How to Email Your Documents Directly to Evernote

Since making the decision to go paperless, I have gained a lot of experience with Evernote. It has become my digital filing cabinet for literally everything. As a result, I am now working in a clutter-free environment.

Green Computer Key Reminiscent of Evernote - Photo courtesy of ©iStockphoto.com/Pgiam, Image #8866318

Photo courtesy of ©iStockphoto.com/Pgiam

Once you have organized Evernote for maximum efficiency, it is time to start filing your documents into Evernote’s digital repository. There are a number of tools for doing this. However, I find that I use the email-to-Evernote function more than almost any other method.

If you are just getting started with Evernote, I suggest that you buy Brett Kelly’s remarkably practical e-book, Evernote Essentials, Second Edition. It is worth setting aside a couple hours to work through this brief, 95-page book. It will save you DAYS of learning Evernote on your own.

Yet, surprisingly, I have met many Evernote users who don’t even know this capability exists. Once you get the hang of it, this input method transforms Evernote from an interesting software application to an indispensable one.

Here are five steps you need to take to use this feature:

  1. Find your unique Evernote email address. When you signup for an Evernote account—whether free or premium—you are assigned a unique email address. You can find this in the desktop version of Evernote under Evernote | Account Info. Your email address will look similar to this:
    [username].12345@m.evernote.com [example only]
  2. Add this address to your contact list. I created a new contact in my Address Book called, “Evernote” and assigned this email address to it. Now when I want to send a message to Evernote for forward an email I have received, I simply send it to my new Evernote contact.
  3. Set your default notebook in Evernote. When you email something to Evernote, it is automatically filed in your default notebook. Mine goes to a notebook named “!Inbox.” (I start it with an exclamation point, so that it appears at the top of the sorted list of notebooks.) However, you can set this to anything you want. You can do this in the desktop version of Evernote under Preferences | Clipping.
  4. Learn the email syntax. You can simply forward items to your default notebook and then move and tag the note within Evernote itself. However, it is far easier if you learn how to do this in the subject line of the email itself. Here’s how:
    • Forward the email to the Evernote contact you set up in step #2 above.
    • In the subject line of your email, write the title of the note as you want it to appear in your account. (I usually begin by just deleting the existing subject line.)
    • In the same subject line, add an @ symbol followed by the name of your destination notebook.
    • You can also add a # sign followed by the name of one of your tags. If you want to use multiple tags, proceed each one with the # sign.

    Note: both the notebook and the tags must already exist within Evernote. Also, this feature will not work for notebook or tag names that contain an “@“ or a “#” in their name.

    Here’s the correct syntax:

    [Title of the note] @[folder name] #tag1 #tag2 #tag3

    Here’s what it might look like:

    Email to evernote example

  5. Start using it! The easiest way to learn something is by forcing yourself to use it. Once you get everything set up, this process is remarkably simple. Even the email syntax will quickly become second-nature. Try it a few times and then check the notes in Evernote to make sure you are getting the hang of it.

Evernote is one of those applications that becomes more valuable the more you use it. I have found that the email-to-Evernote function is the fastest way to start populating my notebooks with the content I need to reference most often.

Questions: Have you tried this feature with Evernote? How has it worked for you? You can leave a comment by clicking here.
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  • http://Lbgtmsf.com Ted Werth

    This is my perfect solution for handling all those reservation confirmation when traveling (air, hotels, auto rentals, etc).

    I also use this function for receipts and shipping confirmations for things I buy online. Just a simple click of the forward button, couple edits in the subject line and I can keep moving forward knowing I will have it available on my iPhone as needed.

  • Myfriendphil

    Thanks for the additional help with Evernote. I have been trying to get into the practice of using Evernote more often but haven’t been successful. Your comment to just start using till you get the hang is probably the key … and I am going to start this week. This blog and your previous one about Evernote have really been helpful and getting me into action.
    Please keep up the good encouragement and training.
    Phil Hoffman

  • http://profiles.google.com/jordan.carlson Jordan Carlson

    Great post. I use this feature daily. I find it especially helpful to BCC my Evernote account for those “waiting for” items I send to others via email. I usually let those flow to my default notebook so the recipient of my email isn’t confused by the “email syntax” in the subject line. I then assign a notebook and the “Waiting For” tag to those notes during a quick, daily review of my Inbox.

