IntroductionWelcome| 00:04 |
Hi, and welcome to Up and Running with
Evernote for Windows.
| | 00:07 |
I'm David Rivers.
In Up and Running with Evernote for
| | 00:09 |
Windows, I'll be showing you how Evernote
can replace your paper notebooks, while
| | 00:13 |
giving you even more options for storing
content.
| | 00:16 |
But without any of those paper notebook
limitations.
| | 00:19 |
We'll begin with a quick discussion about
Evernote and what it really is, what you
| | 00:23 |
can do with it, and how you go about
getting it.
| | 00:26 |
Then we dive into creating notebooks and
various types of notes, which go far
| | 00:31 |
beyond the standard text note.
Notes can be other things like images you
| | 00:35 |
snap with your smartphone, audio clips, or
even screenshots from my favorite website
| | 00:40 |
or document.
I'll be showing you how to create all of
| | 00:42 |
these types of notes and more.
Of course, one of the really big
| | 00:46 |
advantages to Evernote is, once you have
all this content assembled, there are easy
| | 00:51 |
ways to find that one piece of information
you're looking for.
| | 00:54 |
We'll discover ways to tag and filter your
notes to help make it faster and easier to
| | 00:59 |
find what you're looking for.
Even finding text that might be hidden
| | 01:03 |
inside an image.
So, with all these topics and with so much
| | 01:05 |
more to cover, let's get started.
| | 01:07 |
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| Using the exercise files| 00:00 |
If you have a premium membership with
lynda.com, you'll have access to the
| | 00:04 |
exercise files.
And the exercise files allow you to follow
| | 00:07 |
along with me step-by-step.
So, if you do plan on using them, I highly
| | 00:10 |
recommend placing them in a convenient
location, such as your desktop.
| | 00:14 |
When you double-click this folder, you'll
see there are a few files that we'll be
| | 00:17 |
using as we move through the various
chapters in this title.
| | 00:21 |
Now, if you don't have access to the
exercise files, not to worry.
| | 00:24 |
You can still learn lots by following
along with your own files or you can sit
| | 00:29 |
back, relax and watch.
| | 00:31 |
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|
|
1. Getting Started with EvernoteWhat is Evernote?| 00:00 |
Well, before we begin using Evernote, and
explore its many powerful features and functions.
| | 00:05 |
Let's take a quick look at what Evernote
actually is, and what it can be used for.
| | 00:09 |
In a nutshell, Evernote is a digital
notebook.
| | 00:13 |
It's a digital notebook that can capture,
store, and index just about any type of
| | 00:18 |
data you can think of.
All while syncing to the web and across
| | 00:21 |
all of your devices, like Windows PCs, Mac
computers, tablets, and smartphones.
| | 00:26 |
And the more you store in Evernote, the
more powerful and useful it becomes.
| | 00:30 |
And because Evernote is a digital
notebook, not a paper one, you can store a
| | 00:34 |
more than just what you might write, draw
or paste into a paper notebook.
| | 00:38 |
Sure, you can write things in Evernote,
but aside from text notes, you can add
| | 00:42 |
images like digital photos you have or
digital photos you'll take with your
| | 00:46 |
tablet or smart phone.
You can record your voice and play it back
| | 00:50 |
whenever you need it.
You can copy or clip something you see on
| | 00:53 |
a web page or in another document and keep
it in your notebook, and you can scan
| | 00:58 |
things into your notebook too.
Of course, the real beauty of Evernote is,
| | 01:02 |
you can have it with you wherever you go.
With Evernote installed on your computer,
| | 01:07 |
you can have it running and waiting in the
wings for your next command.
| | 01:10 |
But when you leave your computer, you can
have it on your smartphone or tablet, and
| | 01:14 |
everything is synced up with your
computer.
| | 01:17 |
But storing content in a digital notebook
is only half the picture when it comes to Evernote.
| | 01:21 |
Getting at that content is equally
important.
| | 01:25 |
Evernote lets you tag your content and
organize it easily, so you can find what
| | 01:29 |
you're looking for in a jiff.
And with powerful search functionality,
| | 01:33 |
you can find the smallest piece of
information with lightening speed.
| | 01:36 |
Imagine you had a photo taken with your
smartphone, and added it to your EverNote Notebook.
| | 01:41 |
It's a photo of you on vacation standing
next to the welcome sign for the Grand
| | 01:45 |
Canyon National Park.
Now, to find that photo in Evernote down
| | 01:48 |
the road, you search for "Grand Canyon,"
and thanks to OCR technology in Evernote,
| | 01:53 |
that's "Optical Character Recognition,"
Evernote finds and recognizes the text in
| | 01:58 |
your photo and accesses that photo for
you.
| | 02:01 |
How cool is that?
Now, one last thing before we move on.
| | 02:04 |
There are some terms you should be
familiar with before we start using Evernote.
| | 02:08 |
Let's begin with a note, which is a single
item stored in Evernote.
| | 02:12 |
Now, this could be a PDF, could be an
image, a piece of text you type, an audio
| | 02:17 |
or video file, a screen capture, or any
combination thereof.
| | 02:21 |
Then we have Notebook, which is just a
named container used for storing notes in
| | 02:25 |
a logical way.
You might have a notebook called wishlist
| | 02:29 |
or project XYZ, for example.
At the time of this recording, each
| | 02:33 |
Evernote account can have up to 250
Notebooks.
| | 02:37 |
Then we have something called a Stack,
which is a named container for notebooks.
| | 02:41 |
It allows an additional three levels of
organization of your notes and notebooks.
| | 02:46 |
Your business stack might contain a
project stack holding all your project
| | 02:50 |
notebooks in one place for instance.
Now, just keep in mind a notebook stack
| | 02:54 |
containing ten notebooks counts as eleven
notebooks against your limit of 250.
| | 02:58 |
A tag is a descriptive piece of text
applied to a note that can be used to
| | 03:03 |
identify it later or group several notes
by topic.
| | 03:07 |
Each note may have multiple tags, or none
at all.
| | 03:10 |
Then we have something called a Clipping,
which is really just the act of capturing
| | 03:14 |
content from a source like a webpage or
another application on your desktop or
| | 03:18 |
even a mobile device, and adding it to
Evernote.
| | 03:21 |
Sync or Synchronization, is Evernote's
function of keeping an up-to-date copy of
| | 03:26 |
your entire Evernote database aside from
the parts you tell Evernote to leave out,
| | 03:30 |
somewhere in the cloud or internet.
Now, this happens at timed intervals that
| | 03:34 |
you can configure.
And then, lastly, we have Attributes.
| | 03:38 |
These are bits of data about each of your
notes, also known as metadata, such as the
| | 03:42 |
date it was created, how it was added,
what type of media it contains, and so on.
| | 03:48 |
Each and every note has these, though,
some have more than others.
| | 03:51 |
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| Practical uses for Evernote| 00:00 |
Aside from replacing your paper notepad or
even your word processor with Evernote for
| | 00:05 |
taking notes, there are a number of other
ways to use Evernote.
| | 00:08 |
So, let's explore some real life
scenarios.
| | 00:10 |
We'll begin with storing pictures.
Now, let's say you just met someone, and
| | 00:14 |
you took their business card.
Don't risk losing or misplacing it.
| | 00:18 |
Take a picture of it.
You can search for names, titles, etc.
| | 00:21 |
to find their info quickly down the road.
Or, maybe you got into a fender bender,
| | 00:25 |
take a picture of both cars, the other
car's license plate, and the other
| | 00:29 |
driver's license, for example.
Or maybe you just tried a great bottle of
| | 00:32 |
wine, take a picture of the label and
you'll always be able to remember the name
| | 00:35 |
when you go to buy it.
Take pictures of expense receipts and
| | 00:39 |
checks that you might write as a great way
to back that information up, in case you
| | 00:43 |
lose it or need to track it later on.
Evernote has a great app for mobile
| | 00:47 |
devices that enable you to upload these
pictures directly to your account, and
| | 00:51 |
we'll explore how that's done a little bit
later.
| | 00:53 |
How about saving documents?
When you receive a document, let's say
| | 00:57 |
it's a PowerPoint presentation, a Word
document, Excel file, even a PDF that you
| | 01:02 |
might need again, why not forward it to
Evernote for safekeeping?
| | 01:05 |
It's quite safe, it's easy, but Evernote
provides you with a unique e-mail address
| | 01:10 |
to send documents to your Evernote
account.
| | 01:12 |
This could be very useful when you use
more than one computer to create documents
| | 01:16 |
or send and receive e-mail.
How about archiving important information?
| | 01:20 |
When you get a prescription, photograph
the receipt of the pharmacy and that will
| | 01:25 |
enable you to remember who prescribed it,
when the prescription ends, and which
| | 01:29 |
pharmacy felt the prescription.
This information could be very useful when
| | 01:32 |
you want to get a refill for example.
I love this one, store your online passwords.
| | 01:38 |
Whenever you buy something online or
create an online account, try forwarding
| | 01:42 |
the confirmation, or that we see to
Evernote.
| | 01:45 |
Now, when you forget your password,
registration number, or date of purchase,
| | 01:49 |
you don't have to jump through all kinds
of hops to recover them.
| | 01:52 |
And by the way, you can encrypt portions
of content in Evernote for greater security.
| | 01:56 |
How about recording whiteboard content?
Think of Evernote as an affordable way to
| | 02:00 |
convert text on a whiteboard to a digital
format.
| | 02:04 |
Now, at the end of that exciting strategic
planning session, let's say, you just sat through.
| | 02:08 |
Take a picture of the whiteboard and sent
it to Evernote.
| | 02:12 |
Evernote will scan the text, so you can
search for your department name, to find
| | 02:15 |
your piece of the strategic plan that you
promptly forgot, and this works for
| | 02:20 |
projected slides too.
How about recording your thoughts?
| | 02:23 |
The Evernote mobile app lets you record
your thoughts, and then upload it to your account.
| | 02:28 |
Now, this is perfect for when you have a
brilliant idea and want to ensure that
| | 02:31 |
it's not lost among the other clutter in
your brain.
| | 02:34 |
And one last cool scenario is to keep your
tweets.
| | 02:37 |
By linking your Evernote and your Twitter
accounts, you can achieve archiving your
| | 02:41 |
tweets by including the text @myEN.
And by doing that Evernote will grab it
| | 02:47 |
and store it for you
| | 02:48 |
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| Creating your Evernote account| 00:00 |
If you're brand new to Evernote, the very
first thing you'll need to do is create a
| | 00:04 |
new account.
Now, if you've already done this, feel
| | 00:07 |
free to skip this movie and move on to the
next.
| | 00:10 |
But, if you've never done it, you won't be
able to use Evernote until you create your account.
| | 00:14 |
So open up a browser, when you go to
Evernote.com, you'll notice in the top
| | 00:19 |
right-hand corner a link to Create
Account.
| | 00:21 |
That's where we're going to click.
Now, this takes us to a page, where we're
| | 00:25 |
prompted for a few pieces of information
beginning with an e-mail address.
| | 00:29 |
And your account is not linked to this
email address, but it will be used to send
| | 00:34 |
the confirmation number that you'll need
to activate your account, so let's type
| | 00:38 |
one in.
I'm going to use a dummy account that I've created.
| | 00:41 |
And you can see what's happening.
The username field is being filled out
| | 00:48 |
automatically using the first half of my
e-mail address.
| | 00:51 |
Also, Evernote's checking to see if it's
already taken or not.
| | 00:55 |
I see available for mine, so I'm ready to
continue on to the password if I'm
| | 01:00 |
satisfied with the username.
Now, you could try to change the username
| | 01:04 |
if you wanted to.
Let's say, I'm hoping drivers is available.
| | 01:07 |
I can take out the win8, wait a second,
and no, it looks like that username has
| | 01:11 |
already been taken.
So, I'll add the win8 back, I know it is
| | 01:15 |
available, sure enough, there it is.
And I'm ready to create a password now.
| | 01:20 |
Now, notice there's no confirmation field
for the password.
| | 01:23 |
You type this in one time only, and it
should be strong, meaning you might want
| | 01:27 |
to use upper and lower case
alphanumeric's, meaning letters and
| | 01:32 |
numbers, maybe even through in a symbol or
two.
| | 01:36 |
Now, notice you don't see what you are
typing but here in Internet Explorer,
| | 01:39 |
there is an eye icon over here to the
right, if you want to see what you are typing.
| | 01:43 |
Other browsers will work differently.
This is just to make sure that you've
| | 01:47 |
typed what you thought you type.
The worst thing would be you thought
| | 01:51 |
you've typed something, you type something
else, you just created a brand new account.
| | 01:55 |
And you can't get in because you don't
know your password.
| | 01:58 |
I'm pretty confident, so I'm going to move
on to the last field on this screen, which
| | 02:02 |
is to enter the numbers that appear below,
just to confirm that I'm not a robot.
| | 02:07 |
And lastly, we'll click the register
button, which is going to send that
| | 02:11 |
confirmation e-mail to the e-mail address
we've provided.
| | 02:15 |
So, go ahead and click register, if you
are creating an account, and here we are.
| | 02:19 |
Now, if you hit the register button like I
did, a couple of things happen.
| | 02:23 |
First of all, you moved onto this next
screen that asked you to confirm your
| | 02:27 |
e-mail address.
All you need to do now is open up your
| | 02:30 |
e-mail, where you'll find a message from
Evernote.
| | 02:32 |
And in that message, you'll see a confirm
registration button, so you could do it
| | 02:37 |
right from there.
You'll also see a code that you can take
| | 02:40 |
and put into this confirmation code field.
There's even a button for downloading
| | 02:45 |
EverNote, and you'll also see a unique
EverNote e-mail address that's been
| | 02:49 |
assigned to you.
And that's great for sending things to
| | 02:52 |
EverNote, which we'll talk about later on
in this title.
| | 02:55 |
So, however you want to do it, you can hit
the conformation button, write in the e-mail.
| | 02:59 |
Or you can take the code and enter it here
on this screen, which is what I'm going to
| | 03:03 |
do and click confirm.
And that takes you to the, Welcome to
| | 03:09 |
Evernote's screen.
Notice, we've successfully registered Evernote.
| | 03:13 |
We have our account and now it's time to
start downloading the Evernote app.
| | 03:18 |
So, as you can see from this screen
there's even a button here to get Evernote
| | 03:21 |
for Windows.
Evernote knows I'm on a Windows pc.
| | 03:24 |
In the next lesson, we'll talk about ways
to download the Evernote app to all of
| | 03:29 |
your devices.
| | 03:30 |
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| Getting Evernote| 00:00 |
When you create your Evernote account,
like we did in the previous movie, you're
| | 00:03 |
automatically signed up for the free
version of Evernote, and you can start
| | 00:07 |
accessing it immediately but over the So,
if you were following along with me in the
| | 00:13 |
previous movie, you'll see a welcome to
Evernote screen, similar to what I'm
| | 00:17 |
looking at.
If you weren't following along, don't worry.
| | 00:20 |
We're going to leave this screen
momentarily.
| | 00:22 |
But there's a link in the top right hand
corner to sign in to Evernote.
| | 00:26 |
And you'll be doing it through your web
browser using the web version.
| | 00:30 |
To take real advantage of the benefits of
Evernote, you'll also want to get Evernote
| | 00:34 |
installed on all your devices.
This includes any computers you use, and
| | 00:38 |
your mobile devices like, tablets and
smartphones.
| | 00:41 |
So, from this welcome screen, we also see
a link to get Evernote installed on our platform.
| | 00:47 |
I'm in Windows, so I see a button to get
Evernote for Windows.
| | 00:51 |
There's also a link to get Evernote for
your mobile devices, tablets, and
| | 00:54 |
smartphones for example.
And another link to continue with Evernote
| | 00:58 |
on the web.
We're going to go to the address bar,
| | 01:01 |
though, in our browser.
Just click in there and type in evernote.com.
| | 01:04 |
Let's start from here.
You'll also notice a link down below to
| | 01:09 |
get Evernote.
But before we go there, notice there's
| | 01:12 |
also a link here to sign in via the web.
So, if you're not on your computer, maybe
| | 01:16 |
you're traveling on a portable computer
that doesn't have Evernote.
| | 01:20 |
You can always go to evernote.com and sign
in via the web.
| | 01:25 |
We can also create an account.
We've already done that.
| | 01:27 |
And look at this.
We can go premium.
| | 01:31 |
Now, premium gives you some upgrades for a
nominal fee.
| | 01:35 |
And we're going to talk about those now,
so let's give this link a click.
| | 01:39 |
What you see next may be different from my
screen as the Evernote webpages are always
| | 01:44 |
being updated.
However, most of the options will be the same.
| | 01:48 |
Now, from here, you will see a link to go
premium, so you can upgrade immediately.
| | 01:53 |
But let's talk about what it's going to
cost you.
| | 01:55 |
A premium account is five bucks a month.
Not bad.
| | 01:59 |
But if you pay the yearly price of $45,
that actually works out to about 3.75 a month.
| | 02:06 |
Now, down below are ten reasons why you
might want to go premium.
| | 02:10 |
So, let's talk about both of them quickly.
First, we see super size uploads.
| | 02:15 |
Both the free and premium versions have
monthly upload limits.
| | 02:19 |
It's 60 megabytes in the free version, a
gigabyte in the premium.
| | 02:23 |
Now, there's no total upload limit, so
you'll never have to delete notes to make
| | 02:27 |
room for more.
But if you find yourself uploading more
| | 02:30 |
than 60 megabytes of pictures and audio
files in a month, the premium account will
| | 02:36 |
definitely be worth it to you.
