Some examples of client information I keep in Evernote would be passwords to web hosting and websites, logos, images, special colors, notes the client has sent me or anything else I need to remember. That way I can add any information clients send me to a notebook I’ve named Client Info, then tag it according to client name.

I created the tags Fake Client 1 and Fake Client 2 and dragged them under the Fake Clients tag to nest them under it. To protect my clients’ privacy, I’ve created a Fake Clients tab to show you how it works. Keep it With You Wherever You Goįor example, I use this to organize client information. No more worries about someone discovering your secret file drawer. Keep Private Documents Privateįor private documents, you can password protect a note so only someone with the password can open it. The text in the image will be searchable so you’ll be able to find things much more easily. If you need to decrease clutter, you can take pictures of notes and documents and store them in Evernote. He’s now in real estate, so can you imagine how many cluttery pieces of note paper he has lying around? He knows how to use Evernote, and I’ve nagged tried to convince him for years to use it more. My husband, Jim, despite 30 years in IT management, is still a notepaper (index cards) and pen guy. You’ll still have your documents even if you lose your computer and mobile devices as your data is all stored in the cloud and can be accessed from any internet-connected device. Storing critical information in Evernote protects you in the case of a devastating fire or other catastrophe that destroys your home. I can envision using Evernote for tax information - receipts for tax-deductible expense could be photographed or scanned into Evernote, then tagged as you need. If you know how to use Evernote, you’ll use less paper and you won’t forget things nearly as often. Whether I’m organizing recipes, information gathering for an upcoming trip, or working with clients, it’s been an invaluable app for me. There are so many different ways to use it and every user has their favorite. I’ve written about how to use Evernote before, but the way I use it has evolved through the years I’ve used the app.

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