    As for using “@” and “#” in notebook and tag names… I’ve been using “@” in tag names without issue. As part of my GTD system, I use tags to provide context to my next actions (i.e. @Computer, @Work). Including these in the email subject line (ie. #@Computer) has worked like a charm. However, using “#” in tag names doesn’t appear to work and neither “@” or “#” seem to work for notebooks. Just a quick tip for those using Evernote for GTD!

  • Roland

    Should I be at all concerned that as my use of Evernote
    increases (and it does, nearly every day , because I love it), that I become
    increasing dependent upon the continued viability and success of this company,
    the Evernote Corporation, of whom I know very little about other than that they
    are a privately held company based in Mountain View, CA, and are backed by a
    quartet of venture capital companies? In addition, should I be at all concerned
    that this company has increasing access to both my public and private data,
    since I’m syncing everything to Evernote on the Web? As this service increasingly
    becomes my central organizing tool and my file cabinet, it takes an increasing
    amount of trust and faith to maintain a good level of comfort, I think. Or am I
    just being a grumpy old …guy.

    • http://michaelhyatt.com Michael Hyatt

      The good news is that you have a copy of your database stored locally. Even if the cloud database blew up, you’d have your records. I don’t worry about the other security issues. I think the added productivity and accessibility outweighs the concerns—at least for me.

  • http://www.michaelhsmith.com Michael H Smith

    thanks Michael another good post that will help keep me organized.

  • http://profiles.google.com/kyndal Kyndal Kliewer

    I’ve been intrigued by your posts on Evernote. I would love to go paperless. How do you backup Evernote? I’m afraid I’ll get everything on there and then lose it or the service will go down.

    Thanks for writing such a wonderful, useful blog! I look forward to reading it each day.

    • http://michaelhyatt.com Michael Hyatt

      If you use the desktop app, you have a copy locally and one in the cloud. I back of my local one routinely (every hour via Time Machine), so I feel very protected.

      • http://profiles.google.com/kyndal Kyndal Kliewer

        Thanks for the tip.   I didn’t know a copy was kept locally.  I’ll just back it up on Time Machine.  Great idea!
         I reorganized all my notebooks using your helpful post and am now emailing like crazy to Evernote. I really like the !inbox suggestion.  

        Thanks again!

  • Jmhardy97

    Michael,

    I have used this for about a month now and it works great! Thank you for sharing.

    Jim

  • Adam

    I did not know about this handy feature. I downloaded a copy of Evernote Essentials today. Cannot wait to dig into it so I can start taking advantage of more Evernote has to offer.

  • http://twitter.com/ericsanzone Eric Sanzone

    Quick question: Do you still use a ‘my documents’ type system to manage your ‘Word’ files, or do you put it all in Evernote?

    • http://michaelhyatt.com Michael Hyatt

      Yes, I still use the file system on my Mac. I don’t store every document in Evernote, though I am rapidly moving in that direction.

  • http://twitter.com/ericsanzone Eric Sanzone

    Sorry, one more…and do you keep your email in it also, or do you use more traditional ‘folders’ for email, like there are in Outlook. Thanks!

    • http://michaelhyatt.com Michael Hyatt

      No, i don’t keep every email in Evernote. I archive them and use another program, Mail Steward, to get back to them. I have looked at sending them all to Evernote, but need to explore that a bit more.

  • http://twitter.com/patgmac Patrick Gallagher

    Thanks for this. I was already using the email but I didn’t know about setting the tags and notebook in the subject line. That’s going to be a huge time saver for me.

  • Bobby McGraw

    I have been moving more and more to a paperless filing system using Evernote. Fortunately our office copier can scan and email documents to my Evernote address very easily.

    Thanks for the practical tips!

  • http://www.irunurun.com Travis Dommert

    Thanks for the encouragement, Michael. I’m close to ordering the Essentials book and diving in. I’m sure I won’t regret it…just a matter of making it a priority for good rather than a passing fancy. Getting close. PS: Enjoyed seeing you at the CFA Leadercast last week. Great work!

  • Rogerhaynie

    I am one of the many you mentioned that did not know Evernote had this capability.

  • Marc Vanderstraeten

    I use Evernote to do this, and the emails get into evernote, BUT… only to the default Inbox, and NOT to the correct Notebook, nor are the tags recognised :-(
    Can somebody tell me what’s wrong?