Over to the right, we have top priority support.
| | 02:41 |
If you're a free user, your access to
support is via e-mail, and they'll respond
| | 02:45 |
to you within one business day, California
time.
| | 02:48 |
The time frame is essentially the same for
premium users, but you're at the top of
| | 02:52 |
the queue, rather then the bottom.
I personally never had to use support, so
| | 02:56 |
I can't comment on how good or bad their
support actually is.
| | 03:00 |
But not needing the support is actually a
great testament to the quality of the product.
| | 03:05 |
Next, we have something called Offline
Notebooks.
| | 03:08 |
Now, you can't create Online and Offline
Notebooks in both versions of Evernote,
| | 03:12 |
but you can change their type after the
fact.
| | 03:15 |
But if you want to be able to work with
your online version while you're offline,
| | 03:19 |
you're going to need the premium version
to take it offline when you don't have
| | 03:23 |
network connection.
Next, we have PDF search.
| | 03:26 |
The free version allows you to upload and
sink images, audio ink, and PDF files.
| | 03:32 |
The premium version allows any type of
files whatsoever, and you'll be able to
| | 03:37 |
search for text in a PDF.
Something you can't do in the free version.
| | 03:42 |
Next, is Work Together, but you can share
entire notebooks via Evernote web whether
| | 03:48 |
you're a free or premium user.
But if you want to allow others to edit
| | 03:52 |
those notebooks or collaborate with you,
you're going to need the premium account.
| | 03:56 |
Then we have Note History.
Let's say you're writing a report and you
| | 03:59 |
decide to scrap a section and rewrite it.
But, then you decide you like the original
| | 04:04 |
content better.
In the free version, you won't have access
| | 04:07 |
to that previous version of the file with
the original section in it.
| | 04:11 |
In the premium version, you can access
that entire history and undo any changes
| | 04:16 |
that you've made.
A little further down, you'll see larger
| | 04:19 |
files, bigger notes.
In the free version, the maximum note size
| | 04:24 |
you can create is 25 megabytes.
In the premium, it's double that, at 50 megabytes.
| | 04:30 |
How about faster image recognition?
Both the free and premium versions feature
| | 04:34 |
searchable handwritten notes, or text
recognition insight images.
| | 04:38 |
But, the premium account receives priority
access to this, while the free account
| | 04:43 |
will take longer.
Free account users have noticed a lengthy
| | 04:47 |
delay, at times, so, if you love this
feature as much as I do, I recommend
| | 04:51 |
opting for the premium version.
Then we have PIN lock.
| | 04:55 |
And if you're going to be using Evernote
on your iPhone, or iPad, or on your
| | 04:59 |
Android smart phone or tablet, the premium
version lets you lock the Evernote app for
| | 05:03 |
some added security.
And then lastly, we have Hide Promotions.
| | 05:08 |
If you dislike ads, you'll likely want to
opt for the premium version.
| | 05:12 |
But to Evernote's credit, the ads that you
see in the free version are very small,
| | 05:16 |
just a square in the lower left corner of
the screen.
| | 05:19 |
And they're usually for software or
hardware that works with Evernote or even
| | 05:23 |
for an Evernote teacher.
It's up to you.
| | 05:24 |
It's really your call.
Only you will know if the premium version
| | 05:28 |
is something you're going to need.
If you're not sure just try out the free
| | 05:32 |
version for awhile, you can upgrade to
premium at any time.
| | 05:36 |
For the remainder of this title, I'm going
to be working with the free version of Evernote.
| | 05:41 |
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| Touring the Evernote interface| 00:00 |
Once you've installed Evernote on your
computer or mobile device, you'll be
| | 00:04 |
promoted to sign in.
And once signed in using your user name
| | 00:08 |
and password that you set up during the
registration process, you're presented
| | 00:12 |
with the default user interface.
We're going to take a look at the user
| | 00:16 |
interface here for Evernote, you know,
Windows environment as well the web
| | 00:20 |
version Evernote.
We'll start here in Windows, across the
| | 00:24 |
top is your title bar, just like any other
program runs in Windows.
| | 00:28 |
You'll see some information up here
including the notebook you are looking at,
| | 00:32 |
as well as your e-mail address used to
setup your Evernote account.
| | 00:36 |
Now, over here in the left find our Menu
bar, File, Edit, View, etcetera.
| | 00:42 |
Clicking File gives us file related
commands, like creating new notes,
| | 00:46 |
importing and exporting, attaching and so
on.
| | 00:49 |
We can also exit Evernote from here and
notice the keyboard shortcuts that appear
| | 00:53 |
off to the right.
Ctrl+Q as in quit, is also going to exit, Evernote.
| | 00:58 |
We'll just click in an empty space, off to
the right to close out that menu.
| | 01:03 |
Next, we have the Toolbar, the Toolbar in
the Windows UI appears next to the Menu bar.
| | 01:09 |
We have navigation buttons for going
through our history.
| | 01:11 |
So, as we navigate through different
notebooks and notes, we can move through
| | 01:15 |
them using these back and forward buttons.
You also have some shortcut buttons, like Sync.
| | 01:20 |
We have the Free button, Activity, where
you can check out your shared activity, if
| | 01:25 |
you're sharing notebooks and notes with
other people.
| | 01:27 |
Access the trunk, create new notes, share
and check on your usage.
| | 01:33 |
Are you getting close to that monthly
upload allowance, for example?
| | 01:36 |
Now, these are all shortcuts for commands
we would find somewhere in the Menu bar.
| | 01:42 |
Next, in the Windows environment, we have
something called the Favorites bar.
| | 01:45 |
The Favorites bar has some default buttons
allowing you to go to your notebooks and
| | 01:49 |
tags that you've set up, web clips, and so
on.
| | 01:52 |
But you can also drag notes and notebooks
up here to this bar if you access them on
| | 01:57 |
a regular basis.
Maybe there's a particular note that you'd
| | 02:00 |
like to reference daily.
You can simply drag it to the Favorites
| | 02:04 |
bar and you'll have quick access to it
from here without having to navigate
| | 02:08 |
through notebooks and notes.
Down the left-hand side is where we'll go next.
| | 02:12 |
Now, this is simply called the Left-Hand
Panel.
| | 02:15 |
I like to call it the Navigation Pane.
It's what we use to navigate through our
| | 02:18 |
different notebooks, our notes.
Once we get into creating tags, we'll be
| | 02:22 |
able to navigate through those as well.
Attributes, any saved searches.
| | 02:27 |
And anything we delete, which appears in
the trash, we can access from here.
| | 02:30 |
Now, with something selected down the
left, and I have my default notebook,
| | 02:35 |
notice the naming, uses my username and
the word notebook next to it.
| | 02:40 |
We also have all notes.
We can click there to see all notes
| | 02:43 |
regardless of what notebook they're in.
And off to the right here in this Next
| | 02:47 |
panel, which we call the Snippet panel or
pane, allows us to look at a snippet by
| | 02:53 |
default of any notes that might be in a
notebook or in this case, all notes.
| | 02:59 |
And with a snippet selected, we can view
the contents over here on the right hand
| | 03:03 |
side in the Note panel.
Now, we can change our view, the default
| | 03:08 |
view as I mentioned, is to see this
snippet.
| | 03:10 |
There's a couple different ways to change
the view, we could go to the View menu,
| | 03:14 |
notice Snippet View is selected.
If you prefer List View, you can see it
| | 03:19 |
changes quite dramatically.
Now, across the top, we have a list of our
| | 03:23 |
notes with information like when they were
created or updated and so on.
| | 03:27 |
Down below, when we select an item, we can
see the information in our note panel,
| | 03:32 |
which is taking up the lower half of our
screen.
| | 03:35 |
Let's go to a different view, but this
time, we'll go to the View drop-down
| | 03:39 |
button that appears next to Notes by.
Here, we can go back to Snippet or try
| | 03:44 |
another one called Thumbnail, which is
similar to Snippet.
| | 03:47 |
But in this case, we're actually going to
see a thumbnail representation of the
| | 03:50 |
entire note.
And with it selected, we'll be able to see
| | 03:54 |
the entire note itself in the Note panel.
And we can scroll through it here using
| | 03:58 |
the scroll bar that appears on the
right-hand side.
| | 04:01 |
Also, here on the Windows environment, we
have something called the Editing toolbar
| | 04:05 |
that appears across the top of our notes,
quick access to changing things in a note
| | 04:10 |
like Fonts, Sizes and Attributes.
Let's change our view back now by clicking
| | 04:15 |
the View drop-down to Snippet where we
started.
| | 04:19 |
Now, these panels can also be adjusted.
So, if you find this left-hand panel is
| | 04:23 |
taking up too much room, we can go to the
border.
| | 04:26 |
And when you see the double arrow, just
click and drag it over to the left, if you
| | 04:29 |
want to make it a little smaller.
It gives us more room for our snippets.
| | 04:33 |
Or, we can also go to that border, drag it
to the left to create a narrow snippet
| | 04:39 |
column, giving us more room on the right
to work on our notes.
| | 04:43 |
We can also make adjustments by going to
the View menu.
| | 04:45 |
And deselect or select different options.
Maybe we don't even use the Left panel, we
| | 04:51 |
can deselect it, or press F10 on the
keyboard to simply close it up.
| | 04:56 |
I definitely use that, so I'm going to go
back to View and turn it back on.
| | 05:01 |
Notice the other options like the Note
List.
| | 05:03 |
Maybe you don't need those.
The Note panel on the right, we'll
| | 05:06 |
definitely need that to be working on our
notes.
| | 05:08 |
But maybe the favorites bar is not
something you use.
| | 05:11 |
You could close that up.
There's some other ones here as well,
| | 05:14 |
Search Explanation, Note Info, if you want
additional information about your note to
| | 05:19 |
show up.
You can turn any of these, on of off, as
| | 05:23 |
you please.
Just click off to an empty space, to
| | 05:26 |
deselect that menu.
Now, there is one last view to look at,
| | 05:30 |
and that is the Web View.
So, if you're not even using an installed
| | 05:33 |
version of Evernote, you can access your
Evernote account via the web.
| | 05:37 |
We'll take a look at that next.
Whether you're on the Mac using Safari,
| | 05:41 |
for example, or in a Windows environment
like me, using Internet Explorer, when you
| | 05:46 |
use the web sign in option from
Evernote.com you get a similar looking view.
| | 05:52 |
And you'll notice it's a reduced
functionality that we're seeing here in
| | 05:56 |
the web version of Evernote.
Yes, we have a search field up here and a
| | 06:01 |
button for creating a new note.
But as we look down the left-hand side, we
| | 06:04 |
can access our notes and notebooks from
our left-hand panel here.
| | 06:09 |
We do have a Snippet View, and over here
on the right-hand side, we also have the
| | 06:13 |
ability to edit our notes.
But we're missing all of those tools that
| | 06:17 |
we see in the toolbar and the menu bar.
So, all that functionalities gone, really
| | 06:22 |
all that you can do from here is create
and edit notes and view existing notes.
| | 06:28 |
Off to the right-hand side, you do see
some options here in our Note panel here
| | 06:31 |
for editing.
Notice that we can also send our notes off
| | 06:35 |
to people, delete them, and print them
from here as well.
| | 06:38 |
And we do have some options for showing
details.
| | 06:40 |
There are some icons here that allow us to
access our image gallery and we can even
| | 06:45 |
open this note in a new or separate window
if we wanted to.
| | 06:49 |
As far as the View options go, we'll find
them down at the bottom of our middle
| | 06:53 |
panel here.
When we click this, you'll notice that
| | 06:56 |
really, all we can do is change the way
they're sorted or choose from Snippets or
| | 07:01 |
List View.
We don't have a thumbnail view or a card
| | 07:04 |
view like we saw in the Mac version.
When we switch to List View, you can see
| | 07:08 |
it's simply a list of our notes.
We don't even see that lower panel, where
| | 07:12 |
we can actually edit our note.
We could double-click a note to open it
| | 07:15 |
up, but let's go down to View Options
here, if you're following along, and
| | 07:19 |
switch back to Snippets.
Now, of course, the UI that you're going
| | 07:23 |
to see on a mobile device will be even
further different than what we've seen
| | 07:27 |
here on the Windows and here on the web
version of Evernote.
| | 07:30 |
It'll just be a matter of getting
comfortable in your environment and
| | 07:34 |
getting comfortable with the different
features and functions in Evernote, which
| | 07:38 |
of course, we're going to do as we move
through the various chapters in this title.
| | 07:42 |
| | Collapse this transcript |
| Configuring Evernote to meet your needs| 00:00 |
The way Evernote looks and behaves on your
computer or mobile device is determined by
| | 00:06 |
a number of options.
These options are fully customizable, so
| | 00:10 |
we're going to look at ways now to
customize your Evernote installation,
| | 00:13 |
beginning here in the Windows environment.
With Evernote running, we'll click the
| | 00:17 |
Tools menu and then select Options.
Now in the Options window, we have a
| | 00:22 |
number of different tabs across the top,
and we'll begin with the General tab.
| | 00:26 |
One thing you might consider is having
Evernote launch every time you log in to
| | 00:30 |
Windows, that way it's always running in
the background and ready to use.
| | 00:34 |
If you're a frequent user of Evernote,
this is a great option to turn on.
| | 00:38 |
You can also choose to update to pre
release versions when they are available.
| | 00:42 |
That means if there's a new version of
Evernote, about to be released, you might
| | 00:47 |
have access to before it's released by
selecting this check box.
| | 00:51 |
You can also automatically check for
updates.
| | 00:53 |
This one is checked off typically by
default, meaning when there are updates to
| | 00:58 |
your version of Evernote, you'll
automatically check for those.
| | 01:01 |
And you'll have the option then to install
that update.
| | 01:05 |
Also, you can switch your UI to the
standard Windows menu, which means, your
| | 01:09 |
menu bar will go across the top and your
toolbar will slip in underneath it.
| | 01:14 |
If you prefer the traditional or standard
Windows look and feel, you can click this
| | 01:19 |
check box and click okay.
I'm going to leave mine unchecked.
| | 01:23 |
Let's go over to the Sync tab, because
there are a couple of important options here.
| | 01:27 |
Sync notifications are little messages
that will pop-up when synchronizing.
| | 01:31 |
If you're using Evernote on your mobile
device, maybe on another computer, using a
| | 01:36 |
web browser, or on your home computer for
example...
| | 01:40 |
Having your notes synced up is very
important, so if you create one on your
| | 01:44 |
mobile device, you want to able to see it
here on your home computer.
| | 01:48 |
So sync notifications, synchronized
changes on exit, synchronize in the
| | 01:53 |
background, and synchronize automatically
are all checked off.
| | 01:56 |
That means synchronization is happening on
a regular basis.
| | 01:59 |
How often?
Well, you can determine that.
| | 02:01 |
You can choose from every 15 minutes to
every day.
| | 02:04 |
Of course, these other options, when you
exit, and synchronizing in the background,
| | 02:09 |
are also checked off.
I'm going to leave mine at 30 minutes, and
| | 02:13 |
move on to the Note tab.
When you're creating notes, there's a
| | 02:16 |
default font and a font size that are
being used, and you can control those as well.
| | 02:22 |
I like a larger font size I'm going to go
to 11.
| | 02:25 |
Also, you'll see some check boxes down
below to open note links from other
| | 02:29 |
applications in a new window.
So, if you want to keep them separate in
| | 02:33 |
separate windows that's a great option.
Always show PDF documents as attachments
| | 02:37 |
is an option.
Otherwise, you're going to open up like notes.
| | 02:41 |
And print all PDF document pages, so when
you are working with PDF's and you go to
| | 02:45 |
print them, are all the pages going to
print or just what you are looking at.
| | 02:49 |
Lets move on hot keys or short cut keys as
I'd like to call them.
| | 02:52 |
There are some defaults here for creating
new notes, finding things in Evernote, so
| | 02:57 |
as you can see here in the Windows
environment, we use the Windows
| | 02:59 |
key+shift+F as an find.
Its a quick way to launch its search
| | 03:04 |
option Capturing screens, copying, etc.
We can click the little x's next to these
| | 03:09 |
to take them out, and we can add our own
hot keys if we wanted to, or at anytime
| | 03:14 |
restore them back to the defaults.
And lastly, is the Language tab here in
| | 03:19 |
Windows, where you can choose your
application language.
| | 03:22 |
Notice that English is my selection, and
likely yours if you're listening to me.
| | 03:26 |
And when it comes to spelling, you can
also choose a language down below, English.
| | 03:31 |
And additional languages as well.
You can have more than one selected if you
| | 03:36 |
wanted to.
You just have to choose the select
| | 03:38 |
preferred languages, and then click your
check box.
| | 03:42 |
I am going to use by default language and
click okay
| | 03:45 |
| | Collapse this transcript |
| Installing Evernote on a mobile device| 00:00 |
Getting Evernote installed on your
computer is just the first step.
| | 00:03 |
Yes, you're going to be able to capture
anything, start creating notebooks, and
| | 00:06 |
notes on your computer.
But what if you're not at your computer?
| | 00:10 |
Maybe you're on the road using a tablet,
or a smartphone.
| | 00:13 |
Well in that scenario, you'll want to get
Evernote installed on all your devices.
| | 00:17 |
And that's what we're going to talk about
right now.
| | 00:19 |
Beginning here on our computer.
Looking at Evernote, you might still have
| | 00:23 |
the getting started message you received
when you set up your account.
| | 00:26 |
In that message, as we go over here to the
right-hand side and scroll down, there's a
| | 00:30 |
section labeled install and use Evernote,
everywhere.
| | 00:33 |
And that's where you'll find the link to
get Evernote, not just on your computer,
| | 00:36 |
but on your phone, and tablet, as well.
