| | 04:48 | Only you will know if the premium
version is something you're going to need.
| | 04:51 | If you're not sure, just try
out the free version for a while.
| | 04:54 | You can upgrade to premium at any time.
| | 04:56 | For the remainder of this title, I'll
be working with the premium version, so
| | 05:00 | you can see some of these features in action.
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| Configuring Evernote to meet your needs| 00:00 | When you create your Evernote account,
you have access to Evernote via the web,
| | 00:04 | but of course, you can install Evernote
onto your computers and mobile devices.
| | 00:09 | Right from the web page, you'll see
these links that, as you can see I have
| | 00:13 | appearing in a default note that
appears in the Mac version of Evernote that
| | 00:17 | I've downloaded to my computer.
| | 00:19 | You can download to Windows computers as well.
| | 00:22 | There'll be slight differences in the UI.
| | 00:24 | So let's talk about some of the default
settings and how we make some adjustments.
| | 00:28 | Here at the very top on the Mac, you
will see the Menu bar, and just below that,
| | 00:33 | you'll see some shortcuts on
what we call the Favorites bar.
| | 00:36 | So here's where we can look at all of our
Notes, Notebooks, Tags, Web Clips, et cetera.
| | 00:41 | These are customizable.
| | 00:42 | There's a Search field over here on
the right-hand side on the Mac as well,
| | 00:46 | right on the toolbar.
| | 00:47 | Now down the left-hand side is the Left panel.
| | 00:50 | No specific name for it here in Evernote.
| | 00:52 | I like to call it the Navigation pane,
and I can use it for navigating my
| | 00:56 | Account, Shared Notebooks.
| | 00:58 | We can expand and collapse these
sections like Notebooks for example.
| | 01:02 | You'll notice there is one default
notebook created for you when you create your
| | 01:06 | account, and it uses the
same name as your account.
| | 01:08 | That's why you're seeing davidrivers's
notebook, and the 1 representing the
| | 01:12 | one note in that notebook.
| | 01:14 | It's a default note sent to you by Evernote.
| | 01:17 | You can see the date when it was created.
| | 01:19 | In this next panel called the
Notes List, you can see snippets.
| | 01:23 | You can change it to a List view, et cetera.
| | 01:25 | We'll talk about that in a moment, but
any selected note here will appear in the
| | 01:29 | Notes panel just off to the right, and
here's where we see all of those details
| | 01:33 | that we saw in the web version
when we first created our account.
| | 01:37 | So of course, if we wanted to, we
could start installing Evernote on mobile
| | 01:41 | devices directly from here.
| | 01:43 | Now how do we make changes to some of this?
| | 01:45 | If I want to go to my Account Info for
example, I can click Evernote here and
| | 01:50 | I'll see Account Info and
Upgrade to Premium right below.
| | 01:54 | I mentioned that's something I'm going to do.
| | 01:57 | I want to work with the premium edition.
| | 01:59 | So if you plan on doing that,
now would be a good time.
| | 02:02 | But just before we do that, let's take
a look at some of the other settings.
| | 02:06 | For example if I go to Preferences.
| | 02:08 | Here on the Mac, the shortcut is Command+Comma.
| | 02:11 | I'm going to see my preferences.
| | 02:13 | And you can see there are different
categories, General, Sync, Software Update,
| | 02:17 | Clipping, and Shortcuts,
Using Auto-zoom in Thumbnail View.
| | 02:21 | So when you're looking at thumbnails,
it's automatically going to change to a
| | 02:24 | zoomed out level for you to see
what it is you're hovering over.
| | 02:30 | Open note links from other
applications in a new window.
| | 02:33 | So by default, do you want them
opening up in a new window or the current
| | 02:36 | window? That's up to you.
| | 02:37 | And then there are default fonts that
have been set up for your Source list, for
| | 02:41 | your list of notes, as well as the
text that you create in your notes.
| | 02:45 | So if you want to change any of those,
you just click the Select button.
| | 02:49 | Also Notifications can be sent using
Growl, if that's something you use on
| | 02:54 | the Mac, and down below, we can Keep
Evernote Helper running in the background
| | 02:59 | when we quit Evernote.
| | 03:01 | Here on the Mac we look to the top right-
hand corner on the Menu bar, we see the
| | 03:05 | elephant icon, and this gives us
quick and easy access to Evernote.
| | 03:09 | Now we can leave that there, even when
we exit Evernote by coming down here and
| | 03:13 | clicking Keep Evernote Helper running.
| | 03:15 | I like that, and we can show
the elephant in the Menu bar.
| | 03:19 | We can start the Evernote Helper when we
log into the computer automatically as well.
| | 03:23 | If it's something you always want
running and always want to be able to use,
| | 03:27 | click the check box next to
Start the Evernote Helper.
| | 03:30 | I'm going to leave mine unchecked.
| | 03:33 | Sync options are also setup by
default to sync every 5 minutes.
| | 03:37 | If we click this selection bar you can
see there are 15 minute, 30 minute, and
| | 03:42 | hour options here to choose from.
| | 03:44 | I'm going to leave mine at 5 minutes
and that way I know I always have an
| | 03:47 | up-to-date notebook.
| | 03:49 | Software Updates can be
accessed right from here.
| | 03:52 | So Evernote is always changing, as I mentioned.
| | 03:54 | So if you want to always have the new
and updated versions of Evernote, you
| | 03:58 | can come here manually, Check For Updates
or Automatically check for updates every day.
| | 04:03 | If we click the check box and click
the dropdown, you can see, Weekly and
| | 04:07 | Monthly options are also there.
| | 04:10 | Also sometimes, Evernote comes out
with new Beta Versions and you can
| | 04:13 | update to those, if you click the
last check box to Update to beta versions
| | 04:18 | when they're available.
| | 04:19 | There are some Clipping preferences as well.
| | 04:22 | When you start clipping
content, where it is going to go?
| | 04:25 | While you can have a default notebook,
and you'll see it's the original notebook
| | 04:28 | that's created using your account name.
| | 04:31 | Now if you wanted to, you could choose
a different notebook if you have one, or
| | 04:34 | create a new notebook right from
here and we'll go into that notebook.
| | 04:38 | After you click Content, you see some
check boxes here to Bring those clips to
| | 04:43 | the front, Bounce the dock icon down
at the bottom, obviously that's not an
| | 04:46 | option that appears in
Windows, or have it Play a sound.
| | 04:49 | So every time you click Content,
what's going to happen, these are all
| | 04:53 | checked off by default.
| | 04:55 | Now if we go over to Shortcuts,
you'll see some shortcuts for creating New
| | 05:00 | Notes, Pasting, Clipping Rectangles
or Windows, Clipping Full Screens and
| | 05:04 | Searching in Evernote, and this means
that you can be in other applications,
| | 05:08 | they are called Global Keyboard Shortcuts.
| | 05:09 | So if I'm in, let's say, Microsoft
Excel and there's something that I want
| | 05:13 | to copy to Evernote,
| | 05:15 | I can create a new note right from
Excel using, in this case, a shortcut on the
| | 05:19 | Mac being Control+Command+N. Now let's
just go back to Clipping for a moment,
| | 05:25 | because down at the bottom you'll
see Evernote Browser Extensions.
| | 05:29 | In Windows these are called plug-ins,
and you can download the Evernote Browser
| | 05:33 | Extension which gives you the
ability to clip right from your browser.
| | 05:38 | I like this option, so definitely I recommend
downloading the Evernote Browser Extension.
| | 05:42 | We'll be using this later on,
when we get into clipping content.
| | 05:46 | We'll just close up our Preferences now,
and just check out one other thing.
| | 05:51 | When we go to Help, you'll notice
there's Online Help, you can Go to your
| | 05:55 | Account Settings Page.
| | 05:56 | This of course will be on the web.
| | 05:58 | Here's another way to Check for Updates,
and you'll notice some other options
| | 06:03 | here for getting help with any of
the features and functions in Evernote.
| | 06:07 | Now also, if you want to change your user
interface, you can do that from the View menu.
| | 06:12 | Here in the Mac, we're going to
see things like Hide and Show.
| | 06:16 | For example, if we didn't want to use
our Favorites Bar we can hide it from here.
| | 06:19 | For example, another option here that
you might want to consider, although there
| | 06:23 | are shortcuts for changing the view of
the notes list, the default is a Snippet
| | 06:28 | View that we see in behind, allows
us to see a little bit of the note.
| | 06:31 | If you prefer to just look at a list of notes,
click List View, Command+1 is the shortcut.
| | 06:37 | You will notice, this looks a lot different.
| | 06:39 | We don't get to see the snippet, and we
don't get to see the Notes panel off to
| | 06:44 | the right-hand side.
| | 06:45 | If we go back to Thumbnail View,
this too is a different view.
| | 06:49 | Instead of a snippet, we see a thumbnail,
and over to the right, we see the contents.
| | 06:54 | So it's up to you which view you prefer.
| | 06:56 | There are shortcuts, Command 1, 2 and 3.
| | 06:58 | I like the Snippet View, the default
view, so I'm going to leave mine at that.
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| Accessing Evernote on a mobile device| 00:00 | Of course, one of the biggest
advantages to Evernote is you can install it on
| | 00:04 | all of your computers and mobile devices.
| | 00:08 | So how do we get them on to our mobile devices?
| | 00:11 | Well here on a computer at the evernote.
com web site, you'll notice a Products
| | 00:15 | dropdown with Evernote on that list.
| | 00:18 | Now when you go to the Products
dropdown and select Evernote, by default
| | 00:22 | you'll see Get Evernote for, and
depending on the device you're using, you'll
| | 00:27 | see the appropriate option.
| | 00:28 | In my case, it's for the Mac.
| | 00:30 | If I was on a Windows
computer, I'd see for Windows.
| | 00:33 | But just below that is a link to Get
Evernote for mobile, tablet, and other devices.
| | 00:38 | So in this case, hovering over link
displays on the left-hand side, mobile
| | 00:42 | devices I might want to install
Evernote on, and then computers over here on the
| | 00:46 | right, including the Mac and Windows
options, but also different browsers like
| | 00:50 | Safari, Chrome, and Firefox.
| | 00:53 | So let's say, I have a smartphone and I
want to use it on my smartphone, I would
| | 00:57 | go to the iOS option.
| | 00:59 | Using an Android tablet, I would click
the Android link, and of course I'll be
| | 01:03 | taken to the appropriate spot
where I can install that app.
| | 01:07 | In this case, I've selected the Android
Market and clicking the INSTALL button
| | 01:12 | will allow me to install it to my device.
| | 01:14 | But the easiest way to get Evernote
onto your mobile device is to simply go to
| | 01:19 | the Evernote web site using your mobile device.
| | 01:23 | When I arrived at evernote.com, you
can see I'm initially greeted with the
| | 01:27 | option to download Evernote for iPhone or iPod.
| | 01:30 | Now it's a simple matter of tapping
this option to install or even update
| | 01:35 | Evernote by following the prompts.
| | 01:37 | Now once installed, the icon for the
Evernote app is readily available on your
| | 01:41 | home screen and now
you're ready to start using it.
