FAQ for Work Chat

FAQ for Work Chat
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FAQ for Work Chat

TOPICS COVERED IN THIS ARTICLE:

  • General Information
  • Chatting
  • Troubleshooting
 

General Information

How do I associate my email address with my Evernote account for Work Chat?

  1. Have someone send you a Work Chat message to your email address
  2. Click on the link in the email to open up the Evernote login page
  3. On the login page, sign in to your primary Evernote account

This process will associate the recipient email address with your Evernote account. You can repeat this process for as many email addresses as you’d like associated with your Evernote account.

How do I change my chat profile name and picture?

You can change your profile name and picture from your account settings in Evernote Web.

How do I remove an email address that has been associated with my Evernote account?

  1. Go to your account settings in Evernote Web
  2. Click Manage email addresses
  3. Remove the email address

How long are Work Chat messages stored in Evernote?

Like your notes and notebooks, Evernote stores your Work Chat messages for as long as they are in your account. If you delete your copy of a Work Chat message, this action can't be undone. However, deleting your copy of a Work Chat message from your own Evernote account won’t delete those messages from the accounts of the people with whom you were chatting. See our Privacy Policy for more information.

How do I delete a Work Chat message thread?

  • The new Evernote for Mac and Windows: Select Work Chat from the navigation menu, hover your mouse over the message thread you want to delete, then click the trash can button.

    Older version of Evernote for Mac and Windows: Open your Work Chat message list, right-click the message thread you want to delete, then select Delete Chat.

  • The new Evernote for iOS: Tap the three lines in the bottom left corner to open the menu, tap on Work Chat, then swipe left on the thread you'd like to delete and tap the red trash can button.

    Older version of Evernote for iOS: Tap Work Chat (chat bubble with an arrow) on the home screen, swipe left on the message thread you want to delete, then tap Delete.

  • The new Evernote for Android: Tap the three lines in the bottom left corner to open the menu, tap on Work Chat, then swipe left on the thread you'd like to delete and tap the red trash can button.

    Older version of Evernote for Android: Tap Work Chat (chat bubble with an arrow) from the menu, tap and hold the message thread you want to delete, then select Delete chat.

  • Evernote Web (older version): Select Work Chat (chat bubble with an arrow) from the menu, hover your mouse over the message thread you want to delete, then click the trash can button.

What happens when I delete a message thread?

  • You won’t be able to retrieve it.
  • The thread you've deleted will still be visible to other participants in that chat in their accounts.

Can I back up my Work Chat messages?

Evernote stores all of your account data on the Evernote servers. However, there is currently no method for exporting or backing up individual Work Chat messages.

Can I forward Work Chat invitation emails to another person?

Evernote does not recommend forwarding Work Chat invitations to anyone else, as they are tied specifically to your email address. Forwarding an invitation email to someone else may result in that person linking your email address with their Evernote account.

 

Chatting

Why can’t I see any Work Chat features in my Evernote app?

If you have the new versions of Evernote installed on your devices, you may need to enable Work Chat in your account settings. If you have an older version of Evernote, you must be using our mobile or desktop app (not Evernote Web).

Can I chat with someone without sharing a note?

Yes. The way to start a new chat varies slightly on each device:

  • The new Evernote for Mac and Windows: Select Work Chat from the navigation menu, then click the New Chat button (pencil in a square).

    Older version of Evernote for Mac and Windows: Select Work Chat from the navigation menu, then click the +New Chat button at the top of the message list.

  • The new Evernote for iOS: Tap the three lines in the bottom left corner to open the menu, tap on Work Chat, then tap the pen and paper icon in the top right of the Work Chat menu.

    Older version of Evernote for iOS: Tap Work Chat (chat bubble with an arrow) on the home screen, then tap the + button.

  • The new Evernote for Android: Tap the three lines in the bottom left corner to open the menu, tap on Work Chat, then tap the pen and paper icon in the top right of the Work Chat menu.

    Older version of Evernote for Android: Tap Work Chat (chat bubble with an arrow) from the menu, then tap the + button.

  • Evernote Web (older version): Select Work Chat (chat bubble with an arrow) from the menu, then click the 'Start a chat' button (chat bubble with an arrow) in the slide-out panel.

How am I notified of new chat messages?

If you have Evernote open and logged in, a notification pops up on your screen. You’ll also see a number counter appear or increase each time you receive a new chat. If you’re not logged in, you’ll need to do so before you can view a chat.

Can I add/remove participants to/from a chat?

No, when you attempt to add a new person to a chat, a new chat is automatically created in order to keep the information private. If you’d like to remove someone, you need to start a new chat.

Can I chat with someone if they don't use Evernote?

Start a new chat as you normally would, and enter an email or phone number* of the person you’d like chat with (in the field where it says ‘Enter name or email’). Once invited, recipients will receive an email or SMS message notifying them that they’ve received a chat from you. They can then choose to sign up or log in to Evernote in order to view and participate in the chat.

Note: SMS invitation feature is not available in all countries.

How does someone who doesn’t use Evernote view and respond to a chat I’ve sent them?

Once recipients receive an email or SMS message inviting them to view your chat, they’ll be prompted with a link to install Evernote.

Note: SMS invitation feature is not available in all countries.

What happens if I send a chat to an email not tied to the recipient’s actual Evernote account?

You don't have to worry about whether or not an email is tied to a chat recipient's account. If someone already has an existing Evernote account, and you’ve sent a chat to a phone number or email not tied to that account, they can either log into Evernote using their existing Evernote account details or add the new contact details to their existing account.

Can an Evernote Business account admin view, edit, or delete Work Chat messages?

Not at this time. Evernote Business account admins can only view, edit, or delete chats they themselves have participated in. Chats are private among participants.

 

Troubleshooting

Why am I not receiving Work Chat invitation emails?

Check for the following:

    • There are no typos in the name or email address that the sender input
      • The sender can double check the chat details in the info (i) tab
    • The message did not get routed to your spam or trash folder
      • The subject line should say “[Sender] sent you a chat in Evernote” and the email address should be from no-reply@evernote.com
    • You have not already received an invitation email from the same person in the past 30 days
      • Invitations are only sent from an individual once every 30 days, so refer back to the original invitation to open the chat

Why am I not receiving Work Chat message notifications?

Make sure your Evernote app is open and logged in. If you’re not logged in, you’ll receive an email notification after 30 minutes, and again after 72 hours if you still have unread messages in Evernote.

LANGUAGES_PRODUCT

Keywords:

  • chat
  • collaborate
  • send a chat
  • send a message
  • work chat