Clicking this link, will take us to our
| | 00:40 |
default browser.
And in there you'll see, you've arrived at
| | 00:44 |
the evernote.com website.
Here's where we find the link to get
| | 00:47 |
Evernote for Windows.
It says Windows because we're on a Windows PC.
| | 00:51 |
To the right of that though, is a drop
down, and as you hover over that, you're
| | 00:55 |
going to see a list of mobile devices for
which you can install Evernote.
| | 01:00 |
There's some Apple devices, Ipad, Iphone,
Ipod Touch, Android devices, Windows
| | 01:06 |
phones, even your Blackberry.
As well as some computer operation systems
| | 01:10 |
over here on the right-hand side.
So, in our scenario, let's say we're going
| | 01:13 |
to be using an iPad, and we want to have
Evernote with us when we take our iPad on
| | 01:17 |
the road.
In that case, we could go to this link to
| | 01:20 |
learn more about getting Evernote on our
iPad.
| | 01:23 |
Clicking this is actually going to take
you to iTunes, and if you haven't already
| | 01:26 |
downloaded iTunes, you'll need to do that.
That's where you'll find the App in the
| | 01:30 |
iTunes store.
So, instead of going through this
| | 01:33 |
rigmarole on our computer, the easiest way
to get Evernote on our iPad, is to
| | 01:38 |
actually go to our iPad and do it from
there.
| | 01:41 |
When we tap the get Evernote button from
our mobile device, Evernote knows what
| | 01:46 |
version to install.
So here on the iPad, we're taken to the
| | 01:50 |
app store, ready to install Evernote.
So, let's do that.
| | 01:53 |
You might see the free button here, you
can tap that, and then tap Install.
| | 01:58 |
And that'll just take a few minutes to
instal the Evernote App on your mobile device.
| | 02:02 |
Once the installation is complete, we can
Tap the Open button from here, in the App
| | 02:07 |
Store, or hit your Home button on your
mobile device, and find the Icon for the
| | 02:13 |
Evernote App, is readily available on your
Home screen.
| | 02:17 |
We're now ready to start using it on our
mobile device and syncing it up with our
| | 02:21 |
other devices.
| | 02:22 |
| | Collapse this transcript |
| Additional Evernote add-ins| 00:00 |
While Evernote is great all on its own,
there are some apps that go very well with
| | 00:04 |
Evernote, so let's take a look at some
now, and you can decide if you think any
| | 00:08 |
of them are right for you.
I'm just looking at the default note that
| | 00:11 |
comes with your brand new Evernote
account, a getting started note.
| | 00:15 |
And over here on the right, as we go
through this, you'll notice a section down
| | 00:18 |
below, Our products work great together.
Try them all.
| | 00:21 |
And there are some recommended add-ins.
Each of these has their own ever evolving
| | 00:26 |
website, so what you see may look slightly
different from what I see.
| | 00:30 |
Let's begin with this one, Evernote Hello.
Now, if you're like me, you struggle with
| | 00:35 |
remembering names and contact information,
and if you interact with a lot of new
| | 00:39 |
faces, this can be a real hassle.
So, if we click this link, we'll go to our
| | 00:43 |
default browser and get a little bit of
information about Evernote Hello.
| | 00:48 |
Well, if you have a smartphone like an
iPhone, an Android phone, or even an iPod
| | 00:52 |
Touch, Evernote Hello can save the day.
Powered by Evernote's cloud-based sync
| | 00:58 |
service, Hello makes it easy to remember
who, what, when, where, how, and even why
| | 01:04 |
you met someone.
And it tucks all of this information
| | 01:07 |
neatly away and organized in a slick
timeline.
| | 01:10 |
Hello accesses a user's existing built-in
contents and address book, but optionally,
| | 01:15 |
also pulls data from Linkedin or Facebook,
making it ideal for both business and
| | 01:20 |
personal use.
Now, in the latest version of Hello you
| | 01:23 |
have the ability to scan business cards
and instantly convert them to Hello contacts.
| | 01:29 |
Now, it is a premium feature, but it works
beautifully with traditional business
| | 01:33 |
cards, requiring a little bit of manual
data entry with a card, having a darker background.
| | 01:38 |
And another cool feature allows two Hello
users to pair their iPhones using audio
| | 01:42 |
tones, to instantly exchange profiles.
All right, let's close this up and go back
| | 01:48 |
to our original note, and check out
something called 'Evernote Food' we'll
| | 01:52 |
give that link a click.
If you are into collecting recipes,
| | 01:56 |
Evernote does a great job all by itself.
But Evernote Food takes it to another level.
| | 02:00 |
Evernote Food 2.0 automatically finds any
recipes you have saved in your Evernote
| | 02:06 |
notebooks, helps to find new ones on the
web, discover great restaurants in your
| | 02:10 |
area, and organize all of that information
into one simple app.
| | 02:14 |
It'll work on your Apple iPhone, iPad,
iPod Touch, and your Android devices as well.
| | 02:20 |
So I'll close this one up, too.
Next we have Skitch.
| | 02:25 |
Now, Skitch is a simple yet powerful
collaboration tool for annotating images
| | 02:30 |
and it's available for Windows, Mac, iPad,
iPhone, iPod Touch and Android devices.
| | 02:35 |
With Skitch, you can quickly capture,
annotate, modify and share all kinds of
| | 02:39 |
images and synch them to your evernote
account.
| | 02:42 |
So that they're available to view, share,
and edit everywhere you have Skitch.
| | 02:47 |
All right.
We'll close this up and go back to that
| | 02:49 |
note, and check out something called
Evernote Clearly.
| | 02:54 |
This is a browser extension for Google
Chrome and Firefox with more browsers
| | 02:59 |
lined up by the way, for the future.
And we've clearly, when you arrive at an
| | 03:03 |
article or blog post that has a lot of
embedded ads or Appears on a page that's
| | 03:07 |
overly busy, you click the little desk
lamp icon to activate Evernote Clearly.
| | 03:12 |
Upon doing so, you'll notice the clutter
completely disappear.
| | 03:16 |
You'll be left with only the text you're
interested in.
| | 03:19 |
It's also totally customizable, so you can
make every webpage appear just the way
| | 03:23 |
you'd like.
And the best part is, it links to your
| | 03:25 |
Evernote account for easy archiving,
allowing you to read that article or blog
| | 03:30 |
post anywhere, anytime.
We'll close that up and go to the next one
| | 03:35 |
which is Evernote Peek.
Evernote Peek is a cool ad-in for the iPad.
| | 03:41 |
It's ideal for students or really anyone,
who takes notes and would like to use
| | 03:45 |
those notes to test themselves.
By using your iPad's smart cover or even a
| | 03:49 |
virtual cover in Evernote.
You can review note questions with the
| | 03:53 |
answers covered up until you need to peek
at them.
| | 03:55 |
kind of cool.
And we'll close this up, and take a look
| | 04:00 |
at the very last one here, which is
Penultimate.
| | 04:03 |
Now, if you prefer to write than type,
Penultimate is an easy-to-use app for iPad.
| | 04:09 |
It combines a natural experience of pen
and paper with the flexibility and syncing
| | 04:14 |
of Evernote.
Now, there's still no need for paper, but
| | 04:17 |
you can keep the handwriting and, of
course, remember everything with Evernote.
| | 04:21 |
So, there is a good look at some of the
most popular add-ins or apps that work
| | 04:26 |
well with Evernote.
If you think you'd like to try any of
| | 04:29 |
them, just follow the links from your
computer or device to install them and
| | 04:33 |
give them a try.
| | 04:34 |
| | Collapse this transcript |
|
|
2. Working with NotebooksCreating a new notebook| 00:00 |
Well, by now, you understand that
Evernote's all about storing content,
| | 00:04 |
anything and everything possible.
The more content you put into Evernote,
| | 00:07 |
the more powerful it becomes.
Where does that content go?
| | 00:11 |
Well, it goes into a notebook.
With Evernote running, you'll notice
| | 00:15 |
there's one default notebook created for
you when you create your account and start
| | 00:19 |
using Evernote.
It uses your username as the name of the notebook.
| | 00:24 |
It's also, by default, what we call our
default notebook, meaning every time we
| | 00:29 |
send something to Evernote, this is where
it's going to go.
| | 00:32 |
The default notebook is indicated by a
small arrow just left of the Notebook
| | 00:37 |
icon, but we can have multiple notebooks.
You may want to have many, many notebooks
| | 00:41 |
to stay organized, or you may want to have
fewer notebooks.
| | 00:45 |
Fewer notebooks will make searching a
little bit quicker.
| | 00:48 |
So, it's up to you how many notebooks you
create but there are a few that I highly recommend.
| | 00:54 |
We're going to create a notebook now using
our first method which is from the File menu.
| | 00:58 |
We'll click File, move down to New
Notebook and click there.
| | 01:04 |
Now, here on the window side, we get a
dialog box with a blank field, ready for
| | 01:09 |
us to type in the name of our notebook.
One notebook I highly recommend creating
| | 01:14 |
is one called your Inbox.
So, we'll type in Inbox.
| | 01:18 |
The reason I like ot have an inbox
notebook, and make it my default notebook,
| | 01:23 |
is it'll make it easier to find everything
I send to Evernote.
| | 01:26 |
It'll go to this notebook, and then I can
decide where I want to put it after the fact.
| | 01:31 |
So, notice the different types of
notebooks, a synchronized notebook, which
| | 01:35 |
can be a default notebook, or a local
notebook, which is simply stored on your computer.
| | 01:40 |
You won't be able to share it with anyone.
It's private, it's your own notebook.
| | 01:44 |
If you do plan on sharing, though, you'll
want to create a synchronized notebook,
| | 01:47 |
and if you want to be able to access that
notebook from any device, for example, it
| | 01:51 |
has to be a synchronized notebook.
Now, like I said, I like to make this one
| | 01:55 |
my default.
You can only have one default notebook.
| | 01:57 |
So, I'm going to click the check box for
Make this my default notebook and click OK.
| | 02:02 |
Suddenly, I have a new notebook appearing
over here in the left panel.
| | 02:05 |
It now has the arrow next to it,
indicating it's my default notebook and
| | 02:10 |
the number of notebooks I'm creating is
starting to grow.
| | 02:13 |
Let's create another one but using a
different method.
| | 02:16 |
We'll right click anywhere up in this
notebook's area so long as we're not
| | 02:20 |
hovering over any existing notebooks.
Notice that Create new notebook appears here.
| | 02:25 |
Now, we can also use a keyboard shortcut
here in Windows, which is Ctrl+Shift+N.
| | 02:30 |
But let's just click Create notebook from
here.
| | 02:33 |
Again, we see the same dialogue box and
here's another one I like to create.
| | 02:38 |
I like to call it temp or temporary.
By creating a temp notebook, what you can
| | 02:42 |
do is make sure you're going to share this
one and anything you put in the temp
| | 02:47 |
notebook, knowing that it's going to be
shared, you can give people access to your
| | 02:51 |
temp notebook.
And then, take things in and out of the
| | 02:54 |
temp notebook as you need to share them or
not.
| | 02:57 |
So again, this will be a synchronized
notebook, but it will not be your default notebook.
| | 03:01 |
Just simply click OK.
Now, as I mentioned, there's a keyboard
| | 03:05 |
shortcut for creating notebooks here in
the Windows environment, Ctrl+Shit+N.
| | 03:10 |
Let's move over to the Mac environment,
though, to create some notebooks there.
| | 03:15 |
| | Collapse this transcript |
| Managing notebooks| 00:00 |
As you continue to create new notebooks
here in Evernote over time, you may need
| | 00:04 |
to make some adjustments.
Maybe you want to delete a notebook you're
| | 00:07 |
no longer using, rename a notebook, or
even stay better organized by creating
| | 00:12 |
notebook stacks.
These are the types of things we're going
| | 00:14 |
to deal right now.
Here in the Windows environment, as we go
| | 00:17 |
down to the LeftHand panel we have a list
of our notebooks.
| | 00:20 |
So, let's say the default notebook that
was created for us when we signed up for
| | 00:24 |
Evernote needs to be renamed to something
a little more understandable.
| | 00:28 |
Let's right-click any notebook, and form
here you'll see a list of options.
| | 00:32 |
Same thing on the Mac.
We can rename, and here in the Windows
| | 00:35 |
environment, we have a shortcut key to do
that as well, F2.
| | 00:39 |
Here's where we go to delete that notebook
or add to a stack.
| | 00:44 |
That's something we're going to come back
to momentarily.
| | 00:46 |
We can export notes.
We'll do that later as well.
| | 00:49 |
Share our notebooks from here.
We'll do that later on.
| | 00:52 |
Or access the properties from here,
multiple properties, which is where's
| | 00:56 |
we're going to go.
Instead of rename, let's click here.
| | 00:58 |
Notice the name does appear highlighted,
in the name field.
| | 01:02 |
And we can change it directly from the
notebook properties dialog that just
| | 01:05 |
opened up.
So, I'm going to call mine, David's Notebook.
| | 01:08 |
There we go.
Also, if I wanted to make it my default
| | 01:14 |
notebook, I could do that from here.
I don't want to.
| | 01:17 |
I'm going to keep the inbox notebook I
created, earlier, as my default.
| | 01:21 |
And, we can access sharing and
collaboration options directly from here
| | 01:25 |
as well.
So, we can do a lot of things from the
| | 01:27 |
notebook properties.
Let's just click OK.
| | 01:30 |
Now next, as we look down the Left-Hand
panel we see the Rename notebook, excellent.
| | 01:34 |
And as we go down the list, we see another
one maybe that we need to delete, User
| | 01:38 |
Conference 2013.
Maybe that conference has come and gone,
| | 01:42 |
we no longer need the notebook.
All we have to do is right-click and
| | 01:46 |
choose Delete.
From here, you will see a Confirm Action
| | 01:50 |
dialogue, asking if you're sure do you
really want to delete this notebook.
| | 01:54 |
And notice that all of the notes inside
the notebook, if there are any, will be
| | 01:59 |
moved to the trash.
So, you don't actually lose your notes,
| | 02:01 |
you can go get them out of the trash and
put them into other notebooks.
| | 02:05 |
Leave the ones you don't need in the
trash.
| | 02:07 |
In our case, we're not actually going to
delete the notebook, but if you wanted to,
| | 02:11 |
you would click Delete Notebook right from
here and it's gone.
| | 02:13 |
Let's click Cancel instead.
And maybe we want to keep that, but we
| | 02:17 |
want to separate our personal notebooks
from our business notebooks to be able to
| | 02:21 |
stay better organized and only look at the
personal when we're doing personal work,
| | 02:25 |
and business work when we want to look at
it and so on.
| | 02:28 |
That's where stacks come in handy.
To add a notebook to a stack, you actually
| | 02:32 |
create the stack on the fly.
For example, User Conference 2013 belongs
| | 02:37 |
in a business or office stack.
Let's right-click it.
| | 02:41 |
And from here we can add to stack.
Notice there aren't any stacks yet, so we
| | 02:46 |
can create the new stack on the fly by
clicking it.
| | 02:50 |
Automatically, we have a new notebook
stack and we can rename that just like we
| | 02:54 |
did with out notebook.
So, let's right-click Notebook Stack,
| | 02:58 |
click Rename and let's call this Business.
When you hit Return, you'll notice you now
| | 03:05 |
have a Business stack and indented is the
User Conference 13 notebook.
| | 03:09 |
That means we can collapse and expand this
stack.
| | 03:13 |
So we can go to business when we need it
and close it up when we don't.
| | 03:16 |
It allows us to get a nice clean look at
our notebooks as opposed to lists and
| | 03:21 |
lists of notebooks.
Let's expand it to see what's inside.
| | 03:24 |
There it is, User Conference 2013.
Right, maybe David's notebook belongs in a
| | 03:29 |
Personal stack.
We'll, right-click it, go down to Add to Stack.
| | 03:32 |
Now, we have two choices, add it to the
Business stack that already exists, or
| | 03:36 |
create a new one on the fly.
I'm going to create a new one.
| | 03:40 |
And again, we're going to rename Notebook
stack by right-clicking it and choosing rename.
| | 03:44 |
We'll call this one personal.
When you press return, you now have a
| | 03:49 |
personal and a business stack.
And you can expand the one you need when
| | 03:53 |
you need it.
So, you can add as many notebooks to those
| | 03:57 |
stacks and have multiple stacks, if you
like.
| | 03:59 |
It's just another way to stay organized.
Now, when you want to delete a stack, you
| | 04:03 |
can do that as well by right-clicking.
When you choose Delete, it's a little bit
| | 04:07 |
different than a Notebook.
Notice that you aren't required to confirm
| | 04:11 |
you want to delete the stack, but also
notice that none of your notebooks or
| | 04:15 |
notes will be deleted.
They'll be left in the default or root
| | 04:19 |
stack and you'll just be removing the
stack itself.
| | 04:23 |
>> Let's not do that.
We'll click Cancel and keep it for now.
| | 04:26 |
We'll collapse personal, make sure
business is collapsed and you see we have
| | 04:29 |
a nice neat list of stacks and notebooks
down the Left-Hand panel.
| | 04:34 |
So, that's how we access some of the
properties of our existing notebooks and stacks.
| | 04:38 |
| | Collapse this transcript |
| Backing up and sharing notebook contents| 00:00 |
Over time, as you continue creating
notebooks and creating your own notes and
| | 00:04 |
adding content to those notebooks, you may
be thinking, what happens if I lose that content?
| | 00:09 |
Well, one option is to back it up or
export it to a format that allows you to
| | 00:15 |
store the file in a location of your
choosing, even share that file with
| | 00:19 |
others, if you want to give them access to
your content.
| | 00:22 |
Let's see how it's done here in a Windows
environment.
| | 00:25 |
All we need to do is find a notebook that
contains a note, at least one note.
| | 00:29 |
And we do have that getting started note
that was created by default when we opened
| | 00:32 |
up our account.