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|
|
2. Working with NotebooksCreating a new notebook| 00:00 | By now you know Evernote is all about
storing content from any place, and where
| | 00:04 | does that content go, into notes.
| | 00:06 | Notes are stored inside notebooks.
| | 00:09 | Think of them as the
containers to keep your notes organized.
| | 00:12 | You can have more than one notebook
here in Evernote, and in fact, at the time
| | 00:16 | of this recording, with your
Evernote account, you can have up to 250
| | 00:20 | different notebooks.
| | 00:21 | So we are going to talk about different
ways to create your notebooks, and the
| | 00:24 | types of notebooks you will want to
create to help you stay organized.
| | 00:28 | By default, when you create your account,
as I did called davidrivers, a notebook
| | 00:33 | is created for you by default.
| | 00:35 | It uses the same name as your account
name and there is a sample note in there,
| | 00:39 | containing information about
how to use Evernote, very useful.
| | 00:43 | So you automatically start with one
notebook that has the same name as your account.
| | 00:48 | But how do you create new notebooks?
| | 00:49 | Well there're a few different ways.
| | 00:50 | Let's try clicking the File menu
and then selecting New Notebook.
| | 00:55 | Next we are going to give our notebook
a name, and you'll see some default text
| | 00:59 | showing up there at the very top,
probably using your account information,
| | 01:03 | whether it'd be Windows or Mac, but it
is highlighted and we can type right over
| | 01:06 | that whatever we like.
| | 01:08 | Here is a notebook name
you'll probably want to create.
| | 01:11 | It's really going to make things simple
for you when you need to stay organized.
| | 01:15 | I like to call it the Inbox, and this
is the notebook that I like to make my
| | 01:20 | default notebook, so that
everything I clip or copy, goes here first.
| | 01:24 | I can move it around later on, but I
know I'm going to find content that I've
| | 01:29 | taken from other locations here in
my Inbox if I make it the default.
| | 01:33 | So we are going to do that by clicking
the check box, and then the Notebook type
| | 01:37 | defaults to Synchronized, meaning
we'll be able to access it from other
| | 01:40 | computers and mobile devices.
| | 01:43 | If we choose a Local Notebook, of
course, it will be stored locally on the
| | 01:47 | computer or device you're working
with and you won't be able to access it
| | 01:50 | from any other devices.
| | 01:52 | It's a great way to keep things
private, for example, and secure, but by
| | 01:56 | default, we do want to be able to
synchronize and access it from any device.
| | 02:01 | So we'll leave it Synchronized and click Create.
| | 02:04 | So over here on the left-hand side in
our Left panel, we see a new notebook
| | 02:08 | called Inbox, we see the zero
next to it indicating it's empty.
| | 02:11 | There are no notes in it,
not yet, but it is our default.
| | 02:14 | So when we start clipping things from web pages,
for example, here is where it's going to go.
| | 02:19 | Let's create another new
notebook, but a different way.
| | 02:22 | We'll use a keyboard shortcut.
| | 02:23 | It is Command+Shift+N, Command+Shift+N.
Again, the notebook name
| | 02:29 | default will appear and we are
going to type in another name here.
| | 02:32 | Let's call this one Temp.
| | 02:34 | I like to have a Temp notebook and it's
always a shared notebook, where you can
| | 02:39 | drop things that you want
to share with other people.
| | 02:42 | So for example, if you had files that
you wanted to share with other people you
| | 02:46 | could put them here and share the Temp notebook.
| | 02:48 | We'll be talking about sharing
notebooks a little bit later on.
| | 02:51 | So we won't make this the default
notebook, it will be a Synchronized Notebook,
| | 02:55 | and when we click Create,
we have yet another notebook.
| | 03:00 | Let's create one more new Notebook and
this time we'll do it from the Notebook
| | 03:03 | panel over here on the left-hand side.
| | 03:05 | We'll just right-click and you'll
see from the pop-up menu, New Notebook.
| | 03:10 | So click New Notebook.
| | 03:12 | Again, you are going to see the same
thing you saw the previous two times, and
| | 03:15 | this time we are going to
create a name for a project.
| | 03:18 | If you have different projects you're
working on, I suggest having different
| | 03:22 | notebooks for each of those projects,
whether it'd be business or personal.
| | 03:26 | So for example, if there is a business
trip coming up that deals with maybe a
| | 03:31 | user conference, we could
type in User Conference.
| | 03:35 | And in fact, if this is something that
happens every year, we might even put in
| | 03:38 | the year, 2012, and have a
separate one for next year.
| | 03:42 | Again, if you want to be able to
access it from anywhere, keep it
| | 03:44 | Synchronized and click Create.
| | 03:47 | And now you can see the notebooks
are starting to pile up in here.
| | 03:51 | So in the next lesson we'll talk about
what you can do with those notebooks to
| | 03:54 | manipulate them, rename them,
deleting notebooks, and so on.
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| Managing notebook settings| 00:00 | When you create notebooks in Evernote,
you have access to the notebook settings.
| | 00:04 | Now they're initially set, but
some of those settings you can change.
| | 00:08 | So we're going to talk about notebook
settings and managing your notebooks.
| | 00:12 | So in the previous lesson, we
created a number of notebooks.
| | 00:15 | You can see here down the left-hand side,
I have my default or original notebook
| | 00:20 | called davidrivers notebook.
| | 00:22 | It has the one note that
comes from Evernote in it.
| | 00:25 | And then we have the other notebooks
that we created including the Inbox, which
| | 00:29 | we changed to our default.
| | 00:31 | These are some of the settings you
might consider changing on the fly.
| | 00:34 | Another thing we'll talk about is
organizing your notebooks into stacks,
| | 00:38 | something that allows you
to categorize your notebooks.
| | 00:42 | So let's start with some of the settings.
| | 00:44 | If we go to our original notebook,
for me, it's davidriver's notebook, and
| | 00:49 | right-click or Ctrl+Click on the Mac, you'll
see some options including notebook settings.
| | 00:56 | When you click that, you'll see the
original settings including the notebook
| | 00:59 | name, which can be changed from here.
| | 01:02 | I'm going to change that actually to
David's Notebook, and if I wanted to change
| | 01:09 | this back to the default,
I could do it from here.
| | 01:12 | What I can't change is the Notebook type.
| | 01:14 | It's a synchronize notebook and I cannot
change it to a local notebook from here.
| | 01:18 | I would have to delete it and create a new
one as a local notebook if I wanted that.
| | 01:22 | So I'm going to save those
changes by clicking Save.
| | 01:25 | So now over here, on the left-hand side,
you're going to see the change, the new
| | 01:28 | name David's Notebook.
| | 01:31 | Over here, you'll see the other notebooks.
| | 01:33 | And now it's time to talk
about organizing them into stacks.
| | 01:37 | By default, if we go up to All
Notebooks, we see that they're all stacked
| | 01:41 | underneath All Notebooks.
| | 01:43 | That is a category, or what we would call a
stack, but we can create new stacks on the fly.
| | 01:49 | For example, if some of these are going
to be used for personal and others for
| | 01:53 | business, I might want to create
two different stacks, one for each.
| | 01:56 | So I'm going to start with David's
Notebook again, right-click or on the Mac
| | 02:00 | Ctrl+Click if you only have a one button mouse,
and you'll see an option here to Add To Stack.
| | 02:06 | Now we can add it to a new stack if
there are no other existing stacks aside
| | 02:11 | from our default All Notebooks.
| | 02:13 | So let's create a new stack.
| | 02:15 | When you select that, you'll notice
that there is a new Notebook Stack, and
| | 02:19 | that's the default name, but we
can change that of course as well.
| | 02:23 | So let's right-click, Ctrl+Click
again on the Mac, and rename the stack from
| | 02:28 | this pop-up menu, and now it's
highlighted so you can type right over it.
| | 02:32 | In this case, I'm going to type in Personal.
| | 02:35 | When you press Enter or Return,
you've renamed the stack and the original
| | 02:39 | notebook that we added to that
stack appears under it and indented.
| | 02:43 | Now we're going to add the
other notebooks to our business.
| | 02:47 | So we can if we want, select one or the other,
right-click or Ctrl+Click, and Add To Stack.
| | 02:54 | Now this time you'll see that Personal
does appear on the list, but we want to
| | 02:57 | create a new stack called business, so
we'll choose New Stack, and again, we see
| | 03:02 | the name Notebook Stack.
| | 03:04 | We'll right-click or Ctrl+Click it to
rename it and let's call this one Business.
| | 03:11 | So now we have a couple of different
stacks, Business and Personal, and if we
| | 03:15 | have another notebook down here that's
just part of the All Notebooks stack, we
| | 03:19 | can right-click or Ctrl+Click it, go
down to Add To Stack, and this time all we
| | 03:23 | do is select an existing
stack, we'll select Business.
| | 03:28 | So now you can see you're actually
organizing your notebooks into this stacks.
| | 03:32 | If we wanted to, we can collapse them
by clicking their triangles and expand
| | 03:36 | them when we need them.
| | 03:37 | It's just a nice way to keep
things neat and clean and organized.
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| Backing up and sharing notebook contents| 00:00 | One cool thing you can do with an
Evernote notebook is export its contents.
| | 00:04 | You might want to do this
to simply have a backup.
| | 00:07 | So if you do lose any of your
content, you can re-import that exported
| | 00:11 | content at a later time.
| | 00:13 | It's also a great way to share, for
example, if you wanted to share the contents
| | 00:17 | of your notebook with somebody or some
of that notebook, you could export the
| | 00:21 | contents and have them
import into their Evernote.
| | 00:24 | We're going to talk about
how that's done right now.
| | 00:26 | We don't have a lot of content yet, we
haven't started creating our notes, but
| | 00:30 | we do have the one Evernote note that
comes with our default account, so we're
| | 00:35 | going to make sure that
that notebook is selected.
| | 00:37 | For me it's David's Notebook.
| | 00:38 | All we're going to do is right-click or
Ctrl+Click on the Mac, to select that and
| | 00:43 | pop up the menu, where you will see an
option at the bottom to export notes from
| | 00:48 | the name of your notebook.
| | 00:49 | And when you click that, you'll then
see an option here to change the name.
| | 00:53 | By default, it might say
something like My Notes.
| | 00:56 | I'm going to go to the Desktop and click Save.
| | 01:00 | Now when you do that, you'll see
the number of notes that were actually
| | 01:04 | exported from that notebook.
| | 01:06 | They all exist in a file, so when you
click OK, you know that it's backed up.
| | 01:10 | If you were to delete this and empty
the trash, you can get a back from that
| | 01:14 | backup that you just exported.
| | 01:16 | But I've also exported a number of other
notes into the exercise files, so we're
| | 01:20 | going to import those now.
| | 01:22 | When you import one of these files
that's been backed up, you actually create a
| | 01:26 | new notebook out of it.
| | 01:27 | So to do this, we'll go up to File,
down to Import Notes from Archive, and
| | 01:34 | here's what we're going to
go to the exercise files.
| | 01:37 | Not the one we just exported to the
desktop, but if you have the exercise files,
| | 01:40 | you'll see one called Sample Notes.
| | 01:42 | Notice the extension ENEX.
| | 01:45 | With that selected, we can click Open.
| | 01:47 | Now if there are any tags you can import
those as well by clicking the check box
| | 01:51 | I haven't added any, so just clicking
Open will allow you to import those notes
| | 01:56 | and you'll see the
archived import is successful.
| | 01:58 | You're also going to see that they've
been placed into a local notebook and
| | 02:02 | you'll see that it uses the same name, in
this case, Sample Notes with the word Import.
| | 02:07 | So would you like these notes placed
into a synchronize notebook, you can
| | 02:10 | choose right now by clicking Yes and choose
that notebook or just choose No and do it manually.
| | 02:16 | So let's click No.
| | 02:17 | And what you're going to
see now is a new notebook.
| | 02:19 | It looks a little different than the
others, because it's an imported notebook,
| | 02:22 | and you'll see the number of notes.
| | 02:24 | So if we click it, we'll
see each of those notes.
| | 02:27 | There is the original note which we
really don't need, we already have one of
| | 02:30 | our own, but we do have a couple of
other notes that might be useful, and all we
| | 02:34 | have to do now is drag them
into the appropriate notebook.
| | 02:38 | I'm going to drag them into my
synchronized notebook called David's Notebook.
| | 02:42 | You can do the same just by clicking,
dragging, when you see the notebook
| | 02:45 | highlighted, let go and it's
actually moved from one notebook to another.
| | 02:49 | I'm going to do the same thing with this
screenshot of the ten reasons to go premium.
| | 02:54 | I'm going to drag it into
David's Notebook, there we go.
| | 02:56 | And I already have that original, so I
don't need this imported notebook anymore.
| | 03:01 | Let's right-click or Ctrl+Click it and
you'll see an option here to Delete a Notebook.
| | 03:06 | When you click Delete Notebook, you do
see a warning that you're about to delete
| | 03:10 | the notebook and the name of that
notebook and it can't be undone.
| | 03:14 | So when you click Delete, you'll see
another warning that you're permanently
| | 03:18 | deleting any notes in that notebook,
click Delete again, and it's gone, but what
| | 03:23 | we've done now is actually imported an
archive of notes that were exported from
| | 03:28 | one or more notebooks in Evernote.
