How to use Evernote for Outlook

How to use Evernote for Outlook

How to use Evernote for Outlook

TOPICS COVERED IN THIS ARTICLE:

 

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.

With Evernote for Outlook, save emails from Outlook into Evernote and organize them with the rest of the project.

Evernote for Outlook screenshot

To get started:

  1. Log in to your Outlook.com or Office 365 account.
  2. Enable Evernote for Outlook in the Office store by clicking Add.

 

How to save Outlook email to Evernote

Select notebook to save email to

To save Outlook emails:

  • Windows

    1. Select the email you want to save to Evernote
    2. Click Save to Evernote from the ribbon
    3. Choose a notebook and/or tag to apply to the saved email, then add any remarks
    4. Click Save
  • Outlook on the web

    1. Select the email you want to save to Evernote
    2. Click the Evernote icon in the email header
    3. Choose a notebook and/or tag to apply to the saved email, then add any remarks
    4. Click Save
  • iPhone, iPad, and iPod touch

    Evernote in Outlook for iPhone, iPad, and iPod touch

     

    1. In the email you want to save to Evernote, tap the add-ins button (square grid)
    2. Tap Save to Evernote
    3. Choose a notebook and/or tag to apply to the saved email, then add any remarks
    4. Tap Save
  • Android

    1. In the email you want to save to Evernote, tap the add-ins button (square grid)
    2. Tap Save to Evernote
    3. Choose a notebook and/or tag to apply to the saved email, then add any remarks
    4. Tap Save
  • Mac

    1. Select the email you want to save to Evernote
    2. Click Evernote in the email header
    3. Choose a notebook and/or tag to apply to the saved email, then add any remarks
    4. 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.

 

Add tags to Outlook emails saved to Evernote

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

How to attach Evernote notes to Outlook email

To attach an Evernote note to an email draft:

  • Windows

    1. Open an email draft
    2. Click the Evernote icon from the ribbon
    3. Select an Evernote notebook from the list or search for a specific note
    4. Click the note you want to attach, then click Continue
  • Outlook on the web

    1. Open an email draft
    2. Click the Evernote icon in the formatting bar
    3. Select an Evernote notebook from the list or search for a specific note
    4. 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:

  1. Select an email
  2. Click Options or the options button (gear) in the Evernote panel

 

Frequently asked questions

 

How do I install Evernote for Outlook?

  1. Log in to your Outlook.com or Office 365 account.
  2. Enable Evernote for Outlook in the Office store by clicking Add.

 

Which versions of Outlook support Evernote for Outlook?

Evernote for Outlook is currently available to:

  • New Outlook.com users in North America: Outlook 2016 (Mac and Windows), Outlook 2013 (Windows), Outlook 2010 (Windows), Outlook on the web
  • Office 365 users: 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 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 Evernotes notes to your email drafts. This option is only available in Outlook for Windows and Outlook on the Web.

 

What's the difference between Evernote for Outlook and the Evernote Outlook Clipper?

Evernote for Outlook is the new Evernote add-in designed for various versions of Outlook. You can save Outlook emails to Evernote and, on Windows and Outlook on the web, attach Evernote notes to email drafts. It appears as either a green Evernote icon or as an "Evernote" button.

The Evernote Outlook Clipper is designed for Windows desktop versions of Outlook. You can clip emails to Evernote. It appears as a white Evernote icon with a a dotted green border in your Outlook ribbon. This add-in comes bundled with the download and installation of Evernote for Windows.

Note: Microsoft refers to both Evernote integrations as add-ins. To clarify, however, Evernote refers to the Windows Outlook COM add-in as the 'Evernote Outlook Clipper' and the Outlook.com/Office365 add-in as 'Evernote for Outlook'.

 

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 business notes from my company's Evernote Business account?

Yes, as long as you're the one who owns the business notebook or has 'Can edit and invite' permissions for the business notebook you're attaching notes from.

LANGUAGES_SUPPORT LANGUAGES_INCLUDE=it,tr

Keywords:

  • evernote for outlook
  • evernote outlook
  • microsoft office
  • microsoft outlook
  • office
  • outlook
  • outlook 365
  • outlook add-in
  • outlook app
  • outlook online
  • outlook plug in
  • outlook plug-in
  • outlook plugin
  • plug in
  • plugin
Playing video %{current} of %{total}
Video %{current} of %{total}