Mine is in the Personal stack under my own name.
| | 00:37 |
So, if you were following along with me,
you may have created a Personal stack as well.
| | 00:41 |
You can expand it, and go to your notebook
and right-click.
| | 00:44 |
It's from here where you'll find Export
Notes.
| | 00:48 |
Select that option, and then you get to
choose from some different formats, the
| | 00:52 |
first one being an Evernote format.
Notice down below, with it selected, we
| | 00:56 |
have a description.
Can be used by developers in other
| | 00:59 |
applications to move your Evernote notes
into other applications and services.
| | 01:03 |
You could also choose a single webpage,
HTML.
| | 01:08 |
This way, you're going to be exporting
your selected notes as a single webpage
| | 01:13 |
with directories containing all of your
images and linked attachments if there are any.
| | 01:18 |
Same thing for web archive, and you'll
notice another format at the end which
| | 01:22 |
allows you to create multiple webpages.
So, if you have multiple notes inside a
| | 01:27 |
notebook, you can have them showing up on
their own pages.
| | 01:30 |
I like that format better than the single
page.
| | 01:32 |
I'm going to go back to the very beginning
though.
| | 01:34 |
Let's choose the .enex extension, which is
the Evernote format, and click Export.
| | 01:40 |
Now, there are some options, and when you
click options, you'll notice that most of
| | 01:44 |
them are already selected and can't be
changed anyways for this particular format.
| | 01:48 |
But tags, if there are any, can also be
excluded or included, with the check mark.
| | 01:53 |
The other formats allow you to pick and
choose different options as well.
| | 01:57 |
And let's click Export and choose a
location.
| | 02:00 |
I'm going to go right to my desktop.
Notice the name is going to be the same
| | 02:04 |
name as your notebook, and when you click
Save, you're actually exporting the
| | 02:09 |
contents of that notebook to that file.
So, we can click Close or Open the Folder
| | 02:14 |
if we wanted to, in my case, in File
Explorer here in Windows 8.
| | 02:17 |
Let's click Close.
Now, if you wanted to, you could share
| | 02:20 |
that file with people.
You could attach it in an e-mail, send it
| | 02:23 |
off to them and they'll have access to
your notes.
| | 02:25 |
They can open them up in their Evernote,
for example.
| | 02:27 |
Or, if something where to happen and you
lost your notebook or deleted certain
| | 02:32 |
content, you could get it back by
importing that file.
| | 02:35 |
That's what we're going to do right now.
Let's go up to the file menu, and this
| | 02:40 |
time go down to import.
When you do that there's a sub menu here
| | 02:44 |
that allows you to choose Evernote Export
Files or Microsoft OneNote.
| | 02:49 |
In our case, we can important Evernote
exported files because that's the format
| | 02:53 |
we chose earlier.
Now, we just need to locate it.
| | 02:56 |
Let's go to the Exercise Files folder.
And there is one in there called David's Notebook.
| | 03:02 |
Select it, and click Open.
Notice down below Import Note Tags is also
| | 03:07 |
checked off.
Now, the data import is successful.
| | 03:11 |
All that's happening here is you're
getting a new notebook called Imported
| | 03:15 |
Notes, where you're going to find all
those notes, and you can pick and choose
| | 03:18 |
the ones that you want to move into the
various folders.
| | 03:22 |
So, place all imported notes into a
synchronized notebook now, yes or no,
| | 03:26 |
let's choose Yes.
There we go.
| | 03:29 |
You can see the new notebook, Imported
Notes.
| | 03:31 |
And when we select it, there it is.
I actually had a couple extras in here for
| | 03:36 |
you including the Getting Started.
So if I wanted to move those into David's
| | 03:40 |
notebook, all I have to do is drag them
over there.
| | 03:42 |
I don't need the Getting Started, because
I already have that one, but this one I
| | 03:45 |
can drag into David's notebook.
Same thing for the playoffs schedule.
| | 03:49 |
There we go, I just that information, that
content from an actual Evernote file.
| | 03:55 |
So, if you'd shared it with somebody or
someone had shared it with me, I now have
| | 03:58 |
those notes.
Or, if you simply lost them, back them up,
| | 04:02 |
that's how we import them back.
| | 04:04 |
| | Collapse this transcript |
|
|
3. Working with NotesCreating a text note| 00:00 |
If you've been following along with me,
you'll know Evernote is all about storing
| | 00:03 |
anything and everything and the more you
pile into your notebooks, the more
| | 00:07 |
powerful Evernote becomes.
Well, the most popular type of content
| | 00:11 |
you'll add to your notebooks is the text
note, and that's where we're going to start.
| | 00:16 |
We begin by selecting the notebook where
we want our new note to go.
| | 00:19 |
Let's say, it's in the business stack, a
stack we created in an earlier movie.
| | 00:24 |
If you weren't following along, then no
problem.
| | 00:25 |
Just select any notebook you like or any
stack.
| | 00:29 |
Now, when we go to create our new note,
we'll make sure it's going to the right notebook.
| | 00:33 |
I'll show you that in a moment.
But to create your new note, there are a
| | 00:35 |
number of different options.
You could go to the File menu.
| | 00:38 |
You'll see new note right at the top.
There is a keyboard short cut Ctrl+N or
| | 00:43 |
I'll just click off here to the right and
notice on the tool bar, we have a new note
| | 00:47 |
button here as well, with a drop down to
create different types of new notes.
| | 00:52 |
Now, new note is simply a text note and of
course, we can add other things to that
| | 00:56 |
note but it begins as a text note.
There is our keyboard short cut again.
| | 01:00 |
We can be specific in creating new
Inknote.
| | 01:02 |
So, if you have touchscreens or if you
have a tablet attached, you can create Inknotes.
| | 01:08 |
You can also use the keyboard shortcut as
displayed here, control, shift, and i as
| | 01:12 |
in ink.
New audio notes, and if you have a webcam
| | 01:15 |
attached you can create new webcam notes
from here as well.
| | 01:18 |
But we're going to select New Note which
begins as a simple text note.
| | 01:22 |
Now, notice that with the Business stack
selected, I have a new Untitled Note
| | 01:26 |
appearing in my snippets.
And here to the right I can click to give
| | 01:30 |
it a title.
Let's go there first.
| | 01:32 |
Right, the title for this one let's say is
Get Productive.
| | 01:36 |
And, things to remember.
Let's look a little further to the right
| | 01:40 |
and you'll see it's actually going to our
"User Conference 2013" notebook.
| | 01:44 |
If we click this drop down, we can select
any stack and any notebook we like.
| | 01:49 |
If it's there we can choose from it.
If we just click off to the edge here, not
| | 01:53 |
selecting anything it becomes the default.
The only notebook in that stack.
| | 01:58 |
So, that's where it's going.
Now, it's time to click down below and
| | 02:01 |
start adding our text.
Notice that we use a default font, a font
| | 02:06 |
size, and we have a number of formatting
options for our text as well.
| | 02:09 |
And we'll save that for a little bit
later.
| | 02:11 |
Right now, let's just get some text in
here.
| | 02:13 |
So, we simply start typing like any word
processor.
| | 02:16 |
How about "Prioritize items..," Press
return.
| | 02:20 |
And we'll add some additional textures to
have something to work with.
| | 02:24 |
You can go ahead and type this in, leave
at a specific time, plan phone calls.
| | 02:28 |
You may have notice as we're adding these
things information appearing over here in
| | 02:32 |
our snippet's view.
We don't actually find the Save button
| | 02:35 |
anywhere here in Evernote.
Everything we're typing is automatically
| | 02:39 |
being saved, and it's being saved to the
Cloud.
| | 02:42 |
So, now that we have some items in here,
it's time to spice it up.
| | 02:45 |
Make it look interesting.
We'll talk about that next.
| | 02:48 |
| | Collapse this transcript |
| Saving, editing, and formatting text notes| 00:00 |
As you go about your business here in
Evernote creating the most popular type of
| | 00:04 |
note, the text note, as we did in the
previous movie, you may want to spice up
| | 00:08 |
that text.
Make it stand out, and that's where
| | 00:11 |
formatting comes in.
We're going to continue working with our
| | 00:13 |
get productive note here, where we have a
list of things to remember.
| | 00:17 |
Now, if you weren't following along with
me in the previous movie, don't worry
| | 00:20 |
about it.
Just find any note with text.
| | 00:22 |
And you can follow along.
The first step is to select the text that
| | 00:25 |
we want to format.
If it's everything, just click and drag
| | 00:28 |
from the beginning to the end, and it's
all highlighted.
| | 00:31 |
All right, we're going to go up to the
Formatting toolbar now and begin with a
| | 00:35 |
font face.
You can see minus Tahoma, click in the
| | 00:38 |
drop-down gives us an alphabetical listing
of all the fonts we can choose from, so we
| | 00:42 |
can go down to another option.
Let's go down Verdana, for example, and
| | 00:46 |
give it a click and things change to that
font.
| | 00:49 |
Click drop-down again.
You can also scroll up and down that list.
| | 00:52 |
It's quite lengthy.
If you wanted a shortcut to get to Ariel.
| | 00:56 |
Let's say, just type in the first letter
of the font name.
| | 00:58 |
A as in Ariel takes me to the A's.
There's Ariel.
| | 01:02 |
Easy to find.
I'll give it a click.
| | 01:03 |
That's the one I want.
Also, we can adjust the size of our
| | 01:06 |
selected text.
The font size drop down.
| | 01:09 |
My default is at 11.
But clicking this allows me to choose
| | 01:12 |
things like 12.
That's better.
| | 01:14 |
I think I'll go with 14 by clicking again.
That's the size I want right there.
| | 01:19 |
Everything's still highlighted or selected
so we can continue making adjustments to
| | 01:23 |
our formatting.
Next up is the Font Color.
| | 01:26 |
Click this drop-down.
And you'll see a number of swatches.
| | 01:29 |
If you don't see something you're looking
for, you need to be more precise, you can
| | 01:32 |
go to More Colors.
And from here, define a Custom Color.
| | 01:37 |
I'm going to click Cancel though, and go
right back to the drop-down and select one
| | 01:40 |
of the swatches.
Usually, you'll find the color you want here.
| | 01:44 |
Different shades of different colors.
I'm going to go for the darkest blue here
| | 01:47 |
in the third column.
And we don't really see it as our text is
| | 01:51 |
still selected, but trust me, it's there.
We can also Bold, Italic, and Underline
| | 01:57 |
our text.
There's also Strike Through, maybe if we
| | 01:59 |
wanted to cross one of these items we just
click anywhere to deselect.
| | 02:03 |
Highlight phone calls, plan phone calls,
and strike that off the list.
| | 02:06 |
It stays on the list, but it appears with
strike through.
| | 02:09 |
To turn that off, we just click it again.
We can also change the Alignment of our text.
| | 02:14 |
Let's select everything again, and change
it to Center, everything's centered, in
| | 02:18 |
our note.
How about Right Aligned?
| | 02:20 |
Full, would really apply to paragraphs
where you have multiple lines before a
| | 02:24 |
return is hit.
So, if we click it now we get the same
| | 02:27 |
result as choosing, Left Aligned.
There's also Bullets and Numbering.
| | 02:31 |
Click the Bullets button, you turn bullets
on.
| | 02:34 |
Click the numbering button if the order is
important.
| | 02:37 |
There we go.
One, two, three, four.
| | 02:38 |
Now, if we click down below to deselect
and take one of these out this is the
| | 02:42 |
beauty of automatic numbering.
We'll select plan phone calls again by
| | 02:46 |
clicking and dragging.
Hit Delete on the keyboard, and then we'll
| | 02:49 |
back space to take out the three.
Look what happens.
| | 02:52 |
Everything's renumbered for us.
If we want to bring it back, we can go to
| | 02:55 |
the Edit menu, and choose Undo.
Notice, Ctrl+Z is your keyboard shortcut
| | 02:59 |
just like, in any other program here in
Windows.
| | 03:02 |
Let's try Ctrl+Z to bring it back.
And again, everything is renumbered accordingly.
| | 03:06 |
You don't have to worry about changing the
numbers.
| | 03:08 |
All right, there are some other options
here for indenting as well.
| | 03:12 |
We can add Check Boxes, Tables, you can
see Attachments, even Audio, things we're
| | 03:16 |
going to talk about as we continue moving
through this chapter.
| | 03:19 |
But for now, some simple formatting is
easily accomplished thanks to the
| | 03:22 |
Formatting toolbar that appears across the
top of your note here in Evernote.
| | 03:27 |
| | Collapse this transcript |
| Turning a text note into a checklist| 00:00 |
One really cool feature I like here in
Evernote is the ability to create a
| | 00:04 |
working checklist.
Not just a list of items with checkboxes
| | 00:07 |
but boxes you can check off when you
complete those items.
| | 00:11 |
This is ideal for to do lists.
Now, we can create them on the fly or take
| | 00:15 |
existing content and turn it into a
checklist.
| | 00:17 |
We're going to do both right now.
I am going to go to the user conference
| | 00:21 |
notebook we created earlier on under the
Business stack.
| | 00:23 |
You could be looking at any notebook
though because we're going to create a new
| | 00:27 |
note to began with.
Click the New Note button up at the top
| | 00:30 |
and let's give this is a title by clicking
right were it says, Click this at title.
| | 00:34 |
We'll type in something like To Do List or
Things To Do.
| | 00:38 |
Now, because this is related to our User
Conference Notebook when we click down
| | 00:42 |
below, this list will be things that need
to be done with regard to our User Conference.
| | 00:47 |
Now, we can add the list items now and
turn it into a checklist or we could go
| | 00:52 |
over to the Toolbar here and find the
Checklist button and turn this on first.
| | 00:57 |
If you're not seeing all of your buttons
because of screen resolution, you might
| | 01:00 |
see a double arrow at the end of your
Toolbar that you can click to expand this.
| | 01:05 |
All right, when we click the button,
notice our first check box appears, and we
| | 01:08 |
can start adding to-do items.
So, let's start with Contact Venue to
| | 01:15 |
arrange seating.
That's something that needs to be done.
| | 01:18 |
When you hit Enter, just like a Bulleted
or Numbered list, you get a new check box.
| | 01:22 |
All right, next we need to Arrange
catering.
| | 01:26 |
When you press Enter, again on to your
third item.
| | 01:29 |
Let's say we need to Organize speakers.
Okay, so we have three items.
| | 01:36 |
What's really cool though, as I mentioned
earlier, this is a working checklist.
| | 01:40 |
So, as we complete these items, we can
check them off.
| | 01:44 |
If we need to go back, and uncheck, we can
do that as well.
| | 01:48 |
And eventually, we'll complete our to-do
list.
| | 01:50 |
So, that's creating one on the fly.
If you have existing content, you can also
| | 01:54 |
change it into a checklist.
Here, we have a list of things to remember
| | 02:00 |
when it comes to being productive, and we
use this as a numbered list in a previous movie.
| | 02:06 |
If you don't have existing content, that's
okay.
| | 02:08 |
You can go ahead and select anything you'd
like.
| | 02:11 |
You can pick and choose items one at a
time.
| | 02:14 |
Just click in front of them and click the
check list button to turn it on.
| | 02:18 |
Click again, yet another button.
Hit your backspace key to take them out.
| | 02:21 |
Now, if you wanted to, you could select
all of these items.
| | 02:25 |
I'm going to click and drag from the
bottom, all the way up to the top.
| | 02:28 |
You won't get the first number selected,
but you can go from top to bottom, bottom
| | 02:32 |
to top, as long as each line is
highlighted.
| | 02:35 |
And you can turn this into a checklist.
You can turn off numbering if you want to
| | 02:39 |
switch it to a checklist, or leave the
numbering on and click the Checklist button.
| | 02:44 |
Notice now, when we click down below to
deselect, we have Check Boxes next to each
| | 02:48 |
of our items.
And again we can take those out by
| | 02:51 |
reselecting everything and hitting the
same button to turn them off.
| | 02:56 |
I'm going to switch this to a checklist by
turning off my numbering, clicking that
| | 03:01 |
button, and that looks good.
Now, as I remember these things, I can
| | 03:05 |
check them off.
So, that's all there is to creating check
| | 03:09 |
lists here in Evernote, a handy little
tool for to-do lists and things to remember.
| | 03:13 |
| | Collapse this transcript |
| Pasting PDF content to a note| 00:00 |
So far in this chapter, we've learned how
we can simply add text to a new note here,
| | 00:04 |
an existing note.
Make it look nice and standout by using
| | 00:08 |
some formatting.
What if yo already have the content
| | 00:11 |
though, in another document?
Well, in those cases, it's a simple matter
| | 00:14 |
of going to that document, say a Word
document in Word, and copying, switching
| | 00:19 |
over to Evernote, and pasting.
If that content though, is in a PDF
| | 00:24 |
document, there's a couple of tricks you
need to know about, and that's what we're
| | 00:27 |
going to talk about now.
As we continue working here in Evernote,
| | 00:30 |
we're going to create a new note.
I'm going to create it here in my Business stack.
| | 00:35 |
In the User Conference 2013 notebook.
Let's go to the New Note button or use
| | 00:40 |
Ctrl+N on your keyboard to create the new
note.
| | 00:42 |
And we'll give it a title, Hotel
Information.
| | 00:45 |
Now, let's say we already have that in a
PDF document that was provided to us from
| | 00:50 |
the hotel.