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|
|
3. Working with NotesCreating a text note| 00:00 | As you get set up with Evernote, maybe
you've created a notebook or two, it's
| | 00:04 | time to get content into those
notebooks, and we're going to start right now
| | 00:08 | with the most popular
type of note, the text note.
| | 00:11 | Couple of different ways to create them,
from scratch is one option, or you may
| | 00:15 | already have the text, so we'll
also look at copying text into a note.
| | 00:19 | Let's begin by selecting the notebook
where we want to create our new note, and
| | 00:25 | all we do is go to the left-hand panel
and click the name of the notebook where
| | 00:28 | we're going to create our new note.
| | 00:31 | To create the new note, there are
couple of different options, we can click New
| | 00:34 | Note right on the toolbar or from the
File menu, you'll notice New Note at the
| | 00:39 | top, you can click that.
| | 00:40 | I like use keyboard shortcuts. On the
Mac Command+N is the keyboard shortcut.
| | 00:45 | However you do it, what's going to
happen now is you'll notice there is one new
| | 00:48 | note in your notebook, it's an
Untitled Note, and if we look off to the
| | 00:52 | right-hand side Untitled Note is
highlighted, so we can give it a proper title.
| | 00:56 | Let's do that, let's call it our To Do
List here, which is our to-do list for
| | 01:02 | our user conference for 2012.
| | 01:04 | That becomes the title of the note.
| | 01:06 | You'll see the name of a notebook, it's
appearing in by default, that's the one
| | 01:10 | we selected, and then right below that,
you'll see when it's being created, and
| | 01:14 | as it gets updated, you'll
see when it was updated as well.
| | 01:17 | You'll notice there is no Save
button to click, your notes are
| | 01:20 | automatically saved periodically.
| | 01:22 | Another option is just to click
outside the note window to automatically save
| | 01:26 | it, but the first thing we need to
do is get some content down below.
| | 01:30 | So let's just click in the empty space
below, and watch what happens, a toolbar
| | 01:34 | appears with some formatting options.
| | 01:36 | We'll talk about those a little bit later,
right now let just get some content in here.
| | 01:40 | First item on our to-do
list is to update our passport.
| | 01:44 | Let's type that in, Update Passport.
| | 01:47 | Let's hit Enter maybe a couple of
times just to leave some space, and
| | 01:51 | another item we might want to do before our
user conference trip is to print off the itinerary.
| | 01:57 | So let's type that in, hit Enter a
couple of times, and I think you've got the idea.
| | 02:03 | Now as for updating the passport, maybe
we have information about that already
| | 02:07 | stored somewhere maybe in
a text note for example.
| | 02:11 | Information like where we go to get that done.
| | 02:14 | Well instead of typing it in, looking
it up maybe and copying, if we've already
| | 02:17 | got it, we just open that up.
| | 02:19 | So if you the exercise files,
we're just going to open up a text file
| | 02:24 | called Sample Text.
| | 02:25 | It's an RTF file, Rich Text Format, and
you can see we have the address and the
| | 02:29 | phone number for the passport office here.
| | 02:31 | So all we're going to do is click
and drag over all of that and copy it.
| | 02:35 | We can right-click or Ctrl+Click with
a single button mouse and choose Copy.
| | 02:40 | We'll just minimize it to get it out
of the way and now we'll go back to our
| | 02:43 | note here in Evernote, we'll click
maybe just off to the right of Update
| | 02:47 | Passport and hit Return to
leave another blank line.
| | 02:52 | Here's where we want to paste it.
| | 02:53 | You can use a keyboard
shortcut, Command+V on the Mac.
| | 02:57 | Also from the Edit menu,
you'll see an option to Paste.
| | 03:00 | There's the keyboard shortcut, or if you
want to paste without any formatting, it
| | 03:04 | didn't really have much formatting, but
if you wanted it to match the formatting
| | 03:08 | of your note, you would
select Paste Without Formatting.
| | 03:12 | And there it is, it's all
added here under Update Passport.
| | 03:15 | Now you can see, it's not very well organized.
| | 03:18 | So although we've created a new text
note and we have some information in that
| | 03:23 | note, it's now time for us to start
thinking about making it look good and well
| | 03:28 | organized on our page.
| | 03:30 | We'll do that next.
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| Saving, editing, and formatting text notes| 00:00 | When working with text notes here in
Evernote, there are occasions where you'll
| | 00:03 | want to use some formatting options just
to make it look nicer, but also to keep
| | 00:09 | things organized on your page.
| | 00:10 | That's what we're going to do right now.
| | 00:12 | We'll talk about formatting the actual
content, we'll also talk about working
| | 00:16 | with notes, saving, deleting, and so on.
| | 00:19 | So if you're following along with me,
in the previous lesson we created this To
| | 00:23 | Do List, which has a couple of to-do
items and some additional information.
| | 00:27 | If you need to get caught up, go ahead
and enter this into a new text note. And
| | 00:32 | all we're going to do is format some of
these items to stand out from the rest.
| | 00:36 | For example, Update Passport as well
as Print Itinerary, they should really
| | 00:41 | stand out from the rest of the
content as the actual to-do items.
| | 00:45 | So with Update Passport, highlight it by
clicking and dragging across it, we can
| | 00:49 | now go to the Formatting
toolbar to change the font face.
| | 00:52 | I think Arial is fine.
| | 00:54 | We could change the size;
| | 00:55 | let's make it a little bit bigger by
clicking the Size dropdown and choosing 14.
| | 01:00 | Now we can also change the font color
if we wanted to, I think black is okay,
| | 01:04 | but we also have Bold, Italic, and Underline.
| | 01:06 | Now we can click Bold to change it to
bold, or you can also access some of these
| | 01:10 | from the Format menu.
| | 01:12 | Click Format, go down to the Style,
and you'll see some of the appearance
| | 01:16 | options we are working with
and their keyboard shortcuts.
| | 01:18 | We could also change alignment if we
wanted to. You can see Left, Center, Right
| | 01:23 | and something called Justify, which is
ideal with paragraph text that you want
| | 01:27 | filling from the left margin to
the right margin of your note.
| | 01:31 | But for now that looks pretty good,
it does stand out from the rest.
| | 01:33 | Let's repeat the process now for
our second item, Print Itinerary.
| | 01:37 | Click and drag over the text, we'll go
up to the Size dropdown, change it to 14
| | 01:42 | and click the Bold button or use Command+B.
Now it does stand out from the rest,
| | 01:47 | but I'm thinking this passport
information should probably be indented.
| | 01:51 | Now we don't have the ability here in
Evernote with simple formatting commands
| | 01:56 | to select all of this text and indent it,
but what we can do is click in front
| | 01:59 | of each line and press our Tab key.
| | 02:01 | That inserts several spaces; it doesn't
actually insert a tab stop.
| | 02:06 | So if we wanted to take those out
using our Backspace key, you can see it's
| | 02:10 | individual spaces that we're removing.
| | 02:13 | So we'll press Tab, and we'll do the
same thing for each line of our passport
| | 02:18 | office information, including the phone number.
| | 02:21 | When we get down here, we'll hit Tab twice.
| | 02:24 | Okay so instead of backspacing five
spaces to get things lined up again, we do
| | 02:28 | have the Undo option.
| | 02:30 | So Command+Z on your keyboard here on
the Mac, or from the Edit menu you'll see
| | 02:35 | Undo at the top, we can click that to
undo the last thing we did and then just
| | 02:40 | start over with a single tab.
| | 02:42 | What about saving up our changes?
| | 02:44 | Well they're actually being saved
automatically and they're instantaneously
| | 02:48 | saved when we click off of the note.
| | 02:50 | For example, if we go to the Note list
and just click anywhere over here, you'll
| | 02:54 | notice that the information appears
without the formatting toolbar at the top;
| | 02:57 | it's been saved and updated, so
you don't have to worry about saving.
| | 03:02 | When we go back in, we can continue
formatting, adding additional text, and so
| | 03:06 | on, knowing that it will always be updated.
| | 03:09 | If you want to delete a note,
eventually down the road, notes will no longer be
| | 03:13 | relevant, you can simply go to the
note on the Note list, with it selected,
| | 03:17 | press the Delete key on your keyboard
and you'll see what happens. It's gone.
| | 03:22 | Where exactly?
| | 03:23 | Well it's actually gone to the Trash.
| | 03:24 | If we click the Trash, we'll see it
there, and in fact, you can right-click
| | 03:29 | or Ctrl+Click with a single-
button mouse, and choose Empty Trash to
| | 03:33 | permanently delete those items.
| | 03:35 | Now if you don't want to, if you want
to just simply bring it back, choose
| | 03:39 | Restore Deleted Notes.
| | 03:41 | When you do that, the Trash is now
empty and we would go back to our User
| | 03:45 | Conference 2012 notebook,
there it is, back where we wanted.
| | 03:49 | Now the other thing that you can do to
delete notes is you simply drag them to the Trash.
| | 03:54 | So from the list here, we can click our
To Do List, drag it down to Trash, let
| | 03:59 | go and it's been moved to the Trash.
| | 04:01 | We can now see the number 1 in our Trash.
| | 04:04 | If we go up to the Edit menu, notice
we can't undo that, all we can do to get
| | 04:08 | it back is to right-click our Trashcan and
choose Restore Deleted Notes to bring them back.
| | 04:15 | So that's how we work
with the actual text notes.
| | 04:18 | Another option under Formatting that
could be very useful, especially for a
| | 04:22 | to-do list, is to go create a checklist,
where we actually have check boxes that
| | 04:26 | can be checked and unchecked.
| | 04:28 | We'll talk about that next.
| | Collapse this transcript |
| Turning a text note into a checklist| 00:00 | One nice feature in Evernote when creating
text notes is the ability to create a checklist.
| | 00:05 | Not just a check box that sits next
to an item, but a box that you can
| | 00:09 | actually check and uncheck.
| | 00:12 | So that's what we're going to do right now
as we continue working with our To Do List.
| | 00:15 | If you're catching up to this lesson,
go ahead and enter a few items in a text
| | 00:20 | note and all we're going to do is
turn some of the existing text into a
| | 00:25 | checklist, and add some additional items.
| | 00:28 | So we'll click right in front of Update
Passport, and this is something that we
| | 00:31 | want to be able to check off when we're done.
| | 00:34 | So all we do is go to the Formatting
toolbar and you'll find it here with a
| | 00:38 | check mark in it Insert To-do.
| | 00:41 | When you click that, you'll see the
check box actually appear next to it.
| | 00:44 | We'll do the same thing in front of
Print Itinerary, but in this case, let's
| | 00:48 | try a different method.
| | 00:49 | We'll go up to the Format
menu, and click Insert To-do.
| | 00:54 | Now we'll click at the end of Print
Itinerary, hit Enter a couple of times, and
| | 00:58 | let's add another item that
will be on our To Do List.
| | 01:01 | How about Printing Programs?
| | 01:04 | Again, we can click in
front of the existing text.
| | 01:07 | Now we could've done this before we
typed in our text, but all we're going to
| | 01:10 | do is use the keyboard shortcut this
time Command+Shift+T here on
| | 01:14 | the Mac, and you can see we have a
checklist now with actual check boxes.
| | 01:18 | So when we go to the passport office
and we update our passport, we come
| | 01:22 | into Evernote here.
| | 01:23 | Could be right on our smartphone, could
be on our tablet or on our computer. We
| | 01:28 | click inside the check box to
check that off when it's done.
| | 01:32 | Maybe there was an error, we need to go back.
| | 01:34 | We can uncheck it by clicking the box again.
| | 01:36 | And that's how you create a
checklist here in Evernote.
| | Collapse this transcript |
| Pasting clipboard content into a note| 00:00 | So far, we've been working with plain
old text, adding it to notes here in
| | 00:04 | Evernote, but we can also get other
types of content, and we can continue to use
| | 00:09 | the old-fashioned method that you may
be accustomed to with other applications,
| | 00:13 | copying and pasting.
| | 00:14 | That's what we're going to do right now.
| | 00:15 | We're going to get some content from some
other locations and paste it into a new note.
| | 00:20 | Let's create a new note first.
| | 00:21 | I'm clicking New Note on the toolbar.
| | 00:24 | Let's say we want to store all of
our hotel info here in this note.
| | 00:27 | Let's type in a title of Hotel Info.
