How to Use Outlook With Evernote

By Chad Davis

Evernote bundles an Outlook add-in with its Windows Desktop application which you may use to import your Outlook 2013 items into Evernote. After you've installed Evernote on your Windows 8.1 desktop, a Send to Evernote 5 button appears in Outlook. If you're unable to use this feature, you can troubleshoot your settings in Outlook to help resolve possible problems with the Evernote add-in.

Installing Evernote for Windows Desktop

Step 1

Download Evernote for Windows Desktop. Click the "Windows Desktop" link on the sidebar to the right on Evernote's Products page (link in Resources). Evernote for Windows Touch is also available; however, you need the Windows Desktop version to connect to Outlook.

Step 2

Exit any unneeded applications, including Outlook and Internet Explorer. Evernote for Windows Desktop automatically installs the Outlook add-in.

Step 3

Install Evernote. Open the setup file, follow the instructions and then click "Finish" after the installation has completed.

Step 4

Sign in to your account. Click the "Already Have an Account" panel, enter your email address and password and then click "Sign In." Evernote automatically syncs your information with its servers.

Sending Items to Evernote with Outlook Clipper

Step 1

Select an Outlook item you wish to send to Evernote. For example, preview or open a message or task.

Step 2

Click the "Add to Evernote 5" button in the Evernote group of the Home or Message ribbon. Alternatively, right-click on an item and then click "Add to Evernote 5."

Step 3

Fill in the New Clip dialog and add your note. For example, you may change the title, add tags and select a notebook.

Step 4

Add your note to Evernote. Click the "Add Note" button to create the note and open it with Evernote.

Troubleshooting Evernote's Outlook Add-In

Step 1

Open Outlook's Trust Center. Click "File," "Options" and then "Trust Center" on the sidebar to the left. Click the "Trust Center Settings..." button.

Step 2

Adjust Outlook's Macro Settings. Select "Notifications for All Macros" under Macro Settings and then click the "OK" button.

Step 3

Open COM Add-Ins. Click "Add-Ins" from the sidebar to the left on the Outlook Options window. Select "COM Add-ins" from the Manage field at the bottom and then click the "Go…" button.

Step 4

Enable the Evernote Add-in. Check the "Evernote.Outlook" box and then click the "OK" button. Click "OK" again.

Tips & Warnings

  • You must have signed in to Evernote, and you may need to sync Evernote, before you can use the Send to Evernote button. To sync your notes, click the "Sync" button in the Evernote toolbar.