To get that information here into
| | 00:52 |
Evernote, we have a couple of options.
So, let's switch to that document which
| | 00:56 |
you have in your exercise files.
It's called Hotel_Information.pdf you can
| | 01:00 |
open it up now.
That has to be opened up in Adobe Reader.
| | 01:04 |
If you're in Windows 8, don't open it up
in the default reader app.
| | 01:08 |
Some of the tricks we're going to talk
about won't work.
| | 01:10 |
You need to be in Adobe Reader, and it's a
free download if you don't already have it.
| | 01:15 |
Let's say we want the content all the way
from reservation summary down to the bottom.
| | 01:18 |
Well, first thing I'm going to do is just
zoom out so I have a better overview of
| | 01:21 |
the entire page.
I'm going to zoom out to 75% here.
| | 01:24 |
That's better.
Now, from reservation summary, I'm
| | 01:27 |
going to click and drag.
And as I move down, you can see
| | 01:30 |
everything's getting selected or
highlighted until I get down to the image.
| | 01:33 |
You can see it's kind of getting skipped
over.
| | 01:35 |
I'm going to go right down to the bottom.
With everything selected now, I'm going to copy.
| | 01:40 |
Options are to go to the Edit menu or if
you like the keyboard shortcut, Ctrl+C is
| | 01:45 |
the shortcut.
With everything copied now, all we have to
| | 01:48 |
do is switch over to Evernote, Alt+Tab.
In our new note, make sure our cursor's
| | 01:52 |
flashing down below and Paste.
If we go up to the Edit menu, you'll see
| | 01:57 |
there's a couple of paste options, Paste,
Ctrl+V, the keyboard shortcut, or Paste as Text.
| | 02:02 |
And because of the way we selected our
content in Adobe Reader, no matter what we
| | 02:07 |
choose here, we're going to get the same
result.
| | 02:10 |
So, it doesn't matter what you choose.
Go to Paste, for example, or use Ctrl+V
| | 02:13 |
and you'll see what happens.
What gets pasted here is just the text.
| | 02:18 |
So, we don't see the image.
And check out the formatting.
| | 02:20 |
It's all out of whack.
We're missing hard returns so, we don't
| | 02:23 |
see paragraphs.
It's not a good option unless you like
| | 02:26 |
extra work by going into your new note
here and adding those returns and reformatting.
| | 02:32 |
I'm not keen on that, so I'm going to go
to the Edit menu and click Undo.
| | 02:36 |
You can use Ctrl+Z as well.
Let's switch back to that PDF.
| | 02:40 |
With everything still selected here, we're
going to click anywhere in the document to
| | 02:44 |
deselect and go up to the Edit menu
because in Adobe Reader you have a
| | 02:48 |
different option for copying.
First of all, you can Copy what's selected
| | 02:52 |
and if nothing's selected, Copy is not an
option.
| | 02:55 |
But we also have this option, Copy File to
Clipboard.
| | 02:58 |
So, the entire file gets copied.
Let's select that.
| | 03:02 |
Now, we'll switch back to Evernote and
we'll go up to the Edit menu.
| | 03:05 |
We don't want Paste as Text.
We get the same result.
| | 03:08 |
We want Paste.
Or you can just click here in the empty
| | 03:11 |
space and use Ctrl+V on your keyboard and
look what happens.
| | 03:14 |
You get the whole file.
That's the whole PDF file.
| | 03:18 |
The disadvantage is it's an image, like a
snapshot of the content, and we get
| | 03:23 |
everything, even the stuff we didn't
really want up at the top.
| | 03:27 |
Another disadvantage, if you're using the
free version of Evernote is you won't be
| | 03:30 |
able to search for content in this file.
You need the premium version to be able to
| | 03:35 |
find text in a PDF file.
So, that's just another way to get content
| | 03:39 |
from a PDF into your Evernote notebooks.
It's up to you how you do it.
| | 03:43 |
By using this option, if you have the
premium version, you'll be able to search text.
| | 03:47 |
And you'll get your images and your
formatting, which we didn't see when we
| | 03:52 |
copied the text only from our PDF file.
| | 03:54 |
| | Collapse this transcript |
| Adding screenshots to a note| 00:00 |
Let's talk about a scenario now, where you
might not even be running Evernote.
| | 00:04 |
Maybe you're working in browser, or
looking at a PDF file.
| | 00:08 |
And you see something you'd like to
capture to Evernote.
| | 00:11 |
I'd like you to take a look at the
notebook you're in right now.
| | 00:15 |
I'm looking at my user conference, 2013
notebook.
| | 00:18 |
This is kind of important here in the
Windows environment.
| | 00:21 |
Next, we're going to switch over to that
PDF file.
| | 00:24 |
If you have the exercise files, you can
open up Travel_Poster.pdf.
| | 00:27 |
And let's say that we see something here
that we'd like to capture, maybe not the
| | 00:31 |
entire poster, just a part of it.
Well, here in the Windows environment, if
| | 00:34 |
you go down to the very bottom right hand
corner of your screen, you'll see
| | 00:38 |
something called the tray.
And there might be hidden icons or you
| | 00:42 |
might see the Evernote icon down there at
the bottom right corner.
| | 00:45 |
Either way, you're going to find it and if
you were to click this icon, it's a
| | 00:49 |
shortcut to opening up Evernote.
But if you right click it, you'll see some
| | 00:53 |
options like clipping a screen shot,
copying a selection that you've already
| | 00:58 |
selected maybe, and there are some other
options down here as well.
| | 01:02 |
What we want to do is Clip a Screenshot.
So, we're looking at this poster.
| | 01:06 |
We see something we want in Evernote.
We right click the icon Clip Screenshot,
| | 01:11 |
and now we get to pick and choose what it
is we want to clip.
| | 01:14 |
If we want this information here for
Explore California, so we Click and Drag
| | 01:18 |
over that.
You'll see it Highlighted.
| | 01:21 |
When you let go Boom, clipped.
And you can see there's a screen clip that
| | 01:25 |
was created.
And we can click that link or we can go
| | 01:28 |
over to Evernote.
Let's go back there now.
| | 01:31 |
And you'll notice in the notebook you were
looking at last, in my case "User
| | 01:35 |
Conference 2013," I have a screen clip.
And there it is over on here the
| | 01:40 |
right-hand side.
You can see exactly what I captured from
| | 01:42 |
that PDF file.
I can go up here and rename that.
| | 01:47 |
And press enter and there is my new clip
| | 01:50 |
| | Collapse this transcript |
| Clipping web content to a note| 00:00 |
Have you ever been browsing the web, when
you come across content that you wish you
| | 00:04 |
could keep?
Well, now that you have Evernote, you have
| | 00:06 |
a place to keep it.
Your Evernote Notebooks.
| | 00:09 |
So, we're going to talk about web clipping
now.
| | 00:11 |
And we're going to start by switching over
to our browser.
| | 00:14 |
Mine's Internet Explorer here in Windows.
And we're going to go to evernote.com.
| | 00:18 |
Now, once upon a time when you went down
to get Evernote, even though, we've
| | 00:21 |
already installed it on our computers, we
might see a message down below which we
| | 00:26 |
can cancel, and then close that up.
But here we have a button for getting
| | 00:30 |
Evernote for Windows.
We've already done that.
| | 00:32 |
What used to show up next to it was "Get
the web clipper" a separate download.
| | 00:37 |
But now, it's actually included in
Evernote for Windows.
| | 00:40 |
And that's why, if you go up to the
toolbar here in Internet Explorer, if
| | 00:44 |
you've already gotten Ever Note for
Windows on your computer, you're going to
| | 00:47 |
see this icon, Add to Evernote 4.
This is the web clipper, and it's exactly
| | 00:51 |
what we're going to use to get content we
see in our web browser in our Evernote otebooks.
| | 00:57 |
All right, lets go back by clicking the
back button here to our Evernote.com main page.
| | 01:03 |
Next we'll go to blogs and select Evernote
blog.
| | 01:07 |
And as were reading through the various
blogs, scrolling down through the page
| | 01:10 |
here, we arrive at the Evernote food
section.
| | 01:13 |
So we give it a click.
And there's an article on Evernote food,
| | 01:17 |
and as we scroll down you can see that
there's way more than can fit on one
| | 01:20 |
screen full.
If that's an article you want to keep,
| | 01:23 |
it's time to use the web clipper to get
it.
| | 01:26 |
So, we go up to our toolbar and click the
icon Add to Evernote 4.
| | 01:30 |
A dialog will appear over here on the
right.
| | 01:32 |
And it's going to try to load notebooks,
but if you're not signed in to the web
| | 01:36 |
version of Evernote.
It won't be able to find them, so that's
| | 01:38 |
why you're prompted for your password.
I'll type that in.
| | 01:41 |
When you press Enter or click Sign In,
notice now your default notebook appears here.
| | 01:46 |
It's my Inbox and you'll also see the
webpage that we're looking at, which is
| | 01:50 |
the Evernote Blog for Evernote Food.
We could add tags if we wanted to as we
| | 01:55 |
capture this, even comments.
And then, we'll see a button here with the
| | 01:59 |
default option which is to Save the Full
Page.
| | 02:01 |
That's why you're seeing a yellow outline
around the entire page including
| | 02:05 |
navigation buttons, menus, this pane down
the right hand side.
| | 02:09 |
If you really just want to save the
contents in the article, click the drop
| | 02:13 |
down next to save full page and choose
Save Article.
| | 02:17 |
You could even just save the URL if you
wanted.
| | 02:19 |
You'd just see the URL in your notebook.
The problem with that is, if this site
| | 02:24 |
ever changes, you'll lose what you're
seeing now.
| | 02:26 |
You'll just have access to the URL.
I'm going to click Save Article.
| | 02:30 |
Now, look what's highlighted.
Just the article, and you're also going to
| | 02:34 |
see some options over here on the left for
the selection, moving it, shrinking it,
| | 02:38 |
expanding it.
And as we scroll down, we can see
| | 02:41 |
everything, even what we can't see in one
screenful is selected, so the entire article.
| | 02:46 |
That's perfect.
Before we click Save Article, let's check
| | 02:49 |
out the options.
If that's going to be your most common
| | 02:52 |
action to save articles, click Options,
and change that to your default action.
| | 02:57 |
Save Full Page is the default, but you
could choose Article or URL.
| | 03:02 |
Also, article selection is enabled by
default, allowing that we can choose from
| | 03:06 |
the article itself.
We can disable that or choose enabled with
| | 03:10 |
no hints.
There is information on what those options
| | 03:13 |
mean down below.
I am going to leave it enabled and click close.
| | 03:17 |
Now, its time to capture it.
Remember its going to your default
| | 03:20 |
notebook unless you click the drop down to
choose a different notebook.
| | 03:23 |
I'm going to keep it as my default and
click Save Article.
| | 03:27 |
You might be prompted to sign in again.
Go ahead and do that.
| | 03:30 |
Click in the password field and sign in.
And you can see something's happening down
| | 03:35 |
here on the bottom.
Notes added one.
| | 03:38 |
Also, a new window is opening up in your
browser.
| | 03:41 |
This is the online version of Evernote,
and you're looking at the contents in your
| | 03:46 |
default notebook, the inbox for me.
And there's my article, I can scroll down
| | 03:50 |
through it.
Now, we can also close this off and switch
| | 03:54 |
over to Evernote that we have running
already in our windows environment, and go
| | 03:58 |
to our inbox and see that it's there as
well.
| | 04:01 |
Our Evernote blog.
And as we scroll down we get the entire article.
| | 04:06 |
How nice is that?
Of course, we can go up here and change
| | 04:08 |
the title if we wanted to or just leave it
as is.
| | 04:11 |
I'm fine with what I see up there.
That's how we go and get content from our
| | 04:15 |
web browser now.
Thanks to the Web Clipper included in
| | 04:18 |
Evernote for Windows.
| | 04:20 |
| | Collapse this transcript |
| Creating a multimedia note| 00:01 |
One of the biggest advantages to using an
application like Evernote over your
| | 00:05 |
old-fashioned paper notebook is the
ability to store various types of content
| | 00:10 |
in an Evernote notebook, not just plain
old text notes.
| | 00:13 |
For example, if you come across something
that you want to capture, you can take a photo.
| | 00:17 |
You can create audio as well, and take
pictures of entire documents or pages.
| | 00:22 |
We're going to look at working with media
now, beginning on a mobile device.
| | 00:26 |
I'm on an iPad.
So the first thing you need to do is get
| | 00:29 |
into Evernote where you'll have access to
all of your notebooks.
| | 00:32 |
And over here on the left-hand side,
you'll notice you also have some icons for
| | 00:36 |
creating a new note, for taking a
snapshot, as well as taking a picture of
| | 00:40 |
an entire page.
So, in our scenario, let's say we've come
| | 00:44 |
across something that we want to capture,
maybe it's a business card, or in our
| | 00:47 |
case, the mock up of a business card being
provided by a potential caterer for our
| | 00:52 |
User Conference 2013.
This would be a business card we might
| | 00:55 |
hand out to all of our attendees.
So, we want to store it in our notebook.
| | 00:59 |
All we do is go to the camera icon, give
it a tap.
| | 01:02 |
Now, we'll line it up with our document.
In this case our mock-up of the business card.
| | 01:06 |
And when everything looks good, go over to
the right side and we'll give it a tap.
| | 01:11 |
When we tap the camera icon, a snapshot is
not only taken, but automatically stored
| | 01:15 |
in our default notebook.
Now, we could continue snapping additional
| | 01:19 |
photos here on the right-hand side.
We could choose not to save the folders
| | 01:23 |
we've taken by clicking the Close button
in the bottom left-hand corner or accept
| | 01:27 |
everything that we've actually captured.
In this case, you can see one item by
| | 01:31 |
clicking or tapping the check mark.
Now, this takes us back to our notebooks.
| | 01:35 |
You'll see recent notes in the top left.
You'll also see all notes down below.
| | 01:39 |
And if we're to go to a specific notebook
such as our Inbox, that's where we'll see
| | 01:44 |
that business card that we just captured
in our default.
| | 01:47 |
That's my default and that's why I see it
there.
| | 01:50 |
At any time, we can tap the elephant icon
to go back to that original view.
| | 01:54 |
Now that it's in there, we can start
working with it.
| | 01:57 |
We can move it to the appropriate folder
for example.
| | 01:59 |
We could also add text to it and audio.
Let's switch over to the computer to work
| | 02:05 |
with some additional media.
Now, whether you're working on a Mac or a
| | 02:08 |
Windows PC when you return to your
computer and go to your default notebook,
| | 02:13 |
mines my inbox.
That's where I'll find that snapshot I
| | 02:15 |
just took with my mobile device.
If you don't see it there, you may be
| | 02:19 |
waiting for a sync to happen.
But you could click the Sync button at
| | 02:22 |
anytime to synchronize your notes and then
you'll see it there.
| | 02:26 |
Now, once it's in there, there are things
we can do with it.
| | 02:28 |
For example, we can change the title.
By default, it gets the name Snapshot and
| | 02:32 |
you'll see some additional information
about where the snapshot was taken.
| | 02:36 |
Yours will be different than mine.
But we can click and drag over that and
| | 02:39 |
just simple change the title.
Let's type in Caterer, Karen Leslie.
| | 02:45 |
There we go.
Now, down below, we can make changes to
| | 02:48 |
the image itself as well.
For example, if we click the image, you
| | 02:52 |
should see this line down the left-hand
side, that means we're ready to start
| | 02:56 |
adding things.
If we wanted to add text a little note for
| | 02:59 |
example to go with this we could.
If we want to make a change to the image
| | 03:02 |
itself, for example, rotate it maybe 90
degrees counterclockwise, we can do that
| | 03:08 |
by right-clicking and choosing Rotate
Counterclockwise.
| | 03:11 |
Each time we do this, it's another 90
degrees.
| | 03:14 |
So give it a click, it doesn't only rotate
it, but it also squeezes it in so it fits
| | 03:18 |
nicely on the screen and you can read the
contents of the business card, very nice.
| | 03:23 |
All right, let's say we wanted to add some
other media to this, maybe some audio, perhaps.
| | 03:28 |
Yes, we can do that as well.
Let's just click again.
| | 03:30 |
Anywhere on the note.
And what we want to see is this line down
| | 03:34 |
the left-hand side.
That way we know, we're going to be adding
| | 03:36 |
the audio above the note or before this
business card mock-up as opposed to down
| | 03:42 |
below where we can't see it.
Now, as we go to the Tool bar you'll
| | 03:45 |
notice we have a lot of formatting options
for any text we might add.
| | 03:48 |
But over here on the right-hand side we
also have a paperclip icon for attaching things.
| | 03:52 |
And there it is.
A microphone icon for recording audio.
| | 03:56 |
If you have a microphone attached to your
computer or built into it, you can start
| | 04:00 |
recording audio in any note in any
notebook.
| | 04:04 |
So, if we want to attach some audio to
this business card mock-up, we can do that.
| | 04:08 |
Let's just give it a click and you'll see
a new bar appears down below.
| | 04:12 |
The next we'll want to do is adjust the
levels.
| | 04:14 |
The levels are too high.
The volume's too high.
| | 04:16 |
It's going to sound distorted.
We don't want to see too much yellow over here.
| | 04:19 |
We definitely don't wan't to see any red.
So, you can drag that to the left to drop
| | 04:23 |
it down a bit.
There is a timer that will time our
| | 04:26 |
recording, and when we are ready, we just
click the Record button.
| | 04:29 |
At any time, we can cancel this.
