Internet Coach for Small Business Tanya Smith http://tanyasmithonline.com shares tips for using Evernote as a document management system, collaboration tool, contact management assistant, and more.
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Overview
i. What is Evernote
ii. Why it’s great for us time-starved solopreneurs
iii. Using Evernote everywhere for everything
i. Research – e.g. swipe files, blog posts, etc
ii. Contact management
iii. Recall – training notes, brainstorm
iv. Collaboration – team documents
iv. Examples
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What is Evernote
Evernote is a cloud-based document management
tool. The websites says you can:
Capture images, audio, text
Access it anywhere
Find things fast
www.evernote.com
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Why should I care?
Solopreneurs are the EVERYTHING in their
business
In order for you to be successful, you have to
leverage time as an asset. Automating your day to
day activities allows you to do this extremely well
and affordably.
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3 Steps to Getting Started
Open an account – freeis fine for now
Download on multiple platforms
Windows/Mac OS X
iPhone
iPad
Android
Blackberry
more…
Use it everywhere for everything!
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What comes with a free acct?
Up to 50 emails per day
25 MB is the largest note you can create
250 notebooks, 10,000 tags and 100,000 total
notes.
lets you have larger upload capacity,
offline sharing options, view prior versions of
notes, share editing, etc
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Adding & Tagging Notes
Adding a note is easy –
Copy and paste
Type it yourself
Record audio
Add photos
Email yourself
Tweet a note
Scan a note
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What is a tag?
A word that helps you categorize what the
note is about, so you can find it and other
notes like it much easier
You can also further organize using
“notebooks”
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What can I do with notes?
Website clipping for a site you want to remember
Clip an article or a sales letter you want to use as a
template
Ideas for new blog posts
Enter new contact information
Write notes from a training course
Share documents with your team member or joint
venture partner
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Wait I’m not done…
Create checklists
Scan images of business cards
Create an “on the go” brochure with pictures
Capture important tweets
And more!
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Setting Up the Web Clipper
Internet Explorer auto installs
Safari, Google or Chrome you have to download
the Web Clipper from the Evernote home page
Generally you will right click the image or use the
clipper from the taskbar
When using it, you can either:
Select just the content on the page to add
Or add the whole page to your note
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Adding Images
There may be images you like and want to use in
your Pinterest account
You may have images you’ve taken of yourself for
your biz
Images may give you ideas for branding – ie,
colors, characters, etc
26. Come visit me online at
www.tanyasmithonline.com
or www.about.me/tanyasmith
Notes de l'éditeur
Source URL: blank unless the note was created using a web clipper, otherwise contains the URL of the web page where the content originally appeared. Location: blank unless created using a GPS-enabled mobile device, otherwise contains a set of latitude/longitude coordinates indicating where, physically, the note was created. Source: the means by which the note was created (mobile device, email, etc.) or the application where the content originated (Microsoft Word, etc.) Notebook: the container where this note lives. Tags: simple text labels that describe the content of the note.