    • http://michaelhyatt.com Michael Hyatt

      The notebook and tags must already exist in Evernote. Notebooks must be proceeded by the “@“ sign and tags by the “#” sign. That should work. Make sure you also have the latest version of Evernote.

  • Test

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  • Anonymous

    Thank you so much for this post. I followed your instruction..wow…I liked what I saw. I also subscribed to your daily email with my ever-note email account. So Your daily post comes directly to my evernote. Thanks again.

    • http://michaelhyatt.com Michael Hyatt

      I didn’t even think about that. That is a pretty cool idea.

  • Anonymous

    I started using Evernote a while back and this tip is great and will make it even more easier to get stuff collected and organized. Thanks for sharing.

  • http://www.tnealtarver.wordpress.com TNeal

    Mike, you challenge me to go deeper in places I don’t normally think too deeply. This isn’t life-changing, earth-moving stuff but it’s practical and helpful and, for me, one of those places I have to think a little deeper. Thanks–Tom

    • http://michaelhyatt.com Michael Hyatt

      Good. Thank you.

  • Anonymous

    Wow. Evernote is the gift that just keeps giving. I knew I had an email address, but didn’t see how I would be able to place my emailed information into folders/tags. I’m trying to hold off on spending the $25 on the e-b00k, but I may just have to do it. Thanks Michael. This certainly increases my productivity.

  • Anonymous

    Thanks for the post.

    I’m a paper fiend, but I’m working my way toward a more paperless office. Since I work in education, one of the last bastions built of paper, my road is long and arduous. As if that weren’t enough, what to do when you like the feel of paper? The way words look on paper?

    And that question brings up another (maybe worth a future post): What about eye strain when e-reading? When (if ever) do you like to have an actual book?

  • http://profiles.google.com/dennis.l.preston Dennis Preston

    Great info Michael. I did try this, and initially got an error that the e-mail was not delivered. However, it did end up in my trash bin in Evernote, and I was able to drag and drop it into the intended notebook. Wanted to share that in case folks are missing an e-mail, look in trash.

  • bethanyplanton

    I always enjoy your posts about Evernote, Michael! They are so helpful! Thank you!

  • Anonymous

    I just really need to get ahold of that book I think, because YOU are just making me love Evernote more and more every day.

  • http://uma-maheswaran.blogspot.com/ Uma Maheswaran S

    Thanks for the technical info on Evernote! It makes me more yearning to use Evernote in my work. Should give it a hard thought. Finding it very cool. 

  • http://wkevingilbert.me/ Kevin Gilbert

    Good articles on Evernote. I’m still a little on the fence, as I’m trying both Springpad and Diigo as well. All have their pros and cons. I did have a question, though, for you about your site and Evernote. As big a fan as you seem to be, why aren’t you using the Evernote Site Memory Button along with the Facebook, Twitter and Comments buttons?

    • http://michaelhyatt.com Michael Hyatt

      I actually am. It is at the bottom of each post, under “Share and Enjoy.” Evernote is not really a sharing option, however, so that is why I don’t have it at the top. In addition, the comment bubbles at the top are not a plugin; they are custom code.

      Hope that helps. Thanks.

  • http://twitter.com/levittmike Michael Levitt

     I’m investing in a scanner, shredding machine, and time to get my paperwork in better shape.  This article is inspiring!

  • Anonymous

    I am starting to think that you are the Evernote geek (a term of endearment, trust me).  I am still not sold on this yet.  But I have at least downloaded it to see what it might be able to do.  Thanks for the post.
     

    • http://michaelhyatt.com Michael Hyatt

      I consider that accolade an honor!

  • http://spencerpittman.com Spencer

     I would like to start forwarding emails to Evernote, however many times the most important part of an email is the attachment, and it doesn’t show up in Evernote.  Anyone know of a way to do this?

    • http://michaelhyatt.com Michael Hyatt

      Attachments show up fine in the latest version of Evernote. Are you sure you have upgraded?

      • http://spencerpittman.com Spencer

        Thanks for such a quick response!  I actually didn’t have the latest version.  I just upgraded, and am still not seeing Excel attachments show up.  I must be doing something wrong…

        • http://michaelhyatt.com Michael Hyatt

          Are you using the free version or the premium one? There is a size limit on the free version. I wonder if your attachments are too large? I just sent an email with an Excel attachment. If I scroll to the end of the note in Evernote, there is an icon for my Excel document.