Let's record some audio.
| | 04:35 |
This is a mock-up of a business card from
Karen Leslie at the French Cafe.
| | 04:40 |
We might want to hand these out through
our attendees at the User Conference, 2013.
| | 04:45 |
When we hit the Save button, you'll notice
we now have audio showing up at the very
| | 04:48 |
top of our note just in front of our
business card because we clicked there first.
| | 04:53 |
Now, at any time, we can come back and
play this audio by hitting the Play button here.
| | 04:56 |
Notice you'll see the size.
You'll also see that it's in wav format
| | 05:00 |
and it's now part of this note.
Let's just hit the Play button to play it back.
| | 05:05 |
This is a mock-up of a business card from
Karen Leslie.
| | 05:08 |
We can hit pause at any time, and we can
cancel recording and click the Close
| | 05:13 |
button for this to close up the playback
at any time.
| | 05:17 |
So, those are some examples of the media
which you can add to your notes in an
| | 05:21 |
Evernote notebook, something you could
never do with the old fashioned paper notebook.
| | 05:25 |
| | Collapse this transcript |
| Merging multiple notes into one| 00:00 |
As you can imagine, over time, when
working with Evernote, the number of notes
| | 00:04 |
you accumulate is going to grow.
Almost feel unmanageable at times, unless
| | 00:09 |
you use a special technique we're going to
talk of now.
| | 00:11 |
And that is to merge related notes
together, it'll help reduce a number of
| | 00:16 |
notes you'll see in a notebook.
And it will also help you to keep
| | 00:20 |
information that belongs together in a
single place.
| | 00:23 |
Let's say, for example, here as we look at
our default notebook from the previous
| | 00:28 |
movie where we took a snapshot of a
business card and added some audio.
| | 00:31 |
We now want to add that to the appropriate
notebook.
| | 00:34 |
We go to the snippet list here click and
drag it over to the notebook.
| | 00:38 |
When we see User Conference 2013
highlighted, and let go.
| | 00:41 |
It's added to that notebook.
And when we go to that notebook, you can
| | 00:44 |
see the number of notes that's beginning
to grow.
| | 00:47 |
Well, we do have some notes here that kind
of belong together and we can merge them
| | 00:51 |
into one.
Let's say we have the first one selected,
| | 00:55 |
our caterer, and we hold down the Shift
key and click the last one.
| | 00:59 |
We get them all selected now.
And that means, over here on the
| | 01:02 |
right-hand side.
We'll see icons representing each of the
| | 01:05 |
individual notes and an option to merge
them together.
| | 01:09 |
Well, we may not want all of them merged
into one, so let's go to our Travel Poster.
| | 01:14 |
You can hold down your Ctrl key to select
notes that are not next to one another or non-contiguous.
| | 01:20 |
Or, in this case we want these three,
Export California and Hotel Information
| | 01:24 |
merged together.
So we can use our Shift key and click
| | 01:27 |
Hotel Information to get just those three.
Again, we could go to the right, click Merge.
| | 01:32 |
We could also go to the Note menu.
You'll see Merge Notes from there as well.
| | 01:37 |
Or right-click any one of the selected
notes, and from the pop-up menu, choose
| | 01:41 |
Merge Notes from here.
However you do it, you'll notice now
| | 01:44 |
you've just reduced the number of notes in
the notebook, and we have one that is a
| | 01:48 |
product of several notes.
Now, the title that you see is based on
| | 01:53 |
the first note in the list of those notes
that was selected.
| | 01:57 |
But as we scroll down, you can see,
there's actually three separate notes
| | 02:00 |
merged together.
Of course, we can change the information
| | 02:04 |
that appears in the title.
It's not just a Travel Poster anymore.
| | 02:09 |
Let's call it, Merged Travel Info like so.
And when you hit Enter, there's the new
| | 02:17 |
title appearing in your snippet list as
well.
| | 02:19 |
Now, what happens if you realize hmm, may
be I shouldn't have merged all of these
| | 02:24 |
notes together into one.
Maybe I shouldn't have merged any of them
| | 02:27 |
at all, can you go back?
Well, if you try to go to edit and click
| | 02:31 |
Undo or use Control+Z, it's not going to
do anything for you.
| | 02:35 |
But here is what happen, if you look at
your trash, the notes that you merge
| | 02:40 |
together are actually sent to the trash,
and a new note is created in your notebook
| | 02:46 |
merging those three together.
So, at any time, you can go back to your
| | 02:50 |
trash and get those out.
For example, our Travel Poster, click and
| | 02:55 |
drag it back up to our user conference.
Same thing for Explore California, it
| | 03:00 |
belongs there as well, and our Hotel
Information.
| | 03:05 |
Now, the sort order that you see in your
snippet list might be different from mine.
| | 03:08 |
Don't worry about that, just find those
three notes.
| | 03:11 |
Drag them to the folder so they're back.
And when we go to that notebook, User
| | 03:16 |
Conference 2013, you'll see them all,
including our merged information, which we
| | 03:21 |
no longer really need, so we can drag it
to the trash or just select it and delete it.
| | 03:26 |
And we're back where we started.
So remember, when the number of notes that
| | 03:31 |
you see in a notebook begin to accumulate
and start to feel unmanageable, see if
| | 03:36 |
there are any notes with related
information that can be merged into a
| | 03:39 |
single note to save some space and hassle.
| | 03:42 |
| | Collapse this transcript |
| Creating a note from an email| 00:00 |
Have you ever received information in an
e-mail message that you simply need to keep?
| | 00:05 |
Well, you could keep it in your e-mail
application and retrieve it that way.
| | 00:09 |
Or, if you'd prefer why not send to your
Evernote notebooks by forwarding the
| | 00:14 |
message to your Evernote e-mail address?
That's right.
| | 00:17 |
Anyone with an Evernote account is
assigned the default Evernote e-mail
| | 00:21 |
address as well.
So, that's what we're going to do in the
| | 00:23 |
first step is to find out what your e-mail
address is in Evernote.
| | 00:27 |
Here, in the Windows environment, we go to
the Tools menu and select Account Info.
| | 00:31 |
From here, you'll be able to find out what
that e-mail address is.
| | 00:35 |
There's mine.
I'm going to right-click it and choose
| | 00:38 |
Copy because that way, I can paste it into
a message, I could also paste it into my
| | 00:44 |
address book or contacts for future use.
That way, I don't have to try and memorize
| | 00:48 |
this lengthy e-mail address.
So, we'll click close and switch to our
| | 00:52 |
e-mail application now.
That doesn't matter what application
| | 00:55 |
you're using and it really doesn't matter
what message you're working with.
| | 00:58 |
Just find one.
I have one here, titled Itinerary for Trip
| | 01:01 |
to LAX.
I'm going to click it.
| | 01:03 |
Yeah.
That's the information I want to keep so,
| | 01:05 |
all I need to do now is find the Forward
button.
| | 01:07 |
And forward it to my Evernote e-mail
address.
| | 01:10 |
By clicking Forward, I have a field here
for the To section, and I'm going to paste
| | 01:15 |
in what I just copied using Control+V.
I can also paste that into my address book
| | 01:20 |
or my contacts.
I could do it before or after I work with
| | 01:23 |
this message.
I'm going to do that next.
| | 01:25 |
For now, though, let's continue working
with our message.
| | 01:28 |
I don't need all this forwarded
information in the message.
| | 01:31 |
I'm going to highlight it by clicking and
dragging, press Delete to remove it.
| | 01:35 |
That's the information I want to keep, so
I'm going to send this off by clicking Send.
| | 01:40 |
So, off it goes to Evernote.
Where exactly?
| | 01:42 |
To the default notebook you've assigned in
Evernote.
| | 01:46 |
So if we switch back to Evernote now, and
go to our default notebook, it's the one
| | 01:50 |
with the little arrow next to it.
If you're following along with me, I
| | 01:53 |
created a notebook called Inbox and made
it my default notebook.
| | 01:57 |
It just makes it easy to find things that
go there automatically.
| | 02:00 |
Using the word Inbox makes it logical.
Now, when you go there by clicking the
| | 02:05 |
Notebook, you may not see your message
right away.
| | 02:08 |
It needs to be synchronized.
That may happen at certain intervals.
| | 02:12 |
However, you have it set up here in
Evernote, but you can also manually
| | 02:15 |
synchronize your notebooks by clicking the
Sync button on the Tool bar.
| | 02:18 |
Let's do that.
What you should see now is a new note that
| | 02:21 |
has arrived from, oh, it looks like a
forwarded message.
| | 02:25 |
Select it to view the contents.
And if you want, even make changes to your
| | 02:30 |
new note.
For example, I'm going to change the
| | 02:32 |
title, I'm going to take out the forward
information.
| | 02:35 |
Down below, if I wanted to, I have a
regular note now here in Evernote that I
| | 02:38 |
can work with.
But everything that's there I want to
| | 02:40 |
keep, I just should probably be keeping it
in my User Conference 2013 notebook.
| | 02:45 |
So, I'm going to go to my snippet list
here, and just drag it, over to User
| | 02:49 |
Conference 2013, and release.
Now, when I click that notebook, it
| | 02:53 |
appears right at the top.
So the next step would be to, probably, go
| | 02:57 |
back to your e-mail application, and paste
that Evernote e-mail address into your contacts.
| | 03:02 |
So, you never have to memorize it.
You can simply forward messages as you
| | 03:06 |
need to.
A great way to store important information
| | 03:09 |
you receive in an e-mail here, in an
Evernote notebook.
| | 03:12 |
| | Collapse this transcript |
|
|
4. Tagging, Searching, and Filtering ContentSorting notes| 00:00 |
As you continue to use Evernote over time,
the number of notes you're creating and
| | 00:04 |
storing in your notebooks will increase
obviously.
| | 00:07 |
And at times could look a little
disorganized.
| | 00:10 |
That's where sort functionality comes into
play.
| | 00:12 |
It will help you organize your notes in
the order that you prefer, to help you
| | 00:16 |
find what you're looking for.
So, let's explore this now.
| | 00:19 |
We can work in a specific notebook, or
work with all of our notes.
| | 00:22 |
Let's go to all notes, so we have more
than a number of notes to work with.
| | 00:26 |
Notice at the top of the snippet list
here, we have a drop down representing how
| | 00:31 |
we're sorting this list of notes.
The default is by the date they were created.
| | 00:35 |
So, you'll see the newest notes at the
top.
| | 00:37 |
Your order will look different than mine,
but as we click this drop down, you'll
| | 00:41 |
notice that we have a number of other
options like By Title.
| | 00:43 |
This way we get an alphabetical listing of
our notes.
| | 00:46 |
You'll notice though that it is in reverse
order probably.
| | 00:49 |
And if you click that drop down one more
time, at the very bottom, Reverse sort
| | 00:52 |
order is typically the default.
So, this may be checked off, it may not
| | 00:56 |
for you, but clicking it will toggle it to
the other option.
| | 00:59 |
So, if I wanted to see a list of my notes
by title, alphabetically, notice that
| | 01:04 |
caterer Caron Leslie, shows up at the top
for me, and if I Reverse the sort order, I
| | 01:10 |
get my travel poster at the top.
Let's go back to the drop down to look at
| | 01:13 |
some other options.
When they were updated by the size.
| | 01:17 |
I like this one.
Sometimes when you are running out of room
| | 01:19 |
for example, you want to find the largest
ones, see if you still need them and you
| | 01:23 |
can delete them to create some extra room.
So quite often, for example, if you have
| | 01:27 |
audio, or any other type of media, images,
stored in a note, they become very large
| | 01:32 |
in size.
Let's click the drop down one more time,
| | 01:35 |
because we can also go by, for example,
author.
| | 01:37 |
By subject, if you wanted to, even by
where they were created.
| | 01:41 |
We have a number of options for addresses.
We can sync from here, we can also sort by tags.
| | 01:46 |
Well, we haven't talked about tags yet,
and tag is an excellent option for finding
| | 01:50 |
the notes that you want quickly and
filtering them and grouping them together
| | 01:54 |
if they're related.
That's what we're going to talk about next.
| | 01:56 |
So, let's go back to create it and
continue from here.
| | 02:00 |
| | Collapse this transcript |
| Creating new tags for a note| 00:00 |
Well, so far we've been adding content to
notes in various notebooks.
| | 00:03 |
And as you can imagine over time, your
Evernote notebooks will become stuffed
| | 00:07 |
with all kinds of content.
So, it's time to talk about tagging and
| | 00:12 |
the purpose of tagging anything is to add
descriptive words or phrases that will
| | 00:16 |
help you search for a group of items later
on.
| | 00:19 |
Evernote tagging is no different, and
making it a regular habit can save you
| | 00:23 |
tons of time down the road when you need
to retrieve some of that content.
| | 00:27 |
Let's work with a note of your choosing,
I'm going to go to the business card here
| | 00:31 |
in our User Conference 2013 notebook.
And we're going to talk about different
| | 00:35 |
types of tags you might want to add,
beginning with general subject.
| | 00:40 |
The subject of a note is a great example
of good tag material.
| | 00:43 |
If we create a note like this, out of a
person's business card, obviously we're
| | 00:47 |
talking about business cards.
This should be our first tag.
| | 00:50 |
So, to add a tag, it's really quite
simple.
| | 00:53 |
With a note selected like this, we can go
up to the top of the note, just above the
| | 00:58 |
Formatting toolbar here in Windows, you'll
find Click to add tag.
| | 01:02 |
When we click it, we get an empty field
and we're ready to start typing, so this
| | 01:06 |
is a business card.
We'll type in Business Card.
| | 01:09 |
Now, you want to be consistent.
If you go singular with business card as
| | 01:13 |
opposed to business cards, you want to
keep doing that for your other business
| | 01:17 |
cards in your other notebooks.
All right, you can press Enter or Return
| | 01:22 |
on your keyboard.
The note or tag has been added to the note.
| | 01:26 |
And you'll also notice a new tag is ready
to be entered.
| | 01:30 |
Let's talk about another type of tag that
we could use for this example, specific subjects.
| | 01:37 |
We'd also tag this one with a business
name since that's what the note contains.
| | 01:43 |
So, in this case, we could type in French
Cafe.
| | 01:48 |
If you press Enter again, the tag is added
and you're ready to start entering another tag.
| | 01:53 |
But looks what's happening over here on
the left-hand side in the Left panel,
| | 01:57 |
under Tags.
If you need to, you can expand it by
| | 01:59 |
clicking the arrow.
We have a couple of tags now showing up
| | 02:02 |
with numbers next to them.
Obviously, the numbers represent the
| | 02:06 |
number of notes where this tag appears.
So, we tagged one note with Business Card,
| | 02:10 |
we tag one note with French Cafe.
It happens to be the same note, but that's okay.
| | 02:16 |
Next, we'll move onto another type of tag
that could be useful, a source tag.
| | 02:20 |
If you grab this business card from the
person, Karen Leslie in this case, you
| | 02:25 |
might want to add their name as a tag, or
if you grab it from another contact, maybe
| | 02:30 |
tag it with their name as well.
There's another way to create tags.
| | 02:34 |
You can do it over here in the Left panel.
Just right-click and, choose Create Tag.
| | 02:39 |
Notice, it's the Insert key on your
keyboard here in Windows, as the shortcut.
| | 02:44 |
Let's call this Karen Leslie.
And when you hit OK, or press Enter on
| | 02:50 |
your keyboard, you've added the tag.
There's no number next to it.
| | 02:53 |
So, you've created the tag, but it hasn't
been applied yet to a specific note.
| | 02:57 |
To do that, all we have to do is drag it.
Let's click and drag Karen Leslie to the
| | 03:01 |
business card and release.
Notice, there's now a 1 showing up here,
| | 03:05 |
and the tag also appears above the note.
Alright, let's add another one down here.
| | 03:10 |
Let's right-click.
Let's say we're working on a project.
| | 03:13 |
We'll create tag, let's call it User
Conference 2013.
| | 03:18 |
And click OK or press Enter.
So, we have our tag now that can be
| | 03:23 |
applied to multiple notes.
All we have to do again is simply drag it
| | 03:27 |
to those notes.
So, if we drag User Conference to Travel
| | 03:32 |
Poster, drag it to Explore California, the
hotel where the conference is happening,
| | 03:38 |
Hotel Information.
You can see the numbers growing here.
| | 03:41 |
And although we're not looking at those
notes, we've just tagged them with our
| | 03:45 |
User Conference 2013 tag.
Another type of tag you might want to
| | 03:50 |
consider deals with people and places.
So, if the note references any people or
| | 03:54 |
places that you find interesting, tag the
note with those as well, even a website
| | 03:58 |
like frenchcafe.xyz.
In this case, I'm going to go up to Click,
| | 04:03 |
to add tag.
I'm going to type in that web address.
| | 04:08 |
Imaginary address, when I hit Enter,
there's the new tag up there at the top.
| | 04:15 |
Perfect, so we can continue now clicking
and dragging these tags to the various
| | 04:20 |
notes as we create them.
We could also do other things with tags.
| | 04:24 |
For example, you might not need a tag any
longer and want to remove it or maybe the
| | 04:29 |
name needs to be changed.
All we have to do is go over to our tags
| | 04:33 |
here, right-click anyone of them like our
French Cafe website and you can see we can
| | 04:38 |
create a tag in that tag.
It's called a sub-tag, so yes, tags can
| | 04:42 |
have their own sub-tags as well.
We could rename F2 the keyboard shortcut
| | 04:47 |
here in the Windows.
We can also delete it using our Delete key
| | 04:50 |
or clicking Delete here.
Also, if you have any tags that have not
| | 04:54 |
been assigned to at least one note, you
can hide those on the list.
| | 04:57 |
So, you're not looking at tags that are
being used.
| | 05:00 |
Let's hit Delete here, and notice there is
a warning message where we need to confirm
| | 05:05 |
our action.
