Tips & Stories

Quick Tip: Notebook Sharing with Evernote for Mac and Windows Desktop

Quick Tip: Notebook Sharing with Evernote for Mac and Windows Desktop

Posted by Alex Muramoto on 07 Dec 2012

Posted by Alex Muramoto on 07 Dec 2012

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Evernote Shared Notebooks make it easy to work together, allowing you to give individuals permission to view selected notebooks in your Evernote account. Evernote Premium subscribers can also give other Evernote users permission to edit the notes in their Shared Notebooks.

Shared Notebooks come in handy for both professional and personal uses, whether you’re working on a team projectplanning a family vacation, or just passing along interesting content to friends and family, Shared Notebooks allow you to share the memories that matter to you with anyone, even those who don’t use Evernote. You can create a Shared Notebook from almost any device or computer where Evernote is installed, including Mac, Windows, iPhone, iPad, iPod Touch and Android.

Sharing in Evernote for Windows Desktop

To share a notebook using Evernote for Windows Desktop, follow the steps below:

  1. Right-click the notebook you want to share in the Notebook List
  2. Click ‘Share Notebook’
  3. Click ‘Invite Individuals’
  4. Enter the email addresses of the people you want to share with
  5. Select the permission level you want to grant to the list of users
  6. Click ‘Invite’

Sharing in Evernote for Mac

  1. In the Sidebar, click ‘Notebooks’ to open the Notebook List
  2. Hover your mouse cursor over the notebook you want to share, then click the share icon
  3. In the ‘Share this notebook’ dialog, click ‘Invite Individuals’
  4. Enter the email addresses of the people you want to share with
  5. Select the permission level you want to grant to the list of users
  6. Click ‘Invite’

Once you’ve invited someone to a Shared Notebook, they will receive a notification email with a link to view your Shared Notebook. Other Evernote users that you invite to a Shared Notebook will also have the option to ‘Join’ your Shared Notebook, which will make it appear in their Evernote account.

Evernote Business

To get the most out of notebook sharing at work, we recommend checking out Evernote Business, which we launched earlier this week.

Evernote Business is the optimal solution for sharing knowledge across your organization, and comes with all the features of Evernote and Evernote Premium, plus a variety of new features specifically tailored to the needs of small and medium-sized businesses. Evernote Business features include the ability to create Business Notebooks that can be shared with others, access to the Business Library, where users can publish Business Notebooks for the benefit the entire company, powerful knowledge discovery capabilities with Related Notes and Related Results, increased monthly upload allowance and more. Learn more about Evernote Business.

Do you use Shared Notebooks? Tell us how in the comments!

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26 Comments RSS

  • Rob

    Is there a specific spot where I can find shared notebooks?

  • Dave

    As much as I love the idea of sharing notebooks from within Evernote with other Evernote users, I find that (more often than not) I’m sharing with non-users. In the mean time – I find the “Copy Share URL to Clipboard” feature is the sharing method I use most on MacOS.

    [Yes - I wish more people used Evernote and I keep trying to convince them.]

    And although I know it’s designed to be obvious – I wish it was more obvious to people that follow said links that they can view the notebook in its entirety without having to join Evernote or even enter a password. Sometimes people shy away from the shared links I send them because instead of just showing them the notebook – it first asks them whether they want to “View” or “Join”.

  • Les

    It would be great if there was a way for premium members to customize the share invitation.

    P.S. It might be worth removing the join barrier and test to see if conversions increase. I bet that do!

    And it would eliminate the frustration factor of the sharer who discovers over and over again that what he shared wasn’t viewed.

    But even if nothing changes I love this feature.

  • philippe99

    I totally second @Dave on this point. I also try to evangelize EN in my company, but this “View or Join” question has a negative impact on my sharing workflow: I was forced to share by link individual note instead of a whole notebook

  • Bill

    The Evernote Share Notebooks UI and marketing is bewildering. I would like to share a note with someone that we can edit together.

    I see where I can share a note which I did, turns out it’s a “view only note share”. Apparently I need to share a notebook instead. That is a “view only notebook share”. Ok maybe it’s a premium feature? On the Mac go “Upgrade to Premium” ok odd “shared notebooks” isn’t listed. What am I doing wrong??

    I then find this article which states “Evernote Premium subscribers can also give other Evernote users permission to edit the notes in their Shared Notebooks”. Hey that’s what I’m looking for! Apparently the marketing term is “work together”. Confused why “work together” or “shared notebooks” wasn’t listed under “Upgrade to Premium” features?

    Evernote Premium costs $5/month, so really $10/month since we both need Evernote Premium. Which is still expensive if I want to share one or two notes with someone. Continue to dig and locate your “Plan a family vacation blog” which states “If one of you is Premium, you can both modify your Shared Notebook”. What? Really Evernote? It should not be this difficult.

    $5/month to share a single note is still too expensive for me. Evernote should include the ability to share a limited number of notes, say 5? It would expose editable shared notes to a wider audience, which would mean more Premium subscribers. For the time being I will continue to use Dropbox.

    Bill

  • kay hoffmann

    December 10, 2012

    re Skitch:

    It encourages saving your files to the root directory on C: drive…VERY bad news!

    The color choices are ludicrous and nearly nonexistent.

    Can’t draw over, replace color.

    Horrible lack of control over “pen” size.

    No choice of typeface / size

    Even a four year old would get tired of this little puddle of poo in about 5 minutes.

  • Nick M

    I have found that sharing doesn’t work well enough for us. We want to use it for recipes so we need the both people to be able to clip to the notebook and add tags. Otherwise its really just one persons notebook that someone else can view. Any idea when we will be able to both have full control over notes in these shared notebooks?

