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We teamed up with Barbara to create an exclusive set of business templates for entrepreneurs that’ll simplify your paperwork and streamline your day. Within seconds, they’re getting things done and staying on track. It can be the home for project plans, sales contacts, contracts, budgets, anything.” Simplifying business forms with Evernoteīarbara acknowledges that facing a blank canvas can be a little daunting at first, so she helps customers make the most of Evernote by creating beautiful and functional templates that they can use immediately. Evernote can be so much more than a note-taking app. “Entrepreneurs can use it however they want. “Evernote is the perfect solution to small business paperwork and organization woes,” said Barbara Fuller, owner of Simplify Days, an online business designed to help individuals and businesses organize online using Evernote. The less time we have to spend thinking about business paperwork, the more time we can spend doing what we love.
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And for many small business owners, that’s a world apart from what they know how to do. The rest of the time, they’re behind the scenes, working on the business end of the company. Whether they’re handy people, bakers, drivers, manufacturers, or provide a service, doing that work is only a small portion of their day. The secret? They’re not in the business they thought they were in. Most entrepreneurs discover it by accident, and it takes them by complete surprise. The small business world has an unfortunate little secret. Visit our template gallery to browse pre-made templates you can add to your Evernote account. Some users find these data-export limitations a deal breaker, while others are able to live with them just fine.There’s a new way to find, manage, and use note templates in Evernote.
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If you try to copy and paste rich-text notes from Evernote into a Mac word processor, the formatting won’t necessarily survive the trip.
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You can’t do that with PDF files, though the best workaround for those is to use OS X’s built-in print-to-PDF functionality. You can drag JPG and PNG files from the Evernote app to your Mac desktop.

Though it’s easy to get data into Evernote, it’s not so easy to get it back out. But for simple projects, they could be a helpful tool. These sharing tools aren’t anything fancy they don’t track changes or maintain file-audit trails. This is particularly useful if you work with other Evernote users.

Specifically, you can choose to share a notebook with specific people or the entire Internet. One other business-friendly feature: Evernote offers some basic collaboration and sharing tools. Given how common PDFs are, this could be a huge productivity-booster. If you have a Premium account, Evernote will also perform optical character recognition on uploaded PDF files. I can imagine lots of productive uses for this feature-processing and indexing business cards is only the most obvious. Thanks to its built-in OCR capabilities, Evernote can read and save text from images like these. And while I’m traveling I can take pictures of receipts, business cards, and other paper detritus I want to save using the Evernote iPhone app ( ) that all goes in the trip folder, too.īecause it can handle so many different kinds of data and organize notes by folders, Evernote is a great tool for organizing projects or business trips. Having all of that information in one project folder makes it easy to access as I trudge my way through a travel day.īecause I have an Evernote Premium account ($5 per month or $45 per year), I can download local copies of those project folders to my iPad and iPhone and so have access to them even when I don’t have an Internet connection. In it I keep a note with my itinerary, PDF images of my boarding pass and airport shuttle tickets, maps of the places I’ll be (as images), and a rich-text file containing notes I’ve taken beforehand. Another thing I like to do with Evernote is to organize data by project.įor example, every time I travel for work I set up an Evernote project specifically for that trip.
