2. Who am I? www.SimplyLedyard.com
Linda Davis
Blogger, sister, politician, mother, golfer, wife, real estate broker, wannabe photographer, weather weenie, a pretty doggone good cook,
a technology speaker and educator
who loves social media and Evernote.
LindaCDavis on Facebook @LindaDavis on Twitter

3. Why I will never teach Evernote
It looks entirely different depending on the platform
Users organize it differently
Evernote users are generally at very different levels
Constant changes to the platform

5. “The problem with real estate agents when it comes to technology, is that we have a tendency to make everything so doggone confusing.”
--- LD

6. Goal of this presentation
To make you feel good about using Evernote because you want to not because you think you should.
To help you organize Evernote keeping in mind that everyone’s brain is wired differently.
To try to simplify Evernote so it isn’t quite so scary.
To offer ideas of how Evernote might work for YOU.

8. 7 - My history with Evernote was not love at first site
7 - My history with Evernote was not love at first site didn’t get it premium. It started to make sense when I started using it to collect stuff.

9. What Evernote is not!
a CMA, a place to store files, a place to collaborate, a place to build forms

10. I use Dropbox for Files
Have you tried Dropbox Paper?

11. And Dropbox Paper for Some Collaboration
Basecamp

12. I use Realty Juggler as my CRM.

13. I use Google Drive for Forms and some Collaboration.
Evernote does forms

14. 14

15. 2

16. 16 Form for Friends of the Pantry - You can even create forms for yourself.

18. I use Evernote for Everything Else
Dropbox is for files. DropBox is your hard drive in the cloud.
I use Google Drive for Forms and some Collaboration.
I use Dropbox Paper for some Collaboration.
I use Evernote for Everything Else

19. What is Evernote?
My digital workspace. My desk in the cloud. The tool that enables me to work from wherever I am.
Stacey Harmon

20. Evernote is for more than taking notes.
Better apps for taking notes
Evernote is for more than taking notes.

21. Planning an Event
Projects and Events

23. Create CheckLists
Weekly Menu List, Shopping Lists, Books I’ve Read List, Videos I Own

24. Project Organizer
Working on a pre-listing package

26. Benjamin Moore Cedar Grove
The Home Notebook
Room Size Dimensions
Paint and Stain Colors
Window sizes
Appliance Model Numbers
Online Manuals
HVAC sizes
Lightbulbs
Benjamin Moore Cedar Grove

27. Meeting Organizer
Forward s about meetings to Evernote – Account settings

28. Travel Notebook – Email Confirmations
Create a Packing List Template

29. Find your Evernote email address
Tools > Account Info
Anything you into Evernote will show up in your default notebook unless you indicate in the subject line. You can also tag the note with #tag.

30. Holiday/Gift Lists
Keep Clothing Sizes Here, Killer granola,

31. Technology Equipment Notebook
Printer cartridge numbers
Model numbers of printers, scanners etc.
Camera details
Medical Records Notebook

32. I am Awesome Notebook
A place for awards, recognitions and even Thank you notes!

33. Create Forms

34. Create a Templates Notebook
Save as a Template Note
Copy to desired notebook
Carolyn Nelson North Carolina

35. Client Resource Center in Evernote

36. Create a Client Resource Center
What kind of things

37. Create a Client Resource Center
Utility info
Local newspapers
Taking care of a septic tank
What is Radon?
What do water tests indicate?
Current school calendar
Moving check lists
What feedback means?
Directions to closings
Here’s what happens next s.

38. Create Wish Lists
Buy - Business

39. Yes, Even Recipes

40. Take Out Menus (and favorite orders)

41. Record the Wisdom of White Boards and Slides

42. Trade show goodies

43. And more….. DIY projects (home improvements) Family history
Use your Evernote address to sign on to Newsletters
Books you want to read
Product research
Insurance Notebook
Warranties

44. And more…..
Incubate ideas for blog/social media posts, client letters, newsletters
Bucket lists
Broker/Owners – Agent notebooks
New home construction documentation
Photo’s of child’s art
Journaling
Trade Shows
No files, no CRM, Say you?

45. Getting Started
Now is probably the best time to talk about this

48. Beginner Review
Create an account (You now can use the web version of Evernote)
Download the Evernote application to your computer
Add the app to your mobile devices
Add the web clipper
Find your Evernote address (Save as an contact)
Decide how you are going organize Evernote
Explorer > Tools, manage add ons Chrome – Chrome web store

49. The Evernote web clipper evernote.com/webclipper
Otherwise known as “the greatest thing since sliced bread”.

50. Find your Evernote email address
Tools > Account Info
Anything you into Evernote will show up in your default notebook unless you indicate in the subject line. You can also tag the note with #tag.

51. Evernote Organization Strategy

53. Stack – Nested Notebooks
To create a stack: Drag and drop one notebook on to another. This will create a stack called “Notebook Stack” which you will need to rename.
Notebooks
Notes (Only reside in notebooks)
Warning: Your brain may be wired differently. This organization method may not work for you.

54. Evernote
Stacks
Notebooks
Notes

55. Book is the same as book, but not the same as books.
Using Tags
Some people use only one or two notebooks and organize mostly with tags.
Notes may have multiple tags
Upper or lower case doesn’t change the tag
A tag could be a day, a month or a year
A tag could be a family member name
General to specific
Water test info – Vendors, environmental, wells, water
Book is the same as book, but not the same as books.

56. Notes

59. Audio Recordings

61. What you can do with a note

62. Set a reminder
On the web version, account, reminders, box checked

63. Sharing Notes from Evernote

64. Sharing Notes from Evernote

65. Sharing Notes from Evernote
Customized Tool Bar

66. Upper right hand corner

67. Notebooks Hold Notes. That is all.
You start with one default notebook.
Notebooks can be local or synchronized.
You can have up to 250 Notebooks.
The basic rule is this: local notebooks will only ever be
accessible to people with physical access to your computer.

68. Sharing will allow you to create a public link
Notebook Properties
Sharing will allow you to create a public link

69. Notebook Style
Tags can be colored too!

71. Tools > Customize toolbar

72. Create Shortcuts for your most used notes and notebooks

73. Create a Table of Contents

74. Choose the notes you want included in your list by (Command + click) with Mac and (Control + click) with Windows.

75. Auto import folders from your PC into Evernote
Create a folder in “my documents” on your PC I called mine Evernote Import Folder In Evernote, select Tools > import folders Click Add and search for your new folder. Select the folder you want to import to.

77. Update promptly on all devices

78. Sharing Notebooks from Evernote
Right click notebook > modify notebook sharing> publish

80. Other Ways to get stuff into Evernote

81. “I’d give up my dishwasher before I’d give up my ScanSnap.”

82. IFTTT = If this then that
Connect your favorite apps and devices you love with recipes.

85. Back up Evernote?

86. Evernote business card scanner. OH MY!!!

87. To save information from the cards you scan to contacts: Tap your account name > General >Camera >Business Cards…

90. Quick entry of notes into Evernote
Snap Entry
Quick entry of notes into Evernote

91. Drafts for Evernote and much much more

92. Evernote Resources

93. Dottotech on YouTube

94. Evernote Resources

95. Evernote Scott
On YouTube

96. Pinterest

97. Evernote for Real Estate Group on Facebook

99. Questions? facebook.com/lindacdavis twitter.com/lindadavis