Do you find yourself overwhelmed with information?
Maybe you spend several hours researching interest rate swaps and file the information away, but months later–at the very time you need it–the material vanishes. You spend 20 minutes searching through your computer folders, but you can’t find it. (Where did you put it? You know you filed it away.) The result: You spend three more hours doing the same research–again. What a waste!
Wouldn’t it be nice to have your own personal electronic library? That way, all of your research, sample financial statements, forms, professional articles, expense reports, meeting notes, screenshots, etc. are all in one place–and accessible with search features. Such a place exists. It’s called Evernote. I previously provided an overview of Evernote that you can see here.
Today we’ll look at seven ways to feed Evernote.
First Set Up Your Default Evernote Notebook
Before sending information from one of your devices (e.g., smartphone) to Evernote, specify where it should go. My default landing area: To Be Filed notebook. (You will need to create the To Be Filed notebook in your Evernote account.)
Since I send information from a variety of devices, I initially send information to the To Be Filed notebook; later, when I have time, I tag each note (e.g., Fair Value) and then move each to an appropriate notebook (e.g., Accounting).
Tip – If you put an asterisk in front of the folder name (e.g., *To Be Filed), Evernote will present it (the folder) at the top of your folder list. This will make it easier to locate your default folder.
In short, my standard operating procedure: (1) capture on the fly and (2) classify with a block of time (it usually takes me less than five minutes each day to tag and move the new notes).
Seven Ways to Feed Evernote
1. Smart Phones
You can use your smartphone to create and send pictures, text files, and voice messages to Evernote.
To download Evernote for an Android phone, click here.
iPhone users should download the Evernote app.
Here’s a screenshot of my iPhone Evernote app.
I use a Fujitsu scanner (model iX500) to scan documents directly to Evernote. (The iX500 costs about $400 from Amazon.)
3. Web Clippers
Evernote provides web clippers for browsers including Safari, Explorer, Google Chrome, and Firefox. If you click this web clipper link, Evernote will automatically recognize your browser; then download the clipper software to your browser. While browsing, click the Elephant icon to clip a portion of the web page, the full page, or the full article.
Evernote allows you to use hotkeys to capture information from any program (as long as Evernote is running in the background). To activate screen clipping, use the key combination (e.g., for Windows: Win+PrintScreen). See Preferences to change your hotkeys.
So if you are working on an Excel spreadsheet, for example, and would like to capture the information into Evernote, use the hotkey combination and select the portion of the screen you wish to save. The screenshot will go to your default Evernote location.
You can do the same with an email, a Word document, and anything else that appears on your screen.
5. Email Directly to Evernote Account
One of my favorite ways to feed Evernote is to email a document (e.g., Excel, Word, PDF) directly to Evernote; when you set up your Evernote account, you will be provided a private Evernote email address. Set this address up in your email contact list; then you can send any email or document (attached to an email) to your Evernote default notebook.
6. Drag and Drop
With Evernote open, you can create a new note and then drag a document (e.g., Word or Excel file) onto the open note. The material is added to the note. You can add multiple documents to one note.
7. Import Folder
An even easier way to get files into Evernote is to use an “import folder.” After you specify in Evernote where the “import folder” is located on your computer (i.e., a particular Windows folder), you can drop files into the designated folder, and they will automatically feed into your default Evernote notebook. (Note–Import folders are only available in Windows.)
What About You?
How do you feed Evernote? Are there other ways to feed Evernote that I have not mentioned?
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