| | 00:30 | Now all we need to do is click down
below and start entering that info.
| | 00:34 | If we already have it though,
we can copy it, and paste it.
| | 00:37 | And we do already have it, so we're
actually going to switch over to our
| | 00:40 | exercise files and open up
something called hotel_receipt.
| | 00:43 | Now the hotel_receipt, as you can
see, contains reservation confirmation,
| | 00:48 | information where it's located, the room
that we've booked, et cetera, the price.
| | 00:53 | We can take any or all of
this information and copy it.
| | 00:57 | Let's say we don't need this
information right at the very top.
| | 01:00 | All we need to do is start from
Reservation Summary, click and drag down across
| | 01:05 | all of the information we want including
the picture, I'm going to go right down
| | 01:08 | to the very end with our last policy,
and now it's just a matter of copying it.
| | 01:13 | So if you're accustomed to using your keyboard;
| | 01:15 | Command+C on the Mac, or from the
Edit menu, you can do it there as well.
| | 01:19 | Now we'll switch back to our brand-
new blank note here in Evernote, and
| | 01:23 | it's time to paste.
| | 01:24 | If you prefer to use the Edit
menu, of course it's there as well.
| | 01:28 | We want to use Paste and not
necessarily Paste Without Formatting if we want to
| | 01:31 | keep all of the formatting that came from the
confirmation including the picture, et cetera.
| | 01:36 | So there's our information, we
have it now copied and pasted into
| | 01:40 | the appropriate note.
| | 01:41 | As we scroll down through this,
we see everything we need.
| | 01:44 | Of course we can do some editing if we have
extra space we don't need, we can delete that.
| | 01:49 | If there's information in here you don't
really need, go ahead, select it, and remove it.
| | 01:53 | It's text that we now have access to.
| | 01:56 | Now you may have seen a message when
you pasted it indicating that a sync has
| | 02:00 | to happen before you can
actually search for text in this note.
| | 02:03 | So that gives you the opportunity to go
ahead and click the Sync button, or just
| | 02:07 | wait for the next sync and then
you'll be able to search for anything that
| | 02:10 | appears in this note, just using copy and paste.
| | Collapse this transcript |
| Adding screenshots to a note| 00:00 | We learned in the previous lesson that
one option for getting existing content
| | 00:04 | into your Evernote notes
is to simply copy and paste.
| | 00:07 | That way when you move into Evernote,
you know exactly where you want to paste
| | 00:11 | the information, it goes to the
appropriate note, but sometimes you don't have
| | 00:15 | the Evernote running.
| | 00:16 | Maybe you're looking at something that
you want to send to Evernote, you can do
| | 00:19 | that including screenshots, and that's
what we're going to talk about right now.
| | 00:24 | Just know though, it doesn't matter
what you're looking at here in Evernote,
| | 00:27 | when you go to clip a portion of
the screen or take a full-screen
| | 00:30 | screenshot, it's going to go to your
Inbox and then you'll have to move it
| | 00:34 | to the appropriate area.
| | 00:36 | So in fact, let's go up to Evernote and
quit, Command+Q on the Mac, and we'll go
| | 00:42 | to our exercise files
where we have a TravelPoster.
| | 00:45 | So we'll double-click the PDF file to
open it up, and in here in the Mac, it's
| | 00:49 | going to open up in Preview, and you
can see this is actually a two-pager here.
| | 00:54 | So we want to make sure we're
looking at this front page, page 1 of 2.
| | 00:59 | From the View menu here in Preview, I
can choose whether I'm looking at one or
| | 01:03 | two pages at a time, I like single.
| | 01:05 | And this is what we want to capture.
| | 01:07 | So you'll notice that on the Mac in the
very top-right corner in the menu bar is
| | 01:11 | the elephant icon representing Evernote,
and when you click that you have some
| | 01:15 | options for sending information to Evernote.
| | 01:19 | So is it a rectangle or a
window? Is it the full screen?
| | 01:22 | That would include
everything you see here on the screen.
| | 01:25 | Well we only want a portion of our
screen, a rectangle, or a window, so we're
| | 01:28 | going to click that option.
| | 01:30 | Notice the keyboard shortcut here in
the Mac, Control+Command+C, when we click
| | 01:34 | that, now we need to click and drag
over the portion that we want to clip.
| | 01:39 | If we wanted to take an entire window
we just click inside the window to clip
| | 01:44 | that entire window and this is what I want.
| | 01:45 | Right here in this entire preview window.
| | 01:47 | I'm going to click once and you
can see something is happening here.
| | 01:51 | Evernote launches, even though I'd
closed it up, a brand-new note is created.
| | 01:56 | You can see TravelPoster.pdf (1 of 2).
| | 01:59 | That's from the screenshot itself, and
what I'm looking at down below is
| | 02:04 | exactly what I captured,
that full screen. All right,
| | 02:07 | so where did it go?
| | 02:09 | It went to your default folder.
| | 02:11 | Earlier on in this title, we set up the
Inbox notebook as our default notebook
| | 02:17 | or folder, and that's where it exists.
| | 02:19 | You can see the name appears at the top,
it's just taking that from the title bar.
| | 02:22 | We can call it whatever we want.
| | 02:24 | Let's call it Event Poster and when we close
this up, it actually exists in our Inbox.
| | 02:32 | So all we need to do is go to the
Inbox now and drag it to the location where
| | 02:37 | we want to keep it.
| | 02:38 | Maybe it should be part of
our User Conference 2012.
| | 02:42 | So we'll go to the list, we'll click
and drag Event Poster right down until we
| | 02:46 | see User Conference 2012 highlighted,
let go, and it gets moved into the
| | 02:50 | appropriate notebook.
| | 02:52 | So when we click the User Conference
2012 notebook, there it is, along with our
| | 02:56 | other information that's already there.
| | 03:00 | So that's all there is to taking a
screenshot of something that you want
| | 03:04 | stored in Evernote.
| | Collapse this transcript |
| Creating a multimedia note| 00:00 | Well by now you know Evernote is more
than just text notes, there's multimedia
| | 00:04 | that can be added to your Evernote notes.
| | 00:07 | Maybe it's a screenshot that you've
taken from another program or application,
| | 00:11 | maybe it's an image that
you have copied and pasted.
| | 00:16 | Well another option is to take a
picture. Take a picture of something and add
| | 00:20 | it to your Evernote notes, or even record
audio, something we're going to talk about now.
| | 00:26 | Continuing our work in our User
Conference 2012 notebook, let's say we run into
| | 00:30 | somebody, they hand us a business card,
and we want that stored in Evernote.
| | 00:34 | The fastest way of course if you
have the Evernote app already on your
| | 00:38 | smartphone, take a picture of it with the app
and it will go to Evernote into a brand-new note.
| | 00:45 | In the Evernote app, tap the
plus sign to add a new note.
| | 00:49 | Here's where you can add text notes
by tapping the letter A, or tap the
| | 00:54 | paperclip to add other types of notes
called attachments, and that includes
| | 00:59 | snapshots, pictures on your device
called the Camera roll, or audio notes.
| | 01:05 | So to add a picture that we're
about to take, we tap Snapshot.
| | 01:10 | Now we take our picture and you can
see we're automatically previewing it.
| | 01:16 | We can then choose to retake it or use
it. When you choose Use, by tapping the
| | 01:22 | Use button, you can see it
automatically becomes an attachment that can be
| | 01:27 | viewed by tapping View attachments.
| | 01:30 | Tap the attachment itself to open it up.
| | 01:33 | Now we can go back by tapping
Attachments, tapping Note, and then choose
| | 01:39 | either to Cancel or Save.
| | 01:42 | And when we tap Save, it
automatically goes to a new note in your default
| | 01:46 | notebook, in my case, the Inbox.
| | 01:49 | So when we go back to All Notes here,
you'll see the new note that has been
| | 01:54 | created with your snapshot.
| | 01:56 | That's the same as on your computer,
clicking the File menu and going to New
| | 02:01 | iSight Note here on the Mac or new
Webcam Note, is what you'll see on Windows PC.
| | 02:06 | And as long as your cameras connected
and turned on, you'll see the image, you
| | 02:10 | click Set, and you've created a new
note from that image, and then you can put
| | 02:14 | it wherever you want in any notebook.
| | 02:15 | Now you can also do that
inside of existing notes.
| | 02:19 | For example, if we create a New Note and
we title that note, how about Contact Person.
| | 02:25 | Down below, when we click in the
empty area, there are some buttons on the
| | 02:30 | toolbar for recording
audio and taking snapshots.
| | 02:33 | If we click Take Snapshot, we're
going to see the same camera screen, click
| | 02:37 | Set, and we have what we need, or of course, we
could go up to the File menu to do that as well.
| | 02:43 | Now if you already have the
image you can simply drag it in here.
| | 02:47 | For example, in the exercise
files we have a BusinessCard.
| | 02:51 | Now if you take the business card and
you drag it over to the User Conference
| | 02:54 | notebook on the far left, a new note
is created from that business card.
| | 02:58 | But because we already have the note,
we can go inside the note, let go, and
| | 03:02 | it's added to the note
itself called Contact Person.
| | 03:06 | Now we can just get exercise files out of
the way and continue working with our content.
| | 03:11 | So let's just click anywhere outside
the note so it's no longer selected.
| | 03:15 | We can also add audio.
| | 03:17 | We can create audio notes by going to
File > New Audio Note, or you can add
| | 03:22 | audio to an existing note,
just like we did with the picture.
| | 03:26 | So we'll click inside our Contact
Person note and add some additional audio.
| | 03:32 | By clicking the microphone icon on the
Formatting toolbar, you'll see a Record button.
| | 03:36 | This turns into a Save
button once we start recording.
| | 03:40 | We can adjust the volume, there is a
slider, and it'll keep track of the length
| | 03:45 | of your audio note which is going to be
a WAV file, and if you didn't really want
| | 03:50 | to record anything, clicking
Cancel closes up this area of the note.
| | 03:53 | But we do want to record
something short and sweet.
| | 03:56 | I'm going to click Record; meet Toby on
day one of the conference in the hotel lobby.
| | 04:03 | I click Save and I'd save my note
right there where my cursor is flashing at
| | 04:07 | the top of the note.
| | 04:08 | So this little image of my WAV file
will appear inside the note anytime I need
| | 04:14 | it, clicking the Play button displays
my Play button so I can play it back,
| | 04:18 | Male Speaker: Meet Toby on day one of the
conference in the hotel lobby.
| | 04:23 | When I'm done I can click the Done
button, it closes up that area of the note,
| | 04:27 | but I always have this little thumbnail
representation of my audio note, my wav file.
| | 04:32 | Hovering over it shows me some
additional info like when it was updated.
| | 04:36 | You can also see the size of this file,
keeping track of the size of your entire
| | 04:41 | note, and there it is,
alongside an image of the BusinessCard.
| | 04:45 | So adding different types of
multimedia files is something that is very
| | 04:49 | handy here in Evernote.
| | 04:50 | It allows you to record all
different kinds of information.
| | 04:53 | If we want to add some text to this,
for example, right after our audio note we
| | 04:57 | could type in, Toby Malina is our
contact person for the entire conference.
| | 05:06 | There we go, a combination
of audio, text and imagery.
| | Collapse this transcript |
| Clipping web content to a note| 00:01 | When you're browsing the Internet,
occasionally you'll come across information
| | 00:04 | you'd like to keep, and because you have
Evernote you can keep it there, so it's
| | 00:08 | always at your fingertips.
| | 00:09 | But with Evernote, there's something
called the Web Clipper that allows you
| | 00:12 | some additional options aside from just
capturing a screen, like we did in the previous lessons.
| | 00:17 | So let's talk about that now.
| | 00:18 | The first thing you'll need to do is
to make sure you have the extension
| | 00:21 | installed in Safari, or the plug-in in
other browsers like Internet Explorer,
| | 00:25 | and we do that by going to the
Evernote homepage here, clicking Products, and
| | 00:30 | you'll see next to the button we
used to install Evernote is a button for
| | 00:33 | getting the Web Clipper.
| | 00:34 | This means installing the extension
in Safari or the plug-in in Internet
| | 00:39 | Explorer and other browsers.