  • Rachik

    How about :
    1) Stop sharing this Notebook. I dont find anything to do so. Except remove it
    2) Manage the list of invited person, and have the ability to see a list, and remove some in the list

  • Andrew Czachowski

    Hey Guys,

    Love Evernote been using it for years. My organization just got on Evernote Business and there are two glaring holes in this product that you should try and address ASAP. When allowing edit privleges is there some way to indicate who made what edit? If there is it isn’t immediately obvious beyond just seeing who had the last touch in the updates. I’m not saying we need to do full on live collab like Google Docs but something to see who has done what over time is a must have feature for data integrity. I don’t want the ideas my intern has put together after 15 minutes of internet research to be taken as gospel.

    Secondly, comments. Granted Evernote was not initially intended to be a collaboration tool, it was a repository. With the introduction of business and sharing however there has to be some room made for this. Please please please, add this feature.

    Love the product keep working!

  • Alexsandra Stewart

    How do I get a list of notebooks? All I get is a list of items. Had that in an older version — but since the most recent update –cannot find notebooks. I have Evernote on Firefox, and on Safari — and neither version has a notebook list. really don’t want to see the content list and have to sort through all that. I’d like to have notebooks and not see content unless I open the notebook. Means I can’t use for business,
    Also even though it is one account — the two versions do not sync.

  • hoyin

    I have used the share notebook function (I am a premium user) with my wife (a standard user) and it worked well. She was able to add notes which was good.

    However what about sharing the folder that contains all the note books? i.e. in your image above for the PC sharing the folder called Personal, Travel or Work. Can you not allow us to share these as well? Rather than individual notebooks? Thanks

  • Laguna Bardwell

    I have a good question which I need to ask, because it is driving me insane. Within the Evernote UI, I understand that to share a notebook, you do the typical right click, share notebook, and invite the individuals.

    However, I have my notebooks by category for stories I write and journals and such which my closest business partners will read. If I want to share all of my notebooks of notes with an individual, is there a way to select all the notebooks to share at the same time, or even by allowing a Ctrl+Click function? Is it also possible to allow pasting an e-mail address into the invite individual field, so that I don’t have to type the e-mail address 30 times? And, lastly, is it possible to set a memory option for remembering the options for logging in to view, and allowing them to be updated?

    Thanks Evernote team. I love the program, will keep using it even when I’m overseas.

  • Laguna Bardwell

    Agreed on both counts. It annoys me when somebody makes a change and I don’t know who to scold. It leads to a long interrogation between my business team and nobody will admit it when they think they’re wrong, even if they’re right.

    Maybe a graph of views would be ideal like in other blogs, only we can have two lines: views and contributions. Then maybe contributions can have a link to a list of users in chronological order from most recent.

    On the second count, I like feedback on notes so I can make it better. Maybe I missed a point? Why not use the Evernote program in order to provide feedback? It gets annoying for us to use because we tend to make a notebook called “Commentaries” and then hashtag-reference the title, say “#Bardwell – 21/02/2013 – Going Green” and we know from Hashtag that it’s just a commentary. We put “!” instead of “#” for possible appending or changes, still in the comment box. It would be great to offer a feedback section instead of having to relay on creating our own notebooks for commentaries and sending it all around. Even a central commentary section similar to blogging, like if you can view the note and a link to “View comments” within the framework exists, you can use the UI to download the comments into your note file.

    Just rambling, but I think it is a great idea.

  • amuramoto

    Hi Laguna

    In response to your questions:

    There is no functionality in the app to share multiple notebooks at once.

    You can paste an email address into the invite field. Another option is to import your Gmail contacts, which will auto-complete email address you type in the invite field.

    There is no memory option. The default user permission setting is always ‘View notes and activity’.

  • AndrewSinkov

    A Premium user is able to grant recipients of a shared notebook the right to edit/add/delete content. The recipients can be Free or Premium users.

  • amuramoto

    The best way to do this is to sort the Notebook List by owner, which will group all of the Shared Notebooks owned by you together in the list.

  • amuramoto

    Yes, you can open the share icon on a notebook at any time to see who you have shared it with.

  • Ost

    I completely agree with every word. I was also bewildered by this…..

  • Ost

    I completely agree with every word. I was also bewildered by this…..

  • Tammo Peters

    I hope tag-sharing will be possible soon, especially for evernote users that use a gtd structure for evernote like myself.

  • Irene Malone

    I don’t understand why some people have invited me to join their notebook (this is on a Mac, free version not Premium), and I have followed the link via their invitation email…. but their notebook never appears! I have tried repeatedly synching but it is as though the invitation never worked. When they check, their account shows that I have joined their notebook. Please help I have been looking all over for an answer!

    Just FYI, I am a secondary teacher and these are my students – we don’t have a pay account, it is not possible, but all I need to do is to be able to see their notebooks.

  • Irene Malone

    I don’t understand why some people have invited me to join their notebook (this is on a Mac, free version not Premium), and I have followed the link via their invitation email…. but their notebook never appears! I have tried repeatedly synching but it is as though the invitation never worked. When they check, their account shows that I have joined their notebook. Please help I have been looking all over for an answer!

    Just FYI, I am a secondary teacher and these are my students – we don’t have a pay account, it is not possible, but all I need to do is to be able to see their notebooks.

  • Sara

    Any advice on syncing? My app list is not updated, the web version has a current list, and the app on my desktop and phone are not picking up the changes I’ve made to my list. I don’t see how to sync from the web version, and don’t want to sync the app on my phone for fear it will save my out of date note. Advice?

  • tracy warner

    You can use the email link to email notes to the notebook!

  • tracy warner

    You can use the email link to email notes to the notebook!

  • tracy warner

    You can use the email link to email notes to the notebook!