It's also going to delete any subtags if
| | 05:08 |
you created them.
When we click Delete Tag, the tag is
| | 05:11 |
removed, just like that.
So, what's the point of all these tags?
| | 05:15 |
Filtering and finding content, that's what
we're going to do next.
| | 05:19 |
| | Collapse this transcript |
| Filtering notes with tags| 00:00 |
If you decide tagging your notes is
something you're going to do, putting in a
| | 00:04 |
little bit of work as you create those
notes in the various notebooks will
| | 00:09 |
definitely be worth it in the long run, as
your notes begin to pile up in those notebooks.
| | 00:14 |
Let's see what I'm talking about.
We'll go to our User Conference 2013
| | 00:18 |
notebook, if you've been following along.
And we'll go down to our Tags now and
| | 00:22 |
let's click Business Card.
By doing that, what we're doing is
| | 00:25 |
filtering out all the notes and only
looking at notes in this selected
| | 00:29 |
notebook, that are tagged with the
Business Card tag.
| | 00:33 |
If we are to go to a different notebook
like the Inbox and select a Business Card.
| | 00:39 |
Notice there aren't any notes tagged that
way in this particular notebook.
| | 00:42 |
If we go to all notes, and down the road,
you may end up with hundreds or even
| | 00:47 |
thousands of notes, going down to
something like business card will show us
| | 00:53 |
all the business cards from any notebook.
Let's test this out.
| | 00:57 |
This particular note, the business card,
deals with food.
| | 01:00 |
So, lets add an additional tag.
We'll go up here, click to add tag, and
| | 01:04 |
type in Food.
There we go.
| | 01:06 |
So, we have multiple tags for this
particular note, which is a business card.
| | 01:10 |
Lets go to another notebook now.
If you were following along with me in
| | 01:14 |
previous movies, where we clipped an
article from Evernote food, went to our
| | 01:19 |
default notebook, mine to the inbox, and
I'm going to tag this with food as well.
| | 01:23 |
Just going to drag the tag right to the
snippet list over the snippet of our
| | 01:28 |
Evernote blog for food.
There we go.
| | 01:32 |
So, if I go to all notes now, and I click
the Food tag, I'm going to see a couple of
| | 01:38 |
notes from different notebooks showing up
but in one place.
| | 01:41 |
It's a great way to gather info and have
it all at your fingertips without having
| | 01:45 |
to search through the various notebooks
yourself.
| | 01:48 |
And here's a cool thing, you can apply
multiple tags when filtering.
| | 01:52 |
Let's say, I want to find all that are
related to food and business cards.
| | 01:56 |
I'll hold down the Shift key and click
Business Card.
| | 01:58 |
I've selected two tags now.
Only one note has both those tags and it's
| | 02:03 |
our business card for Karen Leslie, the
caterer.
| | 02:05 |
So, as you can see, putting in a little
work now by tagging your notes can really
| | 02:11 |
save you a lot of time and energy down the
road.
| | 02:13 |
When you'll be able to enjoy the fruits of
your labour
| | 02:16 |
| | Collapse this transcript |
| Using advanced search options| 00:00 |
It's time now to explore the real power
and beauty of Evernote and that is the
| | 00:05 |
built in search functionality.
Think about over time as you begin to work
| | 00:09 |
with many, many different notebooks
containing many, many different notes, now
| | 00:13 |
you need to find something.
Well, you can do so with great ease by
| | 00:16 |
going to the Search field that appears at
the top of your snippet list.
| | 00:20 |
If you a notebook first, like our User
Conference notebook, for example, you can
| | 00:24 |
choose any notebook.
And then, go to the Search field, you'll
| | 00:27 |
be searching within that notebook.
If you're not sure where the note resides,
| | 00:31 |
you can go to All Notes, go to the Search
field, and you'll be able to find anything
| | 00:35 |
in any notebook.
All you have to do is type in what you're
| | 00:38 |
looking for.
So, let's say we're looking for
| | 00:40 |
information on our trip to LA.
We could type in flight, for example, l,
| | 00:45 |
f, i, g, h, t, there's only one note,
appearing on my snippet list now,
| | 00:49 |
containing that text.
There it is, highlighted over here on the
| | 00:52 |
right hand side.
You can see, as I scroll through the
| | 00:55 |
document, there are several occurrences of
the word flight.
| | 00:58 |
That was fast.
All right, if we want to start over, we
| | 01:01 |
can click the x to clear that, we're back
to looking at all of our notes.
| | 01:05 |
There are some keyboard shortcuts as well.
F6 will get you into this field, and if we
| | 01:09 |
go up to the Edit menu, you'll notice Find
and Replace has some options, Searching Notes.
| | 01:15 |
Well, we can also search within notes.
Look at that.
| | 01:18 |
Ctrl+F, the keyboard shortcut you're
probably used to in other programs works
| | 01:22 |
here as well.
So as we go to this note if we want to
| | 01:25 |
find something in there we can use Ctrl+F
or go back to the Edit menu.
| | 01:28 |
I'm going to use Ctrl+F which opens up as
you can see down bellow a field and the
| | 01:33 |
last thing I searched for was LAX, so it's
showing up already highlighted.
| | 01:37 |
But we can type whatever we want in here.
Let's say we're looking for our departure
| | 01:42 |
time for example.
We could type in depart.
| | 01:44 |
As soon as we do that, the word depart, as
you can see, is highlighted in a different
| | 01:48 |
color than we're used to seeing when
simply searching for content in notebooks.
| | 01:52 |
And we'll also see the number of matches
appear down below.
| | 01:55 |
If I click Next, I can go to the next one.
Okay, perfect.
| | 01:59 |
Quickly, in this very large note, as I was
able to find the information I was looking for.
| | 02:04 |
And we can close this up by clicking the
Close button as well.
| | 02:07 |
All right, let's check out something
different now.
| | 02:10 |
I really like this.
Let's go back to making sure All Notes is
| | 02:13 |
selected, click in the Search field above
your snippet list, and we'll type in a name.
| | 02:18 |
We're looking for someone, and information
on this person.
| | 02:21 |
Her first name is Karen, so we'll type
that in.
| | 02:23 |
Look what happens.
There's only one note containing Karen.
| | 02:29 |
It's highlighted over here inside, not
text but inside an image.
| | 02:34 |
This is a picture we took and added it to
our note, a JPEG image containing text.
| | 02:40 |
But thanks to OCR, Optimal Character
Recognition, Evernote was able to find the
| | 02:45 |
text inside the graphic.
Now, that's some real power.
| | 02:48 |
All right, let's click the Close button
and go back to looking at all of our notes.
| | 02:53 |
So, over time, as your notebooks and notes
begin to pile up, when you need to find
| | 02:58 |
something, keep in mind, you have some
very powerful search functionality here
| | 03:02 |
built into Evernote.
| | 03:04 |
| | Collapse this transcript |
| Using Atlas and attributes to locate notes| 00:00 |
If you enjoy the power of the built in
search functionality found here in Evernote.
| | 00:04 |
And you think you're going to be using it
on a regular basis, you might also be
| | 00:07 |
interested in some advanced search
functionality that we're going to explore
| | 00:11 |
right now.
Let's start by searching for more than one
| | 00:13 |
item at a time.
We'll do that in All Notes by selecting
| | 00:17 |
all notes up here on the left hand side.
And then going to the search field, just
| | 00:21 |
like we did in the previous movie but this
time we're going to type in more than one item.
| | 00:25 |
Let's type in Cali.
So, in this case California will show up
| | 00:29 |
because we're typing in the characters
that begin the word California.
| | 00:34 |
We'll leave a space and type in something
else.
| | 00:36 |
How about LAX?
Notice the list of notes has gone down to
| | 00:39 |
one single note, because what we're
looking at here on the right, are
| | 00:42 |
highlighting for the beginnings of
California, Cali, and LAX.
| | 00:46 |
So, in this case what we're finding by
default are any notes containing both of
| | 00:51 |
these items.
While we can adjust that query by going to
| | 00:54 |
the drop down that appears just to the
right of that search field and clicking
| | 00:58 |
that arrow.
Notice what's happening.
| | 01:00 |
Sure, we're viewing all notes, so in this
case, one note from All Notes.
| | 01:03 |
That's why we selected All Notes at the
beginning, but if we want to be specific,
| | 01:07 |
and view all the results from, say, the
business stack, we could click this drop
| | 01:11 |
down and adjust that.
Let's go down to Business, and choose All Notebooks.
| | 01:15 |
In business.
Still we get the same result down below.
| | 01:18 |
Notice that the words that we typed in,
Cali and LAX, we can remove those.
| | 01:22 |
Each of them as we hover over them have an
X.
| | 01:24 |
But we want to keep them.
We just want to find notes that contain
| | 01:28 |
either Cali or LAX, not necessarily both.
So, in that case we're going to click the
| | 01:33 |
drop down for all of the following and
change it to any of the following.
| | 01:39 |
So, in this case we actually have three
results.
| | 01:41 |
These are notes that would contain either
Cali or LAX or possibly both.
| | 01:46 |
All right, if that's something that we
know we're going to be searching for on a
| | 01:49 |
regular basis, instead of going back and
doing all of this, we can save it.
| | 01:52 |
That's the other neat feature.
In the bottom right corner, you'll see a
| | 01:55 |
save button.
Give it a click and you'll see the name is
| | 01:58 |
going to be the same as the query we
created, which is stack business any Cali LAX.
| | 02:04 |
Well, let's change the name to something
that's a little easier to remember, like
| | 02:08 |
California travel, for example.
When we click OK, it becomes a saved
| | 02:12 |
search, meaning we can go back to our
saved searches here on the left hand side,
| | 02:16 |
expand it to see that we now have
California travel a s a saved search.
| | 02:21 |
So, as we continue to add notes and
various notebooks.
| | 02:25 |
If they have California or LAX in them,
the results will be different each time we
| | 02:29 |
go back.
So we would be looking at all notes for example.
| | 02:32 |
And then we go down to California Travel.
Click there.
| | 02:34 |
And there's our three notes.
And there is our search functionality, our query.
| | 02:39 |
Which can be edited if we wanted to.
So, you can have as many saved searches as
| | 02:43 |
you like.
It's going to save you some time down the road.
| | 02:45 |
Let's just collapse that, so we are back
to looking at the results only.
| | 02:49 |
Let's go back to All Notes now.
And that's some of the advanced search
| | 02:53 |
functionality available to you here in
Evernote.
| | 02:57 |
| | Collapse this transcript |
| Finding and replacing text| 00:00 |
If you've been following along with me in
the previous couple of movies, you know
| | 00:03 |
how powerful the search functionality is,
here in Evernote.
| | 00:06 |
But there are some other options for
finding content, and we're going to talk
| | 00:10 |
about them now, their attributes.
So, with All Notes selected, instead of
| | 00:14 |
going to the search field, we can go down
here in the left hand pane to attributes
| | 00:19 |
and expand that section by clicking the
arrow next to it.
| | 00:23 |
Notice now, we could locate notes based on
when they were created, modified, based on
| | 00:28 |
what they contain, even the source of the
note.
| | 00:31 |
Let's start with created, we'll click the
drop down.
| | 00:33 |
Now we have a couple of other options.
If we want to find notes created since a
| | 00:37 |
certain date or before a certain date, we
can expand those and make a selection.
| | 00:42 |
Anything created before this month, we
select it, and you can see I have a few notes.
| | 00:46 |
How about anything created this week?
Looks like I have a few.
| | 00:49 |
Let's collapse before and go to Since.
How about Since, This Month?
| | 00:55 |
Again, a different list of notes.
So I'm able to filter it down to specific timeframes.
| | 01:00 |
Let's collapse Created and go to Last
Modified.
| | 01:03 |
Now, I can go to the same options for when
a note was changed or modified.
| | 01:08 |
Here's what I like, though.
Contains.
| | 01:10 |
Let's go down to that one.
I want to find all of my notes that
| | 01:13 |
contain audio.
I click Audio.
| | 01:15 |
There's one.
How fast was that?
| | 01:18 |
How many notes do I have containing
images?
| | 01:20 |
If I click Images, I have many more.
Ink?
| | 01:23 |
Doesn't look like it.
I like this one, too.
| | 01:25 |
To-do items.
When I click that one, all of these have
| | 01:28 |
to-do lists as I go through them.
You can see them.
| | 01:31 |
If you want to narrow it down to any that
are unfinished, I could do that, or only
| | 01:36 |
those that have finished to do items,
none.
| | 01:39 |
I have a lot of work to do.
I can find my notes containing PDF
| | 01:43 |
documents as well if I wanted to, so let's
collapse Contains and look at the last
| | 01:47 |
one, which is Source.
From here, I can locate things that were
| | 01:51 |
e-mailed to Evernote.
For example, remember this itinerary was
| | 01:55 |
sent to my Evernote e-mail address, so I
can locate those quickly.
| | 01:58 |
Anything containing something from a
webpage, there's my Evernote Food...
| | 02:02 |
Mobile, sure enough.
So, if you're using; for example, a
| | 02:06 |
smartphone, tablet and you've captured
something and added it to EverNote, you
| | 02:10 |
can find those quickly with mobile.
Even those from another application, which
| | 02:14 |
we don't have any.
So, just keep in mind, that although you
| | 02:16 |
have some powerful search functionality
that we've already explored, you also have
| | 02:20 |
attributes that can help you narrow it
down to specific notes in your notebook
| | 02:25 |
based on what's in them.
| | 02:26 |
| | Collapse this transcript |
|
|
5. Sharing NotesSharing individual notes| 00:00 |
One of the biggest advantages to using
Evernote over the old fashioned paper
| | 00:03 |
notebook is how you can share your
Evernote notes and notebooks.
| | 00:08 |
In the old days, your only option was
pretty much photocopying, and sharing a
| | 00:12 |
copy of your notebook that way.
Well, here in Evernote, we have a number
| | 00:15 |
of different options.
We're going to begin with sharing
| | 00:17 |
individual notes and take a look at how we
can do that by first selecting the note we
| | 00:21 |
want to share.
You can go to any note you like, I'm
| | 00:23 |
going to go to my Travel Poster note.
Let's say I want to share this with somebody.
| | 00:28 |
When I go up to the Share drop-down,
you'll notice a number of different
| | 00:32 |
options, I can send this by e-mail.
People will receive an e-mail containing
| | 00:36 |
exactly what I see here in my note.
I could also post it to my Facebook,
| | 00:40 |
Twitter, or LinkedIn accounts, so anyone
accessing me on those sites will be able
| | 00:45 |
to see what I'm sharing with them, and you
could also copy a note URL to the clipboard.
| | 00:50 |
With a URL or link, you can then share it
with anyone you like.
| | 00:54 |
You could verbally share it with them, you
could send it to them via e-mail.
| | 00:57 |
It becomes a public link that anyone can
access.
| | 01:00 |
In fact, what you share with them can be
shared with others.
| | 01:03 |
We'll get to that momentarily.
Let's start with sending by e-mail.
| | 01:06 |
Next, you're going to type in the address
of the person you want to send this to.
| | 01:09 |
I'm going to use drivers@lynda.com.
And the subject will be Travel Poster Info.
| | 01:15 |
Why?
That's the name or title, of this
| | 01:18 |
particular note.
And, of course, I could change that if I
| | 01:20 |
wanted to.
I could CC myself on this message.
| | 01:24 |
I can even add additional content down
below.
| | 01:27 |
I think I'll add some content like, For
your review, please provide feedback by,
| | 01:33 |
let's say, end of business tomorrow.
Allright, all I have to do now is sent it
| | 01:38 |
off, I'll see a message eventually
indicating that it's been sent successfully.
| | 01:42 |
There we go, if I'm tired of seeing this
message every time I share by e-mail, I
| | 01:46 |
can turn that off by clicking the check
box next to Do not show this message
| | 01:50 |
again, and then click OK.
All right.
| | 01:53 |
So, now I know that that person has an
e-mail containing exactly what I see with
| | 01:56 |
my added notes asking them to review and
provide feedback.
| | 02:01 |
Another way to share is, as we saw from
the drop-down, to copy the URL.
| | 02:06 |
We can also access these options from the
Note menu.
| | 02:08 |
When you go down to Note > Share and then
look at all the options we just saw from
| | 02:14 |
the drop-down on the toolbar, the last one
is Copy URL To Clipboard.
| | 02:18 |
Then, when we do that, we need to, as you
can see, make sure that everything is synchronized.
| | 02:23 |
In order to synchronize your notes with
the Evernote service, you need your password.
| | 02:27 |
So, if you're not already logged in, you
will see this.
| | 02:30 |
If you are logged in or signed in and you
won't see this.
| | 02:33 |
I'm going to provide my password and press
OK, or hit Enter on the keyboard, and now
| | 02:37 |
you have a URL that has been copied.
All you have to do now is provide that to people.
| | 02:43 |
As I mentioned earlier, you could do it
verbally, you could write it down, you
| | 02:47 |
could paste it into an e-mail and send it
off to a bunch of people.
| | 02:50 |
When they click the link, they'll be able
to see this in their browser.
| | 02:53 |
They don't even need Evernote to see this
content.
| | 02:56 |
We can also check it out by going back to
Note, down to Share, and notice now we
| | 03:01 |
have some other options here.
We can stop sharing, and we can go to the
| | 03:06 |
Sharing Properties as well.
Let's go there.
| | 03:08 |
From here, you'll also have an opportunity
to stop sharing if you no longer want this
| | 03:12 |
link to be public.