| | 00:41 | So we'll click that button, and for
me on the Mac, you can see it goes My
| | 00:44 | Downloads, here in the top right-hand corner.
| | 00:47 | When I click that, I'm
going see what I've downloaded.
| | 00:49 | Now all I have to do is double-click that,
click the Install button, and it's installed.
| | 00:54 | How do I know?
| | 00:55 | Well first of all, if you look at the
toolbar, there is new button appearing.
| | 00:59 | For me is next to the Home button
here on the left-hand side, that's my Web
| | 01:02 | Clipper representing Evernote.
| | 01:03 | Also if we go up to our Preferences
by clicking Safari and Preferences, in
| | 01:08 | Internet Explorer, you can go to your
Tools and Options there as well to see the
| | 01:12 | plug-in or extension here, in Safari,
where it is enabled, and if I want to
| | 01:17 | uninstall it, I have that option as well.
| | 01:20 | So we have it, now all I have to do
is capture the content we want to keep.
| | 01:24 | Let's say, we go to be Noteworthy Blog
and we start reading about some other
| | 01:27 | things here, in Evernote
like for example, Did You Know:
| | 01:30 | Related Notes in Evernote Food And Evernote
Hello Make Powerful Associations. I didn't know that.
| | 01:35 | So we click the link and
now we are reading an article.
| | 01:38 | So there's lots of
information here on the pages.
| | 01:41 | There's the entire page itself, there
is the article, there is a selection, for
| | 01:44 | example, if we were to click down below
and select some content, these are all
| | 01:48 | things that can be captured.
| | 01:49 | So if we go up to our button and we
click it, you're going to see some options
| | 01:54 | here like where is it going to go.
| | 01:55 | First of all, the default notebook,
for me, the Inbox, is selected or
| | 01:59 | highlighted, but we can change that
to another notebook if we wanted to.
| | 02:03 | And then we have some clip options.
| | 02:04 | Clip selection is the default here
because I've selected some text, but if
| | 02:08 | we click the dropdown, we can clip
the entire article, or the full-page, or
| | 02:12 | just the URL, if we want to store that
and then go to that page whenever we want it.
| | 02:17 | In this case, I am going to choose
Clip Article and you can see more gets
| | 02:20 | highlighted down below.
| | 02:22 | I'm ready now to click the Clip
Article button, and temporally I see a number
| | 02:26 | over my button indicating that one
note is being added to that notebook.
| | 02:31 | And if I'm to switch over to Evernote now,
and go to my Inbox, you might not see it yet.
| | 02:36 | Until a synchronization
happens, it does not appear.
| | 02:39 | You could go to your
online account and see it there.
| | 02:41 | But if we click the Sync button, it
will sync up everything, our new note
| | 02:44 | appears, and we see all the
information that we need from that article.
| | 02:48 | Very cool stuff. Very easy to get.
| | 02:51 | If we flip back to our browser and we
see something else that we want to get,
| | 02:55 | for example, we'll just go back a screen.
| | 02:57 | Another option is just to right-click.
| | 02:59 | So if go down into this article and right
-click, you'll see some options now, if
| | 03:03 | you have the extension or plug-in
installed, for clipping selections, full-pages
| | 03:07 | URLs, it's all there, because we have
installed, in this case in Safari, the
| | 03:11 | appropriate extension.
| | 03:13 | So it's just a faster, better way to get
information from your browser into your
| | 03:17 | Evernote notes, where you'll
always have it at your finger tips.
| | Collapse this transcript |
| Merging multiple notes into one| 00:00 | Sometimes when you're looking at a
notebook in Evernote, you realize there're a
| | 00:04 | lot of notes in there.
| | 00:05 | They're starting to pile up, and
maybe some of those notes could be merged
| | 00:08 | together into a single note to tidy things up.
| | 00:11 | That's what we're going to talk about right now.
| | 00:13 | If you've been following along,
you've been creating several notes, getting
| | 00:16 | content from several different sources,
and here in our User Conference 2012
| | 00:20 | notebook, we do have a number of notes.
| | 00:22 | And it's not a lot, but I am going to
show you how to merge notes, and if you
| | 00:27 | don't like the end-result,
how to get the originals back.
| | 00:30 | So now what we're going to do is take
a few different notes and select them.
| | 00:33 | You can use your Shift key to
select a group of notes, or you could use
| | 00:37 | your Command key here on the Mac just to
select notes that are not next to each other.
| | 00:41 | I am going take three notes, my Event
Poster, hold down Shift and click the last
| | 00:46 | one to select all three of these notes.
| | 00:48 | Now it's just a matter of
merging them together into one.
| | 00:52 | To do that, there're several different options.
| | 00:54 | We can go up to the Note menu,
where you'll Merge Notes.
| | 00:57 | There is a keyboard shortcut, Shift+
Command+M, or you can right-click any one of
| | 01:01 | the selected notes and you'll see
Merge Notes from there. That's a Ctrl+Click
| | 01:05 | with a single button mouse. So let's do it.
| | 01:08 | We'll click Merge Notes.
| | 01:09 | It doesn't take very long
before they're all merged together.
| | 01:11 | You can see my Event Poster, which was
the first note, appears on top, and as I
| | 01:15 | scroll through the note, I get to my
Hotel Info, and then a little further down,
| | 01:20 | there's my To Do List, all
combined or merged into one.
| | 01:23 | But I want you to see what happen over
here in the left-hand side, in the Trash,
| | 01:27 | I now have three notes.
| | 01:29 | Click the Trash icon, it's
the three notes that I merged.
| | 01:32 | So they are still there as separate entities.
| | 01:34 | If I want to get that back to
the way it was, that's how I do it.
| | 01:37 | You'll notice, you can't
undo the merge by clicking Edit.
| | 01:40 | Undo isn't even available to us.
| | 01:42 | So all we're going to do is take all
three of these notes and bring them back.
| | 01:45 | Again, we can hold down Shift and
click the last one after we've clicked the
| | 01:49 | first one and then just drag them
back to our User Conference notebook.
| | 01:53 | And when we let go and click the User
Conference notebook, they're all back.
| | 01:57 | We still have our merged one here as well.
| | 01:59 | So if we want to keep it, we could.
| | 02:01 | Otherwise we could click, hit the
Delete key on your keyboard to remove it.
| | 02:05 | It goes to the Trash and we're back
where we started with our separate notes.
| | 02:09 | So just keep that in mind, if you would
feel like the notes are starting to pile
| | 02:13 | up, it's looking disorganized.
| | 02:14 | If there are notes with related
content that could be merged together,
| | 02:18 | that's how it's done.
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| Creating a note from an email| 00:00 | When you decide to sign up with Evernote,
whether it be to get the free version
| | 00:04 | or the premium, you are given your
own unique Evernote email address.
| | 00:08 | And what this means is, you can send
any content you find, wherever it may be,
| | 00:13 | to that email address, and you'll
automatically create a new note in your default notebook.
| | 00:18 | That way you'll always have at your fingertips.
| | 00:20 | Well a typical scenario of course is
when you receive an email to simply
| | 00:24 | forward it on to your Evernote
email address to have that content.
| | 00:29 | Let's go through it now.
| | 00:30 | I'm using Google mail, you may have
your own email application. All you need to
| | 00:34 | do is find a message that
you want to experiment with.
| | 00:37 | I'm going to send this Travel
Itinerary to my Evernote email.
| | 00:42 | Well to do that, I find the Forward
button, and when I click Forward, I'd now
| | 00:47 | have to enter the address
it's going to be sent to.
| | 00:50 | In this case, it's my
Evernote email. So we enter that.
| | 00:54 | Down below, you'll see the subject
is going to be the same subject as
| | 00:57 | the original email.
| | 00:58 | Here is where we can get fancy.
| | 01:01 | If you wanted to send it to a specific
notebook other than your default, you can
| | 01:05 | add additional information after the subject.
| | 01:08 | So the subject must come first, and
then if you want it to go to a specific
| | 01:11 | notebook, use the @ sign and then
type in the name of the notebook.
| | 01:15 | Maybe I want this to go to my Temp notebook.
| | 01:18 | So you have to have an existing
notebook, it won't create a new one for you.
| | 01:21 | I will type in @Temp for me, you can
choose any notebook you would like.
| | 01:25 | Another thing you can do after the
notebook name, and again it has to be in this
| | 01:30 | order, is to include tags. So it
automatically gets tagged when it's going in
| | 01:34 | with existing tags you already have.
| | 01:37 | Now this deals with the User Conference.
| | 01:38 | So to add tags, we just use the
number sign and then the name of that tag.
| | 01:44 | I am going to type in User Conference.
| | 01:46 | And if you wanted additional tags, you
could continue with another number sign
| | 01:50 | another tag name and so on.
| | 01:52 | But that's all I'm going to add.
| | 01:54 | Down below is the body of my message.
| | 01:56 | I can take out portions of this that
I really don't need, just click and
| | 01:59 | drag and delete them.
| | 02:01 | You could add additional information
here that you want stored, but when
| | 02:04 | you're done, all you're going to do is
click Send, and it will be sent to your
| | 02:08 | Evernote email address.
| | 02:10 | Now if you hadn't used any of those
shortcuts for choosing a notebook name,
| | 02:15 | it'll automatically go to
your default notebook.
| | 02:17 | Let's switch over to Evernote now.
| | 02:20 | My default notebook is my Inbox.
| | 02:22 | Now I don't see anything in the Inbox
that looks like my Travel Itinerary.
| | 02:26 | You may need to sync up your notebook.
| | 02:29 | You won't see new notes being
added until the sync has happened.
| | 02:33 | Now for me, I decided to
send mine to my Temp notebook.
| | 02:37 | If I go there, it's still not there;
| | 02:39 | it may take few minutes.
| | 02:41 | You can continue to sync
up and there it. All right!
| | 02:45 | There is as my Travel Itinerary, there
is information from the original email.
| | 02:48 | Notice that it's tagged
with the User Conference tag.
| | 02:52 | So that happened automatically and
it did go to the appropriate notebook.
| | 02:56 | So I can use my tags now to find
information, like User Conference notes, when I
| | 03:01 | clicked this tag, there is only one in
this particular notebook, but think of
| | 03:05 | how fast it would be to find my
itinerary if I had all of my notebooks open
| | 03:09 | here, I had no clue where it went, just
click the User Conference tag, there it
| | 03:13 | is right at the top.
| | 03:14 | So that's how you send content to
your Evernote email address, something
| | 03:19 | everybody gets when they sign up for Evernote.
| | 03:23 | Of course, sending content to your
Evernote email also works from your mobile
| | 03:27 | device, like a smartphone for example.
| | 03:29 | But here's something you might want to do
to save yourself some time down the road.
| | 03:33 | Why not add your Evernote
email address to your contacts?
| | 03:38 | On your mobile device tap Settings.
| | 03:41 | Next, pan down to the
Evernote email address and tap it.
| | 03:47 | Now this not only displays your
Evernote email address, but it also gives you
| | 03:50 | the option to add it to your contacts.
| | 03:53 | And since the Evernote email address
is somewhat lengthy and potentially
| | 03:57 | difficult to remember,
this is an excellent option.
| | 04:00 | So we tap Add to Contacts, and as you
can see, the default contact name is going
| | 04:06 | to be Evernote Upload.
| | 04:08 | Now that can be edited and it is what
you'll forward your messages to when you
| | 04:13 | want to capture email to Evernote.
| | 04:15 | Just add all the info you want
to add, if any, and tap Done.
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|
|
4. Tagging, Searching, and Filtering ContentCreating new tags for a note| 00:00 | So far we've been adding all kinds of
content to all kinds of notes in various
| | 00:05 | notebooks, and as you can imagine over
time, your Evernote notebooks will become
| | 00:09 | stuffed with all kinds of content.
| | 00:10 | So it's time to talk about tagging.
