In this article
- Getting Started
- How to save Outlook email to Evernote
- How to attach Evernote notes to Outlook email
- Evernote for Outlook options
- FAQ
Getting Started
With Evernote for Outlook, save emails from Outlook into Evernote and organize them with the rest of the project, or quickly add notes from Evernote to any Outlook email to share your notes with others.
To get started:
- Log in to your Outlook.com or Office 365 account.
- Go to the Evernote listing on Microsoft AppSource.
- Click Get it now.
How to save Outlook email to Evernote
To save Outlook emails:
-
Windows
- Select the email you want to save to Evernote
- Click Save to Evernote from the ribbon
- Choose a notebook and/or tag to apply to the saved email, then add any remarks
- Click Save
-
Outlook on the web
- Select the email you want to save to Evernote
- Click the Evernote icon in the email header
- Choose a notebook and/or tag to apply to the saved email, then add any remarks
- Click Save
-
iPhone, iPad, and iPod touch
- In the email you want to save to Evernote, tap the add-ins button (square grid)
- Tap Save to Evernote
- Choose a notebook and/or tag to apply to the saved email, then add any remarks
- Tap Save
-
Android
- In the email you want to save to Evernote, tap the add-ins button (square grid)
- Tap Save to Evernote
- Choose a notebook and/or tag to apply to the saved email, then add any remarks
- Tap Save
-
Mac
- Select the email you want to save to Evernote
- Click Evernote in the email header
- Choose a notebook and/or tag to apply to the saved email, then add any remarks
- Click Save
A clean version of your email appears as an editable note in your Evernote account, along with all your other notes so they are easy to search and share.
If you already have a system for keeping things organized in Evernote, you can select a notebook, add tags, and add some comments before you click Save.
Examples
- File daily or weekly reports and status updates into a "Reports" notebook in Evernote so they can be easily presented at meetings.
- Tag email receipts, hotel confirmations, and other expense documentation as "Expenses", to find them easily.
- Archive older emails you'd like to keep for reference purposes into Evernote, alongside other related content.
How to attach Evernote notes to Outlook email
To attach an Evernote note to an email draft:
-
Windows
- Open an email draft
- Click the Evernote icon from the ribbon
- Select an Evernote notebook from the list or search for a specific note
- Click the note you want to attach, then click Continue
-
Outlook on the web
- Open an email draft
- Click the Evernote icon in the formatting bar
- Select an Evernote notebook from the list or search for a specific note
- Click the note you want to attach, then click Continue
Evernote notes appear as snippets in your email so recipients can easily preview the contents of the note.
Note: Anyone who receives this email or the URL of the shared note can read its contents. You can revoke permissions to the shared note at anytime from any Evernote device. Learn more
Evernote for Outlook options
You can set a default notebook to save emails to, or you can have Evernote automatically use the last notebook you saved to. You can also specify any tags to be added automatically each time you save an email. To change the default options:
- Select an email
- Click Options or the options button (gear) in the Evernote panel
Frequently asked questions
How do I install Evernote for Outlook?
- Log in to your Outlook.com or Office 365 account.
- Go to the Evernote listing on Microsoft AppSource.
- Click Get it now.
Which versions of Outlook support Evernote for Outlook?
Evernote for Outlook is currently available to:
- New Outlook.com users: Outlook 2019 (Mac and Windows), Outlook 2016 (Mac and Windows), Outlook 2013 (Windows), Outlook 2010 (Windows), Outlook on the web.
- Office 365 users: Outlook 2019 (Mac and Windows), Outlook 2016 (Mac and Windows), Outlook 2013 (Windows), Outlook 2010 (Windows), Outlook on the web, Outlook for iOS, Outlook for Android.
What if I don't see the option to install the Evernote for Outlook add-on or the add-on is greyed out?
The Outlook Clipper add-in is built for Outlook 2016 (Mac and Windows), Outlook 2013 (Windows), Outlook 2010 (Windows), Outlook.com, and Office 365 with an email that is hosted on a Microsoft Exchange server.
If you do not see the 'Manage Add-Ins' or 'Manage Apps' option, please check the following:
- Admin has restricted add-in access: Check with your email administrator to see if they have restricted users' settings to prohibit loading an add-in. This is a fairly common situation and your email administrator can provide you with access to add-ins for the Outlook Clipper add-in.
- Outlook/Exchange server prohibits add-ins: Some Exchange server setups prohibit add-ins. Check with your email administrator for more details.
- On-premise Exchange environment: At the moment, the add-in is not supported with a terminal or on-premise servers environment.
- Using Outlook email client, but not Microsoft Exchange: Outlook is an email client, not an email provider. Your email must be hosted on a Microsoft Exchange server in order to enable the Outlook integration with Clipper. If you're not sure what you're using, check with your email administrator.
What if I don't see Evernote for Outlook in my Outlook app?
You may not have enabled Evernote for Outlook in your account. You can enable Evernote for Outlook in the Office store. Once you've enabled the add-in on your computer, it will be available in all compatible Outlook apps where you're logged into your account.
Note: If you’ve enabled Evernote for Outlook, but are unable to use the add-in in Outlook for iOS, verify that you are using the latest Outlook for iOS app with a valid Office 365 account. Microsoft does not offer add-in support in Outlook for iOS with Outlook.com accounts.
Why do I have Evernote for Outlook in my iOS or Android app, but I didn't enable it there?
If you’ve already enabled Evernote for Outlook on Mac, Windows, or the web, the add-in will automatically be available in Outlook on your mobile device.
Why don't I see the option to attach Evernote notes to my email?
If you're using Outlook 2016 on Mac or Outlook for iOS or Android, you will not be able to attach Evernote notes to your email drafts. This option is only available in Outlook for Windows and Outlook on the Web.
Can people who don't use Outlook or don't have Evernote accounts view emails with attached Evernote notes?
Yes. Anyone who receives an email with an attached note can click the Evernote snippet in their email to view its contents.
Can I attach team notes from my company's Evernote Teams account?
Yes, as long as you're the one who owns the team notebook or has 'Can edit and invite' permissions for the team notebook you're attaching notes from.
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