Evernote Email for Genealogy

Your Evernote account provided you with an Evernote email address.
  • To find your email address in the desktop version go to Tools > Account Info
  • To find youremailaddress in the web version click on your name in the upper right corner, go to Account Settings
  • To find youremailaddress in the iPhone and iPad apps click on the gear next to your name in the upper left, go to General > Evernote Email Address
  • To find youremailaddress in the Android app click on the icon next to your user name, go to Account Info
So, why do you want or need an Evernote email address? Particularly for genealogy?
  • Keeping copies of key emails in your Evernote notebooks does two important things for you research:
    • It brings them into the same filing space as your other research notes and documents.
    • It makes them searchable along with the other research notes and documents.
    • Yes, often your email is searchable within the email program. But putting it into Evernote means you do one search across all of your research notes and emails at the same time.
  • When you receive an email query from a potential cousin, forward a copy to your Evernote address to be filed in your notebooks and saved for future reference.
  • When you write a research email include your Evernote address as one of the recipients. A copy of your message will be saved in your notebooks for future reference.
    • In the Subject line include @ and the name of the notebook in which you want it filed. For example @Smith in the subject line will file this message in your Smith notebook.
    • Your subject line can also include regular text. So, a complete subject line for a DNA message about your Smiths would be like this:
      Harry Smith Y-DNA match @Smith
    • Ask the recipients to be sure to "reply to all" so that all replies will also be saved to Evernote.
  • Research trips:
    • Create a notebook for travel.
    • When planning a research trip you may receive e-mail confirmations from airlines, hotels, and conferences or seminars.
    • Forward confirmations to your Evernote account and keep them in a Travel notebook so that they are easily accessible through the app on your tablet or smart phone while you're at an airport, at the hotel, or in a shuttle or taxi.
    • Better yet, instead of forwarding them, use your Evernote e-mail address when registering and the original confirmation will go straight to your Evernote.
    • No more print-outs for your trips. Put all relevant travel info into one notebook and they go with you everywhere you go. For example: airlines confirmation, hotel confirmation, seminar registration, weather information clipped from the web, travel checklist, packing checklist, tourist info, maps, and anything else you would normally print and take with you.
    • You may want to encrypt any text within notes that contain passwords or sensitive/private information. Encryption is done within the desktop version for Mac and Windows: http://evernote.com/contact/support/kb/#/article/28451608
  • Genealogy software:
    • Create a notebook for your genealogy software program.
    • Bring all of your genealogy software info into one filing space in Evernote.
    • Include clippings from the web about how to use the software, and hints or tips.
    • Forward email newsletters to Evernote when they contain hints or tips that you want to keep and refer to later.
    • Forward email confirmations when you purchase programs or upgrades.
    • Forward any email correspondence you have with tech support when dealing with specific issues.
    • You may want to encrypt any text within notes that contain passwords or sensitive/private information. Encryption is done within the desktop version for Mac and Windows: http://evernote.com/contact/support/kb/#/article/28451608
  • DNA research:
    • Create a notebook for your DNA research.
    • Bring all of your DNA research into one filing space in Evernote.
    • When testing multiple family members and/or multiple DNA companies, create a master note with a table that includes the DNA company information, names of people tested, kit numbers, passwords, etc.
    • Forward email confirmations to Evernote when you purchase kits. These usually include registration or login information.
    • Forward email notifications that tell you that you have matches or new people to contact.
    • You may want to encrypt any text within notes that contain passwords or sensitive/private information. Encryption is done within the desktop version for Mac and Windows: http://evernote.com/contact/support/kb/#/article/28451608
  • Society memberships:
    • Create a notebook for your genealogical and historical society membership(s).
    • Create a master note with a table that includes a list of all your societies, your membership numbers, etc.
    • Forward email confirmations to Evernotethat include your membership information with expiration dates.
    • Forward email newsletters that have information that you might want to refer to later.
    • Set an Evernote reminder on the note to remind you when it is time to renew your membership.
    • You may want to encrypt any text within notes that contain passwords or sensitive/private information. Encryption is done within the desktop version for Mac and Windows: http://evernote.com/contact/support/kb/#/article/28451608



Evernote for Every Genealogist
Copyright © 2014 Cyndi Ingle. All Rights Reserved.