And the purpose of tagging anything in
| | 00:15 | life is to add descriptive words or
phrases that will help you to search for a
| | 00:19 | group of items later on.
| | 00:20 | Well Evernote tagging is really no different.
| | 00:22 | Making it a regular habit can save you
tons of time down the road when you need
| | 00:26 | to retrieve some of that content.
| | 00:27 | So let's start by going over to the
left-hand side of our screen where we do
| | 00:31 | see a Tags section.
| | 00:32 | You may need to click this
little triangle to expand it.
| | 00:35 | You can also adjust the height of this
section by clicking and dragging the separator.
| | 00:40 | Right now though, as you can
see, brand new, we have no tags.
| | 00:43 | Tags can be created on specific notes.
| | 00:46 | They can be created here in the
Tags section and dragged to notes.
| | 00:49 | It's up to you how you do it, but we
are going to look at both methods now.
| | 00:53 | We are also going to talk about the
types of tags you should be using.
| | 00:56 | There are certain tags that should be
applied to almost every note here in
| | 00:59 | Evernote, for example, one with
regard to the general subject.
| | 01:02 | The subject of a note is a
great example of good tag material.
| | 01:07 | If we create a note out of a business
card here like we did for Toby Malina,
| | 01:11 | well obviously we are
talking about business cards.
| | 01:14 | So this should be our first tag.
| | 01:15 | To create it, we can go right to the
note's header up here, next to the name of
| | 01:19 | a notebook, where it says click to add
tags, we click there and just type in
| | 01:22 | the name of the tag.
| | 01:23 | I am going to call it Business Card.
| | 01:25 | Notice I am keeping it singular,
I am not typing business cards.
| | 01:29 | You should go one way or
the other, but not combined.
| | 01:32 | So we shouldn't have tags called
business card and others called business cards.
| | 01:35 | That can wreak havoc later on.
| | 01:37 | I am going to stay with the
singular version of business card.
| | 01:40 | Hit Enter on my keyboard or Return, and
I have created a new tag that's right
| | 01:44 | up here as part of my note, and you will notice
on the left-hand side, we also see the tag there.
| | 01:49 | So now it could be applied to other
business cards if we wanted to. All right,
| | 01:53 | let's try another one for specific
subjects. And continuing with our business
| | 01:57 | card example, we'd also tag this one
with the business name, because it's
| | 02:02 | contained right there in the note.
| | 02:03 | So let's type in MacDaddy and press Enter.
| | 02:08 | A new tag appears over here on the left,
it also appears at the very top in our
| | 02:11 | header section of our note. All right,
| | 02:14 | let's try creating tag a different way.
| | 02:16 | We'll go over here into the Tags
section and right-click. You can Ctrl+Click on
| | 02:20 | the Mac with a single-button mouse, and
you'll see a pop-up menu with New Tag.
| | 02:25 | Now when we create new tags this way
they're not actually tagged to any notes,
| | 02:28 | we have to do that after the fact,
| | 02:30 | when we fill in the Tag Name field,
that appears at the top of the screen.
| | 02:33 | How about tagging with a source?
| | 02:35 | If we grab this business card from
Toby Malina, we might want to include that
| | 02:40 | as a tag; Toby Malina or just Toby for example,
if we're on a first name basis with this person.
| | 02:46 | If we grab it from another contact,
we might tag it with their name.
| | 02:49 | So I am going to type in Toby Malina.
| | 02:52 | When we click Create, we have actually
created the tag, we see it over here on
| | 02:55 | the left, but we do not see it up here
as part of this particular note, because
| | 03:00 | we haven't tagged it yet.
| | 03:01 | To do that, we can simply click and
drag the tag Toby Malina over to the note
| | 03:06 | itself and let go and now
it appears up at the top.
| | 03:08 | Let's talk about another one you should
probably be using if it's related to a project.
| | 03:13 | So if, for example, our business card
here is part of our User Conference 2012
| | 03:17 | project, we might want to tag it with that too.
| | 03:20 | I am going to click over here
next to Toby Malina and type in User
| | 03:24 | Conference and press Enter.
| | 03:26 | Now any of the notes that deal with our
User Conference, I can tag those as well
| | 03:31 | to get them all grouped
together when I need them.
| | 03:33 | And let's talk about one
last one, people and places.
| | 03:36 | If the note references any people or
places that you might consider interesting,
| | 03:40 | tag the note with those as well.
| | 03:42 | For example, we do have a place here
called elfelf.com, something we might want
| | 03:47 | to add as a tag. We'll add it right to the
note up here by typing it all in just the
| | 03:51 | way we see it on the card elfelf in
lowercase, press Enter, and that becomes
| | 03:55 | another tag that appears
over here on the left-hand side.
| | 03:58 | Now things aren't automatically updated.
| | 04:00 | You can see the numbers maybe aren't
right, elfelf doesn't have any numbers yet,
| | 04:04 | User Conference is still showing zero,
but watch what happens when we start to
| | 04:07 | drag these tags to some of our other
notes. For example, the To Do List has to do
| | 04:12 | with our User Conference, so
we'll drag that up there and let go.
| | 04:15 | Now it too appears next to User Conference.
| | 04:18 | On the To Do List, there might be
items that involved some of the other
| | 04:22 | tags here like elfelf.
| | 04:23 | Let's drag it over to our To Do List.
| | 04:26 | Then we realize, well maybe that's an
inappropriate tag, so we'll click the To
| | 04:30 | Do List note, we see them up here,
and we want to take out the elfelf tag.
| | 04:34 | So we just click it once to select
it and we can hit our Backspace or our
| | 04:38 | Delete key to take it out, gone, just like that.
And eventually, we'll see that number updated.
| | 04:43 | All right, if we want to drag a tag to any other
of our notes, we could do that as well.
| | 04:48 | Let's try Toby Malina here.
| | 04:50 | She was our contact at the hotel.
We'll drag it over to Hotel Info, click
| | 04:54 | that, now we see her name up there
at the top, and here is where it gets
| | 04:58 | really interesting.
| | 04:59 | Once we've got our tags created and
we've started adding them to the various
| | 05:03 | notes, we can manipulate those as well.
| | 05:05 | Here in the Tags section, we'll go
to an empty area and right-click or
| | 05:09 | Ctrl+Click with your one button
mouse, and you'll see some options here.
| | 05:13 | Now we haven't actually selected any
of the specific tags, so nothing is
| | 05:17 | available to us as far as renaming,
deleting, removing, but if we go to, for
| | 05:22 | example, elfelf here and right-click it,
you can see now we are able to rename
| | 05:27 | that if we wanted to, maybe
it should have capital Es.
| | 05:30 | So it's highlighted and I can take
out the small es and replace them with
| | 05:34 | uppercase Es and press Return.
| | 05:37 | Now they all appear that way in every
one of the notes where that tag exists.
| | 05:42 | How about going to MacDaddy, right-
clicking, and if didn't want that one any
| | 05:47 | longer, we could delete it.
| | 05:48 | Now deleting a tag does display a
warning message that we can't undo this.
| | 05:52 | It will be removed from all the notes,
so we'll cancel that and keep it.
| | 05:56 | And the other thing we can do by right-
clicking a tag is remove it from all of our notes.
| | 06:01 | So in this case maybe we want to remove
the Business Card tag from every single note.
| | 06:06 | We can remove the tag from
all notes by selecting it.
| | 06:09 | Another option here, Hiding Unassigned
Tags, so if tags have been created, but
| | 06:13 | they're not actually assigned to any
notes, we can hide them from the list just
| | 06:16 | to keep things organized.
| | 06:17 | You also choose how we sort these tags
by Name or by the Note Count. All right,
| | 06:22 | so we have got all these
tags in here, what's the point?
| | 06:25 | The point is filtering and finding
content and we are going to explore
| | 06:28 | that next.
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| Filtering notes with tags| 00:00 | Once you have created a number of
tags and you've tagged specific notes and
| | 00:04 | various notebooks with those
tags, the work is really done.
| | 00:08 | Now comes the fruits of those
labors and that is locating content and
| | 00:13 | grouping it together.
| | 00:14 | For example, we've added a number of
different tags to different notes. Let's
| | 00:18 | say we wanted to find
everything related to Toby Malina.
| | 00:21 | We just go over to the Tags section
on the left-hand side, click the tag
| | 00:25 | name, and we're going to see all of those
notes related to this tag in the selected notebook.
| | 00:30 | So for example, with User Conference
2012, I click Toby Malina, there're two
| | 00:34 | of them right there.
| | 00:35 | Now if there are other notes in other
notebooks. I can just go up to the top
| | 00:39 | here and click All Notebooks, go back
to Toby Malina, I might see a different
| | 00:43 | list, because now it's
searching through all of my notebooks.
| | 00:45 | If I go to Business Card, for example,
I am going to find anything that's been
| | 00:50 | tagged as a Business Card.
| | 00:51 | You have a number of business cards
that you've scanned or taken pictures of,
| | 00:54 | they all appear on a single list
together as a great way to filter out what you
| | 00:59 | don't need and to get you
exactly what you do need.
| | 01:03 | Now let's say we create a brand new
tag for a couple of notes that are in
| | 01:06 | different notebooks.
| | 01:07 | For example, if we go over to our Inbox.
| | 01:10 | If you're following along with me where
we copied something called Evernote Food.
| | 01:14 | Well maybe a tag here, that
would be appropriate, would be food.
| | 01:17 | It's a new tag, so when type in Food
and press Enter a new tag is created.
| | 01:22 | Now let's say we go over to our other
notebook, our Personal notebook that we
| | 01:26 | created quite a while
ago with our Shopping List.
| | 01:28 | Well that deserves the Food tag as well.
| | 01:31 | We can drag the Food tag to it or
we can drag the note to the Food tag.
| | 01:34 | It's up to you how you do
it, and once it's tagged,
| | 01:37 | now we can locate all of our Food
notes if we want them all, by going to All
| | 01:42 | Notebooks and clicking Food, just like that.
| | 01:45 | So as you can see, over time when
you start to accumulate a number of
| | 01:48 | different notebooks with a number of
different notes, and that content begins to
| | 01:53 | grow, being able to filter it down and
group together the pieces of content that
| | 01:57 | you need at your fingertips, will
become very fast and easy, thanks to tagging.
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| Finding text inside notes| 00:00 | Well we're now at the point where we
start to realize the real beauty and power
| | 00:05 | of Evernote, and we're going
to talk about finding stuff.
| | 00:07 | So far we've been adding notebooks and notes,
and gathering content from different sources.
| | 00:13 | When it's time to find what you're
looking for, here is where Evernote steps up.
| | 00:17 | Let's start by just looking for some basic text.
| | 00:20 | It could be in any of our notebooks,
so it really doesn't matter what
| | 00:23 | you're looking at here.
| | 00:24 | Let's go to the left-hand side
and just click All Notebooks.
| | 00:27 | There is a Search field up at
the very top right-hand corner.
| | 00:31 | So in here, when we type whatever it
is we're looking for, we'll be searching
| | 00:34 | through every notebook and every note.
| | 00:36 | Let's say we're looking for cancellation
policy for our hotel, we would start to type in cancel.
| | 00:41 | As we do this, you can see the number of
notes is narrowed down in the Notes List.
| | 00:45 | There is only one, the Hotel Info, and
inside that note, you'll see the word
| | 00:50 | Cancel, or what we've typed
so far highlighted.
| | 00:52 | And sure enough, that's what we want.
| | 00:54 | So all we've is close up the search by
clicking the Close button and we are left
| | 00:59 | with the note containing our
cancellation policy. How fast is that?
| | 01:03 | Now let's say we want to search
within a note, we can do that too.
| | 01:07 | So in this note, which is a fairly lengthy note,
we might be is looking for the child policy.
| | 01:11 | Well in that case, we could do
the same thing or we could choose to
| | 01:14 | search within a note.
| | 01:15 | And in that case, if you go to the Edit
menu, you'll see a number of Find options.
| | 01:19 | When we go down to Find, we can
Find Within Note, notice the shortcut
| | 01:23 | Command+F. So when we click that,
we get an extra search field.
| | 01:27 | Now whatever we type in here, we're only
going to be searching within this note.
| | 01:31 | So we'll type in the word child for example.
| | 01:32 | You can see it takes us right down to
the bottom of the note where we do see the
| | 01:36 | child policy for this hotel.
| | 01:39 | Notice that there are two matches and
there are buttons to move from one to the next.
| | 01:42 | When we're done, we click Done, and
we're back to just looking at our note.
| | 01:47 | So you can see how fast that is.