          • http://spencerpittman.com Spencer

            I’m using the free version.  The size of the file is only 32KB, so I doubt that is the issue.  I use the free Open Office software on this computer (netbook), so I’m thinking that may be the problem.  I’ll check on my MacBook and desktop and tomorrow, as I have MS Office installed on both of those.  I just checked on my iPhone, and I don’t see any Excel icons there either.  If I can’t get it to work soon, I’ll start consulting some forums.

            Thanks for your help!

          • http://michaelhyatt.com Michael Hyatt

            The Evernote forums are excellent. I hope you solve the problem. Thanks.

          • http://profiles.google.com/jordan.carlson Jordan Carlson

            In the free version, you are limited to attaching images, audio, ink and PDF files.  The premium version allows you to attach any file type.  A comparison between free and premium versions is available here: http://www.evernote.com/about/premium/http://www.evernote.com/about/premium/

          • http://michaelhyatt.com Michael Hyatt

            Thanks for clarifying. I wasn’t sure.

  • http://www.tillhecomes.org Jeremy Myers

    How about publishing a blog post to WordPress from within Evernote? Or at lest sending a draft. Is that possible?

    • http://michaelhyatt.com Michael Hyatt

      I don’t think that is possible. I think it is the wrong tool for the job.

  • http://www.facebook.com/jaredcoe Jared Coe

    I have had Evernote for a couple of years and have always used it less than I use screen capture tools because I just didn’t know how to use it well.  It is now on my iPhone and laptop and, after seeing how effective it can be in these posts, am determined to use it to help get rid of the paper clutter in my office as well as at home. 

    Thanks for sharing tips, tricks, and your journey.

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  • http://www.facebook.com/georgeniebling George Niebling

    Dn. Michael – I might just be missing the link but in the “new” online Evernote I cannot locate the link to follow item number 3 above:

    Set your default notebook in Evernote. When you email
    something to Evernote, it is automatically filed in your default
    notebook. Mine goes to a notebook named “!Inbox.” (I start it with an
    exclamation point, so that it appears at the top of the sorted list of
    notebooks.) However, you can set this to anything you want. You can do
    this in the desktop version of Evernote under Preferences | Clipping.

    Can’tsee preferences, just settings, and there doesn’t appear to be a “Clipping” tag there.

    • http://michaelhyatt.com Michael Hyatt

      From the Online version of Evernote, highlight the notebook you want to make the default. Click the drop down arrow that appears to the right of the notebook name. Select properties. Check, “Make this my default notebook.” It should now be starred, indicating that it is your default notebook.

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  • KYwildcatfan

    I just emailed three emails to Evernote.  They are not syncing to my computer or iphone.  When I log on to Evernote I see them there.  What is the problem?

    • http://michaelhyatt.com Michael Hyatt

      Sometimes, it takes a few minutes. Also, are you clicking the sync button? How often are you telling Evernote to Sync in your Preferences settings?

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  • Nkumbera23

    I forwarded an item from my email account to evernote and the attatchments didnt come along with it… do I need to do something else to make sure the attatchments come through?

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  • Ken

    I keep receiving the same message every time I try to do this:
    The address “Evernote ” in the “To”
    field was not recognized. Please make sure that all addresses are
    properly formed.
    can you tell me why? I took out my name in this example.

    • http://michaelhyatt.com Michael Hyatt

      No, I cannot. I would just double-check the email address.

  • Pablo

    It works smooth! Very effective. You’re my new Evernote guru. I just created a notebook called “Evernote” with all your articles about Evernote, tag: #hyatt. Thx!

  • Stephanie

    Hi Michael,
    These are super clear, easy to read instructions. I’m having trouble getting my e-mails to automatically assign to notebooks and tags and had two questions:
    * Where can I find the Preferences in Evernote to set the default folder?
    * Is this the reason why the notation (#meetingnotes @Workstuff:disqus) isn’t taking?

    I’ve added your post to my Evernote How Tos though. Thanks!
    Stephanie

  • Dannymulkey

    Regarding emailing to Evernote:  I have my Evernote address set up in Contacts and have tried numerous times to send or forward emails to Evernote, but they don’t show up anywhere.  I set up a notebook as my default notebook and called it !inbox, but my emails don’t show up.  Can’t figure out what’s going on.

    • http://michaelhyatt.com Michael Hyatt

      Hmm. You might check the Evernote Support Forum. You might also look at your account profile information and make sure you have your Evernote address correct.

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