I wrote my first Evernote post about two years ago, and I am–more than ever–a believer in this product. I said, at that time, that Evernote is a game changer. It was and still is.
I can’t tell you how many times I’ve received a phone call with a technical question, queried my Evernote account, and provided an answer in just a minute or two. It makes me look far smarter than I am.
Why I Use Evernote
If you are not using this product (or one like it, such as OneNote), I strongly recommend you do. Why?
- 24/7 access to my information from any place
- Searchable notes
- Folders for filing and organizing my library
- Multiple tags can be attached to any note (making it easier to find the information)
- Easy-to-use Evernote interface (making use of the product intuitive)
- Storage of a variety of documents (e.g., Excel, Word, PDF, plain text, JPEGs, pictures taken with my camera)
- The ability to share any document via email and Evernote’s chat feature
- The ability to share folders with anyone (those persons can see anything I place in the folder)
- The ability to create and store voice messages from within Evernote
- The ability to store my accounting and auditing research (so I can retrieve it at any time)
- The ability to access my Evernote account using my iPhone, iPad, and laptop
- The ability to store a variety of documents in one note (so, if I like, I can place a PDF and an Excel document on the same note and then make text comments above those two documents)
- Provides a convenient place for storage of expense report support (I take pictures of my receipts using my iPhone)
Notebooks and Tags
As you can see above, I now have 3,400 notes–and my digital library continues to grow daily. Those notes are stored in electronic folders (called notebooks in Evernote); some of my notebook names include:
- Speaking Engagements
- Expense Report
- Quality Control
The notes placed in these folders are tagged. For example, I might have a note about internal control weaknesses that I put in my Auditing folder; I can create a tag such as “Material Weakness.” If I have 200 notes in the Auditing notebook, I can locate this particular note by typing–in Evernote’s search box–“Tag: Material Weakness”; this will cause all notes tagged with “Material Weakness” to appear (regardless of the notebook they are in).
Free or Premium Version
I use the premium version which costs $50 per year, but Evernote offers a free option. Sign up here. (I receive no compensation from Evernote.)
Prior Evernote Posts
To see my previous Evernote posts, click below:
Recommended Evernote Book
To take a deeper dive, buy Brett Kelly’s book Evernote Essentials for $29. Click here. (Again, I receive no compensation for this recommendation. This is the best Evernote guide I have found.)
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