| | 01:48 | Also, if you're a premium user and
you're paying that monthly or annual fee to
| | 01:53 | have the premium edition of Evernote,
you'll be able to search within
| | 01:56 | your PDFs, as well.
| | 01:58 | So that's just simple text, but the
real beauty, again, of Evernote is the
| | 02:02 | ability to find anything anywhere.
| | 02:04 | So in the next lesson, we'll talk
about finding content inside images.
| | Collapse this transcript |
| Finding text inside images| 00:00 | One of my favorite features of Evernote
is its ability to find text inside images.
| | 00:05 | It's called OCR or Optical Character
Recognition. And to find text that's
| | 00:11 | inside an image, maybe it's a picture
you took, maybe it's a screenshot, maybe
| | 00:15 | it's just a JPEG you've imported, all you do is
perform a search like you normally would.
| | 00:21 | As we did in the previous lesson, for example.
| | 00:23 | On the Mac, we go to the Search field
in the top right corner and start typing
| | 00:27 | in what it is you're looking for.
| | 00:29 | Let's say we are looking for
information on our contact person Toby Malina.
| | 00:32 | We'll just type in Toby, and
you can see what happens here,
| | 00:35 | it narrows down the list. We only have
a couple of notes containing Toby, and
| | 00:40 | over here at the top is some
text that's highlighted in our note.
| | 00:43 | But you'll notice that the business
card that we took a snapshot of, also
| | 00:47 | contains the word Toby and
it's highlighted there as well.
| | 00:51 | Now what about this handwritten text,
what if we just close up this search and
| | 00:56 | we type in the letters that we see
there or maybe 2011, for example.
| | 01:00 | All we have do is type 20 and
already 2011 is highlighted and this is
| | 01:04 | handwritten text that Evernote
is recognizing inside an image.
| | 01:09 | What a powerful feature.
| | 01:11 | So really, if you're looking for
something, don't worry about whether it's a
| | 01:15 | text note, whether it's an image, a
screenshot, a photo, you'll be able to find
| | 01:19 | text if it's in there, thanks to
OCR or Optical Character Recognition.
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| Using advanced search options| 00:00 | When performing searches here in
Evernote, there are some advanced options you
| | 00:04 | should know about, like operators for
narrowing down your searches, as well as
| | 00:08 | the ability to save them.
| | 00:09 | We're going to look at both of
those, starting with some operators.
| | 00:12 | There is one called Any.
| | 00:13 | When you type in any, a colon and
then the text that you're searching for,
| | 00:17 | you're actually going to be changing it
from an And type search to, an Or type
| | 00:21 | search. Using the example of food and
hotel, type those in without the operator,
| | 00:26 | and you're going to find all the notes
containing both food and hotel in them.
| | 00:29 | But if you want to find notes that
contain either food or hotel, you just type
| | 00:33 | in any a colon before your search criteria.
| | 00:36 | You can also search inside tags as
opposed to searching inside notes.
| | 00:40 | By using the Tag Operator in front of
what you're looking for, you're going to
| | 00:43 | find the contents inside a
tag as opposed to inside a note.
| | 00:47 | If you want to find notes that were not
tagged with what you're searching for,
| | 00:51 | use a minus sign in front of that
operator, and infact the minus sign will work
| | 00:55 | in front of most operators
to create an opposite search.
| | 00:59 | Sometimes your tags have
more than one word with spaces.
| | 01:02 | Just put them in between double
quotes and you'll be able to search
| | 01:05 | for multi-word tags.
| | 01:06 | You can also use the operator
notebook and a colon to search inside a
| | 01:10 | specified notebook.
| | 01:12 | In this case, you wouldn't be searching
through all your notebooks, just the one
| | 01:15 | you specify after the colon, and just
so you know, it has to be the very first
| | 01:19 | operator and only one can be used at a time.
| | 01:22 | Then you would add additional
operators if you wanted to, plus what
| | 01:26 | you're looking for.
| | 01:27 | Others include in title, so just like
the operator sounds, you'll be searching
| | 01:32 | inside note titles only, as
opposed to their contents.
| | 01:35 | You can also use one called created.
| | 01:37 | So if you're looking for notes
created, since a certain date, you type in
| | 01:41 | created, a colon, and then a number of
digits. 4 digits for the year, 2 for the
| | 01:46 | month, 2 for the day, and that way
you're going to be searching for notes
| | 01:49 | created since that specified date, on or after.
| | 01:53 | You can also use other options after the
created operator, like day-1 would allow
| | 01:58 | you to search for notes created in the last day.
| | 02:01 | Notes created in the last month would be
-1, in the last 2 months, -2, and so on.
| | 02:06 | You can also use the operator updated
in place of created to find notes that
| | 02:10 | have been updated since a certain date.
| | 02:13 | And another one that might
be very useful is resource.
| | 02:16 | If you're looking for notes containing
certain types of resources, like audio
| | 02:20 | or images, you can type in resource,
a colon and then if it's an image for
| | 02:24 | example, you would use a slash in the
type of image JPEG, maybe it's GIF file,
| | 02:28 | or if it's any image, you can use the wildcard
asterisk. Same thing for audio, for example.
| | 02:35 | So these are just a few of the
operators you have at your disposal.
| | 02:38 | Let's try some of them out, and then we'll
try saving our searches in Evernote as well.
| | 02:43 | Let's start with the any operator.
| | 02:45 | With All Notebooks selected, and you
may have different contents, so you can
| | 02:48 | search for content you know exists.
| | 02:51 | We'll go to the Search field,
and type in what we're looking for.
| | 02:53 | I will start without the any operator,
for looking for example California and
| | 02:59 | maybe we're also looking for food.
| | 03:02 | You'll notice that all of a
sudden we're down to no notes.
| | 03:05 | Well if we go in front of the word
California, and at the operator any, a
| | 03:09 | colon and leave a space, all of a sudden
you can see we are back up to four notes here.
| | 03:13 | So these are notes that contained
either California or food, as opposed to both
| | 03:18 | California and food.
| | 03:20 | So that's an example of how
the any operator could be used.
| | 03:23 | Let's close that up and we'll try another one.
| | 03:25 | How about the notes that were
created since a certain date?
| | 03:28 | Well we would type in created, a colon,
and then we'll put in the exact date
| | 03:34 | that we want, by starting
with the year, 4 digits.
| | 03:37 | I'm going to type in 2012, then the month,
I'm going to type in 02 for February,
| | 03:42 | and then the day, I'm going to type in 28.
| | 03:44 | Now as soon as I get to the 8, you can
see there's only one note that was created
| | 03:48 | since the 28th of February.
| | 03:50 | Well let's take out the date and
try another option, like day-1.
| | 03:56 | Well there's the notes
created in the last day for me.
| | 03:58 | How about in the last couple of days?
| | 04:00 | We will change the 1 to
a 2, and even more notes.
| | 04:03 | How about in the last month?
| | 04:04 | Well we'll change it to created, colon,
we'll type in month-1, and we'll see all
| | 04:10 | of the notes created in the last month.
| | 04:12 | Just another option when it
comes to narrowing down your search.
| | 04:15 | Let's try another one now.
| | 04:17 | How about resources?
| | 04:18 | Let's say we want to find
all the notes containing audio.
| | 04:21 | Well in that case we type in the
operator resource and a colon and it's
| | 04:25 | audio we're looking for.
| | 04:26 | So we'll type in audio, then we need a slash,
and the type of audio we're looking for.
| | 04:32 | If it's wave, we would type
in WAV, there is one there.
| | 04:35 | If it was MP3, we would type in MP3,
it doesn't look like we have any.
| | 04:40 | Or if you want to search for notes
containing any type of audio, just use the
| | 04:44 | wildcard asterisks and there we go,
we're back to one note containing audio, and
| | 04:48 | there it is right there.
| | 04:50 | Now let's say we want to
use this over and over again.
| | 04:52 | We can save this search.
| | 04:53 | Let's go up to the Edit menu, down
to Find, and you'll see Save Search.
| | 04:58 | When we click that, we
now get to give it a name.
| | 05:01 | I'm just going to type in Audio and
click OK, and now it's a save search that
| | 05:05 | appears on the left-hand side of my
screen, under the Save Searches section.
| | 05:10 | So you may need to adjust
the height of that to see it.
| | 05:13 | There it is. Anytime we need to run it
all we do is go there and click that.
| | 05:16 | So let's test it out.
| | 05:17 | Close up the search up here, now we're
looking again at all of our notebooks.
| | 05:21 | We want to find all of our notes with audio.
| | 05:23 | We click Audio and there it is, nice and fast.
| | 05:26 | That's a great way to save yourself
some time if you're searching for the same
| | 05:30 | content over and over again.
| | 05:33 | Just a few of the advanced options
you have when searching for content here
| | 05:36 | in Evernote.
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5. Sharing NotesSharing individual notes | 00:00 | One feature of Evernote that makes it
so attractive and powerful is its ability
| | 00:05 | to share content with others.
| | 00:07 | That content could be individual
notes, could be entire notebooks.
| | 00:11 | We're going to start by exploring how you
share your individual notes with others.
| | 00:15 | There are a number of different
methods and ways to do it as well.
| | 00:18 | For example, if we select a note, any
note will do, and go up to the Note menu,
| | 00:23 | and down to Share you'll see there
is a submenu. We can email the note.
| | 00:27 | Clicking that launches your default email
application. Notice that the subject is
| | 00:31 | the same as the title of your note.
| | 00:33 | And what you're going to be
doing is sending out the URL.
| | 00:36 | All you need to do is type in who
you're sending it to and send it off.
| | 00:40 | I'm going to close this up and cancel this.
| | 00:43 | And we're going to go to another
option now, and instead of going to the Note
| | 00:47 | menu let's just right-click or Ctrl+Click
on the Mac, the note that we want to
| | 00:52 | share, and you'll see from this pop-up
menu there is a Share menu and all those
| | 00:57 | same options appear here
including posting to Facebook and Twitter.
| | 01:02 | Both of these options will launch
your default browser, take you to your
| | 01:05 | account, and if you're logged
in all you have to do is share.
| | 01:09 | You don't have to type in any
information in most fields, it's entered for you.
| | 01:13 | It's the note information
that's shared and the URL.
| | 01:16 | Another option though is to Copy a
shared note URL to your clipboard. And what
| | 01:22 | this does is it of course shares
the note and makes it a shared note.
| | 01:26 | It also copies the URL to your
clipboard so you can paste it anywhere.
| | 01:30 | So you could paste it in an email
message if you wanted to, maybe it's an email
| | 01:34 | message you've already created and you
just want to add the URL to it. Could be
| | 01:38 | pasted into a document you give to people.
| | 01:41 | So let's go to this option, we'll
click Copy shared note URL to clipboard.
| | 01:46 | You can see it's busy;
| | 01:47 | all that's happen now is it became a
shared note and the URL is sitting in the
| | 01:51 | clipboard waiting for you to paste it.
| | 01:54 | The other thing that's happened if
you're in this particular view, here
| | 01:57 | you could see my default view that I've been
using since the beginning is the Snippet View.
| | 02:02 | Over here on the right-hand side where
we see our note content, we also have an
| | 02:06 | icon at the top
indicating that the Note is shared.
| | 02:09 | This is a menu that we can click, so
there are other ways here to access posting
| | 02:14 | to Facebook and Twitter, emailing and
copying the URL, but you'll also notice we
| | 02:18 | have the opportunity to open the URL in
a browser, that's how people are going
| | 02:22 | to view our content.
| | 02:24 | They don't need Evernote, if they
have the URL whether we'd sent it to them
| | 02:27 | in an email or they find it on Twitter
or Facebook, that's how they're going
| | 02:31 | to view the content.
| | 02:33 | We also have the ability to Stop Sharing
shared notes from here as well. That's one option.
| | 02:39 | The other option is to go to the Note
Settings, either from the Note menu or by
| | 02:43 | right-clicking, Ctrl+Clicking in note,
going down to Share and accessing Note
| | 02:48 | Settings from there.
| | 02:49 | Here's where you'll find the Stop
Sharing button, you'll also see the actual URL
| | 02:54 | and you can copy it to the
clipboard from here as well.
| | 02:58 | So let's see what it looks like and
how people are going to be dealing
| | 03:01 | our content, we'll go back to the shared
icon and we'll go down to open URL in browser.
| | 03:07 | This is going to launch my default browser;
| | 03:09 | you can see it is Safari.
| | 03:11 | And it just takes a moment for that
particular content to appear as an Evernote note.
| | 03:17 | It also gives people the
opportunity, if they like what they see,
| | 03:20 | to get Evernote right from here, they can
print it out, lots of different options
| | 03:24 | from your default browser.
| | 03:26 | So we'll just quit that and return to Evernote.
| | 03:30 | So that's sharing an individual note.
