Quick Start Guide for Evernote Business account admins

Quick Start Guide for Evernote Business account admins

Quick Start Guide for Evernote Business account admins

Step 1

Create a team account

If you have an existing Evernote account:

Log in to your personal account and upgrade it to Evernote Business

Sign into Evernote

More about upgrading an existing account

If you are new to Evernote:

  1. Go to the Evernote Business website and click Sign Up Now Sign up for a new account
  2. Fill out the form fields
    Create new account

Step 2

Set up your workspace

Before you set up your team’s new workspace in Evernote Business, identify the types of content your company frequently collaborates on. You’ll begin by creating notebooks for the categories you’ve identified. Here are a few examples of notebooks you might create:

  • Weekly meetings
  • Project or clients
  • Quarterly sales reports
  • Marketing assets
  • Sales collateral
  • Competitive research

Next, create a notebook or two for your company. Here’s how:

  1. In Evernote Business, select +New Notebook
  2. Choose ‘Business Notebook
  3. Give the notebook a title, such as "Quarterly reports"
  4. Add some content to the notebook (these can be notes you’ve written in Evernote, PDFs, web clips, or other files)
  5. Publish the notebook to your company’s business home
 

Step 3

Invite your team to add content

Now that you’ve created a business notebook, start inviting team members to join Evernote Business and add content:

Add users

  1. From the admin console, select ‘Add Users’ from the side navigation menu.*
  2. Enter the email addresses for employees you want to add as users.
  3. Click Send invitations to send an email with instructions on how to join Evernote Business.

*To learn how to automatically accept users, see Getting Started FAQ.

 

Once you’ve invited your team, share a few of the notebooks you’ve created with them and encourage them to start adding content. There are several ways to do this:

  • Users can create notes within the notebooks you’ve shared by selecting +New Note
  • People who have already been using Evernote can move or copy work-related notes from a personal notebook into a business notebook by right-clicking on the note and selecting ‘Move to notebook’ or ‘Copy to notebook
  • Personal notebooks can be quickly converted into business notebooks by right-clicking on a personal notebook and selecting ‘Convert to Business Notebook’ (Mac and Windows Desktop only)

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