How to move and share content with your team

How to move and share content with your team
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How to move and share content with your team

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Why move and share content?

Simplify how you share

You may have work-related content you’ll need to move from a personal account to a business account.

We recommend that you create spaces in the business account to share with your team. In just 4 steps you can share multiple notes, notebooks, and projects easily.

Here is a quick snap shot of what a space can look like below. Your space will include what's new, pinned notes, plus notes and notebooks you move here.

Spaces in Evernote Business

Step 1
Move content from your personal account to business account

Moving notes & notebooks

When you choose to move content, you are removing the notebooks from your personal account and placing them in the business account.

Move notebooks GIF

How to move content

  1. On a computer web browser, log into your Evernote Business account at evernote.com.
  2. Select your name top left and in the dropdown menu choose Settings.
  3. On the Account Summary page scroll to the bottom and select Move Notebooks.
  4. Enter your credentials for your personal account.
  5. Place a check in the boxes next to each notebook you wish to move and select Move Notebooks. Note: You can move away from this page, but leave this browser window open while content is moving.

Now you're ready for Step 2!

Notes:

  • You can only move 50 notebooks at a time.
  • You will see a message stating "We're moving your notebooks!" letting you know the request is being processed. You will receive an email when the move is complete.
  • If you choose copy instead of move, your notes and notebooks will create a copy to the Business Account. Keep in mind any changes made to one copy will not automatically update the other copy. For this reason, we recommend moving content.

Step 2
Set up your space

Create spaces by team, project, or idea

Watch this tutorial on how to create a space in Evernote Business.

Once you move content to the business account you’ll want to create a space and invite your team as needed. You’ll only have to invite a team member one time to a new space.

Create a space GIF

How to create a space and move your notebooks

  1. Click on New space.
  2. Enter the name for your space and a short description.
  3. Move in existing notebooks by selecting Move in notebooks > Notebooks (not currently in a space).

Now you're ready for Step 3!

Note:

  • Notes and notebooks can only live in one space.

Step 3
Move content to your space

Organize by space

Now that you've created a space for your team and projects - let's move your content over!

Move content GIF

How to organize content

  1. Select the note(s) and/or notebook(s) you wish to move to your new space and share with the team.
  2. Right-click your selection.
  3. Find the space you wish to move this selection of note(s) and/or notebook(s).
  4. Select Move.

Now you're ready for Step 4!

Note:

  • New to Evernote? For a detailed step-by-step instruction on spaces, click here.

Step 4
Invite your team to share your content

You're almost done!

Now that you've moved your content in your space, you can easily share this with your team.

Team members will have access to ALL notes and notebooks that are saved in that specific space. No more sharing multiple notes and notebooks with the entire team.

Invite your team to a space GIF

How to invite your team to a space

  1. Click on Share.
  2. Enter the name of the person you would like to share the space to.
  3. Choose the desired sharing permission for your team member.
  4. Select Invite.

ALL DONE!

Notes:

  • Now all existing and new content will be visible to all members of the space.
  • New members will begin to see new spaces on their left navigation menu.
  • Use the Spaces Directory to find existing spaces to join!

Did you know?

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For additional questions, please contact your Customer Success Manager. If you don’t have a Customer Success Manager, you can always email your questions to CustomerSuccess@evernote.com.

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