When you're ready to stop sharing, remember
| | 03:34 | you can always go to the icon or the
Note Settings to stop sharing a note.
| | 03:38 | You'll have to confirm that by clicking
Stop Sharing, and next we'll talk about
| | 03:42 | sharing entire notebooks.
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| Sharing notebooks via the Evernote web site| 00:00 | Well we now know in Evernote you have
the ability to share individual notes with
| | 00:04 | others, but you also have the
ability to share an entire notebook.
| | 00:08 | Maybe you're working on a project with a
group of people and all of these people
| | 00:12 | should have access to the content in
the notebook, maybe even have the ability
| | 00:16 | to update that content.
| | 00:18 | If you're a premium user,
you do have that ability.
| | 00:20 | So let's take a look at it now.
| | 00:23 | If you want to share a notebook you
have some options, you can right-click or
| | 00:26 | Ctrl+Click the notebook and choose
Sharing from there, or you can just click the
| | 00:31 | Shared tab here on the left-hand panel,
the same thing is going to happen.
| | 00:34 | You'll arrive at the Notebook Sharing section.
| | 00:37 | Now here's what you're going to see
a list of your notebooks and down the
| | 00:40 | right-hand side links to start sharing them.
| | 00:43 | You'll also see some
information about linking to notebooks.
| | 00:47 | Any public notebooks that are out there
that you know of, you can link to them,
| | 00:51 | and you can see there is a few examples
here of linked notebooks that we have
| | 00:55 | access to, or public notebooks.
| | 00:57 | So if you wanted to, down below, whenever
you visit a public notebook link it to
| | 01:01 | your account by clicking the Link to
my account option that will appear as a
| | 01:06 | button in your account.
| | 01:07 | But we're going to concentrate on
sharing our existing notebooks with others,
| | 01:11 | like our User Conference 2012, maybe
there's a few people working on this
| | 01:14 | project and we want to share the content.
| | 01:17 | When we click Start sharing, we then
see a second screen, and we can go back
| | 01:21 | to the previous screen using the arrow that
appears on the left, but we have two options.
| | 01:26 | We can share this notebook with the
entire world, makes it a public notebook
| | 01:30 | that anyone can link to, or we can select the
individuals who will have access to this notebook.
| | 01:35 | Let's go there to the right-hand side.
| | 01:38 | Now just a matter of adding the
email invitations. So we type in the email
| | 01:42 | addresses of the people who will have
access to this notebook and then we can
| | 01:45 | choose what type of access; just to
view the contents, or if we're a premium
| | 01:50 | subscriber do we want them to be
able to modify this notebook as well.
| | 01:55 | So in the scenario where you're all working
on a project maybe that's the best option.
| | 01:59 | Now Additional security options do
appear down below. You could require people
| | 02:04 | to login to their Evernote accounts
to be able to access your notebook, and
| | 02:08 | that is a default check.
| | 02:10 | You can turn that off and then
there's an optional message that can be
| | 02:13 | added here as well.
| | 02:15 | So for example, if we're going to be
sharing this with a group of people working
| | 02:18 | on the project, we might want
to say, Welcome to the project.
| | 02:25 | You now have full access to this notebook.
| | 02:31 | So who do we want to invite? Well we
can just simply type in a name here, maybe
| | 02:35 | Toby Malina our contact
person should have access to this.
| | 02:39 | So we'll type in toby@elfelf.com, she'll
receive an email, she'll receive a link
| | 02:48 | that allow her to access the notebook,
and then from there on she'll have full
| | 02:53 | access until I stop sharing.
| | 02:55 | So as we scroll down towards the bottom
of the screen we have an Invite button
| | 02:59 | that allows us to send out that
invitation inviting people you can see now.
| | 03:03 | We have an Access list, you
can see that they need to login.
| | 03:07 | And at anytime we can stop sharing
this notebook, add new people to the
| | 03:12 | notebook, send out reminders. We can
also remove people from the list using the
| | 03:18 | Remove option on the far right-hand side.
| | 03:20 | So that's all there is to sharing a notebook.
| | 03:23 | Let's say we're done sharing this, the
project is over, you go to the Stop sharing link.
| | 03:28 | You'll see a warning message that
you're about to stop sharing and individuals
| | 03:31 | will no longer be able to access the notebook.
| | 03:33 | If you're okay with that, you click
OK and we're back where we started.
| | 03:37 | So back we go to the previous screen,
we see a list of our notebooks, and none
| | 03:42 | of them are currently shared.
| | 03:43 | So that's how you share your
contents of a notebook, entire contents of a
| | 03:48 | notebook with other people.
| | 03:50 | Remember if you decide to go to the
public option that anyone and everyone who
| | 03:54 | has access to the Internet will
be able to access your notebook.
| | 03:58 | And in some cases people do this on
purpose as shown down the left-hand side
| | 04:02 | here by some of the
examples of public notebooks.
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| Linking to a shared notebook| 00:00 | When you share a notebook, a URL is
created that people can access to view the
| | 00:05 | contents of your notebook, and if you
give them access to make changes to your
| | 00:09 | notebook, they can do that too.
| | 00:11 | So let's see what it's like to
actually link to a shared notebook.
| | 00:15 | First of all we'll start by sharing one
of our own notebooks just to take a look
| | 00:18 | at how it's done over the web.
| | 00:21 | By clicking Start sharing with the world,
again you're going to see a public URL
| | 00:25 | that's going to be created.
| | 00:27 | When you click Submit it
becomes a public notebook.
| | 00:31 | Now we can click the link which will
launch our default browser and show us what
| | 00:35 | people are going to see when
we provide them with this link.
| | 00:38 | So it does launch your default browser,
there it is, you can see the different
| | 00:42 | notes in this particular notebook.
People can go through them, looking at them,
| | 00:46 | and here's the button that
allows you to link it to your account.
| | 00:50 | Now of course it's our own notebook, so
linking to our own account is not necessary.
| | 00:54 | But people who might be viewing this
can link it to their account and then they
| | 00:57 | have easy access to it from
the sharing section in Evernote.
| | 01:01 | So let's switch back now to Evernote.
| | 01:05 | And you'll notice that we're looking
at Shared Notebook Settings, we can go
| | 01:10 | back to the previous screen now and there
are some examples of notebooks we can link to.
| | 01:16 | You'll notice your notebook appears
with a different icon indicating that it is
| | 01:20 | shared and we can stop or modify
the sharing by clicking this link.
| | 01:23 | Let's do that and we'll stop
sharing, we'll click OK to the warning.
| | 01:29 | And now let's go back to that first
screen and link to some actual public
| | 01:34 | notebooks, like for example,
Epicurious Hamburger Recipes.
| | 01:39 | If we click that link and you'll
actually see now that it's going to appear in
| | 01:44 | our Shared Notebooks, if we click
the little triangle there it is.
| | 01:48 | Now if we click this we
might not see anything at first.
| | 01:51 | We do need to link to it, we can
synchronize to it and until we synchronize to
| | 01:56 | that notebook we're not going to see any notes.
| | 01:58 | So that's why you're going to see check
marks next to Sync this notebook to my computer.
| | 02:02 | You can set how often that's going to
happen, maybe only when you press the Sync
| | 02:07 | button, and by clicking Save, it's
actually going to sync right now and give you
| | 02:11 | access to any notes in there.
| | 02:13 | Without this checked off you
probably see nothing, so let's click Save.
| | 02:17 | And now depending on the content and
how much there is, it could take a while
| | 02:21 | for this to sync up and display the contents.
| | 02:24 | For us it's only going to take a
couple of seconds here before we start to
| | 02:28 | see notes appearing, and these are all the
recipes that are part of this public notebook.
| | 02:33 | Now it's just a matter of
clicking them to view them.
| | 02:37 | Notice that we're looking at Shared
Notebooks now and if we want to go back to
| | 02:41 | those settings we go to Manage
Sharing right at the top. That's where we
| | 02:45 | started, and there is the Epicurious
Hamburger Recipes notebook that's now
| | 02:50 | part of our account.
| | 02:51 | So it's linked here in the Shared section.
| | 02:53 | When we don't want this anymore all
we do is right-click or Ctrl+Click it,
| | 02:58 | delete the notebook, and then
confirm that by clicking Delete again.
| | 03:03 | Now if you wanted to get back to those
recipes, you would have to go through the
| | 03:06 | process of linking to the notebook again.
| | 03:09 | But for now we're back to no Shared
notebooks. Let's click the Account tab to
| | 03:13 | return to our own notebooks.
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| Protecting content with encryption| 00:00 | If you do plan on sharing your
notebooks or individual notes here in
| | 00:03 | Evernote with other people,
| | 00:05 | sometimes there's information in
those notes that you don't want to share.
| | 00:09 | Well in those cases you can
actually encrypt parts of the note.
| | 00:13 | That's what we're going to do right now.
You can select any note you like, I'm
| | 00:16 | going to go with our Hotel Info here
where there is some sensitive information
| | 00:20 | I'd rather not share.
| | 00:22 | Here from the reservation amount all the
way down to the total is what I'm going
| | 00:26 | to select, or highlight by clicking and
dragging right over it and now it's time
| | 00:30 | to encrypt that piece of text.
| | 00:33 | Well I can right-click or Ctrl+Click
with a single button mouse on the Mac and
| | 00:37 | from the pop-up menu find Encrypt Selected Text.
| | 00:41 | We'll give that a click and now all we
need to do is come up with a passphrase.
| | 00:45 | Kind of like a password, but it can be
an entire phrase, words, alphanumeric
| | 00:49 | characters. It is case sensitive so you
can use upper and lowercase characters.
| | 00:53 | I'm going to type mine in,
you go ahead and type yours in.
| | 00:56 | And as you can see, we don't see what
we're typing, that's why we need to go to
| | 01:01 | the next field and reenter
that encryption passphrase.
| | 01:06 | Now if you want, if you're going to have
trouble remembering this, you can go down
| | 01:10 | to an Optional field at the bottom
where you can give yourself a hint.
| | 01:14 | So maybe it's Mother's maiden name.
| | 01:18 | You also have an option here to remember
your passphrase until you quit Evernote,
| | 01:22 | that means when you go to view
encrypted information, you'll enter the
| | 01:26 | passphrase and that means that you'll
not have to enter the passphrase again
| | 01:31 | until you quit Evernote and come back
in, that's by selecting this check box.
| | 01:35 | But I'm going to leave
it unchecked and click OK.
| | 01:37 | Now all of a sudden you can see it
just disappeared from my note. There is an
| | 01:42 | icon here representing the encrypted
content, so I can click that, I can choose
| | 01:47 | Show encrypted text, and it prompts me for
my passphrase. All I have to do is type
| | 01:52 | that in, there is a hint underneath, I
click OK and there it is, it's back.
| | 01:58 | Now of course anyone I share this
note with will not be able to see that
| | 02:02 | information, it is encrypted, unless I
was to provide them with that passphrase.
| | 02:06 | So it's a great way to share notes,
but also hide portions of that note at
| | 02:11 | the same time.
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GoodbyeNext steps| 00:00 | Well, congratulations!
| | 00:01 | You've reached the end of
Up and Running with Evernote.
| | 00:04 | You should now be feeling comfortable
with the various features and functions of
| | 00:07 | this powerful application and ready
to start capturing your own content.
| | 00:12 | Now you haven't already, it's time now
to get Evernote installed on all your
| | 00:16 | devices, so you can start
creating your own notebooks,
| | 00:19 | adding your own notes, thoughts, ideas,
sketches, and capturing all the content
| | 00:24 | you'll need to keep your life running
smoothly and in an organized fashion.
| | 00:28 | This is David Rivers saying
thank you so much for watching.
| | 00:31 | And I hope to see you again soon
in another title from lynda.com.
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