It becomes a dead link at that point.
| | 03:16 |
We can also copy it to the clipboard from
here.
| | 03:18 |
We've already done that, so what we might
want to do is open the note URL to see
| | 03:22 |
what people are going to see when they
click our link.
| | 03:24 |
Again, it's going to open up your default
browser, and it's going to display exactly
| | 03:30 |
what we saw in our note.
There it is, shared by, you can see the
| | 03:35 |
username of the person.
There is the content.
| | 03:37 |
And also, you're going to see a little
icon representing a share option for the
| | 03:42 |
people who are looking at this.
It is a public link, so clicking this
| | 03:46 |
would allow people you've shared this with
to share it with other people.
| | 03:49 |
And if you've shared more than one, you
can actually view them in a slideshow by
| | 03:53 |
going to that second icon and giving it a
click.
| | 03:55 |
You see a message down below about
add-ons, you can close that up.
| | 03:58 |
And then, you'll notice the navigation
buttons for moving through the various
| | 04:01 |
notes you've shared.
And a Close button to close up the slide
| | 04:05 |
show when your done.
All right, let's flip back to Evernote, we
| | 04:09 |
can now close up our Properties.
And at anytime we can stop sharing.
| | 04:13 |
Now, we can't stop sharing from the
drop-down here on the Tool bar.
| | 04:16 |
You'll notice there's no option there.
These are just share options.
| | 04:20 |
We can go back to the Note menu, go down
to Share > Stop Sharing from here.
| | 04:25 |
But you can also go to the note itself in
the snippet list and right-click.
| | 04:29 |
You'll see also an opportunity for sharing
here and on that popup menu a Stop Sharing
| | 04:35 |
option which we're going to click.
As soon as we do this, by clicking Stop
| | 04:39 |
sharing note, we're creating a dead link.
The link we provided to people, they'll
| | 04:43 |
still have that link.
But when they go to click it, they won't
| | 04:45 |
go anywhere.
No longer public.
| | 04:48 |
So, that's one way to share a note.
We also have the ability to post it to
| | 04:53 |
Facebook, LinkedIn, Twitter.
We can e-mail as we did earlier.
| | 04:57 |
But what if we want to share an entire
notebook?
| | 05:00 |
That's coming up next.
| | 05:01 |
| | Collapse this transcript |
| Sharing notebooks via the Evernote website| 00:00 |
If you've been following along with me,
you know how simple it is to share an
| | 00:03 |
individual note using a number of
different methods, including e-mail, URLs,
| | 00:08 |
and social media, but what if you want to
share an entire notebook?
| | 00:11 |
Typical scenario might be collaborating on
a project.
| | 00:14 |
Let's say we want to share our User
Conference 2013 notebook with somebody,
| | 00:18 |
and we wanted their input.
There are different levels of permission
| | 00:22 |
we can grant to people who are sharing our
notebooks, so let's take a look at that now.
| | 00:27 |
We'll begin by selecting the notebook we
want to share.
| | 00:29 |
I'll just give it a click.
Now, the fastest and easiest way to share
| | 00:33 |
an entire notebook is to right-click that
notebook, and from here, go down to Share Notebook.
| | 00:38 |
Now, this is going to open up a dialog.
You can see the pages need to load and
| | 00:42 |
eventually, if this is not already a
shared notebook, you'll see two options.
| | 00:47 |
Invite individuals, or create a public
link to your notebook.
| | 00:51 |
So, if you want to narrow it down to
specific people who will be able to access
| | 00:54 |
your notebook, you would invite them.
If it could be anybody and everyone, you
| | 00:58 |
can create a public link, just like we
could create a URL for an individual note.
| | 01:02 |
Let's invite people.
When you click Invite Individuals, you'll
| | 01:05 |
now have a field where you can start
typing in e-mail addresses.
| | 01:08 |
And if there are multiple people you
separate those addresses by commas.
| | 01:12 |
I'm going to type in, one.
Now, down below you can see the different options.
| | 01:16 |
View notes is the default, by default the
people you're inviting will only be able
| | 01:21 |
to look at your content.
But if you click the drop-down you can
| | 01:24 |
allow them to View notes, and any activity
going on.
| | 01:27 |
I'm going to select that.
I can allow notebook preview without
| | 01:31 |
requiring a log in.
This is another option for people who
| | 01:34 |
maybe don't even use Evernote.
They'll be able to view the contents in
| | 01:37 |
their web browser if I allow this preview.
I'm going to click the check box and down
| | 01:42 |
below, have a look and provide feedback.
This notebook will be shared until the end
| | 01:50 |
of the month.
There we go.
| | 01:51 |
Now, clicking Invite is going to invite
all those people that you've added to the
| | 01:56 |
E-mail Address field and eventually you'll
arrive at this little screen that shows
| | 02:00 |
you who you have actually invited.
You can manage permissions from here,
| | 02:05 |
change the activity.
Let's say, I just want them to be able to
| | 02:07 |
View notes now.
I need to Save those changes.
| | 02:10 |
If there are a number of people that I've
invited, I can email them maybe additional
| | 02:14 |
information I left out in the original
message.
| | 02:16 |
I can also send reminders just so they
remember that they have access to the notebook.
| | 02:21 |
I could include more individuals by
inviting individuals, or I can also go
| | 02:25 |
back to creating that public link at any
time.
| | 02:27 |
If I click Done, this closes up, and I can
go back at any time again by right-clicking.
| | 02:32 |
Go down to Share Notebook, it's already
shared, so I'm going to see the Manage
| | 02:36 |
permissions options and the Invite options
as well.
| | 02:39 |
We'll click Done.
All right, let's go and see what this
| | 02:42 |
looks like in our email.
So, you can go to your email, if you sent
| | 02:47 |
it to yourself.
We'll go to our Inbox.
| | 02:50 |
I'm curious about what that invitation
looks like.
| | 02:53 |
There is the one, the individual note, the
travel poster.
| | 02:56 |
I can go to that.
That's from the previous movie and see
| | 03:00 |
that information, exactly like the note
itself.
| | 03:03 |
But I'm really interested in this
invitation to join the Evernote notebook
| | 03:07 |
called User Conference 2013.
Now, in this case you can see a message,
| | 03:11 |
and you can see the color coding
representing the Evernote message, which
| | 03:15 |
is view my shared notebook.
There's my message.
| | 03:18 |
Have a look and provide feedback, and
indicating that it will be available till
| | 03:21 |
the end of the month.
And from here, I can open the shared notebook.
| | 03:25 |
Clicking Open Shared Notebook, as you can
see up here, it's opening up another page
| | 03:30 |
in my default browser here, Internet
Explorer.
| | 03:32 |
It's taking me to Evernote.com, and
eventually what I'm going to see are a
| | 03:36 |
couple of options to view the notebook.
That's that preview we talked about, or to
| | 03:41 |
actually join the notebook, in which case
I'll need to log in.
| | 03:43 |
I'm going to choose View Notebook.
So, now I'm just looking at it.
| | 03:47 |
Look at that.
There's the snippet list just like I saw
| | 03:49 |
in Evernote and I'm not even the owner of
this notebook.
| | 03:52 |
Someone just gave me access to look at it.
I can't make changes to it, but I can view it.
| | 03:57 |
All right.
Let's switch back to Evernote.
| | 03:59 |
So, not only do you have the ability to
share individual notes with people, you
| | 04:03 |
can also share entire notebooks.
How do you stop sharing?
| | 04:06 |
Well, as we saw with individual notes, it
was pretty simple.
| | 04:09 |
We chose Stop Sharing.
With a notebook, we need to go back, by
| | 04:12 |
right-clicking, for example.
Go down to is Share Notebook.
| | 04:15 |
There is no Stop Sharing option.
All you have to do is remove the people
| | 04:19 |
that you've given access to.
So, in this case, I'm going to go next to
| | 04:22 |
the one, email address drivers@lynda.com.
There's an x over here on the right hand side.
| | 04:26 |
I'll click that x.
I will, remove them, confirming with the
| | 04:30 |
Remove button.
And now, I'm back to the original options
| | 04:33 |
which is to Invite Individuals, or Create
a Public Link.
| | 04:36 |
It's no longer shared.
Close that up.
| | 04:38 |
And that's all there is to sharing your
content with others.
| | 04:41 |
| | Collapse this transcript |
| Linking to a shared notebook| 00:00 |
If you've been following along with me in
this chapter, you know how to share
| | 00:03 |
individual notes and entire notebooks with
other people.
| | 00:07 |
What happens when those other people share
with you?
| | 00:10 |
Let's take a look at receiving and
invitation, linking to a notebook, and
| | 00:14 |
what happens when you want to remove a
link down the road.
| | 00:18 |
Well, here in my e-mail program, I've
received an invitation.
| | 00:21 |
To follow along, you will have needed to
receive an invitation as well.
| | 00:25 |
Otherwise, just take a look at what I'm
doing.
| | 00:27 |
There it is, down below.
View my shared notebook, David's Notebook.
| | 00:31 |
Open shared notebook is the button I see,
that will allow me to join or link to this notebook.
| | 00:36 |
So give it a click.
And you can see what happens.
| | 00:38 |
A new window opens up for evernote.com.
Looks like a notebook has been shared with me.
| | 00:45 |
There's a Join Notebook button, and the
options are to join the notebook, and in
| | 00:49 |
this case, I'll be using Evernote to join
to it, or simply view it in the web browser.
| | 00:54 |
I'm actually going to join the notebook,
so I have access to it in Evernote, on my
| | 00:58 |
computers, on my mobile devices, and so
on.
| | 01:01 |
Now, here in the web version, I see my
joint notebooks over here on the left hand side.
| | 01:06 |
If I switch to Evernote for a windows,
lets say.
| | 01:09 |
And I sync up my notebooks by clicking the
sync button.
| | 01:14 |
Notice, I've got a new option down below
and the icon next to the notebook looks a
| | 01:18 |
little bit different.
Its not the typical green icon.
| | 01:21 |
It's actually blue with an arrow
indicating that this is one I've linked
| | 01:25 |
to, and if I click it I can view the
contents.
| | 01:27 |
They're they are.
Thanks to the invitation I received.
| | 01:31 |
Down the road, if I no longer want to be
linked to this.
| | 01:33 |
It could be one of those public ones or
one that I was invited to, I can go over
| | 01:38 |
here to the left hand panel, right-click,
and delete the notebook.
| | 01:43 |
But it's just going to delete it here from
my list of notebooks.
| | 01:47 |
When I switch back to evernote.com, you'll
notice it's still there.
| | 01:52 |
But there is a drop down I can click to
leave this notebook.
| | 01:56 |
Clicking the Leave button will actually
delete the link to the notebook.
| | 02:01 |
I'm no longer linked to David's notebook,
so it will not show up when I log into my
| | 02:06 |
web version of Evernote and it will not
show up when I go to my Evernote apps,
| | 02:11 |
whether they be on a computer or a mobile
device.
| | 02:13 |
So, that's what happens when you're
invited, or linking to a "Public" notebook.
| | 02:18 |
You can always view the contents, along
with the rest of your notebooks, and
| | 02:21 |
simply delete or leave those notebooks
when you no longer need them.
| | 02:25 |
| | Collapse this transcript |
| Protecting content with encryption| 00:00 |
Whether you decide to share individual
notes or entire notebooks with other
| | 00:04 |
people, when you do so, there are
occasions where perhaps there's content in
| | 00:08 |
those notes you don't want to share.
In those cases, you can hide it from the
| | 00:12 |
people you're sharing the note with by
encrypting and that's what we're going to
| | 00:15 |
do right now.
You can use any note you want to follow along.
| | 00:18 |
I'm going to go through my itinerary here
for my trip to LAX, in my User Conference
| | 00:23 |
2013 notebook.
I do want to share my flight information
| | 00:26 |
with people but they don't need to know my
confirmation code.
| | 00:29 |
So, I'm going to select it by clicking and
dragging over it.
| | 00:32 |
And now, it's time to encrypt that.
I can do it from the Format menu.
| | 00:36 |
You will find encrypt selected text there.
There is a keyboard shortcut.
| | 00:40 |
Ctrl+Shift+X or if you prefer simply
right-click your selected content and from
| | 00:45 |
the pop up menu choose encrypt selected
text.
| | 00:48 |
Now, if this is your first time using this
feature, what you see is going to look
| | 00:53 |
different from what I see.
You're going to see a field for entering
| | 00:56 |
an encryption passphrase.
This is going to be the passphrase you use
| | 01:01 |
to unlock the hidden content.
So, you can type in whatever you like here.
| | 01:05 |
And remember, it can be an entire phrase,
it doesn't have to be a single word.
| | 01:09 |
Now, as I mentioned, if it's your first
time, you have an additional field.
| | 01:13 |
You'll have to reenter that encryption
passphrase since you don't see what you're
| | 01:16 |
typing, just to confirm you typed what you
thought.
| | 01:19 |
You'll also see a field for adding a hint.
A hint will help you to remember exactly
| | 01:24 |
what you just entered as your encryption
passphrase, because Evernote does not
| | 01:28 |
store this information.
If you forget it, you lose it.
| | 01:31 |
And there's also a check box here for
remembering your pass rays until you quit Evernote.
| | 01:35 |
That means if you jump around different
notes, for example, and you come back,
| | 01:39 |
it'll be hidden.
But you can reveal the content without
| | 01:42 |
using your passphrase if you choose to
remember the passphrase until you've quit.
| | 01:46 |
And the next time you come back, you'll
have to remember it.
| | 01:49 |
I'm going to leave it unchecked for now,
and click OK.
| | 01:52 |
What you're going to see next if you just
click anywhere in your note is hidden content.
| | 01:56 |
You see that little lock symbol indicating
there's content here that people just
| | 02:00 |
simply can't see.
So, if you're sharing this with people,
| | 02:02 |
they're going to see exactly what you're
seeing now.
| | 02:04 |
If they try to open this up by
double-clicking, and that's how you get to
| | 02:08 |
your hidden content.
They'll need to know the decryption
| | 02:11 |
passphrase to get at that content.
If you haven't shared that with anyone,
| | 02:15 |
they're not going to be able to find it,
but you can simply by typing in your passphrase.
| | 02:19 |
When you click OK, it's revealed.
When you go to another note and then come
| | 02:24 |
back to it, it's hidden.
And if you double-click, it you'll be
| | 02:28 |
prompted again because you chose not to
remember the passphrase until you quit Evernote.
| | 02:32 |
Let's Cancel that and try entering a wrong
passphrase.
| | 02:36 |
Type in something that's not your
passphrase and click OK.
| | 02:38 |
You'll see it's an incorrect passphrase.
Try again.
| | 02:44 |
Now again, if it's your first time, you
might have the option to create another passphrase.
| | 02:49 |
So, I'm going to click Cancel.
I'm going to come down here.
| | 02:52 |
And I'm going to highlight some content
that should be hidden.
| | 02:55 |
Right-click, and try to encrypt that using
a different passphrase.
| | 02:59 |
So, again, if you type in something that's
incorrect, and click OK, you'll see that
| | 03:04 |
you've used a different passphrase.
You can try to reenter it again.
| | 03:08 |
Or if you meant to make that mistake, in
other words, you want to have a second
| | 03:11 |
passphrase, you can do that by creating a
new passphrase.
| | 03:15 |
Not recommended.
More than one, it gets difficult to
| | 03:18 |
remember them, so I'm going to choose
Create a new passphrase anyway and click OK.
| | 03:22 |
And this is what you saw the very first
time.
| | 03:24 |
You need to reenter your encryption
passhrase and there's an optional hint
| | 03:28 |
down below and the Remember check box.
When we click OK, we now have two
| | 03:33 |
different passphrases going on here in the
same note.
| | 03:36 |
So, I have to remember them and remember
which one uses which.
| | 03:39 |
So, if I double-click this one and I type
in the wrong one, I see it's incorrect.
| | 03:44 |
I can try the other one and that worked.
Perfect.
| | 03:48 |
If I go to another note and come back, you
can use the Back button or go to the note
| | 03:52 |
and right-click and choose Decrypt.
This is permanently.
| | 03:55 |
So, I won't be hidden when I leave and
come back.
| | 03:58 |
I have to have the correct passphrase
again.
| | 04:01 |
So, you can see why it's best to use one
passphrase and not try to remember more
| | 04:05 |
than one.
There we go, no longer encrypted.
| | 04:08 |
I'm going to do the same with this
content, perhaps I'm no longer sharing
| | 04:11 |
this note, it doesn't need to be
encrypted.
| | 04:13 |
Right-click, decrypt text passphrase, and
we'll enter in the correct passphrase for
| | 04:18 |
this one.
There we go.
| | 04:20 |
So again, if you do plan on sharing
individual notes, maybe entire notebooks,
| | 04:24 |
you may want to hide certain content from
those people you're sharing with.
| | 04:28 |
The easiest way to do it is to encrypt it.
| | 04:30 |
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ConclusionNext steps| 00:00 |
Congratulations, you've reached the end of
Up and Running with Evernote for Windows.
| | 00:04 |
You should now be feeling more comfortable
with this powerful note-taking program,
| | 00:08 |
and ready to start creating your own
notebooks, and filling them up with
| | 00:11 |
anything and everything under the sun.
If you don't already have an Evernote
| | 00:14 |
account, this would be your first next
step.
| | 00:17 |
It's free, so why not at least try it.
Once you have your account, you can start
| | 00:21 |
downloading the Evernote app to all your
computers and mobile devices.
| | 00:24 |
So you'll always have your notebooks at
your fingertips no matter when or where
| | 00:29 |
you are.
This is David Rivers saying thank you for
| | 00:31 |
watching, and I hope to see you again in
another title from lynda.com.
| | 00:36 |
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